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

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

05 Dec 2024 (9:00 AM - 12:30 PM)

Registration is closed

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)


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.
 

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)

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.
 


Upcoming Schedule

Registration is closed

Date & Time

05 Dec 2024 (9:00 AM - 12:30 PM)

Fee (inclusive of GST)


SGD pricing -

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


Programme Facilitator(s)

Jasmine Ng

Venue

Online Classroom in or outside of
Singapore