Course Detail(AER : Introduction to Excel for Reporting)

SkillsFuture Credit

AER : Introduction to Excel for Reporting

7.00 CPE Hours (Others)
Classroom


Notice
This programme is formerly known as “Advanced Excel for Reporting”
Our Computer Lab is equipped with Microsoft Excel 2016 & 2010. Due to compatibility issue, Excel 2013 will not be provided.
You may opt to bring along your laptop if you wish to use Excel 2013.

Important:
Funding Period: Until 8 April 2020
If you wish to use your SFC to pay for partial/full ISCA course fee , please login to the SFC portal (http://www.skillsfuture.sg/credit) with your Singpasswithin 60 days before the course start date to submit a SFC Claim and obtain the necessary approval. For more information on SFC procedure, please click here.
 
Failure to submit claim application via SkillsFuture Portal and obtain necessary approval before the course start datewill result in topping up of the SFC indicated for use and an administrative fee of $42.80 to revise the invoice based on the amount of SFC you have indicated to use.

SDF Funding (Corporate Registration only)
To enroll participants with SDF Funding, please click here to download the manual form.
Online registration via ISCA Portal will not be eligible for SDF Funding.


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 static formula to interactive formula in order to produce sustainable reports.

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

For more information, please click on “Download Brochure”.
 

Programme Outline


Overview of Excel

Cell References

  • Relative vs. Absolute referencing
  • Named Ranges

Using Functions to Lookup and Reference to Database

  • Match
  • Hlookup / Vlookup
  • Choose
  • Offset
  • Index

Text Functions

  • Concatenate
  • Left
  • Right
  • Mid

Using Functions to Manage Data

  • Logical functions
  • Mathematical functions

Placing controls on a worksheet

  • 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


Training Methodology

Lecture style, 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

Others = 7.00 Hours

Schedule & Fees

Date & Time

11 Oct 2019 (9:00 AM - 5:00 PM)

There are no seats available.

Fee (inclusive of GST)

For Members: $ 321.00
For Non-Members: $ 374.50

Programme Facilitator(s)

Team of Professionals (AER)

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

18 Oct 2019 (9:00 AM - 5:00 PM)

There are no seats available.

Fee (inclusive of GST)

For Members: $ 321.00
For Non-Members: $ 374.50

Programme Facilitator(s)

Team of Professionals (AER)

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

08 Nov 2019 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 321.00
For Non-Members: $ 374.50

Programme Facilitator(s)

Team of Professionals (AER)

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

13 Dec 2019 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 321.00
For Non-Members: $ 374.50

Programme Facilitator(s)

Team of Professionals (AER)

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

13 Sep 2019 (9:00 AM - 5:00 PM)

Registration is closed

Programme Facilitator(s)

Team of Professionals (AER)

Date & Time

12 Sep 2019 (9:00 AM - 5:00 PM)

Registration is closed

Programme Facilitator(s)

Team of Professionals (AER)

Date & Time

16 Aug 2019 (9:00 AM - 5:00 PM)

Registration is closed

Programme Facilitator(s)

Team of Professionals (AER)

Testimonial

Funding

1] SkillsFuture Credit
Funding Period: Until 8 April 2020
Course Reference Number: CRS-N-0019634

All Singaporeans aged 25 and above will receive an opening credit of S$500 from the government. The credits will not expire and periodic top-ups will be provided by the government. SkillsFuture credit may be accumulated to pay for skills related course fees. For more information on the SkillsFuture Credit scheme, please visit http://www.skillsfuture.sg/credit

If you wish to use your SFC to pay for partial/full ISCA course fee , please login to the SFC portal(http://www.skillsfuture.sg/creditwith your Singpasswithin 60 days before the course start date to submit a SFC Claim and obtain the necessary approval. For more information on SFC procedure, please click here.
 
Failure to 
submit claim application via SkillsFuture Portal and obtain necessary approval before the course start date will result in topping up of the SFC indicated for use and an administrative fee of $42.80 to revise the invoice based on the amount of SFC you have indicated to use. Please note that there will be an admin fee of $42.80 for any wrong registration or revision of invoice. 

2] SDF Funding
This course is approved for SDF funding ($2 per training hour) for Company-sponsored participants only (eligibility criteria apply). 
 
To enroll participants with SDF Funding, please 
click here to download the manual form.
Incomplete registration form will not be processed.  Online registration via ISCA Portal will not be eligible for SDF Funding. Please note that there will be an admin fee of $42.80 for any wrong registration or revision of invoice. 
 
Funding Period: Until 8 April 2020
Funded Hours: 7 hours
Course Reference Number:
CRS-N-0019634
 
Eligibility Criteria:

  • Company must be registered or incorporated in Singapore and;
  • Applicant is taking the course for the first time.
  • Applicant must be employed, and is either Singapore Citizen or Permanent Resident of Singapore and;
  • Applicant must achieve at least 75% attendance, and pass all examinations /assessments and;
  • Applicant must be fully sponsored by the Company for all costs associated with the training and;
  • Payment has to be made via corporate means (e.g. corporate cheque, corporate GIRO, corporate credit card).

Programme Facilitator(s)


Dr Lim Thou Tin
DBA, MKM, MInfSys, DipSA, DipIntelligentSys 
DipMgtConsultancy, DipT&D, BBA, MFP (FAAFM)


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. He is a fellow of the American Academy of Financial Management.

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, ACCA


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'.


Christopher Nyoe
BAcc(Hons), CA Singapore

 
Christopher graduated with honours in Accountancy from Nanyang Technological University and is a member of the Institute of Singapore Chartered Accountants. He is currently working in a leading integrated commodity producer and trader, and has over 15 years of experience in auditing, accounting, management reporting and compliance.
 
A seasoned accounting professional with extensive hands-on experience with Excel, Christopher has been coaching and mentoring fellow professionals in varied settings. He believes in the creative use of Excel to value add and solve everyday problems faced by modern accountants.

 


Notice
This programme is formerly known as “Advanced Excel for Reporting”
Our Computer Lab is equipped with Microsoft Excel 2016 & 2010. Due to compatibility issue, Excel 2013 will not be provided.
You may opt to bring along your laptop if you wish to use Excel 2013.

Important:
Funding Period: Until 8 April 2020
If you wish to use your SFC to pay for partial/full ISCA course fee , please login to the SFC portal (http://www.skillsfuture.sg/credit) with your Singpasswithin 60 days before the course start date to submit a SFC Claim and obtain the necessary approval. For more information on SFC procedure, please click here.
 
Failure to submit claim application via SkillsFuture Portal and obtain necessary approval before the course start datewill result in topping up of the SFC indicated for use and an administrative fee of $42.80 to revise the invoice based on the amount of SFC you have indicated to use.

SDF Funding (Corporate Registration only)
To enroll participants with SDF Funding, please click here to download the manual form.
Online registration via ISCA Portal will not be eligible for SDF Funding.


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 static formula to interactive formula in order to produce sustainable reports.

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

For more information, please click on “Download Brochure”.
 

Programme Outline


Overview of Excel

Cell References

  • Relative vs. Absolute referencing
  • Named Ranges

Using Functions to Lookup and Reference to Database

  • Match
  • Hlookup / Vlookup
  • Choose
  • Offset
  • Index

Text Functions

  • Concatenate
  • Left
  • Right
  • Mid

Using Functions to Manage Data

  • Logical functions
  • Mathematical functions

Placing controls on a worksheet

  • 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


Training Methodology

Lecture style, 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

Others = 7.00 Hours

Programme Facilitator(s)

Dr Lim Thou Tin
DBA, MKM, MInfSys, DipSA, DipIntelligentSys 
DipMgtConsultancy, DipT&D, BBA, MFP (FAAFM)


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. He is a fellow of the American Academy of Financial Management.

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, ACCA


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'.


Christopher Nyoe
BAcc(Hons), CA Singapore

 
Christopher graduated with honours in Accountancy from Nanyang Technological University and is a member of the Institute of Singapore Chartered Accountants. He is currently working in a leading integrated commodity producer and trader, and has over 15 years of experience in auditing, accounting, management reporting and compliance.
 
A seasoned accounting professional with extensive hands-on experience with Excel, Christopher has been coaching and mentoring fellow professionals in varied settings. He believes in the creative use of Excel to value add and solve everyday problems faced by modern accountants.

 

Upcoming Schedule

Date & Time

08 Nov 2019 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 321.00
For Non-Members: $ 374.50

Programme Facilitator(s)

Team of Professionals (AER)

Venue

60 Cecil Street
ISCA House
Singapore 049709