Microsoft Excel: Familiarisation & Modelling
This course will provide you with a systematic introduction to the nature and advanced functionality of Microsoft Excel. It will arm you with the skills needed for planning, formatting and formulas that will take your proficiency to an improved level.
Description
Many analysts will have used Excel at some point in their education or careers, but most will not have had a systematic introduction to its nature and functionality. This course is designed to help analysts familiarise themselves with its advanced functions and to learn how it can be used for modelling. Those who take the course can expect to learn skills including planning, formatting and formulas that will enable them to improve their Excel proficiency and the effectiveness of their work within this software.
2023 Online Platform and Software Requirements
Computer with video camera, speakers and microphone
Stable internet connection
Mains power
Zoom - This course can only be accessed via the desktop version of Zoom, so if necessary please submit a request with your IT team to download Zoom in advance. Alternatively, use a personal computer to attend this course.
Microsoft Excel 365
2023 Prior knowledge
There are no pre-requisites for this course.
2023 Topics
The key elements covered on day one focus on data input and arithmetic formulae:
-
How to plan and format a spreadsheet
-
Summing up, percentages and absolute references
-
Charts and conditional formatting
-
Effective worksheet layout and presentation
The key elements covered on day two examine Excel modelling for beginners:
-
Dropdown menus and working across sheets
-
The VLOOKUP formula
-
The MATCH formula
-
The OFFSET formula
-
The IF formula
2023 Course goals and outcomes
-
Basic nature and structure of the latest version of Excel
-
How to plan and design Excel models
-
Essential Excel modelling tools and formulae
-
Hints, tips, and shortcuts for efficient and effective modelling
2023 Audience
The course is designed for analysts who want to improve their familiarisation with Excel or to learn how to use it for modelling.
2023 Other related courses to continue your development...
Microsoft Excel: Data Management & Analysis
Microsoft Excel: VBA Automation
2023 Learning objectives
This course will improve your proficiency level in planning, formatting and formulas within Excel.