Essential Excel Skills for Tax Technicians: Beginner (Part 2)
Duration: 2 hours
Price: R495.00
Essential Excel Skills for Tax Technicians: Beginner (Part 2)
Presenters : Dr Riana Steyn
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:
- Starting to gain an understanding of Lookup functions.
- Incorporating VLookup and HLookup functions for statistical analysis.
- Understanding basic Nest-IF statements.
- Organize a workbook.
- Using data analysis tools to assist in problem solving.
- Functions that structure and analyse data, perform, and understand functions such as RANK.EQ.
- Introduction to pivot tables.
- 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:
- 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.
- Organize data to determine which values are profitable.
- Apply data analysis using pivot tables.