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Microsoft Excel For Administrative And Staff


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This masterclass programme deals with the rich functionality of Microsoft Excel to deal with the challenges of working with different accounting data sets that an accounting department has to deal with. The programme deals with the core fundamental of Excel toolsets that assist administrative and accounting staff in dealing with real accounting case studies. 

  • Provide delegates with a professional understanding of how Excel’s deals with data |text and values|
  • Examine Microsoft’s methodology on ETL |Extract Transpose Load) data so it can be utilised in calculations
  • Basic and advanced Data Cleaning data sets. Microsoft best practice is that users must move towards PowerQuery which allows for incredible transformations
  • Examining the powerful formulas in Excel to conduct Lookup and Reference that allows for enhanced Table development
  • Examining the powerful formulas in Excel to conduct Lookup and Reference to deal with Date and Time calculations
  • Working with Tables and PivotTables to sort and filter information

Day 1

  • Understanding the properties of a Data Table and how data is manipulated to summarise data into meaningful Tables.
  • Understanding Excel’s value fields that allow for calculations
    – Accounting and numerical values
    – Date Values
    – Time Values
    – Other Values
  • Importing Data from external sources
  • Data Cleaning Techniques of Data Sets |from small to very large |5,000 rows plus|
  • Utilising the standard tool in Excels to deal with small data sets:
    Data Tools (including Text to Column)
    Text functions
    Sort and Filter
  • Utilising the PowerQuery to deal with massive data sets |plus 10,000 to millions of rows
  • Converting PDF Documents to Tables with numerical values
  • Converting Lists into Excel’s TABLE object that gives us advanced Sorting and Filtering capability using Slicers
  • Introduction to Excel’s PivotTables that allows for the construction of multidimension Tables

Day 2

  • Application of Excel’s Formula Library
  • Lookup and Reference functions
    – VLOOKUP, Hlookup, Xlookup, Index+Match
    – Filter, Sort, Unique
    – WrapCols, WrapRows, ToCol, ToRow, Transpose
  • Date and Time
    – Date, Yearfrac, Year, Month, Day, Today,
    – Networkday, Weekday, Weeknum
    – Hour, Minute, Seconds

Day 3

The entire day will be utilised in advanced case studies

  • Automating reconciliations
  • Age Analysis of transactions
  • Forecasting payments and receipts
  • Development of advanced Tables with multiple dimensions
  • Presenting information to management

This masterclass runs for 3 day

R 7 999.00
Group discount available on request.

Our Microsoft Excel For Administrative And Staff is available in a variety of formats to best match your needs

In-House training: We bring the training to your location. Available with customized features created to meet your requirements.

Virtual Training: Delivered totally online, our virtual sessions are designed to keep participants engaged through relevant training, activities for practice, and ongoing reinforcement.

Target Audience to be updated soon

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