Excel Essentials for Bookkeepers
Presenters : Russel Ngobeni
Overview
This webinar, "Excel Essentials for Bookkeepers," is designed to equip bookkeepers with vital Excel skills necessary for efficient data management and financial record-keeping. Presented by Russel Shinyawani-Ngobeni, a seasoned Business Accountant in Practice and General Tax Practitioner, the session covers practical techniques for handling and manipulating data in Excel. Participants will learn how to streamline their bookkeeping processes, reduce errors, and enhance their productivity through the use of Excel's powerful features.
Learning objectives
By attending this webinar you will gain the following competencies:
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Mastering data conversion techniques for various bookkeeping scenarios.
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Efficiently merging data from different sources into a unified format.
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Converting positive values to negative and vice versa for accurate data representation.
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Cleaning out unwanted or erroneous data from Excel cells.
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Utilising the Clean function to remove non-printable characters.
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Applying the Paste Values function to maintain data integrity.
Content
The webinar will cover the following topics:
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Converting Data
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Techniques for transforming data formats
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Common issues and how to address them
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Practical examples and best practices
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Merging Data
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Combining datasets from multiple sources
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Ensuring data consistency and accuracy
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Tools and functions to simplify the process
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Handling Data Values
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Converting positive values to negative and vice versa
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Adjusting data for financial reporting
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Practical use cases
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Data Cleaning Techniques
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Clearing unwanted data in cells
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Utilising the Clean function to sanitize data
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Steps to ensure data quality and reliability
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Advanced Excel Functions
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The Paste Values function for data control
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Avoiding common pitfalls in data manipulation
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Enhancing efficiency with shortcuts and tips
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