Training:Databases & Reporting in Excel

July 06, 2017

South China - Guangzhou

Databases & Reporting in Excel

Course Objectives

  • In this training, Excel 2016 for finance will be introduced. In addition to the introduction of classical functions in Excel 2016, the trainer will insist on the logic: for constructing files, for using formulas, for checking data. 
  • The training will be divided in two independent modules and will be based on a practical approach and exercises. 
  • A detailed training support will be given for each module in order to easily find out all the steps introduced during the training.

Who Should Attend?

  • Finance Staffs in finance department, anyone who has to use Excel more or less intensively.
  • Required level: intermediate in Excel, no level required in finance.

Course Outline

  • Use Excel as powerful software and not as a simple board.
  • Define a logical framework for using Excel.
  • Develop logical and readable Excel workbooks and documents.
  • Use formulas for improving automation – from the simple sum to personalized macro functions.

The training will be based on a practical approach and exercises. It will be completed by a detailed support. The two modules are independent but related and we advice to attend to the two modules.

Module 1:

Section 1: short introduction of Module 1; 

Section 2 and 3 propose a general configuration for excel; 

Section 4 gives an overview of Excel 2016 menu; 

Section 5 gives principles for efficient workbooks in Excel;
Section 6 introduces the notion of table;

Finally, section 7 gives you some useful tips for using Excel. 

 

Module 2:

Section 1: short introduction of Module 2; 

Section 2 reminds the notion of Excel formula and introduces the main formula for databases management and reporting; 

Section 3 explains the principle of reports and introduces the pivot table – how is it constructed and how to use it;
Section 4 presents graphs’ principles and graphs’ layout;
Section 5 insists on the main properties of a good report.

Remarks: We also can provide English or French version and in-house training sessions according to your needs.

Facilitator

Ms. Liu Qin

She has earned a Bachelor's degree in Accounting from Nanchang University and is currently an Excel Trainer and outsourced finance director assistant of a few SMEs in Shenzhen with responsibility of closely monitoring financial operations and effectively implementing financial decisions made in line with business strategies.

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