Organizing and analyzing data-3days培训

At Course Completion After completing this course, students will be able to: Sort and filter financial figures Manage and audit spreadsheets Share accounting and financial statements with others Customize and automate Excel using macros and toolbars

1.     Organizing and Analyzing data

1)       Use subtotals

2)       Define and apply advanced filters

3)       Group and outline data

4)       Use data validation

5)       Create and modify list ranges

6)       Using scenarios

7)       Perform data analysis using automated tools

8)       Create PivotTable and PivotChart reports

9)       Use lookup and Reference functions

10)   Use database functions

11)   Trace formula precedents, dependents and errors

12)   Watch and evaluate formulas

13)   Using named ranges

14)   Structure work books using  XML

2.     Formatting  Data and Content

1)       Create and Apply custom data formats

2)       Use conditional formatting

3)       Format and resize graphics

4)       Format charts and diagrams

3.     Collaborating

1)       Protect cells, worksheets, and workbooks

2)       Apply workbook security settings

3)       Share workbooks

4)       Merge workbooks

5)       Track, accept ,and reject changes to workbooks

4.     Managing Data and Workbooks

1)       Import data to Excel

2)       Export data from Excel

3)       Publish and edit Web worksheets and workbooks

4)       Create and edit templates

5)       Consolidate data

6)       Define and modify workbook properties

7)       Customizing Excel

8)       Customize toolbars and menus

9)       Create, edit ,and run macros

10)   Modify Excel default settings

Microsoft Excel Formulas and Functions

Course Code：Excel Fun

Introduction

Microsoft Excel has a range of smart functions that can be used to calculate a variety of outcomes. This course will cover many common and useful functions in Excel and explore how to develop custom formulas with functions to produce the results which financial professionals may need.

At Course Completion

After completing this course, students will be able to:

Use date and time functions to handle time-related information

Use database functions, information functions, lookup functions, logical functions to handle large amount of data stored in Excel

Use logical, math and trigonometry functions to process data

Use financial functions to handle Accounting Issue.

Key topics

1.     Naming Cells and Ranges

1)    Creating a Name

2)    Making a name list

3)    Using the name for calculation

2.     Address Notation

1)    Relative address

2)    Absolute Address

3.     Database functions(Used to analyze data stored in lists or databases)

1)    DAVERAGE

2)    DCOUNT

3)    DCOUNTA

4)    DMAX

5)    DMIN

6)    DPRODUCT

7)    DSUM

4.     Date and Time Functions(Used to convert a serial number to different date and time format)

1)    TODAY

2)    YEAR,MONTH,DAY

3)    DATE

4)    TIME

5)    HOUT,MINUTE,SECOND

5.     Financial Functions(Used to calculate the Payment for a loan or investment)

1)    PMT

2)    IPMT

3)    PPMT

4)    PV

5)    FV

6.     Information Functions(Used to checks the type of value an d returns TRUE or FALSE depending on the outcome)

1)    COUNTBLANK

2)    ISBLANK

3)    ISERR

4)    ISERROR

5)    ISLOGICAL

6)    ISNONTEXT

7)    ISNUMBER

8)    ISTEXT

7.     Logical Functions(Used to perform a logical test or comparison for a value)

1)    AND

2)    IF

3)    OR

4)    TEUE

5)    FALSE

8.     Lookup Functions(Used to look for a value in a reference table and return the desired result from the table

1)    HLOOKUP

2)    VLOOKUP

3)    LOOKUP

9.     Math and Trigonometry Functions(Used to perform some Math’s calculations)

1)    ABS

2)    CONUTIF

3)    INT

4)    MOD

5)    PRODUCT

6)    RAND

7)    ROUND

8)    ROUNDUP

9)    ROUNDDOWN

10) SUMIF

11) SUMPROCUCT

12) TRUNC

10. Statistical Functions (Used to perform the statistical analysis)

1)    AVERAGEA

2)    COUNTA

3)    MAXA

4)    MINA

11. Text Functions(Used to apply the text format to the data in Excel )

1)    CONCATENATE

2)    DOLLAR

3)    EXACT

4)    LEFT

5)    RIGHT

6)    LEN

7)    SUBSTITUTE

8)    TEXT

9)    TRIM

10) UPPER

11) LOWER

12) VALUE

Microsoft Excel (Fundamentals of Macros and VBA)

Course Code：EMVBA

Introduction

The training course is designed to give advanced users of Microsoft Excel an understanding of how to automate procedures using excel Macros and Microsoft Visual Basic for Applications (VBA).This course concentrates on introductory programming topics and good programming practices, showing how these programming techniques can be used to model and manipulate date. Participants will be encouraged to write programs to meet their specific needs, as there is an increase in the need to analyze and develop ever more complex “what if” scenarios.

At Course Completion

After completing this course, students will be able to:

Record macros

Write control structures

Build procedures, which use variables

Program components within Excel

Key topics

1.     Introduction to Excel Macros

1)    What is a macro?

2)    Record a macro

3)    Urn a macro

4)    Relative references

5)    Assign a macro to a button on a worksheet

6)    Assign a macro to a button on a toolbar

7)    Button image editor

2.     Editing Excel Macros

1)    The Visual basic editor

2)    The project explorer

3)    The code window

4)    Procedures

5)    Insert comments

3.     Introduction to VBA

1)    Development environment

2)    Menu and toolbars

4.     Structure of Procedures

1)    Call procedures

2)    Organize procedures

5.     Working with objects

1)    Introduction to objects and collections

2)    Control objects

3)    Use the object browser

4)    Use objects, properties and methods

6.     VBA codes

1)    If …Then …Else

2)    Select case