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Excel for Novice: What You Need to Know about Formulas
Learn how to construct, explore, and efficiently apply Excel formulas to enhance productivity and effectiveness in a finance-oriented environment.
Last updated
5/2024
Appropriate for all
Level1h 45m
Full lifetime access
Access on laptop, tablet and mobile devices
Certificate of completion
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Overview
Microsoft Excel is a versatile tool with a wide array of business applications. Here are some examples:
Event Planning
When organizing a team outing to a baseball game, MS Excel can be used to manage the RSVP list and track associated costs.
Revenue Forecasting
Excel enables the creation of revenue growth models for new products based on forecasts for new customers.
Editorial Calendar Management
For planning an editorial calendar for a website, Excel can be utilized to outline dates and topics in a structured Excel spreadsheet format.
Budgeting
Excel facilitates the creation of budgets for products, allowing for the listing of expense categories, monthly updates, and the generation of charts to visualize budget performance across categories.
Customer Discount Calculation
It can be used to calculate customer discounts based on monthly purchase volume by product.
Revenue Analysis
Excel enables users to summarize customer revenue by product, providing insights to enhance customer relationships.
Complex Calculations
Excel supports the use of sophisticated calculation methods such as Sharpe ratios for financial analysis.
Enhancing Efficiency with Excel Formulas
In Excel, the formula functionality is robust and designed to streamline processes that would otherwise need manual intervention. The primary aim of formulas is to save time and provide an advantage when completing everyday tasks. We invite you to join us as we delve into fundamental formulas and strive to enhance your productivity with essential formulas crucial for daily office operations.
Session Objective
The primary goal of this session is to familiarize participants with formulas commonly utilized to boost efficiency within a financial setting. Throughout this session, we will cover the following key areas:
By the end of the session, delegates should feel confident in applying these formulas to enhance their efficiency and effectiveness in a finance-oriented environment.
Who this course is for
Beginner level Excel users.
What you'll learn
Requirements
There are no specific course requirements.
Course Content
1 Section 4 Lectures 1h 45m total length
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