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DETAILED TRAINING OUTLINE BASIC & ADVANCED MS-EXCEL PowerPoint PPT Presentation


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INSTITUTE OF BANKING & FINANCE - GLOBAL. Corporate Office : 3rd Floor , 25, Karvey Road, Above Bank of Maharashtra Near Garware College Bridge Pune Near Ayurved Rashshala. DETAILED TRAINING OUTLINE BASIC & ADVANCED MS-EXCEL.

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DETAILED TRAINING OUTLINE BASIC & ADVANCED MS-EXCEL

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Detailed training outline basic advanced ms excel

INSTITUTE OF BANKING & FINANCE - GLOBAL

Corporate Office:3rd Floor , 25, Karvey Road, Above Bank of Maharashtra Near Garware College Bridge Pune Near AyurvedRashshala

DETAILED TRAINING OUTLINE

BASIC & ADVANCED MS-EXCEL

Methodology : The training program would closely integrate with participant’s daily work on MS Excel and the problems they face around the same. The training involves myriad of practical cases of work life situations of making work on MS Excel faster and more productive. More than just knowing different tools we lay stress on the applications of Excel tools in different real time scenarios

Delivery Mode : The training on MS Excel will be linked to the functional (HR, Admin, Operations, Finance, Marketing etc.) need of the attendees. A case based learning approach will be used. The participants will supplemented with a customized handbook / handout on MS Excel along with the spreadsheets that contain cases and practice exercises . MS Excel 2007 version will be used for the training

Draw a chart for basic and advanced topics for MS Excel

  • Training Highlights :

  • By the end of the training program participants will also play a time bound competitive game “MS Excel Treasure Hunt” to test the learning of Excel.

  • As a complementary offering IBF - Global will provide the candidates with an excel based application that helps the participants to remember key board shortcuts

BASIC EXCEL

ADVANCED EXCEL

Getting familiar with MS Excel

Advanced Utilities

Navigation in Excel

Advanced Excel Functions (Reduce Complexity)

Formulas and Function in Excel

Problem Solving & Arrays

Working with data

Data protection & Macros

Formatting and Printing

Formatting and Presentation


Detailed training outline basic advanced ms excel

INSTITUTE OF BANKING & FINANCE - GLOBAL

Corporate Office:3rd Floor , 25, Karvey Road, Above Bank of Maharashtra Near Garware College Bridge Pune Near AyurvedRashshala

5 Days Training on Advanced Financial Modeling – Program Outline

BASIC EXCEL DAY 1

On 1st day the participants will be made familiar to the world of excel. This section focuses on getting acquainted with MS Excel screen and understand its different components. This section also bridges the gap between participants that have been using the 2003 version and the widely used MS Excel 2007

  • Getting Started

  • Familiarizing oneself with Excel screen structure

    • Ribbon, tabs and buttons and mini tool bars

    • Workbooks - create, save, open, undo and redo and repeat

    • Understanding and working in different cell modes and the application of the F2 key

  • Utilities & Shortcuts

  • Navigation in Excel

  • Editing and formatting in Excel

    • Organizing sheets

    • Organizing rows and columns

    • Cell formatting, CTRL + 1 box (Tab wise) and much more

    • Paste Special

  • Selection in Excel

  • Overview of Excel Options Window – popular, formulas, proofing and saving, advanced options, customization and add ins

  • Understanding the formulas tab (Part 1)

    • Understanding functions library – most used functions

    • Understanding conditional functions - SUM, AUTOSUM, COUNT, AVERAGE, IF, Nested IF, AND, OR

    • Lookup Functions – Basics of HLOOKUP & VLOOKUP

  • Activity:

  • Participants work with the trainer on short cases and exercises on MS Excel

  • The trainer holds the attention of participants by frequently giving them clues about the game to be played on the last day of basic excel

CONTENT PREVIEW

A snapshot showing the basic Excel spreadsheet on cases and exercises that is shared with the participants

Financial Training Academy Private Limited | www.ftacademy.in | Email: [email protected]

Phone: +91 99756 00666, +91 77093 19341 | Join Us www.facebook.com/ftacademy.in


Detailed training outline basic advanced ms excel

INSTITUTE OF BANKING & FINANCE - GLOBAL

Corporate Office:3rd Floor , 25, Karvey Road, Above Bank of Maharashtra Near Garware College Bridge Pune Near AyurvedRashshala

5 Days Training on Advanced Financial Modeling – Program Outline

BASIC EXCEL Session 2

Session 2 focuses on learning excel utilities that enhance productivity. Participants will be engaged in exercises and cases for working and managing data, formatting and view management and page properties & printing documents in MS Excel. This session ends with a game that is to played in teams

  • Date and text functions

    • Working with dates - (Logic, different date functions and exercises)

    • Working with text functions - (MID, SEARCH, SUBSTITUTE, CONCATENATE, &, TRIM)

  • Quick Linking worksheets and tracing precedents, dependents

  • Auditing & calculations in excel - formula displays, tracing precedents & dependants, evaluating formulas, what if analysis

  • Working with Data

    • Exploring useful tools like ‘Find & Go to’ Command

    • Sorting Data, Find and Select, Clear all Etc

    • Removing Duplicates and Consolidation

    • Converting text to column

  • Formatting and View Management

    • Arranging Workbooks & exploring Layout Options

    • Splitting and Hiding Worksheets

    • Building Graphics and charts

    • Basic application of Pivot Tables

  • Page properties and printing

    • Creating Themes & Effects and understanding page settings

    • Creating headers and footers

    • Building Print Titles

    • Creating Fit to Page Prints and Printing specific ranges

  • Activity:

  • Participants work with the trainer on short cases and exercises on MS Excel

  • A competitive time bound game is played to bring out the learning for 2 days

CONTENT PREVIEW – A snap shot of the excel work sheet with cases and exercises

Financial Training Academy Private Limited | www.ftacademy.in | Email: [email protected]

Phone: 91 99756 00666, +91 77093 19341 | Join Us www.facebook.com/ftacademy.in


Detailed training outline basic advanced ms excel

INSTITUTE OF BANKING & FINANCE - GLOBAL

Corporate Office:3rd Floor , 25, Karvey Road, Above Bank of Maharashtra Near Garware College Bridge Pune Near AyurvedRashshala

5 Days Training on Advanced Financial Modeling – Program Outline

ADVANCED EXCEL DAY 2

2nd Session of the Training imparts more learning on advanced tools like problem solving, creating interactive dashboards (input and output), using pivot tables, advanced dynamic charts. Performing advanced data analysis and creating robust spreadsheet models.

  • Error detection and problem solving in Excel

    • Tracing common errors due to Circularity and removing them

    • Breaking circularity using MS Excel (for minimum cash, IDC etc)

    • Formula Auditing Tools including tracing Precedents/Dependents

    • Revealing Formulae - Utility of F9 key

  • Working with Arrays

    • TRANSPOSE - Simple and Dynamic

    • Working with other array functions for simpler formulae

  • Analytical tools Advanced Excel functions

  • Data Protection

    • Locking and unlocking of cells, worksheets, workbooks

    • Track change function in MS Excel – Is it as good as MS Word

    • Working with Comments

  • Introduction to Macros

    • Recording macros and Running macros

    • Custom buttons, menu items

    • Creating Graphical User Interfaces (GUIs)

  • Formatting and Presentation

    • Conditional Formatting

    • Advanced & Dynamic Charting (Thermometer, Bubble Charts, Gantt Charts, Waterfall Charts, Football Fields etc)

    • Standard templates, ideal financial model

    • Building dynamic and user-friendly dashboards

  • Activity:

  • Participants work with the trainer on short cases and exercises on MS Excel

  • A competitive time bound game is played to bring out the learning for 2 days

  • Post training, Videos of key functions provided to the participants

CONTENT PREVIEW

A snap shot of a spreadsheet explaining complexity mitigators with an example

Financial Training Academy Private Limited | www.ftacademy.in | Email: [email protected]

Phone: +91 99756 00666, +91 77093 19341 | Join Us www.facebook.com/ftacademy.in


Detailed training outline basic advanced ms excel

INSTITUTE OF BANKING & FINANCE - GLOBAL

Corporate Office:3rd Floor , 25, Karvey Road, Above Bank of Maharashtra Near Garware College Bridge Pune Near AyurvedRashshala

ADVANCED AND BASIC EXCEL

CONTENT PREVIEW

A handout showing the differences between Excel 2007 and Excel 2010

One of the stages of the Game “ Excel Treasure Hunt”

A case prepared by IBF - Global for candidates to have hands on practice during the session

Financial Training Academy Private Limited | www.ftacademy.in | Email: [email protected]

Phone: 91 99756 00666, +91 77093 19341 | Join Us www.facebook.com/ftacademy.in


Detailed training outline basic advanced ms excel

INSTITUTE OF BANKING & FINANCE - GLOBAL

Corporate Office:3rd Floor , 25, Karvey Road, Above Bank of Maharashtra Near Garware College Bridge Pune Near AyurvedRashshala

ADVANCED AND BASIC EXCEL

CONTENT PREVIEW

An exercise on practice of keyboard shortcuts

Preview of a Sample dynamic chart for Output Analysis

A sample of simple user manual on Advanced Excel utilities

Financial Training Academy Private Limited | www.ftacademy.in | Email: [email protected]

Phone: 91 99756 00666, +91 77093 19341 | Join Us www.facebook.com/ftacademy.in


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