Attendance at this seminar will secure 6.5 hour/s verifiable CPD points including other professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc)
Tristan White
011-886-1395
nerissa@probetatraining.co.za
If you or your firm use Word or Excel for multiple hours each day, imagine what the wasteful labour cost must be from using it inefficiently?
ProBeta Training has designed a course for those individuals and offices that are heavily reliant on Microsoft Office Suite, specifically Word and Excel as part of their day-to-day work duties, be it in audit, accounting or office administration.
The goal of this course is to
- Establish a sound practical Microsoft Word foundation on a basic level, incorporating some Intermediate elements
- Build upon your presumed basic Excel knowledge, up to an Intermediate level,
- Improve your efficiency and
- Show you alternative ways to get the same things done.
This session focuses on the Word and Excel value-add elements befitting of an audit firm environment, e.g. Converting PDF documents to Word for editing purposes, VLookUps, Pivot Tables, Concatenating text, and Conditional formatting, formula referencing, amongst others.
Enabling delegates to:
o Enter and edit data in a variety of ways
o Understand complexities of formula referencing
o Introduction to intermediate functionality including Pivot Tables, VLookUps and Formulae referencing
Word
• Creating a Document: Converting PDF to Word, Saving in other Formats
• Formatting a Document: Insert Headers and Footers and Footnotes, Insert Page Numbers, Format Painter, Setting default font for all Word Documents
• Views: Split Views
• Editing Text and Formatting Paragraphs: Adding Special Characters, Search and Replace Text, Line and Paragraph Spacing, Indents
• Breaking Up Text: Page and Section Breaks, Adding Columns
• Bullets and Numbering
• Inserting Tables: Creating, Converting Text to Tables, Converting Tables to Text and Sorting
• Mail Merge: Create
• Macros: Brief introduction
• SmartArt
• Graphics: Inserting and Wrapping Text
Excel
• Built in Templates: Invoices, loan amortisation schedules, time keeping.
• Data Editing: Sorting / filtering / conditional formatting / data validation / Subtotal formula.
• Data Searching: VLookUps / CountIf formula / If statements / Search and Replace text.
• Data Extraction (basic): Flash fill / Text-to-Columns / Concatenate.
• Building Formulae: Cell referencing within formulae i.e. relative and absolute references.
• Financial Formulae: Present Value and Rate formulae.
• Tables / Graphs: Pivot tables.
• Delegates that make use of Microsoft Excel as part of their daily work duties in a receptionist capacity or other administrative area.
• Delegates that are involved in various finance fields including auditing, accounting, taxation and financial management.
• Delegates that prepare reports and need to be able to edit text and numbers.
Delegates must have the following available on the course day:
o Own computers (PC or laptop) with any version of Microsoft Word / Excel loaded onto the machine (Preferably 2016)
o Proper internet connection (Wi-Fi or 3G) with sufficient data for the day
o USB headset with microphone and speaker Webcam (external or built-in)
For the engagement activities and tools, other devices such as the iPad or iPhone are not recommended.
Please ensure that you are logged in 15 minutes prior to the start of the session.
Delegates should be familiar with using personal computers and have used a mouse and keyboard. Delegates should be comfortable in the Windows environment and be able to use Windows to manage information on his / her own computer.
