Excel Masterclass for school finance & admin

 

Excel can be a great tool for finance and admin staffs in school, but many of us just use the basics day to day as we don’t have the time to explore.

 

To this end we have created a new online training program consisting of 4 x 1 hour sessions covering different aspects of the more advanced features of Excel.   Each session provides a recording of our live online presentations with accompanying notes and copies of the Powerpoint slides. 

 

Each session gets a short assignment and on completion of the sessions and assignments, the delegate receives a Certificate in Advanced Excel.

 

Session 1 – Creating a lettings management spreadsheet including Table formatting, Freezing panes, Date formatting, Data validation, Formulae & functions, IF, Filters & Sorting.

 

Session 2  - Invoice template and database including Conditional formatting, Macros, Buttons, Customising Toolbars, Printing – selections / fit to page etc, Protection & Text orientation

 

Session 3 – Resources and other scheduling – how to set up a scheduling system by creating facilities and resources, locating free slots, producing and printing summary reports. It includes Indents, Borders, More conditional formatting, Absolute & relative cell reference, AND / OR functions, GANTT charts, Comments, Views – arranging / viewing / synchro scrolling

 

Session 4 – Budgeting / What-ifs and Projections – using Excel to create what-if scenarios & projections to predict outcomes with differing potential situations.   Includes BODMAS  - Brackets and operator order, Scenario Manager, Scenario Summaries and Pivot Tables, Goal Seek, Solver, Data Tables, Printing – print area and titles

 

The whole 4 session course costs £99 per school and multiple staff can use the course for this price.   

LIVE course starts 7th November, continuing 14th, 21st & 28th - click here to join.

OR

Complete the following form to do the course on your own dates/times using downloadable notes, video recordings and sessions assignments.

PRIVATE FUND NEWSLETTERS

Newsletters for users:

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ADDRESS

Istek UK Ltd

3 St Ursula's Close

Salisbury

Wiltshire SP1 3FY

Tel - 01722 413255

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THINKING OF PFM? LATEST EMAILS TO INTERESTED SCHOOLS

Jun 19 - Book a FOC online demo

Jun 19 - Preparing for a September start

 

Nov 18 - Ready for a January Start

 

Oct 18 - Why manage school fund separately?

 

Sep 18 - Managing School Funs, Trips & Clubs

 

Aug 18 - Online video of PFM & information pack