Duration 2 days
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0 student
Assessments: Yes
Language English
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Skill level: All levels
This course is designed for professionals who are new to Excel or need a refresher on its fundamental features. Participants will learn essential Excel skills that are critical for handling business and financial data effectively.
Description
Curriculum
Instructor
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Course Objectives
By the end of this course, participants will be able to:
Navigate Excel’s interface confidently.
Use basic formulas and functions to perform calculations.
Format spreadsheets for readability and professionalism.
Create and modify charts to represent data visually.
Use Excel for basic data management tasks.
Target Audience
This course is ideal for:
Entry-level Finance and Accounting Professionals
Business Analysts and Administrators
Anyone looking to build a solid foundation in Excel for business applications
Course Outline
Day 1: Introduction to Excel and Basic Functions
Session 1: Navigating Excel
Understanding the Excel interface, ribbons, and toolbars.
Basic data entry and cell formatting techniques.
Session 2: Working with Basic Formulas
Introduction to formulas: SUM, AVERAGE, COUNT, and MIN/MAX.
Understanding cell references (relative, absolute, and mixed).
Session 3: Basic Functions for Business Calculations
Using IF statements for logical calculations.
Introduction to date and time functions.
Class Project 1: Creating a Simple Expense Tracker
Participants will create a basic expense tracker using formulas to calculate totals and averages.
Day 2: Formatting and Data Management
Session 4: Formatting Spreadsheets
Applying number formats, conditional formatting, and cell styles.
Creating headers and footers for printing.
Session 5: Organizing Data
Sorting and filtering data in Excel.
Using tables for effective data management.
Session 6: Introduction to Charts
Creating basic charts (Column, Bar, Pie) to visualize data.
Modifying and formatting charts for presentations.
Class Project 2: Budget Presentation
Create a budget spreadsheet with visual charts representing the data effectively.
Session 7: Basic Data Analysis Techniques
Using basic functions to analyze data.
Introduction to Goal Seek for scenario analysis.
Session 8: Creating and Printing Reports
Setting up a report layout.
Preparing spreadsheets for print: page setup and print preview.
Session 9: Sharing and Collaborating in Excel
Saving and sharing Excel files.
Introduction to Excel’s commenting and review features.
Class Project 3: Final Report Creation
Participants will create a final report summarizing their findings from the expense tracker and budget presentation, integrating charts and formatting.
Start your journey to Excel proficiency with our Basic Excel for Business & Finance Professionals course. Register now to build a strong foundation in data handling!