|
E5: Maximising your Excel Productivity
Course Length: 1 day
Hidden shortcuts and techniques that save time and improve productivity.
Dates, Locations & Fees | Facilitator |
Download Brochure | Run this course In-House | Back
What you get From this Course
- Learn the hidden productivity tools that are used by Excel Experts to get more done in the same time.
- Make your charts fly: creating new charts, improving existing ones, and making them all look superb!
- Clever range name techniques that improve reliability and readability.
- Best practices in formulas and formatting that help improve both speed and accuracy.
- Ways to quickly navigate large spreadsheets and find what you need to know.
- Ways to speed up data entry.
Top | Back
Agenda Highlights
Download Brochure
Just some of the things you'll
learn:
- Mouse productivity techniques
- Keyboard productivity techniques
- Control key productivity shortcuts
- Shift key productivity shortcuts
- Alt key productivity shortcuts
- Range name enhancements
- Chart tips and tricks
- Custom lists that save you time
- Clever conditional formatting
- Find / Replace tips
- Grouping to improve readability
- Comments to improve usability
- How to improve your toolbars
- … and much more!
There's also a question and answer
time so you can get answers to all those questions that
have been bugging you! ... plus many many more ways to
improve your productivity and reduce your frustration! Download Brochure | Top | Back
Who Should Attend?
Top | Back
Facilitator: Rachel Gregory
 Masters (Professional Accounting), BCom (Finance & International Business), Senior Associate Financial Services Institute of Australia (SA Fin), Microsoft Excel Expert
Rachel is a Senior Business Analyst at Access Analytic, a company which specialises in advanced Excel financial modelling, management reporting and spreadsheet auditing.
Rachel has extensive experience in across a wide range of industries, ERP software and database systems, and has highly advanced skills in Excel and VBA macro programming to improve data analysis, management reporting, and the budgeting/forecasting processes.
She holds a Masters in Professional Accounting and is also an experienced and energetic communicator who specialises in training and presentations.
Rachel is highly experienced, having completed many successful projects for corporates of all sizes in areas such as:
- Budgeting and forecasting
- Financial modelling
- Board and Management reporting information packs
- Revenue/Cost data analysis and reporting
- Business process improvement and systems
- Project analysis and reporting
- Spreadsheet/database systems integration
Access Analytic’s clients include companies such as Chevron, BankWest, Rio Tinto, Glencore, KPMG, Grant Thornton, Lend Lease and Toyota.
Access Analytic provides training in Advanced Financial Modelling, Company Valuation, Budgeting and Forecasting, and Finance for companies throughout Asia Pacific, the Middle East and Africa region including countries such as Australia, New Zealand, Hong Kong, Singapore, Thailand, China, Indonesia, Bunei, Malaysia, Qatar, Dubai, Iran, and Nairobi.
Top | Back
Feedback from Previous Participants
| Feedback |
Initials & Position |
| "Great range of information, clear teaching and not too long in duration." | L.S., Accountant,
Cardno |
| "Many very helpful tips!" | C.D., Financial Controller,
Boral |
| "Very interesting; spoken in easy language - very easy to understand." | S.F., ,
Disability Services Commission |
| "Very practical with notes that are step by step." | C.B., Accountant,
Boral |
| "I felt that Neale was very professional in his training, he gave us tips that were of great benefit and he was very easy to understand. I felt I got more out of this training in 2 hours than attending a whole day previously." | M.S., Finance,
Perth Home Care Services |
| "Great to see what Excel can do - even if we don't use it all the time, it's good to know it's there just in case." | J.S., Senior Accountant,
Brearley Quill Kenny Chartered Accountants |
| "It gave me what I was looking for an insight into what Excel can do for my business." | W.B., Business Owner,
Private |
| "I loved the Excel Training yesterday, I learned lots of things I did not know you could do!" | B.D., Finance,
Perth Home Care Services |
Top | Back
Benefits & Inclusions
 |
|
 |
Practical:
Rachel Gregory is a highly experienced facilitator who
actively and regularly consults to clients also. |
 |
Applicable:
apply what you learn to your job to further your career. |
 |
Hands-on:
the course is designed to provide maximum hands-on
experience. |
 |
Passionate:
Rachel Gregory loves this subject! |
 |
Clear: we
specialise in translating complex subjects into concepts
that are easy to understand. |
 |
On-going help:
you can always e-mail the facilitator. |
 |
CD: includes
worked examples, suggested solutions, reference materials,
and a large variety of templates that can be immediately
applied to kick-start your projects. |
 |
Comprehensive course
notes. |
 |
Networking:
meet industry peers and hear how they approach this
subject. |
 |
Small groups:
seats are strictly limited to ensure maximum interaction
with the facilitator. |
 |
Certificate
of completion. |
 |
... and much more! |
Top | Back
Dates & Locations
Register your interest below and we will notify you when future sessions are scheduled in your area. No courses near you?
Top | Back
Register/Enquiries
|
|
 |
Online: click
any link above to use our secure online registration |
 |
Phone: call
+61 8 6210 8500 & speak to our facilitators (GMT+8) |
|
E-mail: |
Top | Back
Clients who have 3-4 or more people interested in this course normally prefer to run this course on an in-house basis in their offices.
We can bring all the equipment for up to 8 people so all you need is a room!
Benefits
- Flexibility: we can combine
content from multiple courses to create a custom course
just for you, add-on a workshop or some mentoring sessions
then run everything at the times that suit you.
- Timing options: if you're
in Perth, we can split courses into half or single days
and schedule these at times to suit you
- No hidden extras: our fixed
fee includes all materials and equipment costs for up
to 10 participants
- Cost effective: no extra
fees for extra participants (maximum of 8 per session)
Optional Workshop Add-on
A Workshop is a half or full-day group session where participants bring along their Excel models to gain help, ideas and suggestions on how their models could be improved.
Clients often book a Workshop in addition to the standard training course since the Workshop provides a fantastic way for participants to:
- apply and reinforce the knowledge and principles from the course
- gain immediate productivity benefits in their Excel models
- better understand the models that are used in their office
For all these reasons, clients booking workshops gain a far greater return on their training investment.
Cost: AUD3,000 (full day), or AUD1,600(half-day)
To gain all these great benefits, just book your workshop when arranging your course.
In-house Course Fees
| |
Recommended Add-ons |
| Location |
Fee per Day |
1 Mentor Session |
6 Mentor Sessions |
| Perth metropolitan area |
AUD3,000 |
AUD400/person |
AUD2,160/person |
| Other Australia |
AUD3,500 |
AUD400/person |
AUD2,160/person |
| Overseas |
AUD4,000 |
AUD400/person |
AUD2,160/person |
|
Notes:
- Prices exclude GST
- Fees are per day, NOT per participant
- A 10% discount applies when booking 5+ full days
of training
- Fees include all disbursements
- Many courses can also be split into half-days (please enquire)
- Fees for locations outside of Perth do not include equipment
Call Rachel Gregory on +61 8 6210 8500 to discuss your requirements.
Bundled Course & Mentoring
Mentoring sessions are 2-hour, individual, one-on-one sessions with the facilitator
where participants use their own files and work on any issue they choose.
Training in this manner allows participants to reinforce the principles they learned
on the course by applying them to real-life situations and get personalised assistance in private with anything they'd like to discuss.
This ensures a deeper understanding and therefore a much longer-lasting benefit by bridging the gap between what was learned on the course and what happens in real-life.
As a further benefit, it also provides an immediate payoff by improving and enhancing participants' productivity.
Mentoring Details
Booking
To take advantage of the bundled mentoring options, just discuss this when booking your
course and we'll arrange everything.
Call Rachel Gregory on +61 8 6210 8500 to discuss
your requirements.
Top | Back
Related Courses
| E4 |
Upgrading to Excel 2007 for Finance (1 day)
Useful new functionality in Excel 2007 for Finance staff, plus re-orientation in the new version.
|
| A1 |
Excel for Finance Fundamentals (1 day)
Essential features and functions of Excel as used in Finance and Accounting, including practical application.
|
| A2 |
High-Powered Excel for Finance (1 day)
Advanced Excel features and functions for Finance and Accounting power users, including practical application.
|
| E3 |
Excel Data Analysis in Finance (1 day)
Features, functions and techniques for analysing & visualising large data sets using Excel.
|
| W1 |
Excel Workshop (1 day)
Optional add-on workshop for in-house courses. Bring your files along, apply what you've learned and immediately see the benefits.
|
|
|
 |
