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Thu 23 Jan 2020
09:30 - 13:00

Venue: Finance Division, Greenwich House, Ferrara Room (IT Training Room)

Provided by: Finance Training


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How to Excel - Part 3 (For Finance Staff)
Prerequisites

Thu 23 Jan 2020

Description

The session will look at more advanced formulas and macros using the recorder and VBA tools.

The formulas covered in this course include SUMIF, COUNTIF and INDEX MATCH which will enable the user to quickly summarise data.

Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps.

Target audience

This course is aimed at any staff in a financial role who would like to develop their spreadsheet skills beyond the basics.

If you would like a more generalised Excel course to learn from, there are many courses here which may suit your requirements better.

Prerequisites

In order to confirm your booking, you will need to fulfil the following pre-requisites;

  • You are working in a finance role within the University as staff.
  • You will have either;
    • completed the previous two-session How to Excel course
    • or have similar prior Excel knowledge
  • You will be given some pre-course work to demonstrate your Excel knowledge. This is to be completed and sent to us prior to this course.

If you require to book onto the pre-requisite How to Excel course you can do so here;

https://www.training.cam.ac.uk/fin/course/fin-excel1%262

Only when these criteria are fulfilled can we confirm your booking.

Sessions

Number of sessions: 1

# Date Time Venue Trainer
1 Thu 23 Jan 2020   09:30 - 13:00 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) map Max Smith
Topics covered

Advanced Formulas

  • SUMIF
  • COUNTIF
  • INDEX MATCH

Macros

  • Why use macros?
  • Creating simple recorded macros
  • Using publically available macros
  • An introduction to reviewing and customising the code of publically available macros
Duration

One half day session

Frequency

Every other month.

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