- Regulatory, financial, risk and ethics frameworks - Know the regulatory, financial, risk and ethics frameworks (Sarbanes-Oxley, AMF and SEC regulations, etc.).
- Data analytics, statistics, data analysis - Fundamental knowledge of statistics, data analysis (including correlation, regression and segmentation) and forecasting methods - Growth (decay), index calculations
- Modeling, simulation, scenarios - Modeling, simulation, scenarios
Acquire the fundamentals
Target audience
- Accountants
- Consolidators
- Chartered accountants, statutory auditors
- Finance, consolidation and accounting managers
1 day
Excel training - Organize and analyze your data efficiently
Improve your efficiency with Excel! This Excel data management training course is designed for professionals who want to structure, sort, filter and analyze their business data quickly. You'll learn how to use Excel's essential functions (tables, formulas, crosstabs, dynamic graphs, etc.) to transform your files into decision-making tools.
Based on real-life business cases, this course will give you the right reflexes to handle data smoothly and professionally. Whether you work in finance, controlling, logistics or administration, you'll discover how to make your figures speak for themselves.
Prerequisites
This course requires a good knowledge of Excel.
Objectives
-Be able to quickly extract significant elements from a large Excel database
-Ability to produce dynamic summaries and relevant analyses
-Discover Excel's powerful new features
Training content
> Describe the data
- Counting, frequency and distribution of data based on criteria
- Reminders: mean, median, quartiles, weighted mean
- Reminders: qualitative and quantitative data - discrete and continuous
- Variance and standard deviation
- Key formulas for converting text and numbers to standardize data and perform analysis
> Data analysis and decision-making tools
- Run simulations using the Scenario tool
- Quantify the factors involved in achieving an objective with Target/Solver
- Use the Table tool to perform sensitivity studies
- Use forecasting and trending functions
- Application to management control
> Extract data and manage large databases
- Efficient data selection and visualization tools: using filters - grouping/dividing - Text to column.
- Sorting functions - Slicer tool - Lists and list extraction - Interface with online services
- Advanced matrix search functions: Searchv() and Searchh() - Shift() and Equiv() - SearchX()
- Dynamic Crosstab (DCT): create DCTs and Dynamic Crosstabs - Define calculated fields in DCTs: functions, ratios, deviations, progression - Create groupings: chronological, by value ranges
> View data
- Main graphical representations and trend curves
- Conditional formatting - Applying styles - Table formatting
- Case studies
Why train in Excel for data management?
The mass of information available to organizations is constantly growing.
In particular, data extraction from information systems (ERP, for example) is easy and almost immediate. The main challenge is to ensure that everyone is able to quickly grasp this information and put it to relevant use. This training offers a highly practical approach, based on the use of advanced Excel functions.
Teaching and assessment methods
During the session: interactive illustrations of techniques adapted to each context and systematic application in Excel. Complete final case study representative of the company's reality. Numerous role-playing exercises to ensure knowledge acquisition.
After: the participant keeps the Excel template, and the trainer remains available to answer any questions relating to the training.
General training | FinHarmony Conseil & Formation
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Price
1,240 EXCL. TAX
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Excel data management training
Excel data management training
Excel data management training
Jonathan C.
Company
Training