Finance Focus: Basic Excel Training
Finance Focus: Basic Excel Training
Training
Agenda Part 1
Introducing Excel Workbook
Conditional Formatting
Custom Sorting
Data Filter
Freeze Panes
Visible Cells Only
Removing Duplicates
Find & Replace
Grouping Data
Data Validation
Goal Seek
Text to column
Pivot Table
Protect Sheet/ Workbook
Hyperlink
Paste Special
1. Conditional Formatting
Conditional formatting
allows you to change
font style, underline,
and color.
Conditional
Home Tab.
Formatting
Just right off the center.
2. Custom Sorting
Allows you to
rearrange the data
to meet your
viewing needs
Home Tab.
Far right end.
Conditional
Formatting
1.
2.
3.
4.
3. Data Filter
View data
selectively from a
large pool
Home Tab.
Far right end.
Conditional
Formatting
4. Freeze Panes
View Tab.
Right in the middle
Conditional
Formatting
Conditional
3. Select Quick Access Toolbar
Formatting
4. Select All Commands at the
top, in
place of Popular Commands
5. Pick out Select Visible Cells and
select it
6. Move it to the column on the right
by clicking on ADD
Formatting
Tips: Shortcuts!
Hiding columns (Control + Shift + 0)
Selecting Visible Cells option (Alt + 4)
6. Removing Duplicates
Conditional
Data Tab.
Formatting
Just right off the middle
Do something which is
very repetitive and
annoying, very simply
and easily
Conditional
Home Tab.
Formatting
Last item on the right
side
8. Grouping Data
Data Tab.Conditional
Far right side.
Formatting
9. Data Validation
Data Tab.
Data Tools section.
Conditional
Formatting
Change the
variables to get the
desired numbers, at
one go
Data Tab.
Data tools section.
What-If Analysis
Conditional
Formatting
Allocates header
words to columns.
Good way to be
efficient
Data Tab.
Data Tools Section.
Conditional
Formatting
Allows you to
extract the
significance of the
info from a set of
data.
Insert Tab.
Furthest Left option
Conditional
Formatting
Conditional
Review Tab.
Formatting
Protect Workbook
option, just right off the
middle
14. Hyperlinking
Insert Tab.
Far right end
Conditional
Formatting
Easy way to
Copy/Paste as per
your requirements
1.
2.
3.
4.
Agenda Part 2
Formulas you can use
MAX/MIN
LEFT/RIGHT/TRIM
DATE/DAYS
COUNT/COUNTBLANK
SUBSTITUTE
SUBTOTAL
VLOOKUP
HLOOKUP
IF, AND/OR, IFERROR
SUMIF(S)
1. MAX/MIN
2. TRIM/LEFT/RIGHT/AND
Simplification of
values
3. DATEDIF/DAYS
4. COUNT
5. SUBSTITUTE
Allows you to
replace values and
create a new set of
data without
changing the
original
6. SUBTOTAL
7. VLOOKUP
Locate a value in a
column you specify,
based on a unique
code available in both
databases
8. HLOOKUP
Same thing as
VLOOKUP except it
looks up, on a
horizontal plane
9. IF Formulas
Works according to
given condition. You
can apply any
formula you like
with it as well
1. Basic IF FORMULA
Conditional
IF(CRITERIA,RESULT IF CRITERIA
IS
Formatting
FULFILLED,RESULT IF CRITERIA IS NOT
FULFILLED)
2. IFERROR can be applied to situations
where error results can show up. Used in
conjunction with another formula
3. IF,AND,OR can all be used
simultaneously when multiple conditions
need fulfilling
10. SUMIF(S)
1. Formula: SUMIF
a) Range: The column he will be
identifying unique value(s) from
b) Criteria: The unique value used
for summing up Conditional
Formatting
c) Sum Range: The column
from
which adding up is going to take
place
2. Formula: SUMIFS
Allows you to work by setting multiple
criterion and criteria ranges
Identify the sum range first then set the
criterion ranges and criterion
sequentially
Key point: Locking Cells.