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Advanced Excel For Finance Professionals

The document announces a 4-day online webinar on advanced Excel techniques from July 14-17, 2020. The webinar will be facilitated by Ms. Aparna Rammohan and is suitable for professionals across industries who have basic Excel knowledge. It will cover advanced functions, formulas, macros, data analysis tools, and more to help save time and work smarter in Excel. Key takeaways include skills in data manipulation, analysis, visualization, calculations, and automating tasks.
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0% found this document useful (0 votes)
199 views

Advanced Excel For Finance Professionals

The document announces a 4-day online webinar on advanced Excel techniques from July 14-17, 2020. The webinar will be facilitated by Ms. Aparna Rammohan and is suitable for professionals across industries who have basic Excel knowledge. It will cover advanced functions, formulas, macros, data analysis tools, and more to help save time and work smarter in Excel. Key takeaways include skills in data manipulation, analysis, visualization, calculations, and automating tasks.
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Dear Sir / Madam,

 Madras Management Association – Konrad Adenauer Stiftung

Presents Four Day Webinar on


“Advanced Excel”
(For HR, Fin, Sales, Marketing and All Functions)
Date

14th, 15th, 16th & 17th July 2020

Timing

02:00 PM to 05:00 PM

Facilitator

Ms Aparna Rammohan
CEO, Sri Sattva Group

Venue

ZOOM Online Webinar  


 

Overview:

Are you dealing with numbers, calculations? Are you preparing invoices,
budgets, sales calculation, proposals, DPRs, pricing calculations,
purchasing calculations, payroll processing and other calculations in excel?
If you are looking become a smart worker using quick excel techniques and
avoid tedious long hours in excel, then, this session is for you to attend.
CXOs, CMOs, CFOs, executives using excel in sales, marketing, purchasing,
finance and other departments and students who are getting job ready, if
you are thinking, excels are to make tables, then, think again! Excel is so
much more complex than that. Excel can organize data in an easy-to-
navigate way, Do basic and complex mathematical functions so you don’t
have to turn piles of data into helpful graphics and charts, Analyse data and
make forecasting predictions, Create, build, and edit pixelated images. Save
hours of time spent on excel, by learning the advanced techniques.
 
This workshop is suitable for all professionals across industries and
verticals but require to have basic working knowledge of MS-Excel to be
able to comprehend the advanced excel techniques.

Content:
Module 1
 

 Count and Sum: Count if, Count Blank/Nonblank Cells, Count


Characters, Count Cells with Text, Sum, Running Total, Sum if, Sum
product
 Logical: If, Comparison Operators, Or, Roll the Dice, Ifs, Contains
Specific Text, Switch, If Cell is Blank
 Cell References: Copy Exact Formula, 3D-reference, External
References, Hyperlinks, Percent Change
 Date & Time: Dated if, Today's Date, Calculate Age, Time Difference,
Weekdays, Days until Birthday, Time Sheet, Last Day of the Month,
Holidays, Quarter, Day of the Year
 Text: Separate Strings, Number of Instances, Number of Words, Text
to Columns, Find, Search,
 Text: Lower/Upper Case, Remove Spaces, Compare Text, Substitute vs
Replace, Text, Concatenate Strings, Substring
 Lookup & Reference: VLOOKUP, Tax Rates, Index and Match, Two-
way Lookup, Offset, Case-sensitive Lookup,
 Lookup & Reference: Left Lookup, Locate Maximum Value, Indirect,
Two-column Lookup, Closest Match, Compare Two Columns
 Financial: PMT, Loans with Different Durations, Investment or
Annuity, Compound Interest
 Financial: CAGR, Loan Amortization Schedule, NPV, IRR, Depreciation
 Statistical: Average, Negative Numbers to Zero, Random Numbers,
Rank, Percentiles and Quartiles,
 Statistical: Box and Whisker Plot, Average If, Forecast and Trend,
Absolute Value,
 Statistical: MaxIfs and MinIfs, Weighted Average, Standard Deviation,
Frequency
 Round: Chop off Decimals, Nearest Multiple, Even and Odd
 Formula Errors: If Error, Is Error, Aggregate, Circular Reference,
Formula Auditing, Floating Point Errors
 Array Formulas: Count Errors, Count Unique Values, Count with Or
Criteria, Sum Every Nth Row,
 Array Formulas: Sum Largest Numbers, Sum Range with Errors, Sum
with Or Criteria, Most Frequently Occurring Word, System of Linear
Equations
 Module 2
 Sort: Sort by Color, Reverse List, Randomize List
 Filter: Number and Text Filters, Date Filters, Advanced Filter, Data
Form, Remove Duplicates, Outlining Data, Subtotal
 Conditional Formatting: Manage Rules, Data Bars, Color Scales, Icon
Sets, Find Duplicates,
 Conditional Formatting: Shade Alternate Rows, Compare Two Lists,
Conflicting Rules, Checklist, Heat Map
 Charts: Column Chart, Line Chart, Pie Chart, Bar Chart, Area Chart,
Scatter Chart, Data Series |
 Charts: Axes, Chart Sheet, Trendline, Error Bars, Sparklines,
Combination Chart, Gauge Chart, Thermometer Chart, Gantt Chart,
Pareto Chart
 Pivot Tables: Group Pivot Table Items, Multi-level Pivot Table,
Frequency Distribution
 Pivot Tables: Pivot Chart, Slicers, Update Pivot Table, Calculated
Field/Item, GetPivotData
 Tables: Structured References, Table Styles
 What-If Analysis: Data Tables, Goal Seek, Quadratic Equation
 Solver: Transportation Problem, Assignment Problem, Capital
Investment,
 Solver: Shortest Path Problem, Maximum Flow Problem, Sensitivity
Analysis
 Analysis ToolPak: Histogram, Descriptive Statistics, Anova, F-Test, t-
Test, Moving Average
 Analysis ToolPak:  Exponential Smoothing, Correlation, Regression

 Module 3
 

 Create a Macro: Swap Values, Run Code from a Module, Macro


Recorder, Use Relative References,
 Create a Macro: FormulaR1C1, Add a Macro to the Toolbar, Macro
Security, Protect Macro
 MsgBox: MsgBox Function, InputBox Function
 Workbook and Worksheet Object: Path and Full Name, Close and
Open, Loop through Books and Sheets,
 Workbook and Worksheet Object: Sales Calculator, Files in a
Directory, Import Sheets, Programming Charts
 Range Object: Current Region, Dynamic Range, Resize, Entire Rows
and Columns, Offset,
 Range Object: From Active Cell to Last Entry, Union and Intersect,
Test a Selection,
 Range Object: Possible Football Matches, Font, Background Colors,
Areas Collection, Compare Ranges
 Variables: Option Explicit, Variable Scope, Life of Variables
 If Then Statement: Logical Operators, Select Case, Tax Rates, Mod
Operator,
 If Then Statement: Prime Number Checker, Find Second Highest
Value, Sum by Color, Delete Blank Cells
 Loop: Loop through Defined Range, Loop through Entire Column, Do
Until Loop, Step Keyword,
 Loop: Create a Pattern, Sort Numbers, Randomly Sort Data, Remove
Duplicates, Complex Calculations, Knapsack Problem
 Macro Errors: Debugging, Error Handling, Err Object, Interrupt a
Macro, Macro Comments
 
 Module 4

 String Manipulation: Separate Strings, Reverse Strings, Convert to


Proper Case, Count Words
 Date and Time: Compare Dates and Times, DateDiff Function,
Weekdays, Delay a Macro,
 Date and Time: Year Occurrences, Tasks on Schedule, Sort Birthdays
 Events: Before DoubleClick Event, Highlight Active Cell, Create a
Footer Before Printing,
 Events: Bills and Coins, Rolling Average Table
 Array: Dynamic Array, Array Function, Month Names, Size of an Array
 Function and Sub: User Defined Function, Custom Average Function,
Volatile Functions
 Function and Sub: ByRef and ByVal
 Application Object: Status Bar, Read Data from Text File, Write Data
to Text File
 ActiveX Controls: Text Box, List Box, Combo Box, Check Box, Option
Buttons
 ActiveX Controls:, Spin Button, Loan Calculator
 Userform: Userform and Ranges, Currency Converter, Progress
Indicator,
 Userform: Multiple List Box Selections, Multicolumn Combo Box,
Dependent Combo Boxes,
 Userform: Loop through Controls, Controls Collection, Userform with
Multiple Pages,
 Userform: Interactive Userform

For Whom: 

All professionals from the following domains:

 Finance
 Sales
 Marketing
 HR
 R&D
 Supply Chain
 Operations
 Entrepreneurs and Functional Heads

Key Takeaways:  

  At the end of the workshop, the participant will be able to:

 Manipulate and Format data


 Analyse data and present the results in a user friendly
manner
 Create charts / Tables that effectively summarize and
present the raw data
 Use formulae and functions for advanced calculations
 Find errors on formula
 Create basic macros for automating simple tasks
 In-depth of Lookups
 Data Consolidating formulae
 Data Cleaning methods
 Use of tools in Excel for applications various functional
domains
Facilitator Profile: 

Ms Aparna Rammohan

EDUCATIONAL BACKGROUND:

✓ Chartered Accountant (India)

✓ Chartered Management Accountant (UK)

✓ Chartered Global Management Accountant (US)

CURRENT POSITION:

✓ Managing Director, SriSattva Group

✓ Director, IQPC India and South Africa

✓ Active Advisor to Board of Directors of various Companies across the


globe

WORK EXPERIENCE:

✓ Price Water House Coopers (PwC), Chennai and Bangalore from 2004 to
2009.

✓ SriSattva Group from 2009 till date

PROFESSIONAL ACHIEVEMENTS:

✓ Accolade as one of the “25 Most Promising Women Consultants 2018”,


with 3rd Rank and the success story featured in the Consultants Review
Magazine, Sep 2018 edition.

✓ Serviced 850+ Companies as a part of professional career across various


countries and Industries.

✓ founded the Smart India Initiative to create awareness and inspire small
and medium businesses to scale-up and to bridge a Global Network of
professionals.

✓ Expertise in Strategic Growth Consulting which includes structured


funding, restructuring businesses, valuation strategy, risk management,
start-up structuring, revenue growth strategy and taxation (direct and
indirect).

✓ Steered SriSattva Group towards being chosen as one of The 50 Most


Prominent Consulting Companies by Insight Success Magazine (India and
USA) in January 2018.
✓ Charter Member and Governing Council Committee Member of TIE
Chennai (Member by Invitation)

✓ Institutional Member of Madras Management Association (Member by


Invitation)

✓ Member of CXO Club Chennai (Member by Invitation)

ACADEMIC ACHIEVEMENTS:

✓ Key speaker in 250+ seminars organized by Corporate Groups, Industry


Trade bodies, ICAI (India) & CIMA(UK)

✓ wrote technical articles to various magazines on finance, business,


operations and sales.

✓ Faculty with ICAI and Authored guidance material for finance related
technical topics for various academic institutions (including Symbiosis and
other management institutions).

✓ Awarded First Place for designing a business strategy in the International


India USA Business Plan Competition conducted by the Oakland University,
Michigan, USA at the age of 17.

✓ creating audio and video lectures for ICAI towards academic development
of CA Students, on the topics of Accounting, Cost Management and
Financial Management

✓ Facilitated GST awareness initiatives for government and private


organizations through content creation (written, audio and video) and as
speaker in their GST seminars.

✓ One of the chosen GST Experts and Trainers of Institute of Chartered


Accountants of India

✓ Conducted several GST awareness campaigns to educate Small and


Medium Enterprises on the newly enacted Goods and Service Tax, 2017 law
in India, and spoke as academic speaker on GST at various professional
forums

PERSONAL ACHIEVEMENTS:

✓ Played Cricket at National Level representing Under 16 Team for the State
of Gujarat

✓ Stage Performer in the Classical Dance – Kathak (and also involved in


initiatives of developing the art of Kathak)

SOCIAL ACHIEVEMENTS:
✓ 2013 onwards – Education Initiative for under privileged students

✓ 2015 onwards - Women Empowerment initiatives on creating employment


and healthy living

✓ 2017 onwards - GST awareness to SME and for government bodies

✓ 2018 onwards – Educating SME Businesses towards growth

Fee Details: 

Highly Subsidized Fee of Rs. 2,949/-


Including 18% GST

Special Discounted Fee for Students: Rs. 2,359/-


Including 18% GST

For further details contact:


Gp Capt Dr R Venkataraman (Retd) Mobile 94447 00068
Sriram Saravanan: 9952019173

Registration starts at 9.00 am and Workshop commences at 09.30 am.


Prior registration is necessary. The fee once paid will not be refunded;
change in nomination from same organization will be permitted.

We would be pleased to provide any other information required by you and


look forward to receiving your nominations for the workshop. 

Thanks & Regards,

Gp Capt R Vijayakumar (Retd), VSM  


Executive Director  
Madras Management Association  
MMA Management Center, New No 240  
Pathari Road (Off Anna Salai)  
Chennai – 600 006  
Tel: 044-28291133/48632711 
E-mail: [email protected] 
Facebook: facebook.com/mmachennai
Instagram: instagram.com/mmachennai
YouTube: youtube.com/c/MadrasManagementAssociationChennai  
Podcast: soundcloud.com/voiceofmma
Twitter: twitter.com/mma_4u
LinkedIn: linkedin.com/in/madras-management-association
Website: www.mmachennai.org

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