TABLE OF CONTENTS. About the Companion Website 1. Introduction 3
|
|
- Rebecca Warren
- 5 years ago
- Views:
Transcription
1 TABLE OF CONTENTS About the Companion Website 1 Introduction 3 Chapter 1: Management Accounting and Excel 5 ASSUMPTIONS 5 THE GOAL OF REPORTING 6 WHY USE EXCEL? 7 THE GOAL OF THIS BOOK 8 MONTHLY MANAGEMENT REPORTS 8 MACRO POLICY 9 Chapter 1: Test Your Knowledge 11 Chapter 1: Solution and Suggested Responses 13 Chapter 2: Building Reporting Models 15 NEEDS ANALYSIS 16 SCOPE DEFINITION 16 DESIGN 17 CONSTRUCTION 17 TESTING 18 OPERATION 18 MAINTENANCE 18 TIME, EFFORT, AND COST 18 PRACTICAL CONSIDERATIONS 19 Chapter 2: Test Your Knowledge 21 Chapter 2: Solutions and Suggested Responses 23 Chapter 3: Building Tips 25 DISPLAY TIPS 26 KEYBOARD SHORTCUTS 37 MOUSE SHORTCUTS 44 KEYBOARD AND MOUSE SHORTCUTS 53 GENERAL TIPS 59 Chapter 3: Test Your Knowledge 69 Chapter 3: Solutions and Suggested Responses 71 Chapter 4: Design and Structure 75 STRUCTURE = FLEXIBILITY 75 MODULAR SHEET DESIGN 76 STANDARDISED REPORT LAYOUT 78 TABLE-BASED SYSTEMS 80 SPREADSHEET BEST PRACTICES 82 Chapter 4: Test Your Knowledge 85 Chapter 4: Solutions and Suggested Responses 87 v Table of Contents
2 Chapter 5: Setting the Foundation 89 TERMINOLOGY 90 DATA RULES 90 DATA STRUCTURES 90 FORMAT AS TABLE 92 DATA CLEANSING TECHNIQUES 96 EXTERNAL DATA 103 Chapter 5: Test Your Knowledge 107 Chapter 5: Solutions and Suggested Responses 109 Chapter 6: Pivot Tables (Do-It-Yourself Reporting) 111 THE PROS AND CONS OF A PIVOT TABLE 111 CREATING A PIVOT TABLE 114 POWERPIVOT 135 Chapter 6: Test Your Knowledge 137 Chapter 6: Solutions and Suggested Responses 139 Chapter 7: Tools of the Trade: Summing Functions 141 RANGE NAMES 141 USING CELLS AND RANGES IN FORMULAS 142 THE HUMBLE SUM FUNCTION 147 ADVANCED SUM AND 3D FORMULAS 147 SUBTOTALING 152 THE SUBTOTAL FUNCTION 153 THE AGGREGATE FUNCTION 157 FUNCTION WIZARD 159 CONDITIONAL SUMMING 159 THE SUMIF FUNCTION 164 SUMIF USES 167 HELPER CELLS 168 THE SUMIFS FUNCTION 169 THE SUMPRODUCT FUNCTION 171 Chapter 7: Test Your Knowledge 187 Chapter 7: Solutions and Suggested Responses 189 Chapter 8: Accessories: Other Reporting Functions and Features 191 HELPER CELLS 191 LOGIC FUNCTIONS 193 THE IF FUNCTION 195 THE AND AND OR FUNCTIONS 200 LOOKUP FUNCTIONS 203 THE VLOOKUP FUNCTION 204 THE HLOOKUP FUNCTION 208 AN ALTERNATIVE TO VLOOKUP 209 THE INDEX AND MATCH FUNCTIONS 210 THE MATCH FUNCTION 210 vi Table of Contents
3 THE INDEX FUNCTION 212 THE INDEX-MATCH COMBINATION 214 ERROR HANDLING FUNCTIONS 215 THE IFERROR FUNCTION 216 HANDLING SPECIFIC ERRORS 217 TEXT-BASED FUNCTIONS 221 THE TEXT FUNCTION 222 LEFT AND RIGHT FUNCTIONS 224 THE MID FUNCTION 225 FLEXIBLE TEXT MANIPULATIONS 226 THE SEARCH FUNCTION 227 THE LEN FUNCTION 228 FLEXIBLE SPLITTING 228 THE SUBSTITUTE FUNCTION 230 CONVERTING TEXT TO NUMBERS 231 DATE FUNCTIONS 232 THE DATE FUNCTION 232 OTHER USEFUL FUNCTIONS 234 ARRAY FORMULAS 244 Chapter 8: Test Your Knowledge 253 Chapter 8: Solutions and Suggested Responses 255 Chapter 9: Range Names 257 ADVANTAGES 258 DISADVANTAGES 258 CREATING A RANGE NAME 258 USING RANGE NAMES 262 NAME MANAGER 265 NAMING A RANGE 266 CREATING NAMES AUTOMATICALLY 272 NAME INTERSECTIONS 277 DYNAMIC RANGE NAMES 278 USING STRUCTURE IN RANGE NAMES 283 INDIRECT AND RANGE NAMES 287 LISTING RANGE NAMES 288 Chapter 9: Test Your Knowledge 289 Chapter 9: Solutions and Suggested Responses 291 vii Table of Contents
4 Chapter 10: Maintenance Issues 293 MAINTENANCE INSTRUCTIONS 293 THE ADVANTAGES OF USING TABLES 293 COMMON ISSUES 295 ROLLING THE YEAR 295 WORKING WITH DAYS 296 SIMPLIFYING THE INTERFACE BY USING CONTROLS 298 Chapter 10: Test Your Knowledge 309 Chapter 10: Solutions and Suggested Responses 311 Chapter 11: Choosing the Right Format 313 COLOUR BLINDNESS 313 FORMAT PAINTER 314 LESS IS MORE 314 FONTS 314 CLEAR AND START AGAIN 315 THE FORMAT CELLS DIALOG BOX 315 STYLES 329 CONDITIONAL FORMATTING 331 PRINTING ISSUES 351 Chapter 11: Test Your Knowledge 357 Chapter 11: Solutions and Suggested Responses 359 Chapter 12: Picture Perfect: Charting Techniques 361 CHART VERSUS GRAPH 362 CHART BASICS 362 CHARTS FOR REPORTS 364 AUTOMATING CHARTS 365 MIXING CHART TYPES 370 DUAL-AXIS CHARTS 371 LABELING HIGHS AND LOWS 376 TRENDLINES AND MOVING AVERAGES 378 PLOTTING THE VARIANCE 379 DASHBOARD TECHNIQUES 380 TEXT IN A CHART 394 THE DATA SERIES FORMULA 394 BEFORE AND AFTER CHARTS 396 Chapter 12: Test Your Knowledge 399 Chapter 12: Solutions and Suggested Responses 401 viii Table of Contents
5 Chapter 13: Quality Control:Report Validation 403 VALIDATIONS 404 ERROR TRACKING 406 IDENTIFYING NEW CODES 412 CONDITIONAL FORMATTING 413 SUGGESTED VALIDATION STRUCTURE 413 REASONABLENESS CHECKS 415 Chapter 13: Test Your Knowledge 417 Chapter 13: Solutions and Suggested Responses 419 Chapter 14: Case Study One: Month and Year-to-Date Reporting 421 SCENARIO 421 DATA REQUIREMENTS 422 PROCESSES 422 STRUCTURE 423 DESIGN 424 REPORT LAYOUT 424 THE CREATION PROCESS 425 THE REPORTS 430 Chapter 14: Test Your Knowledge 445 Chapter 14: Solution and Suggested Responses 447 Chapter 15: Case Study Two: 12-Month Reporting 449 SCENARIO 449 DATA REQUIREMENTS 449 PROCESSES 451 STRUCTURE 451 DESIGN 451 THE CREATION PROCESS 452 THE REPORTS 457 Chapter 15: Test Your Knowledge 475 Chapter 15: Solution and Suggested Responses 477 Chapter 16: Final Thoughts 479 LAST WORDS 479 Chapter 16: Test Your Knowledge 481 Chapter 16: Solution and Suggested Responses 483 Glossary 485 Index 487 Final Exam Copy ix Table of Contents
OBJECTIVES & COURSE OUTLINE COM116 ADVANCED EXCEL REPORTING 17 - CPE HOURS COURSE OBJECTIVES
OBJECTIVES & COURSE OUTLINE COM116 ADVANCED EXCEL REPORTING 17 - CPE HOURS COURSE OBJECTIVES Learn to simplify the reporting process. Learn about the functions that work together to automate many of the
More informationTABLE OF CONTENTS. About the Companion Website 1. Introduction 3
TABLE OF CONTENTS About the Companion Website 1 Introduction 3 Chapter 1: Management Accounting and Excel 5 ASSUMPTIONS 5 THE GOAL OF REPORTING 6 WHY USE EXCEL? 7 THE GOAL OF THIS BOOK 8 MONTHLY MANAGEMENT
More information5 Day Premium Financial Modelling Masterclass with VBA
Overview This comprehensive financial modelling course is designed to cover all elements of the modelling process, and is divided into 3 modules. Module 1 is an extensive appreciation of Excel s data management,
More informationChapter 2 - Introduction to Spreadsheet Modeling
1. Which of the following is not one of the components of a mathematical model? a. Inputs b. Outputs c. Decision variables d. None of these options 2. Which of the following is not one of the features
More informationACCOUNTING SOFTWARE Certification Program
FINAL CERTIFICATION AWARDED BY IMRTC - USA ACCOUNTING SOFTWARE Certification Program This training program is highly specialized with the duration of 72 Credit hours, where the program covers all the major
More informationData Analysis and Reporting Techniques Using Excel. Contents are subject to change. For the latest updates visit
Data Analysis and Reporting Techniques Using Excel Page 1 of 8 Why Attend It is a fact, Excel is the accountant's, finance and business professional's best friend! You and I know how overwhelmed we are
More informationContents at a Glance COPYRIGHTED MATERIAL
Contents at a Glance Introduction...1 Book I: Project Management...7 Chapter 1: A Project Management Overview...9 Chapter 2: The Ins and Outs of Using Project...21 Chapter 3: Just What Tasks Should You
More informationTwo Days Exclusive Professional Development Workshop on Advanced Excel-Automated Dashboard Reporting
Two Days Exclusive Professional Development Workshop on Advanced Excel-Automated Dashboard Reporting Training Date: December 02 & 03, 2016, Time: 9:30 am to 5:30 pm Training Schedule Venue: Mind Mapper
More informationCourse Learning Objectives 0. Determine the mathematical operations needed to guide decisions in business contexts.
Course Learning Objectives 0. Determine the mathematical operations needed to guide decisions in business contexts. 1. Recognize situations in which unit conversions are useful and apply the conversions.
More informationPackages. Power of MICROSOFT EXCEL PACKAGE SERIES. Bring your data to life COURSES
MICROSOFT EXCEL PACKAGE SERIES Power of Bring your data to life March 5-May 11, 2018 Every Monday to Friday 6:30 PM to 8:30 PM @ IBA City Campus COURSES 1) Basic of Excel (March 5-14 2018) 2) Advanced
More informationOman Oil Refineries & Petroleoum Industries Company L.L.C. Department: Training Center Services
Oman Oil Refineries & Petroleoum Industries Company L.L.C. Department: Training Center Services Course : Microsoft Excel 2013 Advanced Microsoft Office Visio Standard 2013 Course Introduction Orpic Training
More informationExcel Financial Modeling (Course #4030) Table of Contents Page
Excel Financial Modeling (Course #4030) Table of Contents Chapter 1: What is Financial Modeling? 1 What s the Difference between a Spreadsheet and a Financial Model? 3 Types and Purposes of Financial Models
More informationMicrosoft Excel. A Handbook of Tips & Tricks. Geoffrey Learmonth Certified Microsoft Office Specialist Master
Microsoft Excel A Handbook of Tips & Tricks Geoffrey Learmonth Certified Microsoft Office Specialist Master What Is Microsoft Excel? The most common business spreadsheet software developed by Microsoft
More informationCMBI. Power BI for Excel training. Business intelligence consultancy CMBI Business Intelligence Services. Advanced Excel. Level 1 Foundations
2018 Business Intelligence Services Advanced Excel Power BI for Excel training Level 1 Foundations Business intelligence consultancy Introduction to Power BI: Level 1 Course Overview What is Power BI for
More informationMICROSOFT EXCEL ACADEMY
MICROSOFT EXCEL ACADEMY INTRODUCTION Microsoft Excel is arguably the most popular and widely used spreadsheet application program in the world. Over the years it has become the indispensable choice for
More informationACCT 1835 Computerized Accounting II
South Central College ACCT 1835 Computerized Accounting II Course Outcome Summary Course Information Description Total Credits 3.00 Total Hours 48.00 This is the second of the two computerized accounting
More informationTraining - Financial Modeling Overview
Training - Financial Modeling Overview Financial Modeling Overview Course Overview Who Should do This Course Other Details Financial modeling using excel, aims at making participants well versed on how
More informationBPP PROFESSIONAL EDUCATION IT COURSES
BPP PROFESSIONAL EDUCATION IT COURSES COURSE CALENDAR All sessions are held at The Mallard Intro to Excel 16 Feb (am) Excel: the essentials Excel: presenting data Excel: data analysis 16 Mar (am) or 6
More informationLEVEL I: ADVANCED FINANCIAL MODELER (AFM)
LEVEL I: ADVANCED FINANCIAL MODELER (AFM) STUDY GUIDE 2017 Introduction The Advanced Financial Modeler (AFM) exam is focused on the skills and knowledge required to build a financial model of a company.
More informationSoftware Feature Sets. Powerful. Flexible. Intuitive. Alight feature sets. Driver-Based Planning & Analytics
Software Feature Sets Driver-Based Planning & Analytics Powerful. Flexible. Intuitive. Alight Planning is the first spreadsheet replacement that delivers the modeling and reporting power you want within
More informationSage 200c Business Intelligence Datasheet
Sage 200c Business Intelligence Datasheet Business Intelligence provides you with full business wide analytics to enable you to make fast, informed decisions, complete with management dashboards. It helps
More informationCASE STUDY. twenty. Stochastic Customer Forecasting. case study OVERVIEW. Application Overview and Model Development.
CASE STUDY twenty Stochastic Customer Forecasting case study OVERVIEW CS20.1 CS20.2 CS20.3 CS20.4 CS20.5 CS20.6 CS20.7 Application Overview and Model Development Worksheets User Interface Procedures Re-solve
More informationCourse Portfolio Excel Essentials Intermediate Excel Advanced Excel Data Analysis & Visualization (Dashboard Reporting) in Excel
Course Portfolio Excel Essentials This is the basic/introductory level of MS Excel. It will introduce participants to basic formulas and formatting techniques in Excel, to create basic reports that usually
More informationProduct comparison: Prophix Enterprise vs. PROPHIX 10 R3
Product comparison: vs. Prepared by Software Purpose This document is intended for current customers who are considering migrating to. Introduction is an integrated application that is built on an open
More informationFinancial Modelling and Advanced Excel Course. April 2, 3 and 4, 2019 UBC Robson Square. 800 Robson Street Vancouver, BC
Financial Modelling and Advanced Excel Course April 2, 3 and 4, 2019 UBC Robson Square 800 Robson Street Vancouver, BC CFA Society Vancouver 604-986-9856 info@cfavancouver.com www.cfavancouver.com Who
More informationExcel Secrets & Techniques in Management Reporting
Presents a 3 day, intensive, hands on training program Excel Secrets & Techniques in Management Reporting Facilitator Mr. Areef Ali B.Sc, FCCA, CA, MBA Thu 21 st, Tue 26 th & Wed 27 th June 2018 At the
More informationBusiness Intelligence and Data Analysis Workshop. Contents are subject to change. For the latest updates visit
Business Intelligence and Data Analysis Workshop Page 1 of 8 Why Attend In this day and age it is no surprise for corporate staff to be overwhelmed by the abundance of unstructured data. ERPs and databases
More informationExcel Secrets & Techniques in Management Reporting
Presents a 3 day, intensive, hands on training program Excel Secrets & Techniques in Management Reporting Facilitator Mr. Areef Ali B.Sc, FCCA, CA, MBA Wed 16 th, Thu 17 th & Mon 21 st January 2019 At
More informationCORPORATE TRAINING. for all. 1. Basic to Advance Excel. 2. Corporate Presentation and Documentation. 3. Data Management. 4 Financial Modeling
CORPORATE TRAINING for all 1. Basic to Advance Excel Basics, Formulas, tricks, Shortcuts 2. Corporate Presentation and Documentation MS Word & MS PowerPoint 3. Data Management Automation, MIS, Dashboards,
More informationJuly Copyright 2018 NetSuite Inc.
1 NetSuite SuiteAnalytics User Sample Test July 2018 2 Contents About this Sample Test... 3 Reports and Searches... 4 I. Given a use case, identify the best way to aggregate data results.... 4 II. Identify
More informationExcel Dashboards & Reports
Excel Dashboards & Reports Excel Dashboards & Reports by Michael Alexander and John Walkenbach Excel Dashboards & Reports Published by Wiley Publishing, Inc. 111 River Street Hoboken, NJ 07030-5774 www.wiley.com
More informationENGG1811: Data Analysis using Excel 1
ENGG1811 Computing for Engineers Data Analysis using Excel (weeks 2 and 3) Data Analysis Histogram Descriptive Statistics Correlation Solving Equations Matrix Calculations Finding Optimum Solutions Financial
More informationORACLE HYPERION PLANNING
ORACLE HYPERION PLANNING KEY FEATURES AND BENEFITS KEY FEATURES: Multi-dimensional / multi user planning with a powerful business rules engine Flexible workflow and plan management capabilities Comprehensive
More informationCORPORATE TRAINING. for all. 1. Basic to Advance Excel. 2. Corporate Presentation and Documentation. 3. Data Management. 4.
CORPORATE TRAINING for all 1. Basic to Advance Excel General Formulas, tricks, Shortcuts 3. Data Management Automation, Dashboards, Analysis and Data Crunching 2. Corporate Presentation and Documentation
More informationThe Complete Guide To Using Excel For PPC
The Complete Guide To Using Excel For PPC By: Jacob Brown, Account Manager Rachael Law, Account Analyst Excel is a crucial tool for any PPC marketer s daily workflow. From building campaigns and writing
More informationHousing Authority of the City of Raleigh 900 Haynes Street, Raleigh, NC GENERAL APPLICATION FOR EMPLOYMENT (Administrative) o Part-time
An Equal Opportunity Employer Housing Authority of the City of Raleigh 900 Haynes Street, Raleigh, NC 27604 GENERAL APPLICATION FOR EMPLOYMENT (Administrative) To be considered for employment, applicants
More informationExcel 2000 For Dummies Pdf 2007 Dashboard Reports
Excel 2000 For Dummies Pdf 2007 Dashboard Reports DOWNLOAD PDF books/ebooks here: bit.ly/bags858 EXCEL BALANCE SHEET. Ron de Bruin's Mail from Excel and make/mail PDF files (Windows) Mail from Shortcut
More informationCORPORATE TRAINING. for all. 1. Basic to Advance Excel. 2. Data Management. 4. The Finance Module. 3. Corporate Presentation and Documentation
CORPORATE TRAINING for all 1. Basic to Advance Excel General Formulas, tricks, Shortcuts 2. Data Automation, Reports, MIS, Dashboards, Analysis and Data Crunching 3. Corporate Presentation and Documentation
More informationOnline Interactive IT Training Programmes for Staff Course Outline
1. Access 2002: Level 1 Online Interactive IT Training Programmes for Staff Course Outline Access 2002: Level 1 familiarizes students with the basics of Access 2002. Students will learn how to create and
More informationForecast Scheduling Microsoft Project Online 2018
Forecast Scheduling Microsoft Project Online 2018 Best Practices for Real-World Projects Eric Uyttewaal, PMP President ProjectPro Corporation Published by ProjectPro Corporation Preface Publishing Notice
More informationExcel Dashboards and Reports
Excel Dashboards and Reports 2nd Edition by Michael Alexander and John Walkenbach Excel Dashboards and Reports, 2nd Edition Published by John Wiley & Sons, Inc. 111 River Street Hoboken, NJ 07030-5774
More informationTools and features used in a spreadsheet
Tools and features used in a spreadsheet Explain how spreadsheets are used for two different activities and how the features are used in the spreadsheet. () Review how the features in the spreadsheets
More informationSage 200 Business Intelligence Datasheet
Sage 200 Datasheet comes as standard as part of Sage 200 giving you a unified and integrated view of important data, with complete management dashboards, and analysis. Sage 200 helps you to make better
More informationSimulation Using. ProModel. Dr. Charles Harrell. Professor, Brigham Young University, Provo, Utah. Dr. Biman K. Ghosh, Project Leader
T H R D E D T 0 N Simulation Using ProModel Dr. Charles Harrell Professor, Brigham Young University, Provo, Utah Director, PROMODEL Corporation, Oram, Utah Dr. Biman K. Ghosh, Project Leader Professor,
More informationDIGITAL VERSION. Microsoft EXCEL Level 2 TRAINER APPROVED
DIGITAL VERSION Microsoft EXCEL 2013 Level 2 TRAINER APPROVED Module 4 Displaying Data Graphically Module Objectives Creating Charts and Graphs Modifying and Formatting Charts Advanced Charting Features
More information1 BASIC CHARTING. 1.1 Introduction
1 BASIC CHARTING 1.1 Introduction This section covers the basic principles of how to create and modify a chart in Excel. With Excel 2016, the charting process is user-friendly and offers many ways to amplify
More information[EPUB] SHOW AN EXCEL TABLE ON A USERS MANUAL EBOOK
23 April, 2018 [EPUB] SHOW AN EXCEL TABLE ON A USERS MANUAL EBOOK Document Filetype: PDF 506.64 KB 0 [EPUB] SHOW AN EXCEL TABLE ON A USERS MANUAL EBOOK And we want one chart that shows them both together
More informationLearn how to have more impact with less effort using Excel. Prepared by: XL Your Mind Gneisenaustraße , Düsseldorf Germany
E X C E L F O R B U S I N E S S A N A L Y S T S Learn how to have more impact with less effort using Excel Prepared by: XL Your Mind Gneisenaustraße 27 40477, Düsseldorf Germany W H A T T O E X P E C T
More informationINSIGHTS. Demand Planner for Microsoft Dynamics. Product Overview. Date: November,
INSIGHTS Demand Planner for Microsoft Dynamics Product Overview Date: November, 2007 www.microsoft.com/dynamics Contents Demand Planning for Business... 1 Product Overview... 3 Multi-dimensional Data Visibility...
More informationMicrosoft Excel 2013 Data Analysis And Business Modeling
Microsoft Excel 2013 Data Analysis And Business Modeling MICROSOFT EXCEL 2013 DATA ANALYSIS AND BUSINESS MODELING PDF - Are you looking for microsoft excel 2013 data analysis and business modeling Books?
More informationINFO2130 Sample Final / Credit-By-Exam Instructions. 1) External Data and Excel Basics (15 points)
1) External Data and Excel Basics (15 points) a) Import the data from the file Acme Car Corporation.csv into Worksheet 1 of the Excel Workbook. b) Change the name of Worksheet 1 to Acme Sales Data. c)
More informationTable Of Contents. - Microsoft Office - WORD 2007 BASIC...2 EXCEL 2007 BASIC...8
Table Of Contents - - WORD 2007 BASIC...2 WORD 2007 INTERMEDIATE...4 WORD 2007 ADVANCED...6 EXCEL 2007 BASIC...8 EXCEL 2007 - INTERMEDIATE...10 EXCEL 2007 ADVANCED...12 POWER POINT 2007 BASIC...14 POWER
More informationSelecting an FRx replacement
Selecting an FRx replacement See why Prophix is the CPM vendor of choice Don t get overwhelmed by the options available when looking for an FRx replacement. This comparison guide provides a detailed assessment
More information1. Open Excel and ensure F9 is attached - there should be a F9 pull-down menu between Window and Help in the Excel menu list like this:
This is a short tutorial designed to familiarize you with the basic concepts of creating a financial report with F9. Every F9 financial report starts as a spreadsheet and uses the features of Microsoft
More information(KPIs) featuring a nancial analysis and Top 5
Sage ERP MAS Sage ERP MAS Intelligence Standard Reports Sage ERP MAS Intelligence empowers you to quickly and easily gain control and obtain the information you need from across your business. Using familiar
More informationMicrosoft is slowly phasing out FRx, and will be replaced by Management Reporter
Microsoft is slowly phasing out FRx, and will be replaced by Management Reporter FRx will be supported for the remainder of the current SL, GP, AX, NAV lifecycles FRx will NOT be available in new releases
More informationThe Basics 7. Introduction 8 Project Management 9 What s New? 10 Version Comparison 12 The Gantt Chart 14 Getting Help 15 Summary 16
Contents Contents 1 2 3 4 The Basics 7 Introduction 8 Project Management 9 What s New? 10 Version Comparison 12 The Gantt Chart 14 Getting Help 15 Summary 16 User Interface 17 User Interface 18 File 20
More informationSupply Chain MICROSOFT BUSINESS SOLUTIONS DEMAND PLANNER
Supply Chain MICROSOFT BUSINESS SOLUTIONS DEMAND PLANNER DEMAND PLANNING FOR BUSINESSES Demand planning is the first step towards business planning. As businesses are moving towards a demand-centric environment
More informationBUSINESS ANALYTICS AND REPORTING TRANSFORMING YOUR BUSINESS REPORTING USING EXCEL
BUSINESS ANALYTICS AND REPORTING TRANSFORMING YOUR BUSINESS REPORTING USING EXCEL BUSINESS WITH CONFIDENCE icaew.com/bar OBJECTIVES The BAR course is an Excel-driven, financial reporting methodology that
More informationCorporate Finance Institute. Course Catalogue
Corporate Finance Institute Course Catalogue Table of Contents Level 1 Courses Math for Corporate Finance Financial Modeling Fundamentals Financial Analysis Fundamentals 3 4 5 Level 2 Courses Level 3 Courses
More information1. A Sales Manager would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement:
1. A Sales Manager would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement: A) Summary A) Summary B) All Salesforce Reports C) Tabular D) Matrix 2.
More informationRadio buttons. Tick Boxes. Drop down list. Spreadsheets Revision Booklet. Entering Data. Each cell can contain one of the following things
Spreadsheets Revision Booklet Entering Data Each cell can contain one of the following things Spreadsheets can be used to: Record data Sort data (in ascending A-Z, 1-10 or descending (Z-A,10-1) order Search
More informationCOURSE SYLLABUS COURSE TITLE: 55108BC Discovering the Power of Excel PowerPivot Data Analytic Expressions (DAX)
1 COURSE SYLLABUS COURSE TITLE: 55108BC Discovering the Power of Excel 2010-2013 PowerPivot Data Analytic Expressions (DAX) FORMAT: CERTIFICATION EXAMS: Instructor-Led None This course syllabus should
More informationSage Peachtree Business Intelligence
Sage Peachtree Business Intelligence Standard Reports Our ready-to-use reports give you immediate insight into and across your business. Delivered in the familiar environment of Microsoft Excel, the reports
More informationMicrosoft Project Tips & Tricks. Project Solutions Group, Inc.
Microsoft Project Tips & Tricks Project Solutions Group, Inc. Objectives Formatting & Printing Gantt Charts Leveling Resources Calculating Costs & Pricing Information Collecting & Entering Project Actuals
More informationDiscovering Computers Your Interactive Guide to the Digital World
Discovering Computers 2012 Your Interactive Guide to the Digital World Objectives Overview Identify the four categories of application software Differentiate among the seven forms through which software
More informationAdvanced Excel and Power BI Reporting
Presents a 3 day intensive workshop Advanced Excel and Power BI Reporting Facilitator Mr. Areef Ali B.Sc, FCCA, CA, MBA Tue 19 th to Thu 21 st April 2016 At The UTT Professional Development Centre, Lot
More informationZE believes that the only way to grow is to act honestly, with integrity, and with the customer s best interests in mind.
About ZE ZE Areas of Expertise Software services Implementation services Consulting expertise Project management ZE PowerGroup Inc. (ZE) is a leading software development and consulting firm headquartered
More informationLevel 2 ICT. Developing, Presenting and Communicating Information
Level 2 ICT Developing, Presenting and Communicating Information Spreadsheets L2.7a, c Based on Microsoft Office 2010 At this Level 2 learners should be able to: Use appropriate software to meet the requirements
More informationSalient Interactive Miner 4.x
Salient Interactive Miner 4.x Getting Started Getting Started in 6 Easy Steps Working with Salient Analyses Knowledge Manager Technology Summary Salient Interactive Miner Designed to Work the Way You Think
More informationADVANCED MS EXCEL COURSE
INVENTORY MANAGEMENT East London, EC 10-14 September 2018 @ Premier Hotel Regent Course 1 Johannesburg, GP 17-21 September 2018 @ Birchwood Hotel ADVANCED MS EXCEL COURSE Course 2 COURSE APPROACH As this
More informationBIS202 Exercises Year 2017/2018 Semester 2 EXERCISE 1
EXERCISE 1 TAX CALCULATION 1. PROBLEM STATEMENT A startup cosmetic enterprise TopCosmetic promotes and sells 8 types of high-quality cosmetic items which are internally referenced by 100, 101,, respectively.
More informationCreating Simple Report from Excel
Creating Simple Report from Excel 1.1 Connect to Excel workbook 1. Select Connect Microsoft Excel. In the Open File dialog box, select the 2015 Sales.xlsx file. 2. The file will be loaded to Tableau, and
More informationVisualization & Dashboard Design with Excel Monitor and display performance more effectively with advanced visualization techniques and dashboards.
Visualization & Dashboard Design with Excel Monitor and display performance more effectively with advanced visualization techniques and dashboards. What to Expect? This two-day training demonstrates how
More informationDASHBOARDS, INFOGRAPHICS & EXECUTIVE SUMMARIES
DASHBOARDS, INFOGRAPHICS & EXECUTIVE SUMMARIES AGENDA Context Dashboards Infographics Executive Summaries Questions OPEN & TRANSPARENT DASHBOARDS DASHBOARDS Single Screen Visual Objective Specific
More informationBusiness/Accounting Applications
TCTC ACT ACT! Level 1... 40 ACT! Level 2... 40 QuickBooks QuickBooks Pro Level 1... 41 QuickBooks Pro Level 2... 41 Microsoft Microsoft Project 2003 - Level 1... 42 Microsoft Project 2003 - Level 2...
More informationBIWS Premium Financial Modeling Course: Course Outline
BIWS Premium Financial Modeling Course: Course Outline If you re reading this document, you re probably considering signing up for one of the Breaking Into Wall Street Financial Modeling Training Courses.
More informationOverview of Solver s BI360 Suite. A Solver White Paper
Overview of Solver s BI360 Suite A Solver White Paper October 2016 solverglobal.com Copyright 2016 Contents Introduction... 2 Architecture Overview... 2 Reporting Overview... 3 Reporting Components...
More informationExcel Formulas & Functions III CS101
Excel Formulas & Functions III CS101 Topics Covered Use the SUMIF and AVERAGEIF s Use the VLOOKUP Use the PMT/FV Use the CONCATENATE SUMIF Similar to the SUM except that it calculates a sum of values in
More informationExcel Chapter 3 What-If Analysis, Charting and Large Worksheets
Excel Chapter 3 What-If Analysis, Charting and Large Worksheets 1. What is a fill series? 2. There are two ways to make a fill series. What are they? 3. What does the ######## error mean? 4. What does
More informationCaterease Regional Training Syllabus Level 2 Day 1 Morning
Day 1 Morning I. Reviewing the Basics a. Exploring Event Manager b. Exploring Account Manager c. Comparing Prospect Manager to Account Manager II. III. Using Advanced Scheduler Options a. Establishing
More information"Charting the Course to Your Success!" MOC Microsoft Project 2010 Exam Prep Bootcamp. Course Summary
Course Summary Description This three-day instructor-led course provides students with the knowledge and skills to master Microsoft Project 2010 and pass the 70-178 MCTS exam. Objectives At the end of
More informationVersion Comparison. Getting Started Project Planning. Feature Key:
Version Comparison Version Comparison The table below introduces the new features of 2010 and Project. It also shows features initially included in previous versions that have been improved in Project
More information1Z
1Z0-567 Passing Score: 800 Time Limit: 0 min Exam A QUESTION 1 Identify the true statement regarding Activity Step templates. A. Activity % complete must be Physical when using Activity Step templates.
More informationOpen Cut Coal Solutions
Open Cut Coal Solutions INTEGRATED MINE PLANNING TOOLS FOR OPEN CUT COAL OPERATIONS Strong technical solutions tailored to specialized industry needs Deswik has developed a fresh and innovative range of
More informationeappraisal User Guide Version 10.0 Issue 1
eappraisal User Guide Version 10.0 Issue 1 www.halogensoftware.com Halogen eappraisal User Guide Software Release: Version 10.0 Document Version: Issue 1 Issue Date: 23 August 2010 Revision History Issue
More informationHigher National Unit specification. General information for centres. IT in Business: Spreadsheets. Unit code: F84V 34
Higher National Unit specification General information for centres Unit title: IT in Business: Spreadsheets Unit code: F84V 34 Unit purpose: This Unit is designed to allow candidates to develop an understanding
More informationCaterease Regional Training Syllabus Level 2 Day 1 Morning
Day 1 Morning I. Reviewing the Basics a. Exploring Event Manager b. Exploring Account Manager c. Exploring Prospect Manager II. III. IV. Using Advanced Scheduler Options a. Using the Range Control b. Grouping
More informationSEQUEL: The Best Data Solution Anywhere
SEQUEL: The Best Data Solution Anywhere SEQUEL is the leading data access solution for Power Systems running IBM i (AS/400 ). Around the world, thousands of users across all industries and companies from
More informationEbook Excel 2013 Bible Pdf Free Download
Ebook Excel 2013 Bible Pdf Free Download Excel at Excel with the help of this bestselling spreadsheet guide John Walkenbach's name is synonymous with excellence in computer books that decipher the complexities
More informationBUSINESS INTELLIGENCE DASHBOARDS
Course Structure & Outline BUSINESS INTELLIGENCE DASHBOARDS Learn to make Beautiful, Interactive and Insightful Business Dashboards using Excel If I had to summarize the course in 2 sentences In this course
More informationAutomating Data & Reports: Advanced Excel Secrets & Techniques Facilitator Mr. Areef Ali B.Sc, FCCA, CA, MBA
Presents a 2 day, intensive, hands on training program Automating Data & Reports: Advanced Excel Secrets & Techniques Facilitator Mr. Areef Ali B.Sc, FCCA, CA, MBA Wed 10 th & Thu 11 th April 2019 At the
More informationTHE CFO S GUIDE TO BUDGETING IN EXCEL
THE CFO S GUIDE TO BUDGETING IN EXCEL GETTING IT DONE RIGHT ON TIME! Presented by Rishi Grover President, Vena Solutions August 4, 2016 Copyright Vena TM 1 RISHI GROVER President & SVP Solutions Engineering
More informationREPORT BUILDER AND PERFORMANCEPOINT 2013 COMBO PACK
CENTER OF KNOWLEDGE, PATH TO SUCCESS Website: REPORT BUILDER AND PERFORMANCEPOINT 2013 COMBO PACK Course: 55060A; Duration: 5 Days; Instructor-led WHAT YOU WILL LEARN This five-day instructor-led course
More informationHow to Work with a Customer-Provided Forecast
How to Work with a Customer-Provided Forecast By Mark Tomalonis May 2013 Do you receive a usage forecast from a high volume customer, such as an OEM? Managing your inventory to meet a specific customer
More informationAutomating Data & Reports: Advanced Excel Secrets & Techniques Facilitator Mr. Areef Ali B.Sc, FCCA, CA, MBA
Presents a 2 day, intensive, hands on training program Automating Data & Reports: Advanced Excel Secrets & Techniques Facilitator Mr. Areef Ali B.Sc, FCCA, CA, MBA Tue 12 th & Wed 13 th February 2019 At
More informationAutomating Data & Reports: Advanced Excel Secrets & Techniques Facilitator Mr. Areef Ali B.Sc, FCCA, CA, MBA
Presents a 2 day, intensive, hands on training program Automating Data & Reports: Advanced Excel Secrets & Techniques Facilitator Mr. Areef Ali B.Sc, FCCA, CA, MBA Tue 9 th & Wed 10 th October 2018 At
More informationCourse Outline Customization and Configuration in Microsoft Dynamics CRM ttttttt
55168 Customization and Configuration in Microsoft Dynamics CRM 2015 General Description This 3 day Instructor Led Training course is intended for those IT Professionals and IT Developers who are interested
More informationdata sheet ORACLE ENTERPRISE PLANNING AND BUDGETING 11i
data sheet ORACLE ENTERPRISE PLANNING AND BUDGETING 11i Oracle Enterprise Planning and Budgeting provides finance and business managers with the right information and self-service tools to help them understand
More informationProduction Management and Scheduling
Production Management and Scheduling Meet Your Due Dates Your production process can be simple or complex, time consuming or quick, but one thing remains constant the drive to meet your customer s delivery
More information