Format

This course will be delivered via Zoom. The Zoom link will be emailed to participants the day before the course is due to take place.

Who should attend

This course is for accountants, or other business professionals, with existing intermediate Excel skills either from attending the Institute's intermediate Excel course, or having equivalent knowledge.

Course overview

• What's new in Excel- New templates, charts and Quick Analysis
• Layouts, formats, calculations, slicers and data analysis in Pivot Tables
• Creating a MS Excel Dashboard and KPI example
• Using PivotChart drill down buttons
• Using the Power Pivot for Business Analysis and reporting
• Using Get and Transform
• Power Query and data models
• Recording Macros & the VBA editor
• New functions in Excel - Ifs, Switch, MaxIfs, MinIfs, Countifs, SumIfs, Iferror
• Use the data analysis functions in DAX

Key learning outcomes

By the end of this course, particpants will be able to:

• Use the new features in MS Excel
• Create Dashboards using Camera Tool
• Understand and use new Functions in Excel
• Create Tables, use PivotTable, PivotCharts & Slicers
• Use PowerPivot to analyse large data sets
• Understand Data analysis and Business intelligence features in Excel
• Use advanced Data Analysis functions in DAX
• Automate some Tasks using Macros/VBA

All participants should please note the following

• Two monitors. Having two monitors is very strongly recommended for this training. It allows you to view the trainers PC in one monitor and the application that is the subject of the training in the other. On a single screen it can be difficult to arrange the trainers screen and your own application comfortably. If you only have a single screen please inform the trainer - ideally before the test session - and they can help you to get the best from the training session.

• Software Setup required. Participants should have a Microsoft 365 subscription but supported older desktop versions are workable.

• Windows 10/11. We prepare the files and deliver the course using Windows 10/11. If you are using a MacBook or other platform please be aware that there can sometimes be incompatibilities and there are certain features that are not available on the Macintosh edition of Microsoft Office 365 Professional. These issues can be identified and resolved during the test session.

Speaker bio

Professional Training is a group of experienced specialists providing focused training in IT and Management skills. Our trainers use a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation by our course participants. We have delivered a range of CPD programmes with Chartered Accountants Ireland since 1997. Website: www.professional.ie

Contact Us

If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930

By registering for this course you have accepted the terms and conditions