Excel Essentials
Essential Excel Skills for Tax Practitioners (Advanced)
Duration: 2 hours
Price: R495.00
Title / Topic
Essential Excel Skills for Tax Practitioners (Advanced)
Presenters : Dr Riana Steyn
Overview
This video also focus on developing the skills to be able to compile professional reports to improve forecasting for better business decisions, as well as the ability to compile professional reports for presentation to clients.
Data sets will be provided for this hands-on practical video. Data sets to be used during the video include:
- General ledger data.
- Quotes and order forms.
- Quality control data.
- Price lists and inventory (stock).
Video content
This practical video (presented in interactive workshop format) develop an applied understanding of essential Excel skills aimed at improving productivity.
The main concepts that will be discussed in this webinar are:
- Comparing files and various sheets of data with the VLookup as well as HLookup formulas.
- Use of Wildcards for selecting records, such as account numbers and invoice numbers, to include in a report.
- Performing complex calculations with nest lookup and reference functions.
- Selecting a value or a range of value for financial analysis and review.
- Retrieve data from a dataset by matching the relative position of an item in a list.
- Creating and managing pivot tables to detect trends and make data comparisons.
- Understanding and creating line graphs for financial data/report interpretation.
Competencies developed in this CPD
- Data analytics.
- Digital affinity.
- Analytical thinking.
- Review, analyse and monitor.
After completing this video, you should be able to:
- Understand working with multiple sheets and incorporating Lookup functions.
- Apply wildcards for selecting records, such as account numbers and invoice numbers, to include in a report.
- Perform complex calculations with nest lookup and reference functions.
- Analyse and present financial data professionally for sustainable value creation.
- Analyse data by selecting range values for financial analysis and review.
- Manage and analyse data using pivot tables to detect trends and make data comparisons.
- Understanding and creating line graphs for financial data/report interpretation.
- Improve the technical accuracy (integrity) of your work by improving the process of importing, cleaning, and validating data.