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46 Money Management courses

Excel Advanced Statistical Analysis

By Underscore Group

Use some of the hidden statistical analysis tools within Excel to build complex data models. Course overview Duration: 1 day (6.5 hours) This advanced Excel course looks at some of the statistical analysis tools available and gives examples of when they might be used. This course is aimed at advanced users of Excel who work with statistical data often and have a good knowledge of Maths. Objectives By the end of the course you will be able to: Use Goal Seek Create and view scenarios Use Forecast Sheet Create single and double input data tables Create models using the solver Install and use the Analysis Toolpak Create and use array formulas Use a range of advanced Financial and Statistical Excel functions Content Using what if analysis options Using Goal Seek Creating, saving and viewing scenarios Generating a Forecast sheet Solver Creating models Projecting scenarios with Solver Using data tables Creating single input data tables Creating double input data tables Projecting with data tables Financial functions PMT FV NPV Analysing data with Analysis ToolPak Installing the Analysis Toolpak Generating statistical analysis Visualising data using Histograms Array formulas Using embedded Excel Array formulas Create an Array formula Multi and single cell Array formula Using TRANSPOSE to flip rows or columns Use the FREQUENCY Function Use an array to count unique entries in a range Dynamic arrays Spilling data Using the new dynamic array functions Advance functions in formulas Statistical functions:MEAN, MEDIAN and MODERANKLARGE and SMALLMODPERCENTILE Use the AGGREGATE function to sum data in ranges with errors

Excel Advanced Statistical Analysis
Delivered in Horsham or OnlineFlexible Dates
Price on Enquiry

Excel Power Query and Power Pivot

By Underscore Group

Learn how to work with and connect multiple data sets to effectively analyse and report on data. Course overview Duration: 1 day (6.5 hours) Within Excel you have some powerful features to enable you to connect and analyse multiple data sources. Power Query enables you to import and manipulate your data, Power Pivot enables you to connect multiple data sources and create pivot tables and pivot charts from them. This course is an introduction to Power Query and Power Pivot in Excel to get you started on creating a powerful reporting capability. Knowledge of working with Excel workbooks and relational databases would be an advantage. Objectives By the end of the course you will be able to: Import data from multiple data sources Edit and transform data before importing Add extra columns of data Append data Merge data from other tables Create data models Build data relationships Build Pivot Tables Build Pivot Charts Use Slicers and Timeline Filters Content Importing data Data sources Importing data Transforming data Editing your data Setting data types Removing columns/rows Choosing columns to keep Setting header rows Splitting columns Appending queries Appending data from other tables Adding text Columns from example Custom columns Conditional columns Merge queries Setting up and using merge queries Merging in columns of data Creating a data model The data model Multiple data tables Connecting tables Building relationships Relationship types Building visuals from multiple tables Analysing information using pivot tables Creating and modifying a Pivot Table Recalculating the Pivot Table Filtering the Pivot Table Searching the Pivot Table Drilling down to underlying data Customising field names Changing field formatting Pivot charts, slices and timelines Creating Pivot Charts Adding and using Slicers

Excel Power Query and Power Pivot
Delivered in Horsham or OnlineFlexible Dates
Price on Enquiry

Excel - Mastering Formulas and Functions

By Underscore Group

Ideal for those already using Excel but who really want to get to grips with formulas and functions. Course overview Duration: 1 day (6.5 hours) Our Excel Mastering Formulas and Functions course looks at how to confidently use formulas and functions within Excel. It looks at how to correctly construct formulas and explains how to build common formulas such as working with percentages. It investigates a range of built in Excel functions and shows you how to use the formula auditing tools to help when things go wrong.  This course is aimed at existing users of Excel who want to further their skills. Participants should be able to confidently create and amend worksheets. Objectives By the end of the course you will be able to: Construct Formulas Use a range of common Functions Work with absolute and relative references in formulas Create percentage calculations Use named ranges in formulas Use the XLOOKUP command Create formulas with date and use date functions Use formulas in conditional formatting Use a range of Count functions Use the formula auditing tools Content Formulas vs Functions Constructing formulas Using functions Common Excel functions Using the function wizard vs the formula bar Formulas in tables Absolute vs relative references in formulas Using absolute references in formulas Using partial absolute referencing Range Naming Naming ranges Using range names in formulas Single and multi-cell ranges Working with percentages Creating formulas with percentages Percentage breakdowns Percentage increases Formatting as a percentage Using Lookups Using XLOOKUP to insert information from other spreadsheets Calculating with dates Calculating with dates Using date functions Using formulas in conditional formatting Using conditional formulas Using functions in conditional formatting Count functions COUNT COUNTA COUNTBLANK Formula auditing Using the auditing facility Tracing how formulas are made up Tracing precedents and dependants Evaluating formulas Error checking Showing formulas on a sheet

Excel - Mastering Formulas and Functions
Delivered in Horsham or OnlineFlexible Dates
Price on Enquiry

VBA in Excel - Part 2

By Underscore Group

Expand your VBA knowledge further and learn some of the more advanced coding features. Course overview Duration: 2 days (13 hours) This course is aimed at experienced VBA users or those who have attended our Part 1 course and have started to use the language. Part 2 expands on the huge array of commands and elements of the data model that can be used and looks at building more complex VBA models Objectives  By the end of the course you will be able to: Use comparison operators and system functions Use Arrays Work with ranges Work with the worksheets and workbooks collections and objects Use application objects Use the FileSystemObject Create function procedures Import and save text files Connect to other applications Content Comparison operators Using Comparison operators and functions The LIKE function Wildcards Using SELECT Case System functions The VAL function Case functions Trim functions Text functions Date functions Excel worksheet functions Using Excel functions in VBA Arrays Creating arrays Using arrays Ubound and Lbound Single and multi dimensional arrays Static vs dynamic arrays Working with ranges Creating range objects Passing data between range objects and arrays Using Transpose The Excel object model The object browser Working with collections Collections Creating object variables Setting object variables The For Each . . . Next Loo Sheet collections The worksheets collection The worksheet object The sheets collection Using object Grouping worksheets Using Typename The Workbook collection The workbooks collection Setting workbook variables Application objects Excel default information Display/alerts Screen updating Status bar On Time Using Wait Systems dialog boxes Showing dialog boxes Using dialog boxes Working with files Searching for files and folders The DIR function The FileSystemObject Function procedures Creating functions Adding arguments Calling functions Working with text files Searching for files and folders The DIR function The FileSystemObject Using the FILE and FOLDER collections Sharing data with other applications Early vs Late Binding Setting references to other applications Creating application variables Setting application variables

VBA in Excel - Part 2
Delivered in Horsham or OnlineFlexible Dates
Price on Enquiry

Excel Charting Specialist

By Underscore Group

Look at the in depth features of charts and some specialist tools to make your charts come to life. Course overview Duration: 1 day (6.5 hours) Our Excel Charting Specialist course examines how to unlock the full potential of Charts in Excel. It investigates the useful tools needed for creating bespoke Charts, allowing you to creatively present data more visually. By the end of the course, you will have an awareness of the tools used for creating more advanced Charts and will be able to create your own Dynamic Charts. The course is designed for existing users of Excel who are looking at more advanced ways to visualise data in Excel using Charts. Objectives By the end of the course you will be able to: Create and Amend Charts Format multiple areas of a Chart Use a Combo Chart Apply Conditional Formatting to a Chart Create Dynamic Charts Work with Custom Formatting Create an Advanced Dynamic Chart Content Creating and amending charts Creating Simple Charts Using the Chart Design tab Adding Chart Elements Changing the type of Chart Formatting charts Format Chart Area Format Data Series Format Data Point Format Axis Working with combo charts Adding additional data to a Chart Customising Chart types Creating Clustered Column/line Charts Applying conditional formatting on charts Using IF Statements Highlighting Max/Min Data points in Charts Using Series Overlap Dynamic charts Creating dynamic Target vs Actual Charts Introducing the NA function Hiding data used for Charts Custom formatting charts Formatting Data Labels Customising number formats Using Trend Arrows to show changes Editing Format Code Advanced dynamic charts Pivot Chart rules Creating a Pivot Chart Working with your Pivot Chart Creating calculations Combining all elements to create an Advanced Chart Using Error Bars to create a line Adding a scroll bar and linking with data

Excel Charting Specialist
Delivered in Horsham or OnlineFlexible Dates
Price on Enquiry

For all of our courses go to tunneys.co.uk

By Tunneys

professional financial modelling and data analysis courses

For all of our courses go to tunneys.co.uk
Delivered In-PersonFlexible Dates
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Educators matching "Money Management"

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Walsall Studio School

walsall studio school

4.2(74)

West Midlands,

Walsall Studio School is a specialist studio school with a bespoke curriculum and pedagogy designed to engage, enable and extend students to catch up (where required), step up and then reach for greatness within a 4-year transformational journey from school student (at the start of Y10) to young creative professional (at the end of sixth form study). Students at the end of KS5 achieve the highest possible grades and progress to some of the best universities, conservatoires and drama schools in the country and directly into work in both local and flagship national employers including the BBC and IBM. Walsall Studio School is one of the top-performing 14-19 academies in the country (headline KS5 APS average grades and progress VA for all KS5 performance measures). Like white water rafting enthusiasts, staff at Walsall Studio School have become adept at navigating turbulent waters as they take students (from their individual starting points) on an accelerated journey into their future at university and in employment. TRANSFORMING FUTURES The work of the studio school is best encapsulated by leaders’ commitment to social mobility; the school has an excellent track record in enabling disadvantaged and vulnerable students to engage with education and the community around them. As a result of the tenacious dedication of well-qualified, experienced and highly skilled staff in the school, students take positive strides forward; making a positive contribution to their families, local community and wider society.

The Vulnerability Registration Service

the vulnerability registration service

Coventry

The Vulnerability Registration Service (VRS) gives vulnerable people a single place to register their status, helping them avoid repeating the same difficult conversations every time they engage with organisations like lenders and creditors. It is a “Not for Profit Company Limited by Guarantee” whose aim is to help vulnerable consumers protect themselves against the financial, social and very personal hardship suffered as a result of debt and financial problems. The stakeholders in the VRS all have experience working in Consumer Credit markets. There are regulatory, compliance, consumer affairs and IT expertise and acknowledged experts on our management team and Board. The VRS has a separate and independent Advisory Board of experts that meets regularly and feeds into the VRS appropriate advice and innovation to help drive the VRS forward. There has been considerable interest shown in the initiative since its launch from consumers and businesses alike. The VRS continues to grow as awareness expands among creditors and service providers of all sectors. Debt advice and mental health organisations are also supportive of the work the VRS does, and using the register to load consenting vulnerable consumers who wish to refer or auto decline lending and credit applications. The VRS provides businesses with instant API decisions and access to upload your consenting vulnerable consumers onto the VRS register. They are also able to upload consenting consumers on the VRS register via Secure File Transfer Protocol (SFTP) and retrieve data from the SFTP.