Workshop: Essential Excel Skill for Accountants

(A) INTRODUCTION Microsoft Office EXCEL WAS DESIGNED TO SUPPORT ACCOUNTING FUNCTIONS SUCH AS BUDGETING, preparing financial statements and creating balance sheets. It integrates with external data to allow you to import and export banking information and financial data to and from other accounting software. This course is designed for accounting professionals that are using MS EXCEL AS THEIR SPREADSHEET TOOL TO DEVELOP REPORTS AND CALCULATION FOR OPERATION PURPOSE. The objective is to bring awareness of more MS EXCEL PIVOTTABLE FEATURES THAT CAN ENHANCE THE OPERATION ANALYTICAL QUALITY. This course focuses to illustrate the the building of an accounting dashboard based on data extraction (B) LEARNING OUTCOMES At the end of this program, the participants shall gain knowledge on the following: • Able to use MS EXCEL PIVOTTABLE WITH CONFIDENCE • Able to manage data by using useful table management functions and charts (C) WHO SHOULD ATTEND • Anyone who wants to know more about EXCEL PIVOT TABLE • Anyone who needs PivotTable to check data accuracy • Operation professionals who are managing their reports in MS EXCEL AND PLAN TO PERFORM PIVOT REPORTING IN TABULAR FORM (D) COURSE SCOPE - Morning – Session 1 Data Extraction and Table Management • Data extraction from audit file in accounting software • Convert raw data into a meaning mini-database • Create customized columns by EXCEL FORMULAS AND FUNCTIONS - Morning – Session 2 Introduction to Pivot Table and Chart • Introduction to Pivot Table Menu • Convert table into a pivot table • Build reports from pivot table • Analyzing the reports with filter, grouping and sorting of a pivot table - Afternoon – Session 1 Introduction to Chart and Pivot Chart • Build the ordinary EXCEL CHART • Introduction to Pivot Chart Menu • Create Pivot Chart and Pivot Table - Afternoon – Session 2 Introduction to Financial Dashboard • Build a simple dashboard • Data validation, parameter and shapes • Formulas and Functions for the dashboard • Worksheet and Workbook Protection (E) DETAIL & FEE Date: 23 APRIL 2019 (TUE) Time: 9.00AM - 5.00PM Venue: PREMIERA HOTEL, KUALA LUMPUR Early Bird (before 25 Mac 2019) - RM 390 Special Offer (before 9 Apr 2019) - RM 455 Normal Fee - RM 495 (F) METHODOLOGY • Tutorial by Facilitator using presentation tools • Series of exercise to practice different types of functions and features • Group Discussion (G) REQUIREMENT • Delegates enroll for this course shall possess MS EXCEL SKILL • The course can be performed in either EXCEL 2016 OR OFFICE 365 EXCEL APPLICATION ON LAPTOP (H) SPEAKER PROFILE STANLEY WONG STANLEY WONG is a Project Management Professional (PMP) and a HRDF certified trainer. He holds MSc in IT degree specializing in project management. He is a Chartered Accountant and a member of MIA. He has 25 years of working experience in system implementation project management, specializing in financial management application. In addition, he is involved in providing training and advisory in relation to business mind mapping as a ThinkBuzan License Instructor accredited by Tony Buzan. Besides, Stanley is also a much sought after speaker for Sales & Service Tax (SST) and Goods & Services Tax (GST). (I) REGISTRATION Registration: www.SST2u.com [http://www.SST2u.com/] Email: SSTcourse@gmail.com