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Automation for Finance Staff Course

Who should attend

Finance staff who find themselves spending time repeating manual procedures on a regular basis.

Course Length

1 day

Learning Objectives

This course helps finance staff to become more productive by automating manual tasks or processes that are repeated on a regular (daily or monthly) basis. The benefits are to:

Since finance staff do much of their work in Excel, this courses focuses on Excel case studies, for example,

Pre-requisites

Basic Excel knowledge, for example gained in by attendance of the Excel foundation course.

Course Content

The course covers three techniques to automate Excel tasks: Power Query, the Excel formula language and Excel tables.

Power Query can import and clean data so that is is ready for anlaysis and reporting. Finance staff automate a set of tasks using the Power Query user interface. These steps form a macro that can be repeated on demand. Power Query is useful to

The Excel formula language provides calulations and uses functions such as SUM. It is very powerful, and much improved over the last few years. The course will cover some typical challenges that finance staff face and show how to solve these with formulas, for example:

Excel tables are very useful whenever our Excel spreadsheets contains data in tabular format (arranged in rows and columns). It allows us to write formulas that do not need to change when the data expands or shrinks, for example if the data is updated on a daily basis. It also allows us to write formulas and build pivot tables more easily.