Learning Objective - Excel in Finance

"Excel in Finance" training is designed especially for people working in such cells as:

• controlling,
• financial reporting ,
• planning and budgeting ,
• analysis
• accounting.

During the training, participants work on examples and exercises used in finance :

   analysis of the profitability of the investment (NPV , IRR, discounted payback period )
   analysis of profitability ( return on sales , operating net rankings )
   analysis indicator ( income statement , balance sheet, cash flow)
   budget models
   management of working capital ( inventories, receivables, payables )

We know that Excel is an essential tool used in finance , so the training focuses on speed and automation activities in these sectors .

The Coach - Excel in Finance

Bogusław Hornik  Trainer MS Excel. Developer solutions for companies in the areas of finance using Excel software, including : models, reports profitability shops, Budget models , Balanced Scorecard , automated file creation BW data warehouse , and many others.

 
He specializes in training for financial departments . It has international professional qualification in the field of finance - ACCA . Practices in finance and controlling.

Requirements - Excel in Finance

We require basic skills in working with MS Excel. If you want to make sure that this training is for you, then download our questionnaire , fill in and send e -mail to : 1-click@1-click.pl . We will advise you in the choice of training.

Place of training

Training is provided in a modern office building Class A - Sienna Center. As a result there is provided a high level of comfort for training.

Address : Warsaw, ul. Sienna 75 - blue entrance to the building , second floor

Dates and Hours

2 days x 8 hours = 16 hours ( 1 hour = hour clock )

from 8:00 to 16:00 at the two coffee breaks and one lunch

Number of participants

6 to 12 of

Certifications

Each participant receives a training course completion certificates .

Science after training

For the three months training participants receive e-mail with a link to videoporadnika to help them perform.

Price

990 PLN (standard price for a two-day training )

The price of the training includes :

• intensive two -day training
• coffee service during breaks
• two-course lunch every day
• Professional training materials
• certificates of completion of training
• poszkoleniowe support - video guides

How to start ?

Complete the application form: xls (recommended) or pdf and send e -mail to : 1-click@1-click.pl or fax.

The training program - Excel in Finance

1 Edit data (reporting)

1.1. Naming cell ranges
1.2. label ranges
1.3. Style
1.4. Privacy sheets ( password )

2 Quick Edit data (reporting and budgeting)

2.1. Ways to fill handle
2.2. Quick change of the opposite sign and Transposition
2.3. Changing strings to numbers
2.4. Appeals relative , absolute , and mixed
2.5. Fast opening references to other worksheets
2.6. Custom Lists and filling in data series
2.7. Data Validation (creating drop-down lists )
2.8. Batch Edit
2.9. Quick summary table
2.10. Tool " Consolidate "

3 Basic and advanced functions ( data analysis and controlling)

3.1. Introduction to functions
3.2. Date and time
3.3. text
3.4. finance
3.5. Statistics and Mathematics
3.6. Search
3.7. Other
3.8. Array formulas and nested functions

4 Pivot tables ( data analysis and reporting )

4.1. Basic information about PivotTables
4.2. Create a PivotTable report with a list of data
4.3. Creating and changing the layout of fields in a PivotTable report
4.4. Changing the format for displaying numbers
4.5. Selecting data in a PivotTable report
4.6. Change the layout of a PivotTable
4.7. Filtering fields
4.8. sorting
4.9. Types of calculations of the data field
4.10. Grouping items
4.11. Show or hide the details

5 Formatting cells ( data presentation )

5.1. AutoFormat
5.2. format Painter
5.3. conditional Formatting
5.4. Remove formatting

6 Effective reporting (reporting)

6.1. Graphs with two axes
6.2. Inserting a watermark
6.3. Trends
6.4. Automated reporting - GETPIVOTDATA ( )
6.5. Histogram
6.6. Paste as Picture

7 Macros ( data analysis and controlling)

7.1. Recording a macro
7.2. Run a macro

8 Keyboard Shortcuts

Description training