Excel Intermediate Skills in Accounting
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Price: $160
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FLEXIBLE DELIVERY
LIVE SUPPORT
INTERNSHIP AVAILABLE

ABOUT THE COURSE

*The course will be delivered in Mandarin (中文授课).

UNITS

Module 1 Worksheet Essential

  • Excel logic for Financial Modelling
  • Tour the Excel interface & Contextual tabs
  • Cell, Range & Array
  • Auto Fill Data vs Formula

Module 2 Formula Essential

  • Difference between Sum and Subtotal
  • Work with Time and Date
  • Use Sumifs and Countifs
  • Use Vlookup function with exact and close match
  • Use Min and Max functions for commission calculation

Module 3  Formatting Essential

  • Format number and date
  • Apply font, background color and border
  • Adjust column, row and text
  • Use conditional format in report

Module 4 Printing Essential

  • Print setting
  • Insert header and footer
  • Print and convert to PDF
  • Repeat row and column title

Module 5 Collaborate with Other

  • Import data from text, csv & Access
  • Get live data from a website
  • Set workbook permission
  • Insert and edit comment
  • Share workbook & security settings
  • Find & replace data
  • Track workbook change

Module 6  Analyse Data

  • Work with Goal Seek
  • Data validation
  • Pivot table and tabular format
  • Group data in a pivot table
  • What-if analysis case study

Module 7 Create and Use Chart

  • Edit chart title, legend, label axis, data table & other elements
  • Build a chart for non-adjacent cells
  • Chart & dummy data
  • Placing Excel charts into other Office applications

Module 8 Creating and Using Macros (VBA)

  • Understanding macros
  • Recording and using a simple macro
  • Editing a macro

UPON COMPLETION

This course is eligible for CPD hours.

DURATION

* Please contact us for the timetable.

Trainer’s Profile

  • 17 Years of Dedicated Best-Practice Financial Modeller Extensive Experience in Building & Reviewing Complex Financial Model
  • Experienced Financial Controller of an ASX listed companies
  • Managing Director of AFMA (Australian Financial Modeller Association)
  • Committee Member of ACAA (Association of Chinese Accountants Australia)
  • Special Guest Trainer of ABC Television (Australian Broadcasting Corporation)
  • Guest BI (Business Intelligence) Lecturer of CPA Australia
  • Lecturer of Shanghai University of Finance and Economics MBA
  • Experienced Financial Analyst and Financial Modeller
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