Excel and Outlook Courses

These courses will be delivered via Microsoft Teams and each course is 1.5 hours long. They will help advisers develop their skills and ensure they are getting the most from their Microsoft office tools.

Make Excel work for you – Understand how to use the tools in excel more efficiently.

What else can Excel do for you? – This course looks deeper into the tools of excel relevant to advisers, especially working with data analysis, payroll calculations and management accounting.

The Pivot course - This course not only considers the use of pivot tables but also develops a greater understanding of data tools in excel.

More Details below:

Make Excel work for you
 
This course will help advisers use the tools in excel more efficiently, saving time and securing their work more effectively.
 
The course will include:
  • Fundamentals of calculations including ordering calculations, statistic functions and absolute referencing
  • Using IF Functions including COUNTIF and SUMIF
  • Formula Auditing - Watch Windows, Trace Precedent and dependant cells
  • Goal seek – get Excel to set a formula result by altering the input value 

What else can Excel do for you?

This course takes a deeper look into the tools of excel relevant to advisers, especially working with data analysis, payroll calculations and management accounting.
 
The course will include:
  • XLOOKUP and VLOOKUP
  • Date Functions including add/minus days to a date, calculating the number of days between dates, calculating the number of working days between two dates
  • Text Functions including using text strings to join text, changing case and flash fill 


The Pivot course 
 
You knew there’d be a pivot table course! This course not only considers the use of pivot tables but also develops a greater understanding of data tools in excel.
 
The course will include:
  • Filtering data to specific rows
  • Converting tables to use subtotals and slicers
  • Validation of data
  • Create Pivots to analyse data by categories

This course will be on the Teams platform. Course materials will be sent with the joining instructions.