Working with data

Importing data; formats, field labels,
web query options (stock info)
Use TYPE to identify data type of existing cell contents
Text functions; FIND, MID,
TRIM excess space in cells

Conditional formatting to analyse data

Highlighting alternative row/columns of data
Highlight mistakes / errors / omissions / repetitions
Using conditional formatting to create simple & effective dashboards

Setting up a Financial Worksheet

Layouts of input cells and formulas
Tracing formula precedents, dependents, and errors
Common mistakes to avoid

Cashflow spreadsheets

Income & Expenditure tracking table
Create a Pivot Table
Using the Pivot table with filters to analyse cashflow
Using a Pivot Chart to track cashflow

Reviewing financial statements

Example balance sheets, income statements, cashflow
statements & shareholders equity
Benefits of using common size statements for comparisons
Setting up common size statements; balance sheets & income
Defining key ratios to compare and updating changes

Financial functions

Considerations such as:
- PMP, FV, IRR
- NPV, Net Present Value
- Function with cashflows
- Assumptions to avoid
- When to use XNPV
- IRR
- APR vs APY

Training is held in our modern, comfortable, air-conditioned suites

Modern-spec IT, fully networked with internet access

"What do I get on the day?"

Learning tools

Breaks and timing

Courses start at 9:30am.
Please aim to be with us for 9:15am.
Joining information (how to get to our venues)

In-course handbook

Contains unit objectives, exercises and space to write notes

Refreshments

Available throughout the day:

• Hot beverages
• Clean, filtered water
• Biscuits

24 months access to trainers

Your questions answered by qualified trainers online.

Lunch

Lunch is provided at a local restaurant or pub. Browse the sample menus:

• Bloomsbury
• Limehouse
• Southwark

Training formats available

• On-site at your company office UK wide (60 second quote)
• Closed group at one of our London training venues (60 second quote)
• Near-site at a location close to you
• Bespoke one-to-one basis
• Tailored training courses to your requirements