Finance Essentials

The Essentials series is a training programme for the Microsoft® Office applications designed to help you manage your everyday tasks. We have picked out the key lessons that we believe will give you the knowledge and power to realise your potential.

Based on our methodology and training design, you will no longer have to spend a day out of the business to learn these new techniques. You will simply attend each of the lessons at your business address on a date a time to suit you.

And the best part is that with each lesson averaging just one hour in length, you have the advantage of being able to go back to what you do best and immediately put into practice what you have just learnt.

As a finance professional, Microsoft® Office - particularly Excel - is likely to be at the centre of your working day. The Finance Essential series will help you to get your financial tasks done quicker and take your skills to a new level.

Take it easy
Sit back and enjoy using tools to help correlate your data.>>

• Wouldn't it be convenient if, rather than trying to correlate a series of expense sheets, you could present the sales team and directors with an easy-to-use form that they can fill in? You can even add functionality that will calculate a variety of results dependant upon the data entered.
  
  
• How about when receiving in worksheets from members of you team that you combine all of the data into just one sheet? For example, if you have a worksheet of expense figures for each of your regional offices, you could use consolidation to roll these figures into a corporate expense worksheet.
  
  
• What about all those tasks that you perform repeatedly? You can have Excel do it for you with a macro.
  

Get your message across
Whether it be balance sheets or data comparisons it is important that you present your message clearly.>>

• See how the different charts can make your data more visually appealing and give visual impact to help your colleagues see comparisons, patterns, and trends in data.
  
  
• When you present financial information to team members, investors, or other parties, it's essential that you not only communicate the basic information, but that you help the audience analyze and actually understand it. To do this, you can create a Microsoft Office PowerPoint® presentation to help make your points in a way that would be impossible with just a verbal presentation and handouts.
  

Share your data securely
Make sure that the data you are passing on doesn't end up in the wrong hands.>>

• You are able to add several layers of protection to control who can access and change your Excel data. You can also add validation which will restrict what is edited, changed or printed allowing you to completely manage who can see what.
  

Helping you to become more productive
Save time and get to grips with some of the tools to help you become more productive.>>

• Ever have a long list of figures to sum or compare several facts? Then become a master of PivotTables to give you an interactive view of the data, to see more detail or calculate different summaries, such as counts or averages.
  
  
• Wouldn't it be good if all those financial reports found their way into their own folder without you having to sift through them, or even organize you Inbox by colour and importance to help you find what you want immediately. Outlook has a variety of tools that can help you to clear out the rubbish and get organised.

Analyse your data with ease
Save time on analysing your data and get Excel to do the hard work for you.>>

• With the use of some clever tools, you can quickly and easily analyse data using a variety of functions and formulas to include lookups, if statements and scenarios.
  
  
• With all the live financial data available via the web, such as share prices, wouldn't it be great to have a live link to an Excel worksheet, every time you open it- you are seeing the most up to data figures. Well now you can!

If these Essentials don't quiet fit in with your job function and you would like to create your own training programme, then why not take a look at our Pick And Mix solution, giving you the opportunity to select the lessons that are right for you.

Or let us do it for you with a SAPR (Skills And Productivity Review) to ensure you get the most from your time spent training.