Training: Financiën voor Niet-Financieel Professionals - Deel 5: Microsoft Excel
Business Vaardigheden
5 uur
Engels (US)

Training: Financiën voor Niet-Financieel Professionals - Deel 5: Microsoft Excel

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In deze uitgebreide Microsoft Excel training leer je een breed scala aan vaardigheden om je Excel vaardigheid te vergroten. Je ontdekt geavanceerde technieken zoals het begrijpen van formulefouten, het gebruik van intelligente gegevenstypen en het gebruik van tools zoals Solver en Forecast om problemen op te lossen. Je verkent ook Excel-tabellen en leert hoe je gegevensbereiken converteert, berekeningen uitvoert, gegevens manipuleert en tabellen aanpast. Verder verdiep je je in het maken, bewerken, opmaken, sorteren, filteren en groeperen van draaitabellen en het gebruik van slicers en tijdlijnen. Bovendien maak je kennis met het beheren en analyseren van gegevens in draaitabellen, inclusief het werken met meerdere tabellen en het gebruik van PivotCharts. Ten slotte verken je het ophalen van gegevens, het rangschikken van waarden, look-up tools en complexe formules voor diepgaande gegevensanalyse en prognoses.

Inhoud van de training

Financiën voor Niet-Financieel Professionals - Deel 5: Microsoft Excel

5 uur

Forecasting & Solving Problems in Excel 2019 for Windows

Discover how to go further with your Excel document through understanding potential formula errors, use intelligent data types, and set goals to reach targets as well as problem-solve with the Solver and Forecast tools offered by Excel 2019. Key concepts in this 7-video course include how to identify formula errors and to understand the wide range of formula error messages; how to check for and evaluate formulas in a workbook; and how to use formulas to estimate loan-related costs and help you estimate and managed repayments. Continue by learning how to use the Goal Seek tool to modify a data variable and reach a target value; how to use the Solver add-in to analyze constraints and variables and optimize data values; and how to insert a Forecast worksheet to display trends and predictions based on available historic data. Finally, observe how to use Data Tables to create what if, variable-based scenarios, and once created, learn to adjust the values and change the calculation options. In order to practice what you have learned, you will find the Word document named Excel 2019 for Windows: Forecasting & Solving Problems Exercise as well as the associated materials in the Resources section.

Working with Excel Tables in Excel 2019 for Windows

Excel tables are a useful tool for quickly managing, analyzing, and manipulating data in a range. Once configured as a table, you can easily sort, filter, and perform calculations on your data, as well as change its appearance and formatting. Key concepts covered in this 6-video course include how to convert a data range into an table and edit its contents, giving you greater control over the inserted information; and how to perform calculations and manipulate data in an table such as create calculated columns to perform automatic calculations on data, quickly clean up your data with a sweep, and transform your data range into a PivotTable. Learners continue by examining how tables are highly customizable, as you learn how to use formatting tools and styles to change the appearance of a table, then learn to customize the table settings and tools. Finally, you will learn how to use slicers which can be used to filter and manipulate data in a table; and how to resize and format a slicer. In order to practice what you have learned, you will find the Word document named Excel 2019 for Windows: Working with Excel Tables Exercise as well as the associated materials in the Resources section.

Inserting PivotTables in Excel 2019 for Windows

Excel includes powerful tools to summarize, sort, count, and chart data. In this 11-video course, you will learn how to create, edit, and format pivot tables, sort, filter, and group data, and work with slicers and timelines. Key concepts covered in this course include how to create and insert a PivotTable; how to edit the source data and field setup in a PivotTable; how to use predefined styles and formatting tools to change the appearance of a PivotTable; and how to copy and move a PivotTable within a workbook. Next, learn how to use sort tools to change the display of data; how to use filter tools to show and hide data; and how to use label and value filters to analyze data. Finally, learn how to use group tools to sort and analyze related data and use a slicer to filter data; examine how to customize the behavior and appearance of a slicer; and observe how to customize the behavior and appearance of a slicer. In order to practice what you have learned, you will find the Word document named Excel 2019 for Windows: Inserting PivotTables Exercise as well as the associated materials in the Resources section.

Working with Data in PivotTables in Excel 2019 for Windows

Once your Excel PivotTables have been created, you will need to know how to manage and work with the data contained within. In this 8-video course, learners will learn how to analyze, calculate, collaborate, and more with Excel PivotTables. Key concepts covered in this course include how to use a PivotTable to find trends and drill into data, adding extra levels of detail and multiple value fields in a single table; how to use the Data Model to work with data from multiple tables; and how to import existing database tables into the Data Model and use them in a PivotTable. Next, learners will examine how to add Calculated fields that use already inserted data; how to use the Value field settings to work with values for comparison calculations; and how to see data from a PivotTable in a PivotChart then customize and format the PivotChart. Finally, because a PivotTable is highly customizable, you will observe how to configure and customize a PivotTable's display and control settings. In order to practice what you have learned, you will find the Word document named Excel 2019 for Windows: Working with Data in PivotTables Exercise as well as the associated materials in the Resources section.

Finding & Analyzing Information with Formulas in Excel 2019 for Windows

A wide variety of Excel tools can be used to retrieve, return, and calculate data. In this 9-video course, learners will see how to retrieve date information and rank values, combine and separate data already available, and automate and simplify calculations with look-up tools and SUMPRODUCT. Key concepts covered here include how to extract date values and perform calculations by using dates; how to retrieve information relating to dates in the past, present, and future; and how to use ranking formulas to find smallest and largest values in a list. Next, learn how to extract data and separate values into separate cells; how to combine existing data values in a single cell; and how to analyze complex tables with multiple arrays to obtain summarized results. Continue by observing how to use VLOOKUP and HLOOKUP formulas to cross-reference data lists and check for missing values; how to use conditional formulas to perform a search across multiple tables and automatically insert data; and how to use VLOOKUP formula to cross-reference data lists and retrieve corresponding values. In order to practice what you have learned, you will find the Word document named Excel 2019 for Windows: Finding & Analyzing Information with Formulas Exercise as well as the associated materials in the Resources section.

Managing Data in Excel 2019 for Windows

Excel offers a set of tools that allows you to explore more in detail data analysis and complex formulae. In this 8-video course, you will learn how to use different formulae to make calculations when you have multiple conditions imposed. You will also become able to forecast data by using the NPER function. Key concepts covered in this course include how to import, edit, and update data from a text file; how to import, edit and update data from a .csv file; and how to use the LOOKUP, MATCH, and INDEX functions to extract data. Next, you will learn how to run multiple conditions without nesting other functions; examine how to calculate averages by using one or more conditions; and learn how to calculate the smallest and the largest numbers that meet one or more criteria. Finally, learn how to count cells that meet one or more criteria; and how to calculate the number of periods to pay a loan and forecast loan approval that meet one or more criteria. In order to practice what you have learned, you will find the Word document named Excel 2019 for Windows: Managing Data Exercise as well as the associated materials in the Resources section.

Kenmerken

Docent inbegrepen
Bereidt voor op officieel examen
Engels (US)
5 uur
Business Vaardigheden
90 dagen online toegang
HBO

Meer informatie

Doelgroep Iedereen
Voorkennis

Basiskennis van Microsoft Excel is aangeraden. Het is ook aangeraden om eerst deel 1, 2, 3 en 4 van Financiën voor Niet-Financieel Professionals te volgen:

Deel 1: Fundamenten van Accountancy

Deel 2: Financiële overzichten en Kostenbeheersing

Deel 3: Rekenkundig denken

Deel 4: Probleemoplossing en Besluitvorming

Resultaat

Na afloop van deze training heb je uitgebreide expertise opgedaan in Microsoft Excel, waaronder geavanceerd formulegebruik, gegevensmanipulatie met tabellen, vaardigheid in draaitabellen, gegevensbeheer en -analyse, en de implementatie van complexe formules voor het ophalen van gegevens en prognoses.

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Dit verschilt per training, maar meestal 180 dagen. Je kunt dit vinden onder het kopje ‘Kenmerken’.

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