Available classes
Who Should Attend:
This course is recommended for users who are already familiar with Excel and are looking to expand their knowledge and learn new and faster ways of utilizing the software as well as to learn the more advanced features of the program.
Excel Level 2 Outline:
The Date and Time System under Excel
- How does Excel record and store dates
- How to create time and date entries
- How to use TODAY and NOW functions when entering dates
- Formatting of date and time data
- Calculating fiscal years and quarters
- Calculating time differences
- How to combine time with currency calculations
Financial Functions of Excel in Depth
- Perform a wide range of financial calculations with functions in Excel
- How Excel can be used in corporate finance
- How to design a financial worksheet and excel dashboards
- Reading a corporate financial statement
- Analyzing loans, payments and interests
- How to calculate depreciation and how to use excel straight-line, fixed and double declining depreciation formulas
- How to use financial formulas for calculating bond coupon rates, security durations, prices, rates of returns and yields
- Converting between decimal and fractional prices
- How Excel helps you with your Bookkeeping needs
Creating and Managing Invoices
- Set up an effective invoice managing system
- How to use Excel tables to keep track of time
- How to add customer information to an invoice
- Accounting software, excel export and imports, add-ins and data validation, drop down menus, input messages and error alert
- How to find current items through filtering the invoice table
- Using report filters to divide data by customers
- Printing invoices
Creating Business Budgets
- Use Excel to create useful budgets that help manage your resources
- How to track income and expenses by contract and category
- How Excel can help you to track cash on hand
- How to use balance sheets with Excel
- How Excel tables and pivot tables help to analyze cash flows
- Creating income statements
- How to create alternative budget scenarios and export to accounting software
- Short & long term forecasting, linear smoothing, regression analysis and the slope function
- How can worksheets help you in decision making
- How to create alternative budget scenarios, the scenario manager and what-if analysis
Business Statistics with Excel
- Access corporate data effectively by using statistical analysis techniques
- Introduction in statistical analysis and its terms
- How to create frequency distributions for qualitative data
- How to calculate a running total
- Using pivot tables for your business statistics
- How to calculate with Excel the mean, median, mode and other numerical data
- Calculating seasonal forecasts
- How to use probability distributions
- How to calculate profitability ratios
- Liquidity and activity ratios
- How to define hypotheses
- Develop linear/multiple regression models, using slope, intercept and variance formulas
Migrating from Excel 2003 to Excel 2007, and Excel 2010
- What is new in Excel 2010, and why to switch
- How to make the switch without problems
- How to overcome computability issues
- How to save e.g. Excel 2010 spreadsheets to the 2003 version
- New features in Excel 2010
Shortcuts
- Make navigation, cell selection, formatting and data entry faster
- Converting formulas to values by dragging
- How to create charts with keyboard shortcuts
- Repeating undo and redo actions
- How to display formulas immediately
- Navigating quickly through worksheets and across workbooks
- How to format and insert numeric and date data with shortcuts, calendar wizard
- Grouping rows or columns to create collapsible regions
- Building data-entry shortcuts with Auto-fill
- Displaying unique items from large lists