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Excel Tips and Tricks - Virtual Classroom

This Activity is presented by SumProduct.

Microsoft Excel is at the heart of almost every professional finance role. Optimise your use of Excel and equip yourself with essential skills required to add value and improve efficiency when building reports.

COVID-19 update:
Due to the COVID-19 pandemic that is currently spreading around the globe, we are suspending our in-person courses until further notice.  However, to accommodate the new working-from-home dynamic, we are switching our public and in-house courses to an online delivery stream, presented via Microsoft Teams, with a live presenter running through the same course material, downloadable workbooks to complete the hands-on exercises during the training session, and a recording of the sessions for your use within 1 month for you to refer back to in the event of technical difficulties.  To assist with the pacing and flow of the course, we will also have a moderator who will help answer questions during the course.

Content Description

Not content with ‘basic’, ‘intermediate’ and ‘advanced’ Excel training? This workshop covers the key Excel skills finance professionals require on a day to day basis, delivering real-world solutions to real-world problems. Topics include useful keyboard shortcuts, a range of functions and tips on when and how to use them, and highlights useful features in Excel that you might not use, but can save you time and improve the quality and integrity of your work.

Learning Outcomes

Upon satisfactory completion of this activity you will be able to;
• Use keyboard shortcuts and key functions to improve your Excel efficiency.
• Understand the difference between formats and styles, and use both when preparing high quality reports.
• Solve common business problems efficiently and elegantly using a range of functions and formats.
• Improve the integrity and reliability of your spread sheets by taking advantage of useful features.


You will learn how to get the most out of the key shortcuts, functions and Excel functionalities that high-performing finance professionals use on a daily basis.

This Activity is presented by SumProduct.


Topic: Business Mindset

Sub-Topic: Information & Communication Technology

Format: Workshop

Proficiency Level: Foundation, Intermediate

CPD: Upto 6.5 hours