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Basic Excel for Business & Finance Professionals

21 - Copy - Copy
₦200,000.00
Duration 2 days 100% positive reviews 0 student Assessments: Yes Language English Available on the app Unlimited access forever 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.

Course Objectives

By the end of this course, participants will be able to:

  1. Navigate Excel’s interface confidently.
  2. Use basic formulas and functions to perform calculations.
  3. Format spreadsheets for readability and professionalism.
  4. Create and modify charts to represent data visually.
  5. 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!

 

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