#WATCH I This webinar is aimed at tax technicians who are already proficient in basic excel skills and will focus on developing the basic skills to be able to perform financial transactions using the MS Excel software.

Essential Excel Skills

Overview

The most universal pieces of software used throughout the workplace, and perhaps the world, is Spreadsheet software, such as MS Excel. This webinar is aimed at tax accountants who are already proficient in basic excel skills and will focus on developing the basic skills to be able to perform financial transactions using the MS Excel software.

Data sets will be provided to create a practical, hands-on experience. Data sets to be used during the webinar include:

• Quotes and order forms.
• Price lists and inventory (stock).

Webinar content

This practical webinar (presented in interactive workshop format) will develop an applied understanding of essential Excel skills aimed at improving productivity.

The main concepts that will be discussed in this webinar are:

• Writing formulas in cells to perform calculations.
• Tracing errors and formula auditing.
• Designing a workbook so that calculations can be automatically updated if input values are changed.
• Work with multiple worksheets.
• Understand how functions work: syntax, arguments, and algorithms.
• Importing of text data into Excel.
• Use of functions to calculate total, average, minimum, and maximum values.
• Starting to gain an understanding of Lookup functions.
• Organize a workbook.
• Using data analysis tools to assist in problem solving.
• Statistical functions that determine values.
• Functions that structure and analyse data, perform, and understand functions such as RANK.EQ.
• Evaluate a large data set.
• Apply custom number formats to data.

Competencies developed in this CPD

• Data analytics.
• Digital affinity.
• Analytical thinking.
• Review, analyse and monitor.

After completing this webinar, you should be able to:

• Comfortably navigate the Excel user interface, entering, manipulating, and formatting data.
• Use various functions and formulas to be able to analyse and calculate data, as well as work with multiple sheets.
• Write functions, focusing on syntax, arguments, and algorithms.
• Understand Lookup functions and how to retrieve data from multiple sheets.
• Use formulas and functions to perform calculations on data.
• Analyse data and present the results in a user-friendly way.
• Apply custom number formatting in cells.

Presenter

Dr Riana Steyn

PhD Informatics

Riana has been with the University of Pretoria (UP) for the last 13 years after she returned to academia from industry. She is currently a full-time senior lecturer in the Department of Informatics. Throughout the years, Riana has engaged numerous students by presenting both undergraduate and postgraduate modules. She has published various articles based on her teaching experiences over the last few years. She has also supervised many students on masters as well as PhD level. Her research focuses on technology in education within the business analysis and design space, and how she can engage students more effectively whilst still delivering excellent quality content. Her different approach to teaching was born from the Entrepreneurial research she is also passionate about. Her PhD focused specifically on entrepreneurs. Here she developed a framework for SMMEs to engage more effectively with technology as well as developing an e-skills for entrepreneurs’ course which focuses on effective technology engagement to create sustainable businesses. She is still actively involved in entrepreneurial research in the South African context. She has also been a National Research Fund (NRF) Y-Rated researcher since 2020.

She is also a UP Teaching Excellence Laureates’ recipient (2019) as well as an Association of Information Systems’ Award for Innovation in Teaching recipient (2018), an international award. She is also the IFIP TC 3 South African representative.

CPD

This event and successful completion of the online assessment will secure 2 hours verifiable output Tax CPD points.

Event Investment

CPD Subscribers: 100% discount for 2022 Tax Technician CPD subscribers. Not a CPD subscriber yet? Click here to register now.

Regular price: R495.00

SAIT member: R395.00

Group price (5 attendees maximum): R950.00

Payments and cancellations

• All payments must be made by EFT or by credit card, at least 3 working days before commencement of an event.
• Kindly note that should payment not be received 2 days after the event, legal action will be taken
• Proof of payment will be requested at registration, if payment does not reflect on Taxfaculty`s bank account.
• Only written notice of cancellation will be recognized.
• Conditions:
  • If the cancellation occurs more than 4 working days prior to the event no cancellation fee will be charged.
  • If the cancellation occurs less than 4 working days prior to the event a 100% cancellation fee will apply.
• Delegates who book and fail to attend will be liable for the full event fee.
• Taxfaculty`s liability in the case of an event being cancelled will be limited to a refund or credit of the event fee.
• Please click here for the full terms and conditions.