Excel Intermediate Skills in Accounting
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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.

CAREER OPPORTUNITIES

  • Financial Accountant
  • Management Accountant
  • Senior Accountant
  • Business Analyst
  • Data Analyst

DURATION

* Please contact us for the timetable.

FINANCE OPTIONS

FINANCE OPTIONS

Fees must be paid within 5 working days of receiving the confirmation of enrolment and invoice for the enrolment fee.

Seed Training Group may cancel an enrolment or discontinue training if fees are not paid as required.

Both direct deposit and credit card are accepted.

*Please refer to the Student Information Handbook for further details regarding Fees & Refund Policy and Procedure.

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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