Outline
Module 1: Excel Productivity Boosters
- Must-know shortcut keys for finance professionals (navigation, selection, formatting, auditing)
- Speed navigation across large datasets
- Quick formatting tricks
- Data handling hacks
- Automating repetitive tasks
- Reduce manual errors in formatting and reconciliation
Module 2: Mastering Formulae & Functions
- Absolute vs Relative Referencing (budget templates, rolling forecasts)
- Logical & Conditional Functions (IF, IFERROR, nested IF for scenario analysis)
- Conditional Aggregation (SUMIF(S), COUNTIF(S), AVERAGEIF for expense categorisation)
- Lookup & Data Retrieval (XLOOKUP vs VLOOKUP, INDEX+MATCH for flexible reporting)
- Advanced Nested Functions (combining functions for parsing financial data)
- Data Cleaning & Structuring
- Formula Auditing & Error Checking
- Improve accuracy in financial reporting
Module 3: Mastering Pivot Tables for Financial Analysis
Turn raw data into meaningful financial insights
- Creating PivotTables from large datasets (accounting data)
- Grouping financial data
- Calculated Fields & Items
- Designing interactive dashboards with slicers & timelines
- PivotTable tips & tricks
- Create dynamic dashboards for management review without manual updates
Module 4: AI in Excel – Copilot for Finance
- Introduction to Copilot in Excel: capabilities & limitations
- Generating formulas using natural language
- Automated insights: variance analysis, trend detection, forecasting
- Cleaning & transforming data with AI prompts
- Creating instant dashboards with Copilot suggestions
- Best practices: Prompting techniques for accuracy (specificity, context, constraints)
- Integrating Copilot with financial workflows
- Generate instant insights for decision-making
- Free up time for higher-value analysis
Module 5: Advanced Excel hacks for Finance
- Power Query tricks for data transformation
- Power Pivot tips for large-scale financial models
- Scenario Analysis
