Excel

Why is Excel important to a Finance team?

Think of every task that a Finance Team performs and you’ll quickly realised that they all use Excel to one degree or another. In 10 years working in audit and finance teams, I haven’t seen a single Finance Team that doesn’t absolutely rely on Microsoft Excel from Finance Assistant to Finance Controller, sometimes higher.

Aggregate functions

Get up to speed with the basic Excel functions, the SUM, COUNT, AVERAGE, MAX and MIN and their conditional counterparts to create static tables.

 

Data formatting

Learn how to format data in cells, change data types, create borders, split text, change fonts…all that jazz. Presentation of information is key!

Working with time

Understand how to extract and manipulate dates and time, understand time functions and  change locales

Data Validation

Input rules over what information can be added to specific cells and setup warnings, or simply  protect your worksheets


Charts

From bar to pie to column to line to waterfall they’re all in Excel – use them to improve your reporting.

Lightbulb moment

IF functions

Getting a bit more complex now – use IF, AND or OR statements to write conditional logic statements.

LOOKUP functions

Data that we need is rarely in the same report  Use LOOKUPS to bring information from different datasets together.

Pivot tables

They really should be called Summary Tables as they summarise information without the need for functions. Easy to implement and the most useful and used tool in standard Excel

Overview

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Worlds of innovation

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Time is money

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Location is everything

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