Basic Excel
OVERVIEW
This practical basic Excel course consists of 8 modules which cover the basic key concepts that you should master in order to become more effective and efficient in your daily operations. The course consists of a balanced focus on functions and formulas, tools to make your work easier and more streamlined, as well as tips and tricks to save you time.
Course highlights include shortcuts and hyperlinks; date functions and text functions; spin buttons and sparklines; basic tables and basic charts; text-to-columns; lookup functions; and much more!
Description
- Basic Excel Course.
LEARNING OBJECTIVES
By completing this course you will have an in-depth understanding of the following:
- Use basic functions and formulas, such as SUM, ROUND, COUNT, AVERAGE
- Use lookup functions and logical functions, such as VLOOKUP, XLOOKUP, IF
- Compile basic tables and basic charts, as well as perform basic filtering
- Incorporate hyperlinks, spin buttons and sparklines into worksheets
DELIVERY
The course is delivered through the SA Accounting Academy online learning platform. It is divided into parts that are easily digestible. In this way you can maintain a work-life balance whilst studying and improving your professional skills.
IS THIS FOR YOU?
The following persons will benefit from attending this webinar:
- All accountants and financial/business experts
- Support staff and administrative/logistics staff
- All SAICA members and associates: CA(SA), AGA(SA) and AT(SA)
ABOUT THE INSTRUCTOR
Rona van Hoepen, CA(SA), ACMA, CGMA
Rona is a director and one of the founding members of IMPACT Financial Training Academy (Pty) Ltd, a company that specialises in Financial and Business Skills training, as well as consultation in related fields. She is a Chartered Accountant (SA), Associate Chartered Management Accountant, and holds a Master’s degree in Management Accounting.
She has a total of nine years lecturing experience at the University of Pretoria, University of Johannesburg and Northwest University respectively, for which she has received distinctive teaching awards. She specialised in lecturing Management Accounting, Costing, Financial Management, Risk Management and Business Strategy to students of various levels, as well as training to both government institutions and private sector companies in these subject fields.
She has been with IMPACT Financial Training Academy (Pty) Ltd as one of the full-time trainers and facilitators for the past eight years, and has consistently received outstanding feedback from course delegates. Her areas of expertise include advanced financial modelling in Excel, optimising power tools in Excel and Power BI.
PREREQUISITES / ADMISSION REQUIREMENTS
There are no prerequisites to attend this course.
CURRICULUM
MODULE 1 – DYNAMIC SELECTION, COPY AND PASTE, TRANSPOSE AND HYPERLINKS
LEARNING OUTCOMES:
- Understand the navigation and menus in Excel
- Use the principles of dynamic selection when moving around in Excel
- Be able to copy and paste using shortcuts, as well as transpose a table
- Apply basic data protection to sheets
- Insert hyperlinks to link to underlying documents and calculations
MODULE 2 – BASIC CALCULATIONS, MATHS FUNCTIONS AND DATE FUNCTIONS
LEARNING OUTCOMES:
- Perform basic mathematical calculations in a spreadsheet
- Understand the difference between relative and absolute references
- Apply basic functions to inputs in a spreadsheet
- Use basic functions, such as SUM, COUNT, ROUND, SUBTOTAL
- Use date functions, such as TODAY, DATE, DAYS, DATEVALUE
MODULE 3 – SPIN BUTTONS, SORT AND FILTER, FORMATTING AND CELL STYLES
LEARNING OUTCOMES:
- Insert, format and use a spin button to change a cell’s contents
- Apply custom sorting to a data set, as well as use basic filters
- Be able to copy sheets, as well as change sheet views
- Apply different formatting to cells, and make use of cell styles
- Understand how to insert and use comments in a sheet
MODULE 4 – GROUPING, AUTOMATIC SUBTOTALS, CONDITIONAL FORMATTING
LEARNING OUTCOMES:
- Use the Excel tool available to calculate automatic subtotals
- Insert sparklines to indicate the trends in data ranges
- Apply and compile basic conditional formatting rules
- Use data bars and colour scales in conditional formatting
- Organise a sheet by using group and outline
MODULE 5 – DATA TABLES, SLICERS, CHARTS AND GRAPHS
LEARNING OUTCOMES:
- Compile data tables from a range of data
- Insert, use and format slicers as part of the data tables
- Apply table tools available as part of data tables
- Create a basic graph or chart from data given
- Adapt charts by changing the colour and formatting
MODULE 6 – TEXT FUNCTIONS, TEXT-TO-COLUMN
LEARNING OUTCOMES:
- Use text functions, such as LEFT, RIGHT, MID, CONCAT
- Use information functions, such as ISTEXT, ISNUMBER
- Use other basic functions, such as VALUE, TEXT
- Understand and identify delimiters within text strings
- Apply the text-to-column tool to delimited data
MODULE 7 – LOGICAL FUNCTIONS AND IF- STATEMENTS
LEARNING OUTCOMES:
- Compile an IF Statement from the inputs in a sheet
- Understand and use various logical operators
- Use logical functions, such as AND, OR
- Use mathematical functions, such as SUMIFS, COUNTIFS
- Understand when outputs of functions will be TRUE or FALSE
MODULE 8 – LOOKUP FUNCTIONS AND REFERENCE FUNCTIONS
LEARNING OUTCOMES:
- Use lookup functions, such as VLOOKUP, XLOOKUP
- Understand how to troubleshoot lookup functions
- Create hyperlinks by using the HYPERLINK function
- Use mathematical functions, such as MAX, LARGE, MIN
- Test if two text strings are exactly the same with EXACT
