683 Money Management courses in Cardiff delivered Online

Duration 2 Days 12 CPD hours Overview What's New in This Guide? Automatic Payment Reminders for open customer invoices Ability to automatically include the PO# (purchase order number) to Invoice Emails Able to combine multiple emails which allows you to attach multiple sales or purchasing documents to a single email Quickly locate a company file using the new company file search feature Smart Help is an improved search experience that includes access to live experts through messaging and call back options This course covers all features that are in QuickBooks Pro and Premier 2020 and prepares you for the QuickBooks Certified User exam. This course combines all topics in the two 1 day courses ?Get Started with QuickBooks 2020 for Windows? and ?Keep Going with QuickBooks 2020 for Windows?. First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2020. Getting Started Starting QuickBooks Setting QuickBooks Preferences Components of the QuickBooks Operating Environment Using QuickBooks Help Identifying Common Business Terms Exiting QuickBooks Setting Up a Company Creating a QuickBooks Company Using the Chart of Accounts Working with Lists Creating Company Lists Working with the Customers & Jobs List Working with the Employees List Working with the Vendors List Working with the Item List Working with Other Lists Managing Lists Setting Up Inventory Entering Inventory Ordering Inventory Receiving Inventory Paying for Inventory Manually Adjusting Inventory Selling Your Product Creating Product Invoices Applying Credit to Invoices Emailing Invoices Setting Price Levels Creating Sales Receipts Invoicing for Services Setting Up a Service Item Changing the Invoice Format Creating a Service Invoice Editing an Invoice Voiding an Invoice Deleting an Invoice Entering Statement Charges Creating Billing Statements Processing Payments Displaying the Open Invoices Report Using the Income Tracker Receiving Payments for Invoices Making Deposits Handling Bounced Checks Working with Bank Accounts Writing a QuickBooks Check Voiding a QuickBooks Check Using Bank Account Registers Entering a Handwritten Check Transferring Funds Between Accounts Reconciling Checking Accounts Entering and Paying Bills Handling Expenses Using QuickBooks for Accounts Payable Using the Bill Tracker Entering Bills Paying Bills Entering Vendor Credit Memorizing Transactions Entering a New Memorized Transaction Editing a Memorized Transaction Deleting a Memorized Transaction Grouping Memorized Transactions Using a Memorized Transaction Printing the Memorized Transaction List Customizing Forms Creating a Custom Template Modifying a Template Printing Forms Using Other QuickBooks Accounts Other QuickBooks Account Types Working with Credit Card Transactions Working with Fixed Assets Working with Long-Term Liability Accounts Using the Loan Manager Creating Reports Working with QuickReports Working with Preset Reports Sharing Reports Exporting Reports to Microsoft Excel Printing Reports Creating Graphs Creating QuickInsight Graphs Using QuickZoom with Graphs Working with the Sales Graph Customizing Graphs Printing Graphs Tracking and Paying Sales Tax Using Sales Tax in QuickBooks Setting Up Tax Rates and Agencies Indicating Who and What Gets Taxed Applying Tax to Each Sale Determining What You Owe Paying Your Tax Agencies Preparing Payroll with QuickBooks Using Payroll Tracking Setting Up for Payroll Setting Up Employee Payroll Information Setting Up a Payroll Schedule Writing a Payroll Check Printing Paycheck Stubs Tracking Your Tax Liabilities Paying Payroll Taxes Preparing Payroll Tax Forms Using the EasyStep Interview Using the EasyStep Interview Using Online Banking Setting Up an Internet Connection Setting Up Bank Feeds for Accounts Viewing, Downloading, and Adding Online Transactions Creating Online Payments Transferring Funds Online Canceling Online Payments Managing Company Files Using QuickBooks in Multi-user Mode Setting Up Users and Passwords Setting a Closing Date Sharing Files with an Accountant Updating QuickBooks Backing Up and Restoring a Company File Condensing a Company File Estimating, Time Tracking, and Job Costing Creating Job Estimates Creating an Invoice from an Estimate Displaying Reports for Estimates Updating the Job Status Tracking Time Displaying Reports for Time Tracking Tracking Vehicle Mileage Displaying Vehicle Mileage Reports Displaying Other Job Reports Writing Letters Using the Letters and Envelopes Wizard Customizing Letter Templates

Duration 2 Days 12 CPD hours Overview What's New in This Guide? The behind-the-scenes journal entry for transactions is now included. This course is a continuation of topics following ?Get Started with QuickBooks 2020 for Windows?. First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2020. This course covers features that are in QuickBooks Pro and Premier 2020. Memorizing Transactions Entering a New Memorized Transaction Editing a Memorized Transaction Deleting a Memorized Transaction Grouping Memorized Transactions Using a Memorized Transaction Printing the Memorized Transaction List Customizing Forms Creating a Custom Template Modifying a Template Printing Forms Using Other QuickBooks Accounts Other QuickBooks Account Types Working with Credit Card Transactions Working with Fixed Assets Working with Long-Term Liability Accounts Using the Loan Manager Creating Reports Working with Quick Reports Working with Preset Reports Sharing Reports Exporting Reports to Microsoft Excel Printing Reports Creating Graphs Creating QuickInsight Graphs Using QuickZoom with Graphs Working with the Sales Graph Customizing Graphs Printing Graphs Tracking and Paying Sales Tax Using Sales Tax in QuickBooks Setting Up Tax Rates and Agencies Indicating Who and What Gets Taxed Applying Tax to Each Sale Determining What You Owe Paying Your Tax Agencies Preparing Payroll with QuickBooks Using Payroll Tracking Setting Up for Payroll Setting Up Employee Payroll Information Setting Up a Payroll Schedule Writing a Payroll Check Printing Paycheck Stubs Tracking Your Tax Liabilities Paying Payroll Taxes Preparing Payroll Tax Forms Using Online Banking Setting Up an Internet Connection Setting Up Bank Feeds for Accounts Viewing, Downloading, and Adding Online Transactions Creating Online Payments Transferring Funds Online Canceling Online Payments Managing Company Files Using QuickBooks in Multi-user Mode Setting Up Users and Passwords Setting a Closing Date Sharing Files with an Accountant Updating QuickBooks Backing Up and Restoring a Company File Condensing a Company File Estimating, Time Tracking, and Job Costing Creating Job Estimates Creating an Invoice from an Estimate Displaying Reports for Estimates Updating the Job Status Tracking Time Displaying Reports for Time Tracking Tracking Vehicle Mileage Displaying Vehicle Mileage Reports Displaying Other Job Reports Writing Letters Using the Letters and Envelopes Wizard Customizing Letter Templates

Duration 2 Days 12 CPD hours This course is intended for Authors Overview Please refer to course overview This course teaches experienced authors advanced report building techniques to enhance, customize, manage, and distribute reports. Additionally, the student will learn how to create highly interactive and engaging reports that can be run offline by creating Active Reports. Create query models Build a query and connect it to a report Answer a business question by referencing data in a separate query Create reports based on query relationships Create join relationships between queries Combine data containers based on relationships from different queries Create a report comparing the percentage of change Introduction to dimensional reporting concepts Examine data sources and model types Describe the dimensional approach to queries Apply report authoring styles Introduction to dimensional data in reports Use members to create reports Identify sets and tuples in reports Use query calculations and set definitions Dimensional report context Examine dimensional report members Examine dimensional report measures Use the default measure to create a summarized column in a report Focus your dimensional data Focus your report by excluding members of a defined set Compare the use of the filter() function to a detail filter Filter dimensional data using slicers Calculations and dimensional functions Examine dimensional functions Show totals and exclude members Create a percent of base calculation Create advanced dynamic reports Use query macros Control report output using a query macro Create a dynamic growth report Create a report that displays summary data before detailed data and uses singletons to summarize information Design effective prompts Create a prompt that allows users to select conditional formatting values Create a prompt that provides users a choice between different filters Create a prompt to let users choose a column sort order Create a prompt to let users select a display type Examine the report specification Examine report specification flow Identify considerations when modifying report specifications Customize reporting objects Distribute reports Burst a report to email recipients by using a data item Burst a list report to the IBM Cognos Analytics portal by using a burst table Burst a crosstab report to the IBM Cognos Analytics portal by using a burst table and a master detail relationship Enhance user interaction with HTML Create interactive reports using HTML Include additional information with tooltips Send emails using links in a report Introduction to IBM Cognos Active Reports Examine Active Report controls and variables Create a simple Active Report using Static and Data-driven controls Change filtering and selection behavior in a report Create interaction between multiple controls and variables Active Report charts and decks Create an Active Report with a Deck Create an Active Report with 11.0 visualizations

Duration 3 Days 18 CPD hours This course is intended for Authors Overview Please refer to course overview This course provides authors with an introduction to build reports using Cognos Analytics. Techniques to enhance, customize, and manage reports will be explored. Activities will illustrate and reinforce key concepts during this learning opportunity. What is IBM Cognos Analytics - Reporting The Welcome page Consume report content Interactive filtering Working with reports Dimensionally modeled relational dataUse personal data sources and data modules Upload personal data Upload custom images Using navigation paths in a data module Examine list reports Group data Format columns Include headers and footers Aggregate fact data Identify differences in aggregation Multiple facts and repeated information Use shared dimensions to create multi-fact queries Present repeated information Add repeated information to reports Create a mailing list report Create crosstab reports Add measures to a crosstab Data sources for a crosstab Create complex crosstab reports Add items as peers Create crosstab nodes and crosstab members Work with crosstab data Format, sort, and aggregate a crosstab Create discontinuous crosstab reportsCreate visualization reports Visualization categories Customize visualizations Client side visualizations Enhanced map visualizations Focus reports using filters Create filters to narrow the focus Use advanced detail filters Apply a filter with aggregation Use summary filters Focus reports using prompts Examine parameters and prompts Create a parameter for a report item Add a prompt page Add a prompt item to a report Identify a prompt type Create a cascading prompt Use calculations What are calculations Add Date and Time functions Add string functions Display prompt selections in report titles Customize reports with conditional formatting Three steps for conditional formatting Create a variable Assign the variable to a report object Format based on the conditional value Conditionally render report objects Drill-through definitions Navigate to related data Enhance report layout View the structure of a report Use Guided report layout Force page breaks Create horizontal pagination Modify the report structure Format objects across reports Use additional report-building techniques Enhance a report design Add objects to reports Convert a list to a crosstab Explore reuse Additional course details: Nexus Humans B6258 IBM Cognos Analytics - Author Reports Fundamentals V11.1.x training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the B6258 IBM Cognos Analytics - Author Reports Fundamentals V11.1.x course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 2 Days 12 CPD hours This course is intended for Report Authors Overview Create query models Create reports based on query relationships Introduction to dimensional data Introduction to dimensional data in reports Dimensional report context Focus your dimensional data Calculations and dimensional functions Create advanced dynamic reports This offering teaches Professional Report Authors about advanced report building techniques using relational data models, dimensional data, and ways of enhancing, customizing, managing, and distributing professional reports. The course builds on topics presented in the Fundamentals course. Activities will illustrate and reinforce key concepts during this learning activity. Create query models Build a query and connect it to a report Answer a business question by referencing data in a separate query Create reports based on query relationships Create join relationships between queries Combine data containers based on relationships from different queries Create a report comparing the percentage of change Introduction to dimensional reporting concepts Examine data sources and model types Describe the dimensional approach to queries Apply report authoring styles Introduction to dimensional data in reports Use members to create reports Identify sets and tuples in reports Use query calculations and set definitions Dimensional report context Examine dimensional report members Examine dimensional report measures Use the default measure to create a summarized column in a report Focus your dimensional data Focus your report by excluding members of a defined set Compare the use of the filter() function to a detail filter Filter dimensional data using slicers Calculations and dimensional functions Examine dimensional functions Show totals and exclude members Create a percent of base calculation Create advanced dynamic reports Use query macros Control report output using a query macro Create a dynamic growth report Create a report that displays summary data before detailed data and uses singletons to summarize information Design effective prompts Create a prompt that allows users to select conditional formatting values Create a prompt that provides users a choice between different filters Create a prompt to let users choose a column sort order Create a prompt to let users select a display type Examine the report specification Examine report specification flow Identify considerations when modifying report specifications Customize reporting objects Distribute reports Burst a report to email recipients by using a data item Burst a list report to the IBM Cognos Analytics portal by using a burst table Burst a crosstab report to the IBM Cognos Analytics portal by using a burst table and a master detail relationship Enhance user interaction with HTML Create interactive reports using HTML Include additional information with tooltips Send emails using links in a report Introduction to IBM Cognos Active Reports Examine Active Report controls and variables Create a simple Active Report using Static and Data-driven controls Change filtering and selection behavior in a report Create interaction between multiple controls and variables Active Report charts and decks Create an Active Report with a Data deck Use Master detail relationships with Decks Optimize Active Reports Create an Active Report with new visualizations

Duration 2 Days 12 CPD hours This course is intended for Report authors working with dimensional data sources. Through interactive demonstrations & exercises, participants will learn how to author reports that navigate & manipulate dimensional data structures using the specific dimensional functions & features available in IBM Cognos Analytics. Introduction to Dimensional Concepts Identify different data sources and models Investigate the OLAP dimensional structure Identify dimensional data items and expressions Differentiate the IBM Cognos Analytics query language from SQL and MDX Differentiate relational and dimensional report authoring styles Introduction to Dimensional Data in Reports Work with members Identify sets and tuples in IBM Cognos Analytics Dimensional Report Context Understand the purpose of report context Understand how data is affected by default and root members Focus Your Dimensional Data Compare dimensional queries to relational queries Explain the importance of filtering dimensional queries Evaluate different filtering techniques Filter based on dimensions and members Filter based on measure values Filter using a slicer Calculations & Dimensional Functions Use IBM Cognos Analytics dimensional functions to create sets and tuples Perform arithmetic operations in OLAP queries Identify coercion errors and rules Functions for Navigating Dimesional Hierarchies Navigate dimensional data using family functions Relative Functions Navigate dimensional data using relative functions Navigate dimensional data using relative time functions Advanced Drilling Techniques & Member Sets Understand default drill-up and drill-down functionality Identify cases when you need to override default drilling behavior Configure advanced drilling behavior to support sophisticated use cases Define member sets to support advanced drilling Define member sets to support functions Set Up Drill-Through Reports Navigate from a specific report to a target report Drill down to greater detail and then navigate to target report Navigate between reports created using different data sources End-to-End Workshop Review concepts covered throughout the course

Whether you are a bit of a newbie or consider yourself an Excel guru, this 1 hour FREE webinar will give you at least 10 things that I promise will satisfy two criteria: You don't know them You will use them to make your life easier

Duration 3.5 Days 21 CPD hours This course is intended for Intermediate Users of Office 365 and Excel Overview Creating Advanced Formulas Analyzing Data with Logical and Lookup Functions Organizing Worksheet Data with Tables Visualizing Data with Charts Analyzing Data with PivotTables, Slicers, and PivotCharts Inserting Graphics Enhancing Workbooks This course builds upon the foundational Microsoft Office Excel 2016, you create advanced workbooks and worksheets using advanced formulas and organizing your data into tables. Excel Intermediate Learn how to navigate Pivot Tables, (for example, Create a Pivot Table/ add data/ Add calculations); Formulas, Data organization (for example, multiple worksheets) Excel Advanced Data Analysis (for example, sparklines) , Macros (making changes to macros) and Building A Fast Dashboard (PivotCharts, slicers, etc.) Office 365 Training Getting More with OneDrive Office 365 Training When is a Team a Team? Includes Using Video with Audio, Exploring Teams/Navigating among Teams etc.

This one-day workshop is designed to give you an awareness of the fundamentals of Microsoft Excel and, in particular, to give you the confidence needed to efficiently create, edit and manage spreadsheets. This course will help participants: Create tables Use functions Manage rows and columns Write formulas Manage sheets Use content formats Handle larger tables Create reports and charts 1 Creating a table Creating an Excel table from scratch Wrapping text in cells Speeding up data entry using AutoFill Sorting columns 2 Inserting function Inserting function calculators Using AutoSum to sum numbers Statistical calculations AVERAGE, MAX and MIN 3 Table rows and columns Inserting and deleting rows and columns Adjusting multiple column widths and row heights Hiding and unhiding rows and columns 4 Formula writing The basics of formula writing Understanding mathematical symbols Using multiple mathematical symbols in a formula When to use brackets Troubleshooting calculation errors 5 Managing sheets Inserting, renaming, moving and deleting sheets Copying a worksheet to another file Copying a table to another sheet 6 Managing content formats Applying data formats Managing number formats Controlling formats with the Format Painter 7 Managing larger tables Applying freeze panes to lock tables when scrolling Sorting on multiple columns Using filters to extract table information 8 Creating and modifying charts Creating a pie chart Creating a column chart Inserting chart titles and data labels Controlling chart formatting Changing chart types 9 Printing Previewing and printing tables and charts Modifying page orientation Adjusting print margins Printing a selection 10 Calculating with absolute reference The difference between a relative and absolute formula Changing a relative formula to an absolute Using $ signs to lock cells when copying formulas 11 Pivot tables Create a pivot table report Insert a pivot chart into a report

Most people only use a fraction of Excel's capabilities. This workshop shows what you've been missing! This course will help participants: Nest formulas Get the most from pivot tables Use conditional formatting Write array formulas Explore the lookup functions Calculate by criteria Use 'goal seek' and 'scenario manager' for what-if analysis Record macros 1 Nesting formulas Principles of nesting formulas together Using IF with AND or OR to answer questions Nesting an AND function in an IF Nesting an OR function in an IF 2 Advanced pivot table reports Grouping dates, numerical and text items Running percentage analyse Running analyses to compare data Inserting Field calculations Finishing off with a user-friendly dashboard 3 Advanced conditional formatting Colour table rows based on criteria in it Applying colour to approaching dates Exploring the different rule types 4 Lookup functions Going beyond the VLOOKUP function Lookups that retrieve data from left or right The versatile INDEX and MATCH functions Retrieving data from columns with duplicates 5 Calculate by criteria Using SUMIFS to sum by criteria Finding an average by criteria with AVERAGEIFS Use SUMPRODUCT to multiply then add different values 6 What-if analysis Use Goal Seek to meet targets Forecast reports with the Scenario Manager 7 Recording Macros Macro security Understanding a Relative References macro Recording, running and editing macros Saving files as Macro Enabled Workbooks Introduction to VBA code Making macros available across workbooks Add a macro button to the Quick Access toolbar