Assuming a basic knowledge of Microsoft Excel, this hands-on step-by-step spreadsheet course guides participants through commonly used business applications such as forecasting techniques, advanced database functions, logical tests, Pivot tables and what-if analysis. In the final week we look at the recording, running and basic editing of VBA macros.
Robert Stephenson is a visiting lecturer at London Metropolitan University. He has a Mathematics and Computing BSc (UNL) and Data Communications, Networks and Distributed Systems MSc (UCL).
A basic knowledge of MS Excel, such as entering and editing data in Excel; calculating numerical data; using mathematical formulas; analysing data using simple statistical functions; sorting and filtering data
What will I learn?
Review of writing arithmetic formulas - precedence of operators and the proper use of brackets
The formula for compound interest (the most important basis of financial mathematics)
Goal Seek - this tool has many and varied uses when working with mathematical formulae, often making it much easier to get answers to difficult questions.
Calculating depreciation using Goal Seek and without using the built in functions
Calculating depreciation using the built in functions DB and SLN
The use of the IF function in Excel to analyse and interpret input data - e.g. grading student marks, calculating discounts, and wage bonus calculation.
The use of nested IF functions is covered extensively to deal with more complicated problems.
Filling in an order form with the aid of drop-down lists, automatic price lookup and calculation of discount
The use of the database functions (DCOUNT, DSUM and DAVERAGE) to produce an automatically updating monthly report
Analyse tabular information using Pivot Table Wizard (for example data gathered about voting patterns in an election)
An introduction to recording and writing simple Visual Basic Macro programs and suggested uses of simple macros
The use of Scenario Manager in a forecasting environment
By the end of the course, you will be able to:
use Intermediate level and some Advanced level facilities of the Microsoft Excel spreadsheet package such as Goal Seek, Scenario Manager, the VLOOKUP function, Pivot Tables and simple Macros
use DSUM, DAVERAGE,DCOUNT functions, using multiple extraction criteria to summarise information in a database table
use complex nested formulae and logical tests in a business context (e.g. working out bonus payments linked to performance)
design tree diagrams to analyse situations where more complex examples of nested formulae and logical tests are required
demonstrate an understanding of the variety of solutions that exist within Excel to common business scenarios; be capable of selecting an appropriate one.
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