MS Excel 2010 Finance

Microsoft Office Excel is a great computer program that is widely used throughout the financial industry. Excel is an invaluable tool for accountants. Billion dollar portfolios and positions can be managed and traded using Excel spreadsheets. In short, Microsoft Excel has created incredible efficiencies in the finance and accounting industries.

Delivery Format :Instructor Led Classroom delivery, Hands on Labs

Delivery Mode :Hand-on 100%

Target Audience : This course is intended for people working in Finance & Accounts dept.

Prerequisites :Participants should have basic working knowledge of Excel

Day 1

Module 1: Overview of Excel features

  • What’s New in Excel 2010
  • Formatting Data using Shortcut Keys
  • Text to Column
  • Using Paste Special
  • Creating drop down in cells

Module 2: Linking Spreadsheets

  • Linking to a cell on the same spreadsheet
  • Linking to cells in other worksheets
  • Linking to cells in other workbooks
  • Cell references in formulae
  • Linking to cells in Excel workbooks from Word
  • Linking charts

Module 3: Conditional Formatting

  • Formatting data on Conditions
  • Highlight Duplicate & Unique Values
  • Finding top 5 / 10 Items in the Data
  • Formatting data using Data Bars & Icons
  • Clearing & Managing rules

Module 4: Summarizing data

  • Creating Sub Totals
  • Sorting data with Multiple Level Sorts
  • Advance Filtering on more than 1 Criteria
  • Extracting Unique Values with Filtering
  • Tips of copying Filtered data to New File

Module 5: Summarizing Data Using Pivot

  • What are pivot tables?
  • Creating pivot tables
  • Grouping data in pivot tables
  • Refreshing pivot tables
  • Making use of multiple data fields
  • Using grand totals and subtotals

Day 2

Module 6: Charts

  • Creating Column, Line & Pie Charts
  • Shortcuts of Creating Charts
  • Changing Chart type
  • Adding Target Line in chart
  • Method of pasting chart into PowerPoint

Module 7: Functions

  • Financial :
  • Net Present Value (NPV)
  • Present Value (PV)
  • Future Value (FV)
  • Statistical :
  • Count, CountA, CountIF, CountBlank, Average & Average IF
  • Lookup : Vlookup & Hlookup
  • Text : Upper, Lower, Proper, Trim, Concatenate, Left, Right & Mid
  • Math : Sum, SumIF& SumIFs
  • Logical : IF Condition,Multiple & Calculation in IF.

Module 8: Protecting Spreadsheets

  • Protecting rows, col and cells
  • Protecting worksheets
  • Protecting workbooks

Module 9: Using Excel Macros

  • What are macros?
  • Recording & Running macros
  • Adding macros to a toolbar


 
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