EXPO Katowice S.A.

Excel in finance for intermediate users

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Excel in finance for intermediate users

The course fills the gap between substantive knowledge in the field of finance and company management and knowledge related to the advanced use of Microsoft Excel.
The proposed workshop consists of two days of intensive classes.

Target group

Excel in finance – intended for financiers, accountants, analysts working in controlling departments, and other people from financial departments who intensively use spreadsheets, know and work with MS Excel on a daily basis.

Training methods

The course is conducted using modern, interactive methods, using a multimedia projector, with the active involvement of participants. All exercises are conducted based on examples taken from practice. Despite presenting complex substantive knowledge, the classes are conducted in an understandable way, ensuring that each course participant absorbs the knowledge provided.
Each participant receives a set of materials and electronic copies with all exercises conducted as part of the course and sample Microsoft Excel sheets.

Training program

The workshop program includes, among others, the following topics:

  • A short comparison of Excel versions 2007, 2010, 2013, 2016 to 2019, file types, program development, differences and common features, communication between different versions of the spreadsheet, specifics of using the application in the company’s financial services
  • Short replay:
    • Overview of the capabilities of the Microsoft EXCEL sheet, program organization, document organization – workbook
    • Building, modifying, formatting sheets, creating and using functions
    • Using relative, absolute, and mixed references in formulas (e.g. A1, $A$1, $A1, A$1)
  • Optimal “personalization” of the work program, advanced Excel settings options
  • Using local and global valid names on one sheet, declaring dynamic names, using names in formulas
  • Conditional formatting, application variants, editing conditional formats
  • Multiple nesting of functions, array formulas, numerical constants
  • Using Excel functions from the categories: mathematical, date and time, search and address, databases, financial, logical, text, information
  • Automate calculations using functions built by the user, use them in other sheets, create add-ons.
  • Formula inspection, error checking
  • Technologies for downloading data from external sources (Excel data sources, database queries, using the MS Query module, downloading data from various sources, using the Internet – data in XML format)
  • Using pivot tables as a business data analysis tool, principles of creating pivot tables
  • Create and modify PivotTables based on different data sources, custom calculated fields, data grouping, custom data formatting in PivotTables, conditional formatting in PivotTable
  • Database functions, examples of practical applications, selection of criteria, alternative and conjunction of criteria
  • Import of data from text files to Excel – analysis of text data, automation of data refreshing.
  • Sheet protection, workbook protection, data validation
  • Optimizing solutions to complex problems with Solver, forecasting
  • Speed up your work thanks to Excel templates, templates with macro commands
  • Creating electronic forms in Excel, using control elements in forms (lists, drop-down lists, buttons, knobs)
  • Recording, running and editing macros
  • Various ways to run macros (buttons, toolbar, commands in ribbon tabs)
  • Consolidation of data from different sheets, various methods of consolidation
  • Organization of work with Excel on a computer network: simultaneous work of many users on one sheet, combining sheets and workbooks via a computer network, merging data from multiple sheets
  • Graphical presentation of financial data using charts (complex charts, charts presenting multiple data series, trend analysis on a chart, custom charts, charts based on data from pivot tables),

Benefits of training

After completing the training, participants will be able to apply the acquired knowledge to creative data analysis and to build models thanks to which decision-making will be based on reliable and accurate data. Learning advanced techniques for using Microsoft Excel will make your everyday work easier and more effective.
After completing the training, each participant is able to:

Certificate

After the training, the participant will receive a certificate confirming participation in the training and acquired knowledge.

Coach

Projekt bez nazwy-41

Janusz Gach

He has been providing training for years, explaining the intricacies of spreadsheets and accessibly showing the possibilities behind them. He specializes in Microsoft Excel, as well as other elements of the MS Office suite. His training courses are aimed at employees in the financial sector, as well as other office workers, engineers, salespeople of various professions. The trainer’s training courses and classes are used by all who wish to expand their practical use of the spreadsheet: both at a basic and more advanced level.

Trainings EXPO Katowice S.A.

Individual training

If you have not found a training course in our offer that perfectly suits your company’s needs, we encourage you to contact us. We will create a personalised offer for you, taking into account the specific needs and preferences of your company.

Tickets for EXPO KATOWICE International Fair,
9-11.09.2026

available soon.