Health

1. Introduction Saving and printing correctly is essential in: ✔ Finance departments ✔ Bookkeeping roles ✔ Reporting ✔ Client presentations ✔ Audit preparation Incorrect saving or printing can lead to: ❌ Lost work ❌ Incorrect report layouts ❌ Confidentiality issues ❌ Unprofessional presentation This session ensures learners can confidently save and print workbooks in a professional setting. 2. Saving a Workbook for the First Time When you create a new Excel file, it must be s

1. Introduction Tables, Sorting, and Filtering are essential Excel skills used daily in: ✔ Finance departments ✔ Bookkeeping ✔ Data entry roles ✔ Business analysis ✔ Reporting & dashboards These tools help you organise, analyse, and control large sets of data quickly and professionally. 2. What Is a Table in Excel? A Table in Excel is a structured data range that: Automatically formats data Adds filter buttons Expands automatically when new data is added Makes formulas easier

1. Introduction to Charts in Excel Charts help you: ✔ Visualise data clearly ✔ Identify trends ✔ Compare performance ✔ Present financial information professionally ✔ Improve reports and dashboards In finance and business, charts make reports easier to understand for managers and stakeholders. 2. When Should You Use a Chart? Use charts when you want to: Compare monthly sales Show profit trends Compare expenses Present financial performance Analyse growth over time Avoid charts

1. Introduction to Excel Functions An Excel function  is a built-in formula that performs a specific calculation. Instead of writing long formulas manually, Excel provides ready-made functions that save time and reduce errors. Functions are widely used in: ✔ Finance ✔ Bookkeeping ✔ Data Analysis ✔ Budgeting ✔ Business Reporting 2. Structure of a Function All functions: Start with = Include the function name Use brackets () Example: =SUM(A1:A5) Structure: =FUNCTION(CellRange)

1. Introduction to Excel Formulas Excel formulas allow you to: ✔ Perform calculations automatically ✔ Analyse financial data ✔ Build budgets and forecasts ✔ Create Profit & Loss statements ✔ Automate finance workflows Instead of using a calculator, Excel does the work for you — instantly and accurately. 2. What Is a Formula? A formula is an equation that performs calculations. All formulas in Excel: 👉 Start with an equals sign (=) Example: =5+5 Excel will return:10 3. Unders

1. Introduction to Formatting Formatting in Excel improves: ✔ Readability ✔ Professional appearance ✔ Data clarity ✔ Financial presentation standards In finance and business, poorly formatted spreadsheets can look unprofessional — even if the numbers are correct. Formatting helps your data tell a clear story. 2. Understanding the Excel Ribbon Most formatting tools are found under the: Home Tab → Font, Alignment, and Number Groups 3. Changing Font Style and Size To Change Font

1. Introduction A worksheet (also known as a “sheet”) is a single spreadsheet page within a Microsoft Excel workbook. Each workbook can contain multiple worksheets, allowing you to organise data efficiently. For example, you might use: One sheet for Sales One sheet for Expenses One sheet for Bank Reconciliation One sheet for Profit & Loss Learning how to insert and manage worksheets is a fundamental Excel skill. 2. Understanding Workbook vs Worksheet Term Definition Workbook

00:00:00 Track who owes you how much and  for how long and also how much you owe to others. This is the latest version  of my accounts receivables and payables tracker with a bunch of powerful  new features. So let's check it out. Hi everyone. Welcome to this latest  version of my accounts receivables and payables tracker. This tracker now has dashboards  to give you a bird's eye view of who owes you how much and for how long. You have a main  dashboard which shows you Accoun