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Advanced Excel for Managers Course
Description:
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An intensive, hands-on 2-day course that demonstrates how managers can effectively utilise the full capabilities of the MS-Excel program for a wide range of, planning, estimation and management applications.
Please note that the prerequisites of this course are a basic knowledge of Windows and Excel
During the intensive 2-days, delegates will learn to:
Set up Excel databases and pivot tables to effectively use the same data for different purposes
Utilise Macros and advanced functions to save time when manipulating data and setting up reports
Develop projection and trend analysis spreadsheets to assist with management decision making
Understand how to import data directly from other applications to make a wider range of information available for analysis
Conduct profit and cost variation, sensitivity and margin analysis to help highlight problems before they occur
Manage risk by checking the effect that external factors (such as inflation) may have on costs, profits and results
Produce easy to understand reports and charts, highlighting critical management information
Simplify your Work and Provide Enhanced Management Information
The role of managers in companies today is expanding. The program MS-Excel is used by many departments, but most users only scratch the surface of the many ways Excel can be used to perform analysis.
This intensive 2-day CBM training course has been developed to introduce managers to the many ways that Excel can be use as a support tool for management decisions. The course is filled with practical exercises that allow delegates to find out how to get the most out of Excel with the least additional effort.
Key areas that will be covered on this intensive 2-day course include:
Using Excel to take control of financial data and put it into a format that can be used for effective decision making
Taking advantage of Excels many specialised features to produce management reports, quickly and easily
Using Excels advanced features to import data directly from other systems, sources and applications
Methods for implementing profit/cost tracking to help identify possible problems before they occur
Developing projections and trend analysis spreadsheets to assist with management decision making
Automatic creation of graphs and charts to help illustrate key financial issues and trends
Writing and using Excel Macros and Formulae to save time by automatically doing repetitive work
The course has been developed and is delivered by an experienced financial manager and consultant, and focuses purely on the practical applications of Excel that can be used in everyday work. Each delegate will have the opportunity to set up advanced spreadsheets during the course, and experiment with conducting a wide range of financial analysis under controlled conditions.
Please note that the prerequisites of this course are a basic knowledge of Excel and Windows
Who Will Benefit from attending the course
Line Managers, Commercial Managers, Accounts assistants, Estimators, Strategic Managers, Project Managers and anyone involved in management decision making.
YOUR INTENSIVE 2-DAY COURSE OUTLINE
Introduction- Using Excel for the Management Function
Using Excel for Financial Analysis
Shortcuts and Time Saving devices when using Excel
Developing multiple and linked spreadsheets
Ways that Excel can make your job easier
Customising Controls
Getting it Right First Time - Getting the Design Logic Correct
Formatting worksheets correctly
Defining databases and calling them up
Utilising Pivot tables
Setting up sub-forms and user interfaces
Writing Macros to Perform Multi-stepped Tasks
Macro driven refresh and iteration functions
Macro driven report updating and printing
Macro driven pivot table analysis and update
Working and Setting up Databases
Using filters and auto filters
Comparing current year to prior year
Calling up and linking databases
Saving time by Importing Your Data Directly into Excel
Importing data from Main Frames / Mid Range sources
Relational Database Queries: SQL
Moving data between Windows programs using QLE and DDE
Utilising the Universal User Interface in Windows
Using Excel to work with Costs and Costings
Ways of identifying, highlighting and eliminating unnecessary costs
Estimating processing costs
Problems with mark up calculations
Monitoring production variations
Conducting empirical analysis
Bringing Estimation into Table Calculations
Constructing simple formulae
Relative, absolute and mixed references
Using the Function Wizard
3D cell references
Using Excel to Conduct Trend Analysis
Profit Margin and Sensitivity analysis
Running "what-if" scenario calculations
Using Excels built in statistical tools
Determination measures and regression formulae
Utilising Trend functions
Using Excels Graphical Function to Highlight Information
Simple ways of presenting graphical data
Shortcuts for generating charts and graphs
Quantifying the probability of certain risks
Using Excel for Risk Management
Determining the effect of a number of variable factors on a process
Using Excel to identify key risks at an early stage
Calculating contribution margins
Monitoring contribution margins effect on total results
Using Excels Advanced Financial Functions
Utilising the Solver function
Maximizing and Minimising
Sensitivity reports, Answer Reports, Margin Reports
Using Excel for Investment Decision Making
Conducting Contribution margin analysis
Undertaking payback calculations
Determining the ROI levels
Checking cash flow analysis
Considering loan risk management
Fully Worked Examples
This intensive 2-day course features hands-on exercises where delegates will set up databases, add controls, import data, run queries, set up macros and analyse financial information under the direction of an expert, financially knowledgeable course leader. This means that the skills acquired during the course are highly relevant to financial managers, and can be quickly and easily put into practice back in the workplace.
The course is an ideal way for Financial Mangers to get the most out of MS Excel for a wide range of financial applications |
| Dates and Times: |
- Wed 7 April 2010 08:30 to 16:30
- Thu 8 April 2010 08:30 to 16:30
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| Type: |
Course |
| Venue: |
Bell Rosen, Cape Town , Welgemoed |
| Fee: |
R 5 307.02 excl. VAT
R 6 050.00 incl. VAT
R114.00 discount for CESA (SAACE) members
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| SAACE/CESA Accred Num: |
CESA-006-08/2011 |
| CPD Points: |
2 |
| Facilitator: |
Violet Moonsamy |
| Provider: |
CBM Training |
| Presenter: |
Gavin Julyan |
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