Course Detail(AER2.0 : Introduction to Excel for Reporting (Synchronous e-learning + Asynchronous e-learning))
Not Available

AER2.0 : Introduction to Excel for Reporting (Synchronous e-learning + Asynchronous e-learning)

7.00 CPE Hours (Category 5)
Blended Learning (with Live Webinar)

This session is delivered via live webinar (zoom platform) and includes a AER e-learning module to be completed before you attend the live webinar. 

The mode of delivery for this programme has been changed to blended learning. This programme includes a 3.5-hour e-learning module with self-practice exercises and a 3.5-hour live webinar with hands-on exercises. T

For more information on how to access and use the E-Learning Course, please download a copy of the user guide here . 
Programme Objective

This one-day practical course aims to train participants with the knowledge and ability to apply advanced excel functions for business analysis and financial reporting. Participants will also learn the fundamentals of transforming basic formulas to interactive formulas to support dynamic and sustainable reports.

This programme also serves as a primer for the Business Analytics & Reporting (BAR) course.

Programme Outline


Overview of Excel

The following formulas will be covered in a 3.5 e-learning module with self-practice exercises.

A. Cell References

  • Relative vs. Absolute referencing
  • Named Ranges

 
B. Using Functions to Lookup and Reference to Database

  • Match
  • Hlookup / Vlookup
  • Choose

 
C. Text Functions

  • Concatenate
  • Left
  • Right
  • Mid

The following 3 formulas will be covered in a 3.5 Hours live webinar with computer hands-on exercises: 


D. Using Functions to Manage Data:

  • Logical functions
  • Mathematical functions


E. Using Functions to Lookup and Reference to Database:
 

  • Offset
  • Index

 
F. Placing controls on a worksheet:

  • Forms
  • Creating interactivity using combo box, spinner and scroll bar
  • Making choices using check box or option box on a worksheet
  • Linking a control to worksheet data

Pre-requisites

Please take note of the following admission requirements:

  • Trainings will be conducted on Zoom platform, thus video camera and microphone are compulsory
  • Mandatory for video camera to be turned on throughout the course
  • Display your official name (as per NRIC) in Zoom, to facilitate attendance taking

Training Methodology

This programme includes a 3.5-hour e-learning module with self-practice exercises and a 3.5-hour live webinar with computer hands-on exercises.

Closing Date for Registration

1 week before programme or until full enrolment.

Intended For

This programme is especially suitable for those who need to build skills and confidence in complex spreadsheet systems in the area of finance and business, accounting and banking. This is also a pre-requisite for the Business Analytics & Reporting (BAR) programme.

Competency Mapping

Category 5 = 7.00 Hours

Schedule & Fees
Date & Time

09 May 2024 (9:00 AM - 12:30 PM)

Fee (inclusive of GST)

For Members: $ 274.68
For Non-Members: $ 329.62

Programme Facilitator(s)

Jasmine Ng

Venue

Online Classroom in or outside of
Singapore
Date & Time

12 Jul 2024 (9:00 AM - 12:30 PM)

Fee (inclusive of GST)

For Members: $ 274.68
For Non-Members: $ 329.62

Programme Facilitator(s)

Wong Suet Yin

Venue

Online Classroom in or outside of
Singapore
Date & Time

20 Sep 2024 (9:00 AM - 12:30 PM)

Fee (inclusive of GST)

For Members: $ 274.68
For Non-Members: $ 329.62

Programme Facilitator(s)

Dr Lim Thou Tin

Venue

Online Classroom in or outside of
Singapore
Date & Time

06 Nov 2024 (9:00 AM - 12:30 PM)

Fee (inclusive of GST)

For Members: $ 274.68
For Non-Members: $ 329.62

Programme Facilitator(s)

Jasmine Ng

Venue

Online Classroom in or outside of
Singapore

Testimonial


This programme has helped me to have a better understanding of how excel functions can be useful for
reporting purposes.

Past Participant


The course teaches us some useful excel skills which is very practical in our daily works. I would like to attend
more of this kind of course in future

Past Participant


The course is helpful in showing the applications of Excel functions.

Past Participant


It helps to strengthen my excel formula knowledge so i can improve my reports.

Past Participant

Funding

No funding Available!

Programme Facilitator(s)


Dr Lim Thou Tin, DACE
 
Dr Lim Thou Tin is a business graduate with the National University of Singapore. He holds double masters in information systems and knowledge management with further postgraduate qualifications in systems analysis, intelligent systems, marketing, management consulting and training. He has a doctor of business administration from Southern Cross University with current research interests in information systems and business modelling.

His work experience includes working in large Singapore companies to MNCs in senior corporate, IT and project management positions. As a management consultant and practitioner, he has facilitated organizational initiatives/projects over a span of more than 15 years in the region, including Australia, Singapore, Malaysia, Mauritius, China, India, Indonesia, and Thailand.

Jasmine Ng
CA (Singapore), FCCA, ACTA, DACE

Jasmine Ng is a Fellow member of the Association of Chartered Certified Accountants (ACCA) and a member of the Institute of Singapore Chartered Accountants (ISCA). She has over 18 years of extensive experience in the area of audit, accounting, financial analysis, business controlling, enterprise system implementation and training. She travelled extensively during the course of her work and gain exposure to different culture and work style.

She utilizes her creativity and real-world examples in conducting her training. Jasmine is passionately fond of training and always willing to share with others all that she knows. Her outgoing, pleasant personality and confident disposition have made her training all the more lively, fun and insightful.
 

Wong Suet Yin
CA (Singapore) 
 
Suet Yin graduated from the National University of Singapore with an accounting degree and is a member of the Institute of Singapore Chartered Accountants (ISCA). 
 
She has more than 20 years of working experience in the area of accounting, tax, project management and training. She held several management positions with large MNCs. Suet Yin is very passionate in training and is always ready to share her knowledge with others. She adopts a pragmatic real world approach during training and believes in 'fun - have a good time'.

This session is delivered via live webinar (zoom platform) and includes a AER e-learning module to be completed before you attend the live webinar. 

The mode of delivery for this programme has been changed to blended learning. This programme includes a 3.5-hour e-learning module with self-practice exercises and a 3.5-hour live webinar with hands-on exercises. T

For more information on how to access and use the E-Learning Course, please download a copy of the user guide here . 
Programme Objective

This one-day practical course aims to train participants with the knowledge and ability to apply advanced excel functions for business analysis and financial reporting. Participants will also learn the fundamentals of transforming basic formulas to interactive formulas to support dynamic and sustainable reports.

This programme also serves as a primer for the Business Analytics & Reporting (BAR) course.

Programme Outline


Overview of Excel

The following formulas will be covered in a 3.5 e-learning module with self-practice exercises.

A. Cell References

  • Relative vs. Absolute referencing
  • Named Ranges

 
B. Using Functions to Lookup and Reference to Database

  • Match
  • Hlookup / Vlookup
  • Choose

 
C. Text Functions

  • Concatenate
  • Left
  • Right
  • Mid

The following 3 formulas will be covered in a 3.5 Hours live webinar with computer hands-on exercises: 


D. Using Functions to Manage Data:

  • Logical functions
  • Mathematical functions


E. Using Functions to Lookup and Reference to Database:
 

  • Offset
  • Index

 
F. Placing controls on a worksheet:

  • Forms
  • Creating interactivity using combo box, spinner and scroll bar
  • Making choices using check box or option box on a worksheet
  • Linking a control to worksheet data

Pre-requisites

Please take note of the following admission requirements:

  • Trainings will be conducted on Zoom platform, thus video camera and microphone are compulsory
  • Mandatory for video camera to be turned on throughout the course
  • Display your official name (as per NRIC) in Zoom, to facilitate attendance taking

Training Methodology

This programme includes a 3.5-hour e-learning module with self-practice exercises and a 3.5-hour live webinar with computer hands-on exercises.

Closing Date for Registration

1 week before programme or until full enrolment.

Intended For

This programme is especially suitable for those who need to build skills and confidence in complex spreadsheet systems in the area of finance and business, accounting and banking. This is also a pre-requisite for the Business Analytics & Reporting (BAR) programme.

Competency Mapping

Category 5 = 7.00 Hours

Programme Facilitator(s)

Dr Lim Thou Tin, DACE
 
Dr Lim Thou Tin is a business graduate with the National University of Singapore. He holds double masters in information systems and knowledge management with further postgraduate qualifications in systems analysis, intelligent systems, marketing, management consulting and training. He has a doctor of business administration from Southern Cross University with current research interests in information systems and business modelling.

His work experience includes working in large Singapore companies to MNCs in senior corporate, IT and project management positions. As a management consultant and practitioner, he has facilitated organizational initiatives/projects over a span of more than 15 years in the region, including Australia, Singapore, Malaysia, Mauritius, China, India, Indonesia, and Thailand.

Jasmine Ng
CA (Singapore), FCCA, ACTA, DACE

Jasmine Ng is a Fellow member of the Association of Chartered Certified Accountants (ACCA) and a member of the Institute of Singapore Chartered Accountants (ISCA). She has over 18 years of extensive experience in the area of audit, accounting, financial analysis, business controlling, enterprise system implementation and training. She travelled extensively during the course of her work and gain exposure to different culture and work style.

She utilizes her creativity and real-world examples in conducting her training. Jasmine is passionately fond of training and always willing to share with others all that she knows. Her outgoing, pleasant personality and confident disposition have made her training all the more lively, fun and insightful.
 
Wong Suet Yin
CA (Singapore) 
 
Suet Yin graduated from the National University of Singapore with an accounting degree and is a member of the Institute of Singapore Chartered Accountants (ISCA). 
 
She has more than 20 years of working experience in the area of accounting, tax, project management and training. She held several management positions with large MNCs. Suet Yin is very passionate in training and is always ready to share her knowledge with others. She adopts a pragmatic real world approach during training and believes in 'fun - have a good time'.

Upcoming Schedule

Date & Time

09 May 2024 (9:00 AM - 12:30 PM)
Fee (inclusive of GST)

For Members: $ 274.68
For Non-Members: $ 329.62

Programme Facilitator(s)

Jasmine Ng

Venue

Online Classroom in or outside of
Singapore


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