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677 Money Management Tools courses in Cardiff delivered Online

Certificate in Xero Accounting & Bookkeeping at QLS Level 3

4.5(3)

By Studyhub UK

In an era where digital proficiency dominates the business realm, mastering the nuances of top-notch software like Xero can make a world of difference in the accounting sector. Dive deep into the intricacies of Xero Accounting & Bookkeeping and unravel the secrets of managing financial tasks seamlessly. Whether understanding how to add an accountant to Xero or effortlessly manoeuvring through invoices and sales, this course is tailored to give you a comprehensive grasp of the Xero software. The curriculum does more than just touch the surface. Our handpicked course modules ensure a holistic approach to Xero. From 'Getting Started'-a gentle introduction for beginners-to in-depth explorations of 'Bills and Purchases', 'Bank Accounts', and 'Fixed Assets', every topic is curated to provide a 360-degree understanding. And for those who've been searching for an efficient guide on adding an accountant to Xero, your search ends here. Our course isn't just about breadth; it's about depth, ensuring learners are equipped with the nuances and subtleties that can make all the difference in real-world scenarios. Learning Outcomes Acquire expertise in setting up and navigating the Xero accounting platform. Gain insights into the efficient management of invoices, sales, bills, and purchases. Understand the dynamics of managing bank accounts, products, and services on Xero. Develop skills in overseeing fixed assets, payroll, and processing VAT returns. Enhance competency in using Xero software for optimal financial management. Why choose this Certificate in Xero Accounting & Bookkeeping at QLS Level 3 course? Unlimited access to the course for a lifetime. Opportunity to earn a certificate accredited by the CPD Quality Standards and CIQ after completing this course. Structured lesson planning in line with industry standards. Immerse yourself in innovative and captivating course materials and activities. Assessments designed to evaluate advanced cognitive abilities and skill proficiency. Flexibility to complete the Course at your own pace, on your own schedule. Receive full tutor support throughout the week, from Monday to Friday, to enhance your learning experience. Unlock career resources for CV improvement, interview readiness, and job success. Who is this Certificate in Xero Accounting & Bookkeeping at QLS Level 3 course for? Business owners eager to streamline their financial management processes. Aspiring accountants aiming to diversify their skillset with Xero proficiency. Bookkeepers looking to integrate Xero into their daily operations. Financial consultants seeking a digital edge in their advisory roles. Students of accounting and finance aiming to stay ahead in the digital accounting curve. Career path Xero Software Specialist: £28,000 - £35,000 Per Year Accountant (Xero Proficient): £30,000 - £45,000 Per Year Bookkeeper with Xero Expertise: £23,000 - £31,000 Per Year Financial Consultant (Xero Integrated): £35,000 - £52,000 Per Year Payroll Manager (Xero Familiarity): £27,000 - £40,000 Per Year VAT Returns Specialist: £29,000 - £37,000 Per Year Prerequisites This Certificate in Xero Accounting & Bookkeeping at QLS Level 3 does not require you to have any prior qualifications or experience. You can just enrol and start learning. This course was made by professionals and it is compatible with all PC's, Mac's, tablets and smartphones. You will be able to access the course from anywhere at any time as long as you have a good enough internet connection. Method of Assessment To assess your learning of this Certificate in Xero Accounting & Bookkeeping at QLS Level 3 course, you have to participate in an automated multiple-choice question exam. You have to score at least 60% to pass the exam and to qualify for CPD accredited certificates. After passing the exam, you will be able to apply for a certificate. Certification After studying the course materials, there will be a written assignment test which you can take at the end of the course. After successfully passing the test you will be able to claim the pdf certificate for £4.99 Original Hard Copy certificates need to be ordered at an additional cost of £8. Endorsed Certificate of Achievement from the Quality Licence Scheme Learners will be able to achieve an endorsed certificate after completing the course as proof of their achievement. You can order the endorsed certificate for only £85 to be delivered to your home by post. For international students, there is an additional postage charge of £10. Endorsement The Quality Licence Scheme (QLS) has endorsed this course for its high-quality, non-regulated provision and training programmes. The QLS is a UK-based organisation that sets standards for non-regulated training and learning. This endorsement means that the course has been reviewed and approved by the QLS and meets the highest quality standards. Please Note: Studyhub is a Compliance Central approved resale partner for Quality Licence Scheme Endorsed courses. Course Curriculum Introduction Introduction 00:02:00 Getting Started Introduction - Getting Started 00:01:00 Signing up to Xero 00:04:00 Quick Tour of Xero 00:12:00 Initial Xero Settings 00:13:00 Chart of Accounts 00:14:00 Adding a Bank Account 00:08:00 Demo Company 00:04:00 Tracking Categories 00:07:00 Contacts 00:12:00 Invoices and Sales Introduction - Invoices and Sales 00:01:00 Sales Screens 00:04:00 Invoice Settings 00:13:00 Creating an Invoice 00:17:00 Repeating Invoices 00:07:00 Credit Notes 00:10:00 Quotes Settings 00:03:00 Creating Quotes 00:07:00 Other Invoicing Tasks 00:03:00 Sending Statements 00:03:00 Sales Reporting 00:05:00 Bills and Purchases Introduction - Bills and Purchases 00:01:00 Purchases Screens 00:04:00 Bill Settings 00:02:00 Creating a Bill 00:13:00 Repeating Bills 00:05:00 Credit Notes 00:06:00 Purchase Order Settings 00:02:00 Purchase Orders 00:08:00 Batch Payments 00:12:00 Other Billing Tasks 00:02:00 Sending Remittances 00:03:00 Purchases Reporting 00:05:00 Bank Accounts Introduction - Bank Accounts 00:01:00 Bank Accounts Screens 00:07:00 Automatic Matching 00:04:00 Reconciling Invoices 00:06:00 Reconciling Bills 00:03:00 Reconciling Spend Money 00:05:00 Reconciling Receive Money 00:04:00 Find and Match 00:04:00 Bank Rules 00:09:00 Cash Coding 00:04:00 Remove and Redo vs Unreconcile 00:04:00 Uploading Bank Transactions 00:07:00 Automatic Bank Feeds 00:06:00 Products and Services Introduction - Products and Services 00:01:00 Products and Services Screen 00:02:00 Adding Services 00:03:00 Adding Untracked Products 00:03:00 Adding Tracked Products 00:07:00 Fixed Assets Introduction - Fixed Assets 00:01:00 Fixed Assets Settings 00:05:00 Adding Assets from Bank Transactions 00:06:00 Adding Assets from Spend Money 00:05:00 Adding Assets from Bills 00:02:00 Depreciation 00:04:00 Payroll Introduction - Payroll 00:01:00 Payroll Settings 00:15:00 Adding Employees 00:18:00 Paying Employees 00:10:00 Payroll Filing 00:04:00 VAT Returns Introduction - VAT Returns 00:01:00 VAT Settings 00:02:00 VAT Returns - Manual Filing 00:06:00 VAT Returns - Digital Filing 00:02:00 Mock Exam Mock Exam - Certificate in Xero Accounting & Bookkeeping at QLS Level 3 00:20:00 Final Exam Final Exam - Certificate in Xero Accounting & Bookkeeping at QLS Level 3 00:20:00 Order your QLS Endorsed Certificate Order your QLS Endorsed Certificate 00:00:00

Certificate in Xero Accounting & Bookkeeping at QLS Level 3
Delivered Online On Demand6 hours 55 minutes
£10.99

Microsoft Excel & Data Analysis - CPD Certified

4.7(47)

By Academy for Health and Fitness

Boost Your Career By Enrolling In This Microsoft Excel & Data Analysis Bundle To Overcome Your Challenges! 4 in 1 Microsoft Excel & Data Analysis Bundle Improve your knowledge and enhance your skills to succeed with this Microsoft Excel & Data Analysis bundle. This Microsoft Excel & Data Analysis bundle is designed to build your competent skill set and enable the best possible outcome for your future. Our bundle is ideal for those who aim to be the best in their fields and are always looking to grow. This Microsoft Excel & Data Analysis Bundle Contains 4 of Our Premium Courses for One Discounted Price: Course 01: Microsoft Excel Complete Course Course 02: Basic Data Analysis Course 03: Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query Course 04: SQL for Data Science, Data Analytics and Data Visualization All the courses under this Microsoft Excel & Data Analysis bundle are split into a number of expertly created modules to provide you with an in-depth and comprehensive learning experience. Upon successful completion of the Microsoft Excel & Data Analysis bundle, an instant e-certificate will be exhibited in your profile that you can order as proof of your new skills and knowledge. Stand out from the crowd and get trained for the job you want. With this comprehensive Microsoft Excel & Data Analysis bundle, you can achieve your dreams and train for your ideal career. This Microsoft Excel & Data Analysis bundle covers essential aspects in order to progress in your chosen career. Why Prefer Us for Microsoft Excel & Data Analysis? All-in-one package of 4 premium courses' Microsoft Excel & Data Analysis bundle Earn a certificate accredited by CPDQS. Get a free student ID card! (£10 postal charge will be applicable for international delivery) Globally Accepted Standard Lesson Planning Free Assessments with this Microsoft Excel & Data Analysis Bundle 24/7 Tutor Support available with this Microsoft Excel & Data Analysis Bundle Start your learning journey straightaway! This Microsoft Excel & Data Analysis's curriculum has been designed by Microsoft Excel & Data Analysis experts with years of Microsoft Excel & Data Analysis experience behind them. The Microsoft Excel & Data Analysis course is extremely dynamic and well-paced to help you understand Microsoft Excel & Data Analysis with ease. You'll discover how to master the Microsoft Excel & Data Analysis skill while exploring relevant and essential topics. Assessment Process Once you have completed all the courses in the Microsoft Excel & Data Analysis bundle, you can assess your skills and knowledge with an optional assignment. Our expert trainers will assess your assignment and give you feedback afterwards. CPD 180 CPD hours / points Accredited by CPD Quality Standards Who is this course for? This Microsoft Excel & Data Analysis bundle is suitable for everyone. Requirements You will not need any prior background or expertise. Career path This Microsoft Excel & Data Analysis bundle will allow you to kickstart or take your career in the related sector to the next stage. Certificates Digital certificate Digital certificate - Included Hard copy certificate Hard copy certificate - £29 If you are an international student, you will be required to pay an additional fee of 10 GBP for international delivery, and 4.99 GBP for delivery within the UK, for each certificate

Microsoft Excel & Data Analysis - CPD Certified
Delivered Online On Demand25 hours
£31

Level 3 Diploma in Microsoft Excel 2016

4.7(160)

By Janets

Become an accomplished Microsoft Excel professional with this engaging, innovative online distance learning course. Through exercises that put knowledge gained from video and handout lessons into practice, you will master higher Excel functions such as performing statistical analyses, creating and editing macros, and utilising advanced formulas, as well as broader business administration and IT skills. Why choose this course Earn an e-certificate upon successful completion. Accessible, informative modules taught by expert instructors Study in your own time, at your own pace, through your computer tablet or mobile device Benefit from instant feedback through mock exams and multiple-choice assessments Get 24/7 help or advice from our email and live chat teams Full Tutor Support on Weekdays Course Design The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace. You are taught through a combination of Video lessons Online study materials Mock exams Multiple-choice assessment Certification After the successful completion of the final assessment, you will receive a CPD-accredited certificate of achievement. The PDF certificate is for £9.99, and it will be sent to you immediately after through e-mail. You can get the hard copy for £15.99, which will reach your doorsteps by post. Who is this course for? Level 3 Diploma in Microsoft Excel 2016 is suitable for anyone who want to gain extensive knowledge, potential experience and professional skills in the related field. This is a great opportunity for all student from any academic backgrounds to learn more on this subject.

Level 3 Diploma in Microsoft Excel 2016
Delivered Online On Demand3 days
£9.99

Microsoft Office 2016 Excel Beginners

4.7(160)

By Janets

Learn Microsoft Excel to create and format spreadsheets, analyse and share information to make knowledgeable resolutions. This Microsoft Office 2016 Excel Beginners is intended to teach you creating high-level workbooks and worksheets. Upon completion, you will have the ability to explain massive amounts of data and present that information to increase your understanding of the organisational account. Why choose this course Earn an e-certificate upon successful completion. Accessible, informative modules taught by expert instructors Study in your own time, at your own pace, through your computer tablet or mobile device Benefit from instant feedback through mock exams and multiple-choice assessments Get 24/7 help or advice from our email and live chat teams Full Tutor Support on Weekdays Course Design The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace. You are taught through a combination of Video lessons Online study materials Mock exams Multiple-choice assessment Certification After the successful completion of the final assessment, you will receive a CPD-accredited certificate of achievement. The PDF certificate is for £9.99, and it will be sent to you immediately after through e-mail. You can get the hard copy for £15.99, which will reach your doorsteps by post.

Microsoft Office 2016 Excel Beginners
Delivered Online On Demand4 hours 55 minutes
£9.99

Microsoft Office 2016 Essentials

4.7(160)

By Janets

Microsoft Office 2016 Essentials is one of our best selling and most popular course. This course is suitable for anyone aspiring to or already working in Microsoft Office and looks at skills needed to improve in relevant industry or Microsoft Office. By taking this course you will gain the necessary skills to perform effectively in this field. The Microsoft Office 2016 Essentials is organised into 97 modules and includes everything you need to become successful in this profession. To make this course more accessible for you, we have designed it for both part-time and full-time students. You can study at your own pace or become an expert in just 16 hours! If you require support, our experienced tutors are always available to help you throughout the comprehensive syllabus of this course and answer all your queries through email. Why choose this course Earn an e-certificate upon successful completion. Accessible, informative modules taught by expert instructors Study in your own time, at your own pace, through your computer tablet or mobile device Benefit from instant feedback through mock exams and multiple-choice assessments Get 24/7 help or advice from our email and live chat teams Full Tutor Support on Weekdays Course Design The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace. You are taught through a combination of Video lessons Online study materials Mock exams Multiple-choice assessment Certificate of Achievement Endorsed Certificate of Achievement from the Quality Licence Scheme Once the course has been completed and the assessment has been passed, all students are entitled to receive an endorsed certificate. This will provide proof that you have completed your training objectives, and each endorsed certificate can be ordered and delivered to your address for only £119. Please note that overseas students may be charged an additional £10 for postage. CPD Certificate of Achievement from Janets Upon successful completion of the course, you will be able to obtain your course completion e-certificate. Print copy by post is also available at an additional cost of £9.99 and PDF Certificate at £4.99. Endorsement This course and/or training programme has been endorsed by the Quality Licence Scheme for its high-quality, non-regulated provision and training programmes. This course and/or training programme is not regulated by Ofqual and is not an accredited qualification. Your training provider will be able to advise you on any further recognition, for example progression routes into further and/or higher education. For further information please visit the Learner FAQs on the Quality Licence Scheme website. Method of Assessment In order to ensure the Quality Licensing scheme endorsed and CPD acknowledged certificate, learners need to score at least 60% pass marks on the assessment process. After submitting assignments, our expert tutors will evaluate the assignments and give feedback based on the performance. After passing the assessment, one can apply for a certificate.

Microsoft Office 2016 Essentials
Delivered Online On Demand4 weeks
£9.99

Microsoft Excel Specialist - Advanced Excel Formulas and Functions Course

By Compliance Central

Become the Microsoft Excel Magician and Impress Everyone! Do you want to be the go-to person in your office for Microsoft Excel? Do you want to be able to complete tasks in seconds that would take others hours? If so, then you need to master the magic of Microsoft Excel functions and formulas. In this Microsoft Excel 2019 course, you will learn everything you need to know to become an Microsoft Excel magician. You will learn how to use the most powerful functions and formulas in Microsoft Excel to automate your work, analyse data, and create stunning visualisations. Why would you choose the Microsoft Excel course: Lifetime access to Microsoft Excel course materials Full tutor support is available from Monday to Friday with the Microsoft Excel course Learn Microsoft Excel skills at your own pace from the comfort of your home Gain a complete understanding of Microsoft Excel course Accessible, informative Microsoft Excel learning modules designed by experts Get 24/7 help or advice from our email and live chat teams with Microsoft Excel Study Microsoft Excel in your own time through your computer, tablet or mobile device. A 100% learning satisfaction guarantee with your Microsoft Excel course Microsoft Excel Specialist - Advanced Microsoft Excel Formulas and Functions Curriculum Breakdown Microsoft Excel 2019 New Features Getting Started with Microsoft Excel Performing Calculations Modifying a Worksheet Formatting a Worksheet Printing Workbooks Managing Workbooks Working with Microsoft Excel Functions Working with Lists Analyzing Data with Microsoft Excel Visualizing Data with Charts Using PivotTables and PivotCharts Working with Multiple Worksheets and Workbooks Using Lookup Functions and Formula Auditing Sharing and Protecting Workbooks Automating Workbook Functionality Creating Sparklines and Mapping Data Forecasting Data with Microsoft Excel CPD 10 CPD hours / points Accredited by CPD Quality Standards Who is this course for? The Microsoft Excel course helps aspiring professionals who want to obtain the knowledge and familiarise themselves with the skillsets to pursue a career in Microsoft Excel. It is also great for professionals who are already working in Microsoft Excel and want to get promoted at work. Requirements To enrol in this Microsoft Excel Specialist - Advanced Excel Formulas and Functions course, all you need is a basic understanding of the English Language and an internet connection. Career path The Microsoft Excel Specialist - Advanced Excel Formulas and Functions course will enhance your knowledge and improve your confidence in exploring opportunities in various sectors related to Excel Specialist - Advanced Excel Formulas and Functions. Certificates CPD Accredited PDF Certificate Digital certificate - Included CPD Accredited PDF Certificate CPD Accredited Hard Copy Certificate Hard copy certificate - £10.79 CPD Accredited Hard Copy Certificate Delivery Charge: Inside the UK: Free Outside of the UK: £9.99 each

Microsoft Excel Specialist - Advanced Excel Formulas and Functions Course
Delivered Online On Demand5 hours
£12

Quickbooks and Accountancy

By Compliance Central

All in One Bundle Special Discount Offer Are you looking to enhance your Quickbooks and Accountancy skills? If yes, then you have come to the right place. Our comprehensive courses on Quickbooks and Accountancy will assist you in producing the best possible outcome by learning the Quickbooks and Accountancy skills. Main Course: Quickbooks Bonus Courses: Course 01: Introduction to Accounting Course 02: Tax Accounting The Quickbooks and Accountancy bundle is for those who want to be successful. In the Quickbooks and Accountancy bundle, you will learn the essential knowledge needed to become well versed in Quickbooks and Accountancy . Our Quickbooks and Accountancy bundle starts with the basics of Quickbooks and Accountancy and gradually progresses towards advanced topics. Therefore, each lesson of this Quickbooks and Accountancy is intuitive and easy to understand. Why would you choose the Quickbooks and Accountancy course from Compliance Central: Lifetime access to Quickbooks and Accountancy courses materials Full tutor support is available from Monday to Friday with the Quickbooks and Accountancy course Learn Quickbooks and Accountancy skills at your own pace from the comfort of your home Gain a complete understanding of Quickbooks and Accountancy course Accessible, informative Quickbooks and Accountancy learning modules designed by expert instructors Get 24/7 help or advice from our email and live chat teams with the Quickbooks and Accountancy bundle Study Quickbooks and Accountancy in your own time through your computer, tablet or mobile device. A 100% learning satisfaction guarantee with your Quickbooks and Accountancy Course Improve your chance of gaining in demand skills and better earning potential by completing the Quickbooks and Accountancy Curriculum Breakdown for Quickbooks Course: Course 01: Getting prepared - access the software and course materials Course 02: Getting started Course 03: Setting up the system Course 04: Nominal ledger Course 05: Customers Course 06: Suppliers Course 07: Sales ledger Course 08: Purchases ledger Course 09: Sundry payments Course 10: Sundry receipts Course 11: Petty cash Course 12: VAT - Value Added Tax Course 13: Bank reconciliation Course 14: Payroll / Wages CPD 10 CPD hours / points Accredited by CPD Quality Standards Who is this course for? The Quickbooks and Accountancy bundle helps aspiring professionals who want to obtain the knowledge and familiarise themselves with the skillsets to pursue a career in Quickbooks and Accountancy. It is also great for professionals who are already working in Quickbooks and Accountancy and want to get promoted at work. Requirements To enrol in this Quickbooks and Accountancy course, all you need is a basic understanding of the English Language and an internet connection. Career path The Quickbooks and Accountancy bundle will enhance your knowledge and improve your confidence in exploring opportunities in various sectors related to Quickbooks and Accountancy . Certificates Certificate of completion Digital certificate - Included Get CPD accredited PDF certificates for Free. Certificate of completion Hard copy certificate - Included Get a CPD accredited Hardcopy certificate for Free. After successfully completing this Forex course, you get a PDF and a hardcopy certificate for free. The delivery charge of the hardcopy certificate inside the UK is £3.99 and international students need to pay £9.99 to get their hardcopy certificate.

Quickbooks and Accountancy
Delivered Online On Demand3 hours
£12

New Functions in Microsoft Excel 2021 Course

By One Education

Microsoft Excel 2021 has quietly slipped in a bundle of new functions that can turn even the most mundane spreadsheets into efficient data-processing machines. This course introduces the latest features like XLOOKUP, LET, FILTER, SEQUENCE, and TEXTSPLIT, which not only simplify formulas but make spreadsheets smarter and tidier. Whether you’re an analyst trying to avoid circular references or someone who’s simply tired of tangled VLOOKUPs, this course brings clarity to your cells—no pun intended. Tailored for Excel users who know the ropes but want to keep up with what's new, this course ensures you don’t fall behind the curve. You’ll explore function upgrades that tidy up old formulas, save time, and help you work cleaner and quicker. With a thoughtful structure and a lightly witty tone, the course content walks you through updates that genuinely make a difference—without drowning you in geek speak. Excel’s had a makeover, and it's about time your formulas caught up. Learning Outcomes: Understand the purpose and benefits of new Excel functions. Apply the RANDARRAY function to generate random data. Use the UNIQUE function to extract unique values from a data range. Create custom number sequences with the SEQUENCE function. Sort data effectively with the SORT and SORTBY functions. Filter data easily with the FILTER function. Unlock the full potential of Microsoft Excel with our new course, "The Theory of Constraints and Throughput Accounting." In just a few modules, you'll learn how to utilise the latest functions in Excel to quickly sort, filter, and analyse data. By the end of the course, you'll be equipped with the knowledge to efficiently organise even the most complex datasets. But this course isn't just about learning new functions - it's about applying them to real-world scenarios. With practical examples and exercises throughout the course, you'll learn how to use these functions in meaningful ways. The benefits of this course are clear: increased productivity, better data analysis, and more efficient workflow. Don't miss out on this opportunity to take your Excel skills to the next level - enroll in "The Theory of Constraints and Throughput Accounting" today. How is the course assessed? Upon completing an online module, you will immediately be given access to a specifically crafted MCQ test. For each test, the pass mark will be set to 60%. Exam & Retakes: It is to inform our learners that the initial exam for this online course is provided at no additional cost. In the event of needing a retake, a nominal fee of £9.99 will be applicable. Certification Upon successful completion of the assessment procedure, learners can obtain their certification by placing an order and remitting a fee of __ GBP. £9 for PDF Certificate and £15 for the Hardcopy Certificate within the UK ( An additional £10 postal charge will be applicable for international delivery). CPD 10 CPD hours / points Accredited by CPD Quality Standards Who is this course for? The course is ideal for highly motivated individuals or teams who want to enhance their professional skills and efficiently skilled employees. Requirements There are no formal entry requirements for the course, with enrollment open to anyone! Career path Upon completing the Functional Maths Training Course, you can venture into diverse job opportunities across various industries, encompassing positions and pay scales that include: Data Analyst - £31,000 per year (average salary) Financial Analyst - £34,000 per year (average salary) Business Intelligence Analyst - £39,000 per year (average salary) Certificates Certificate of completion Digital certificate - £9 You can apply for a CPD Accredited PDF Certificate at the cost of £9. Certificate of completion Hard copy certificate - £15 Hard copy can be sent to you via post at the expense of £15.

New Functions in Microsoft Excel 2021 Course
Delivered Online On Demand1 hour
£12

Excel Essentials for Office Administrators

4.8(9)

By Skill Up

Gain the skills and credentials to kickstart a successful career and learn from the experts with this step-by-step

Excel Essentials for Office Administrators
Delivered Online On Demand23 hours 44 minutes
£25

Access 365 Intermediate

By iStudy UK

Learning Objectives Introduction , Designing Tables for Better Data Entry , Sharing Data with Other Applications , Working with Action Queries , Advanced Query Techniques , Automating Processes with Macros , Advanced Form Techniques , Advanced Report Techniques , Conclusion   Pre-Requisites Access 365 Beginner or equivalent experience.   Description This course is designed to teach students intermediate level skills in Microsoft Access 365. In this course, students will learn to design tables for improved accuracy in data entry, review the various options to share data with other applications, learn about action queries, and review various advanced query techniques. Students will also learn how to automate processes with Macros, advanced form techniques, and advanced report techniques. This course prepares students for the Access 365 Advanced course.   Module 1: Design Tables for Better Data Entry Reviewing Table Design Principles 00:11:00 Setting Field Size, Formats, and Captions 00:11:00 Setting Default Values and Required Fields 00:05:00 Restricting Data Entry-Validation Rules 00:07:00 Restricting Data Entry-Input Masks 00:09:00 Module 2: Share Data with Other Apps Exporting Tables and Queries to Excel 00:05:00 Exporting Data to a SharePoint List 00:02:00 Importing Data from Excel 00:06:00 Importing Data from a SharePoint List 00:02:00 Linking External Data Sources 00:05:00 Using Word Merge 00:06:00 Module 3: Work with Action Queries What are Action Queries 00:04:00 Creating an Update Query 00:06:00 Creating an Append Query 00:04:00 Creating a Delete Query 00:04:00 Creating a Make Table Query 00:04:00 Changing Start Number of an Auto Number Field 00:04:00 Module 4: Advanced Query Techniques Modifying Query Joins 00:06:00 Using Self Joins to Combine Data 00:06:00 Creating Find Unmatched and Find Duplicate Queries 00:09:00 Creating Parameter Queries 00:05:00 Creating a Top X Query 00:02:00 Reviewing Calculated Query Fields 00:06:00 Summarizing Query Data with Totals 00:04:00 Creating Crosstab Queries 00:06:00 Module 5: Automate Processes with Macros Understanding Macro Basics 00:14:00 Creating Macros to Open Forms by Record 00:09:00 Validating Data Entry with Macros 00:10:00 Creating a Macro to Automate Data Entry 00:08:00 Advanced Data Entry Using Macros and DLOOKUP 00:11:00 Module 6: Advanced Form Techniques Using Conditional Formatting 00:04:00 Working with the New Label Name Property 00:03:00 Organizing Form Fields with Tab Controls 00:09:00 Creating an Option Group Control 00:06:00 Creating a Combo Box Control 00:04:00 Configuring a Combo Box Control to Show Search Results 00:04:00 Using a Subform to Show Data From a Related Table 00:06:00 Module 7: Advanced Report Techniques Inserting a Chart on a Report 00:07:00 Showing Data in Columns 00:07:00 Inserting a Subreport 00:05:00 Configuring Reports with Parameter Queries 00:03:00 Sending Reports 00:03:00 Resource Resource - Access 365 Intermediate 00:00:00 Final Exam Final Exam - Access 365 Intermediate 00:20:00

Access 365 Intermediate
Delivered Online On Demand4 hours 32 minutes
£25