This course is designed for those in the financial sector who are involved in such areas as (among others): Production Planning, Trending and Forecasting or Sales Forecasting and Analysis. The delegate will have large spreadsheets with data that needs to be analysed efficiently and accurately to make better business decisions.
Versions 2003, 2007 and 2010
Description
This course is designed for those in the financial sector who are involved in such areas as (among others): Production Planning, Trending and Forecasting or Sales Forecasting and Analysis. The delegate will have large spreadsheets with data that needs to be analysed efficiently and accurately to make better business decisions.
Duration
2 days (groups). Minimum of 6 people
Unit Standards
Not applicable for this course
Prerequisites
The delegate should be competent in Microsoft Excel 2003 or 2007 and completed up to and including the Excel Advanced level. This course is designed to be the next level after Excel Advanced, especially for financial users. It will not duplicate any content already covered in the Excel Advanced course.
Course content
- Working with Net Present Value and Internal Rate of Return
- Excel Financial Functions
- Circular References
- Data Tables
- New Count, Sum, Average and If Functions in Excel 2007/2010
- Using the Offset and Indirect Functions in formulae
- Working with Form Controls
- Optimisation Planning using Excel Solver
- Importing Data from the Internet
- An introduction to Histograms
- Database Functions
- Calculating Trends using Moving Averages
- Forecasting using Winter’s Method
- An introduction to Random Variables
- Calculating with Array formulae and functions
Course presenter
The course presenter, Kate Daus, has been involved in the financial sector and business for 16 years. As a qualified Company Secretary majoring in Financial Accounting, she has accumulated a wealth of knowledge and experience in the field. This, combined with her extensive Excel knowledge, makes the course a must have for all MS Excel users in the financial area.
