Microsoft Excel XP for Accountants |
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Overview
An introduction to the essential tools and features available to manage financial worksheet information. |
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Prerequisites
Good practical knowledge of how to use a computer. You should be able to use a mouse to select, open and close files and folders. You need to be aware of the file storage areas, such as My documents, desktop and hard drive. You should know how to ‘copy’ and ‘paste’, minimise and maximise a window, the difference between ‘save’ and ‘save as’ and how to switch between one open application and another.
If you are unfamiliar with these topics, you may be interested in our PC Basics course. |
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Objective
To introduce you to Excel workbooks. To develop and increase your confidence in using Excel.
To show you formatting options, formulae, charts and graphics
, to develop your accounting processes, using the essential features of Excel, create worksheets more quickly and to provide management account information. |
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| Available Platforms: PC only | Duration: 2 days |
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Price of Course Per Course £390.00 ex VAT
(Full payment must be received prior to the course commencing) |
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| Course Outline: |
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BEGINNERS
Getting to Know Excel
• Starting Excel
• Finding your way around Excel
• Modifying the toolbar display
• Creating a new workbook
• Entering text and numerical data
• Saving a workbook
Creating Formulae
• Create a simple formula
• Use Autosum
• Use pre-built formulae
• Copying formulae
• Percentages and constant values
• Displaying formulae
Formatting Text and Numbers
• Change column widths and row heights
• Change the appearance of text
• • Position text in columns
• Format numbers and currencies
• Add borders and background colours
Printing worksheets
• Setting and clearing the print area
• Previewing a worksheet
• Changing paper orientation
• Modifying margins
• Fitting a worksheet to one page
• Understanding the print options
Review of Each Menu
• The Edit Menu
• The View Menu
• The Insert Menu
• The Format Menu
• The File Menu
Charts and Graphs
• Create a bar chart
• Create a pie chart
• Edit a chart
• Change the chart type
• Move and delete charts
Naming Cells
• Defining names
• Go To named cells/ranges
• Using named ranges in formulae |
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INTERMEDIATE / ADVANCE
Linking Data
• Using the command link
• Using the formula link
• Linking to named references
• Linking workbooks
• Consolidating workbooks
Writing Code
The IF Formula
• Building a simple IF formula
• Cell display
• More complex IF formula
Splitting & Protecting
• Splitting the screen
• Freezing the screen
• Protecting cells
• Assigning passwords
• The Window Menu
Excel Databases
• Creating a database
• Using the data form
• Sorting data
• Extracting data
•Using database functions
Data Manipulation
• Date Validation
• The Use of Filters
• Creating Pivot tables
• Modifying Pivot tables
• Goal Seeker
• Auditing your worksheet
• Review of Data Menu
Other Topics
• Scenario Manager
• Scenario Summary
• Using the VLookup function
• Using the HLookup function
• Review of Tools Types & Approach
• Layout conventions
• Standard naming Convention
• The Approach |
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If you are confident using all these features, your next step would be our 
