Microsoft Excel and financial modelling skills are necessary for business executives, entrepreneurs and business school students. Whether you are building a complex financial model for a hotel chain or managing your household expenses, using Excel and other spreadsheets makes your task easier. Greetings from AlvaPRO esolutions!!!
The objective of the training class is to enable
professionals to enhance their MS Excel skills through exercise,
case studies and gaining hands-on experience on various
techniques & Tools. MS Excel
Advanced Functions has been exclusively designed for all corporate
professionals to hone their skills in Excel.
The program covers step-by-step lessons ranging from
basic/start fundamentals likes, working with Cells & Ranges,
Chartings, and Writing Iteration loop in Excel, Application of Array functions to advanced features and their
application in professional jobs. The course will help delegates gain Excel
Proficiency-Calculations, Functions. Here you’ll find our curated exhibition of
Excel functions and formulas most useful in financial modelling.
Program
Deliverables:
(1) A training notepad with pen and a comprehensive study
material (2) Practice excel worksheets and cases (3) 14hours/2days (4) Post
training support(5) A training certificate from us (alvaPRO eSolutions, a
registered Microsoft Partner) . (6) A tea break and lunch (7) You have to bring
your laptop for the workshop
What you’ll
learn
(1) Essential
Training
We
will demonstrate the core features and tools in Excel. The course introduces
key Excels skills, shows how to utilize these skills with in-depth tutorials on
Excel functions and spreadsheet formatting. It also covers preparing documents
for printing, working with large worksheets and workbooks, collaborating with
others, using Excel as a database, analyzing data, charting, and automating and
customizing.
Topics include:
Copying and pasting techniques
Working with formulas and functions
Dealing with formula errors
Creating lookup tables
Naming cells ranges
Formatting data and worksheets
Finding and replacing data
(2) Managing and Analyzing
Data
Large amounts
of data can become unmanageable fast. But the data management and analysis
features in Excel, you can keep the largest spreadsheet under control. At the
workshop, the trainer shares easy-to-use commands, features, and functions for
maintaining large lists of data in Excel. He covers sorting, adding subtotals,
filtering, eliminating duplicate data, and using Excel’s Advanced Filter feature
and specialized database functions to isolate and analyze data. With these
techniques, you’ll be able to extract the most important information from your
data, in the shortest amount of time.
Topics include:
Preparing data
for analysis
Multiple-key sorting
Sorting by rows
or by columns
Setting
single-and multi-levels subtotals
Using text,
numeric, and date filters
(3) Data Validation
With Excel data
validation tools, you can control users input data into workbooks and ensure
data is entered consistently and accurately. You can control the dates, the
times, even the length of the length of text they enter
Topics include:
Testing for
whole numbers and decimals
Using the input
message box
Sequencing and
placing lists
Creating
multitiered lists
Setting data and
time limitations
Limiting text
length
Locating data
validation rules
Requiring
entries to be unique
(4) Pivot Tables
and Pivot Charts
You will learn
how to use PivotTables to summarize, sort, count, and chart your data in Excel.
We will show you how to navigate the complexity of PivotTables while taking
advantage of their power. This topic shows how to build PivotTables while
taking advantage of their power. This topic shows how to build PivotTables from
single data, add calculated fields, fields, filter your results, and format
your layout to make it more readable.
Topics include:
Formatting data
for use in a PivotTable
Creating a new
PivotTable
Connecting to
data sources
Consolidating
data from multiple data sources
Creating
calculated fields
Summarizing field
data
Sorting and
filtering PivotTables
Summarizing
field data
Sorting and
filtering PivotTables
Working and
Excels slicers
Formatting
PivotTables with styles and formats
Applying
conditional formats
Creating
PivotCharts
(5) Advanced
Formulas and Functions
Conquer some of
the most daunting features in Microsoft Excel once and for all. We will
demystify some of the most challenging of the formulas and functions in Excel
and shows how to put them to their best use. The topics start with a review of
the more basic, building-block functions, and a few critical keyboard shortcuts
that will speed up working with Excel data, even on multiple sheets. We then
covers how to perform advanced searching and data retrieval with lookup
functions, tabulate and sort data counting and statistical functions, format
data with text and math functions.
Topics include:
Displaying and
highlighting formulas
Converting
formulas to values
Creating 3D
formulas to gather data from multiple sheets
Understanding
the hierarchy of operations in formulas
Using absolute
and relative references
Creating and
expanding the use of nested IF statements
Looking up
information with VLOOKUP
Using the power
functions: COUNTIF, SUMIF, and AVERAGEIF
Performing
basic math
Editing text
with functions
(6) Time Value of
Money and some Financial Calculation
We will show you how to perform some financial calculations
quickly and easily using some financial functions in Excel variables returns
Topics include:
Analyzing loans, payments, and interest
Discovering the interest rate of an annuity
For Example – Future Value of Lump Sums
We’ll begin with a very simple problem that will provide
you most of the skills to perform financial math using Microsoft Excel
An example using compounded value approach with Excel commands
To find the future value of this lump sum investment we
will use the FV function which is defined as FV (rate, nper, pmt, pv, type).
Keep in mind that the example below does not detail the whole idea about the
subtopic. It is just to give you a fill for some Excel capabilities. We’ll
demystify the whole idea to you at the training, even if you are a novice.
FV (rate, nper, pmt,pv,type)
There 5 different types of compounding (1) Daily compounded
(1) Monthly compounding (2) Quarterly compounding (3) Semi-Annual compounding
(4) Yearly compound.
The example below is based on yearly compounding.
Suppose that you
have 500,000 to invest for a period of 5years at an interest rate of 10% per
year. How much will have accumulated at the end of this time period? In this
problem, the 500,000 is the (PV) i.e. Present Value, NPer (No. of periods) is
5, and Rate is 10%.
This formulas/Function are already prewritten in Excel,
excel will just do it for us. What’s handy about Excel is [that] once you type
in a function it will tell you what inputs you need.
(7) Charts
In this topic, we will show how to analyze and communicate
the value of data with charts in Excel. The topic starts with the foundation:
what the parts of a chart are, what the different types of charges, and which
charts work best for your data. The topic then shows how to create a
presentation –ready charts in minutes.
Topics include:
Identifying the plot area, chart area, gridlines, legends,
and more
Selecting the right chart type
Creating charts instantly with shortcuts
Choosing a layout
Dealing with empty and hidden cells
Switching rows and columns for a different view of the data
Moving and resizing a chart
Inserting pictures and shapes
Adding labels to a chart
Analyzing existing and future data with trendlines
Charting a chart’s data source
(8) Working with
Dates and Times
In Excel: Working with Dates and Times, we share our
solutions for optimizing the use of dates and times in Excel. This topic
explains what’s going on behind the scenes when Excel stores date dates and
times, gives tips for entering the scenes when stores dates and times, give
tips for entering dates and times, and shows options for date and time
formatting. It also demonstrates the various date and time functions and shows
how to calculate with dates and times in a range of scenarios.
Topics include:
Understanding how Excel records and stores dates and times
Looking at date/time entry options and acceptable
alternatives
Using the Today and Now functions
Customizing date formats
Exploring keyboard shortcuts
Formatting time for hours over.
Calculating differences across dates and times
Rounding calculations
Working with holidays
Validating with dates
(9) Automating
Worksheet Tasks with Macros
Are you ready to build intelligence into your spreadsheets?
By automating routine tasks, you make your spreadsheets run quicker and more
efficiently. You will walk through the process of speeding up worksheets tasks
with macros.
Topics include:
Planning your macro
Recording your macro
Using relative or absolute reference in Macros
Executing Macros
Outcomes of
this workshop:
1. Once you attend
these workshops you will be benefited in your day to day work to achieve new
milestones by efficiency & accuracy in your work.
2. Navigating
through excel efficiently & effectively
3. Representing
and formatting data
4. Plotting
various charts
5. Performing
sensitivity analysis
6. Using various
analytical tools in excel
7. Using formula’s
and functions
Testimonials
(1) “The training was rewarding and a time well spent, my biggest challenge was the data analysis using pivottables. Little did I know that it was some idea [that] I was lacking. The trainer demystify it in few moments. I can now apply it well at my workplace better.” A participant from ERICSON NIGERIA
(2) “If I had got this knowledge before, especially the aspect of in-depth formulas and functions, I would have done far better in the World bank project I was involved in.Great training!” A participant from Ministry of Justice
(3) “With the trainer’s demonstration, life in Excel is a lot easier in Excel. I also found the handbook very comprehensive, a lot of practices files to work with. Great job!” A participant from Health Assurance Consultants, Lagos.
(1) “The training was rewarding and a time well spent, my biggest challenge was the data analysis using pivottables. Little did I know that it was some idea [that] I was lacking. The trainer demystify it in few moments. I can now apply it well at my workplace better.” A participant from ERICSON NIGERIA
(2) “If I had got this knowledge before, especially the aspect of in-depth formulas and functions, I would have done far better in the World bank project I was involved in.Great training!” A participant from Ministry of Justice
(3) “With the trainer’s demonstration, life in Excel is a lot easier in Excel. I also found the handbook very comprehensive, a lot of practices files to work with. Great job!” A participant from Health Assurance Consultants, Lagos.
Lagos Venue: Kristina Jade Learning Center, 70b Olorunlogbon Street, after Banex
Hotel, Anthony Village, Lagos.
Dates: 28th and
29th of July (Friday and Saturday) Time: 9:00 a.m. Prompt
Abuja Venue: Gracious
Hotel, Plot 29, Okemesi Crescent, New Polytechnic Layout(Old FERMA) off
Mohammed Buhari Way, By Old CBN, Garki 2.
Dates: 4th and 5th
of August (Friday and Saturday) Time: 9:00a.m. Prompt
Please feel free to contact us
(08091728713/09050471922) or alvaexcel@gmail.com for further queries and clarification. There is a class size limit.
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