MICROSOFT EXCELLEARNING SOLUTIONS FOR FINANCE PROFESSIONALS

WHY CHOOSE CPA AUSTRALIA?

CHOOSE THE MODE THAT BEST SUITS YOU

ADVANCE YOUR EXCEL SKILLS TO IMPROVE YOUR PRODUCTIVITY

cpaaustralia.com.au/excel

Our courses are designed to meet the specific needs of finance professionals seeking to effectively use and analyse spreadsheet and financial modelling applications.

They are developed, written and facilitated by Excel experts, with focus on dashboard design, financial modelling, budgeting, forecasting and much more.

WE EXCEL AT:

1 DELIVERING RELEVANT, CURRENT AND ACCURATE CONTENT

2 PROVIDING GREAT LEARNING FACILITIES AND PRACTICAL ADVICE

3OFFERING THE CHOICE AND FLEXIBILITY TO LEARN ANYTIME, ANYWHERE, ON ANY DEVICE

4DELIVERING COST EFFECTIVE SOLUTIONS TAILORED TO YOUR GOALS AND NEEDS

FACE-TO-FACE ANYTIME, ANYWHERE

• Workshops • Webinars

• Online courses

WORKSHOP TOPICSA C R O S S S I X L O C AT I O N S

RECORDED AND LIVEW E B I N A R S

ONLINE COURSESA C C E S S I B L E A N Y T I M E , A N Y W H E R E , O N A N Y D E V I C E

LEARNING SOLUTIONS

Our course offering is always growing with new learning solutions being added all year around

We understand that everyone likes to learn differently.This is why we offer a range of options to suit your needs and learning preferences. Whether you are looking for face-to-face interaction, an online or a short course, CPA Australia can provide learning solutions that work for you.

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WORKSHOP HIGHLIGHTS

DASHBOARD DESIGN IN EXCEL

1 DAY | 8 CPD HOURS

Learn how to develop highly interactive dashboards and acquire the skills to create reports which will save you time.

ADVANCED DASHBOARD DESIGN IN EXCEL

1 DAY | 8 CPD HOURS

Gain the skills to produce advanced dashboards that provide insight, analysis and early alerts of business critical information.

FINANCIAL MODELLING USING EXCEL

1 DAY | 8 CPD HOURS

This workshop will help you streamline the creation of repetitive reports, improve your forecasting, analysis and presentation of business and financial information.

ADVANCED FINANCIAL MODELLING IN EXCEL

1 DAY | 8 CPD HOURS

Learn how to create a best practice financial model and use leading consolidation and allocation techniques to summarise data sheets and remove manual manipulation from the process.

• Engage with expert facilitators

• High quality courses tailored for finance professionals

• Opportunity to ask any questions you have in person

• Conducted in modern facilities with desktop computers

– all you need is a USB

• Finance-based tasks and case studies

• Networking opportunities

• Gain CPD hours

• Small workshop sizes to provide a personalised

learning experience

• Receive a complimentary learning manual

• Ability to review the content whenever you like

BENEFITS OF ATTENDING A WORKSHOP

FACE TO FACE ENGAGEMENT

RECEIVE 3 COMPLIMENTARY DASHBOARDS TODAY*

cpaaustralia.com.au/excel

“ Visual analytics using Excel was the best Excel session I’ve ever attended. This was a fantastic workshop.”

NATALIE BRATTONChief Financial Officer of Spinal Life Australia

“ The Advanced dashboard design in Excel course was a very good workshop. The amount of interaction was great.”

STACEY ROCKSenior Management Accountant of Ashton Coal Operations

“ Marcus was excellent, this is the best workshop I attended for financial modelling. I would come back again.”

SUVAIU BASU ASARevenue Analyst of Vita Group Limited

EXCEL INTENSIVE: FINANCIAL MODELLING, DATA MANAGEMENT AND REPORTING

2 DAYS | 16 CPD HOURS

Improve the way you utilise Excel in every day work. Master advanced charting techniques, functions, Tables, PivotTables and the use of dynamic range names.

*T&Cs apply.

LEARN FROM OUR RECOGNISED EXPERTS

MARCUS SMALL Founder and Director of Smallman.com

Marcus has over 15 years of experience in consulting and training within the finance sector. He is the founder of Smallman.com, a resource dedicated to Excel and VBA development with a strong focus on dashboard design and financial modelling.

JOHN BYRNE Director of Goodison Consultancy Services Pty Ltd

John Byrne is a trainer for professional bodies and commercial organisations in financial planning, financial modelling, forecasting and Excel-based applications.

“ I truly enjoyed your Advanced dashboard design in Excel workshop last year. Marcus Small is very knowledgeable and has great skills, which is very beneficial for my work.”

JENNIFER LEI CPABusiness Analyst of Bupa Dental Corporation

CAN’T MAKE IT TO A WORKSHOP? EXPLORE OUR RANGE OF WEBINARS

cpaaustralia.com.au/excel

HOW CRITICAL IS IT FOR A FINANCE PROFESSIONAL TO BE AN EXCEL EXPERT AND WHY?

Having knowledge of sound spreadsheet layout and a solid understanding of how to clearly set out an Excel spreadsheet, advanced formula techniques and presentations will set people apart from their peers. Having stronger Excel skills can open the door to interesting projects and ultimately leadership opportunities. Excel experts provide the best results for their company in terms of timeliness, data integrity and clarity of message.

HOW MUCH VALUE CAN EXCEL BRING TO A FINANCE PROFESSIONAL’S SKILLSET?

Those who are proficient in Excel have the ability to conceptualise complex issues and develop models that provide insights and solutions. Most reporting is now electronic-based and typically supported by advanced reporting tools in Excel. An ability to understand and competently interact with such reports places finance professionals in a commanding position in the modern workplace.

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LIVE WEBINAR HIGHLIGHTS RECORDED WEBINAR HIGHLIGHTS

• Hear from the experts themselves

• Earn CPD hours

• Learn at your own pace

• Finance-based tasks and case studies

• Learn from wherever you are

• Keep up to date on any device

• Re-watch the recording as many times as you like for 12 months

• Learn the tricks used by the best in the business.

CPA AUSTRALIA’S LIVE AND RECORDED WEBINAR RANGE

BENEFITS OF

SUMMARISING AND CONSOLIDATING FINANCIAL DATA

1 CPD HOUR

This webinar will show you how you can use formula intelligently to generate summary data based on the source table with superior reporting setup and design.

LOOKUPS, INDEXES AND PIVOTTABLES USING EXCEL

1 CPD HOUR

This webinar combines the analysis of data with PivotTable functionality, which allows you to analyse and summarise raw data in a meaningful way.

AN AMORTISATION SCHEDULE USING EXCEL

1 CPD HOUR

Learn how to devise an amortisation schedule that will help you populate your cash flow forecasts with ease and classify loans between short and long term debt for management and statutory reporting.

FORECAST DEVELOPMENT USING EXCEL

1 CPD HOUR

Learn practical approaches to design scalable, flexible and reusable forecasting models with the guidance of an expert.

CHARTING FOR TREND ANALYSIS USING EXCEL

1 CPD HOUR

Gain the skills you need to display your data in multiple chart forms and use trend lines to create future projections for your organisation.

WHOLE OF ORGANISATION INFOGRAPHIC USING EXCEL

1 CPD HOUR

Utilise Excel to build a holistic view of an organisation, displaying interactive data from operations, finance and human resource departments.

Learn how to better utilise Excel as a finance professional in just one hour.

LEARN ANYTIME, ANYWHERE, ON ANY DEVICE.

cpaaustralia.com.au/excel

RECORDED WEBINAR TOPICS AVA I L A B L E + N E W T O P I C S A D D E D T H R O U G H O U T T H E Y E A R

ON

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ONLINE COURSES AND BUNDLES BEST SELLING ONLINE COURSES

CPA Australia offers a range of online learning options to improve your skills in Microsoft Excel and take you to the next level.

VALUE PACKS

• FINANCIAL MANAGEMENT USING MICROSOFT EXCEL (2010 & 2013)

• MICROSOFT EXCEL POWER USER (2010 & 2013)

B E N E F I T S

• Earn 10 CPD hours

• Flexible learning option

• 365 day access period

• Save 20% when purchasing value packs

SHORT COURSES

B E N E F I T S

• Engaging content • Task-based simulations

• Learn in just 1 hour • Self-paced learning

• 365 day access period • Wide variety of courses available

• Flexibility to learn anytime, anywhere, on any device

• Cost effective learning solutions starting from just $78*

*Member price

START LEARNING TODAY.

cpaaustralia.com.au/excel

MASTER THESE COURSES IN JUST ONE HOUR. GET STARTED AT

cpaaustralia.com.au/excel

ADVANCED FORMULAS AND FUNCTIONS IN EXCEL 2013

1 CPD HOUR

This course covers functions such as date, time, logical and IF-type functions to help you make decisions, as well as lookup and reference functions to identify, trace and troubleshoot errors.

AUTOMATING EXCEL 2010 TASKS USING MACROS

1 CPD HOUR

Save time and increase efficiency in day-to-day tasks using macros. Record steps involved in your daily tasks, so that they can be automated to reduce manual repetition.

PIVOTTABLE FILTERS, CALCULATIONS AND POWERPIVOT

1 CPD HOUR

This course introduces and describes all the useful features of Excel 2010, including how to create and use Slicer using PivotTables, filter data, use calculations in PivotTable reports and change functions.

ADVANCED FORMATS AND LAYOUTS IN EXCEL 2013

1 CPD HOUR

Learn how to create customised formats and layouts, use custom styles and apply advanced conditional formatting. This course will help you tailor your workbooks to your individual needs and ensure consistency and accuracy in your work.

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TIPS AND TRICKS

COPY TRICK

To copy and paste just the visible cells and ignore any hidden cells

STEP 1. First select the range

STEP 2. Hold Alt + Press : ;

STEP 3. Then copy the range, select the destination cell and paste.

Note: this will only paste values and formats, not formulas and works regardless of how the rows or columns were hidden.

DIALOG BOX TRICK

Navigate dialogue boxes with ease

When you are working with reference dialogs in Excel, such as the New Name dialog, and you want to use the arrow keys to move around the reference without changing it:

Simply press F2 to change the mode to Edit

Note: this will avoid changing the reference itself, which normally happens when you press the left or right arrow keys.

PASTE VALUES TRICK

Avoid confusing separate formulas when copying and pasting data

If you want to copy a cell or range of data and paste the values without the formulas and formats to another cell:

STEP 1. First select and copy the cells you want to replicate

STEP 2. Press and hold in order Alt + H + V + V

in a new cell

FOR MORE EXCEL TIPS AND TRICKS

intheblack.com/topics/excel

COMBINE TEXT TRICK

How to combine text from multiple cells

Enter your formula with the ampersand ‘&’ between the cell references e.g. =A1&A2&A3. This will add the text in cell A1, A2 and A3 together.

Note: if you want to add a space between the text from each cell, enter your formula like this: =A1&” “&A2&” “&A3 Where the “ “ is adding a space.

TIPS AND TRICKS

WE ARE ALWAYS ADDING THE MOST RELEVANT LEARNING TO OUR EXCEL COURSES TO ENHANCE YOUR FINANCE SKILLS.

YOUR EXCEL ABILITIEST O D AY

V I E W O U R F U L L R A N G E O F E XC E L C O U R S E S AT

cpaaustralia.com.au/excel

COUNTIF TRICK

How to count how many times each item is on a list

Often when you are working on data spread across multiple sheets, it helps to know how many times each item on one list is repeated in another list or multiple lists. This can be done easily using the COUNTIF function.

E X A M P L E S :

To count how many cells have ‘1’: =COUNTIF(A1:A20,1)

To count how many cells have less than 3: =COUNTIF(A1:A20,”<3”)

TRIM TRICK

How to clean up any regular spacing

The TRIM function is used to remove extra spaces after a name on our list.

To do so simply enter =TRIM(“Text”) into the formula bar.

“Text” is the text from which you want to remove spaces.

cpaaustralia.com.au/excel