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708 Money Management courses

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

Looker Bootcamp: Analyzing and Visualizing Data with Looker (TTDVLK02)

By Nexus Human

Duration 2 Days 12 CPD hours This course is intended for The audience for this course includes professionals who are new to Looker who are interested in leveraging Looker for data analysis, visualization, and reporting. The course is designed for individuals seeking to gain a comprehensive understanding of Looker's functionalities and apply these skills in their organizations to drive data-driven decision-making. Overview This course combines expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises. Working in a hands-on learning environment led by our expert facilitator, you'll explore and gain: Comprehensive understanding of Looker's platform: Gain a solid foundation in Looker's key features, functionality, and interface, enabling you to navigate and utilize the platform effectively for your data analysis and visualization needs. Mastery of LookML and data modeling: Develop proficiency in Looker's unique data modeling language, LookML, to create customized and efficient data models that cater to your organization's specific requirements. Expertise in creating insightful Explores: Learn to build, customize, and save Explores with dimensions, measures, filters, and calculated fields, empowering you to analyze your data and uncover valuable insights. Proficiency in dashboard design and sharing: Acquire the skills to design visually appealing and informative dashboards, share them with different user roles, and schedule exports to keep stakeholders informed and up-to-date. Enhanced content organization with folders and boards: Understand how to effectively use folders and boards to organize, manage, and discover content within Looker, making it easily accessible for you and your team. Optional: Advanced visualization techniques for impactful storytelling: Master advanced visualization techniques, including customizations with HTML, CSS, and JavaScript, and interactive visualizations using Looker's API, to create compelling data stories that resonate with your audience. Discover the power of data analytics and visualization with our hands-on, two-day introductory course Looker Bootcamp: Analyzing and Visualizing Data with Looker. Designed for professionals who want to unlock valuable insights from their data, this immersive training experience will guide you through Looker's cutting-edge features and provide you with the essential skills to create engaging, interactive, and insightful reports and dashboards. Our experienced trainers will take you on a journey from the fundamentals of Looker and its unique data modeling language, LookML, to advanced visualization techniques and content organization strategies, ensuring you leave the course equipped to make data-driven decisions with confidence. Throughout the course, you will have the opportunity to participate in practical exercises and workshops that will help you apply the concepts and techniques learned in real-world scenarios. You will explore the potential of Looker's Explores, dive into LookML's capabilities, and master the art of dashboard design and sharing. Learn how to organize and manage your content with folders and boards and harness the power of advanced visualization techniques to make your data come alive. Getting Started with Looker Overview of Looker and its key features Navigating the Looker interface Looker terminology and basic concepts Connecting to Data Sources Setting up and managing data connections Exploring database schemas Understanding LookML: Looker's data modeling language Creating and Customizing Explores Building and customizing Explores Adding dimensions, measures, and filters Creating calculated fields Saving and organizing Explores Data Visualization Creating visualizations using Looker's visualization library Customizing chart types, colors, and labels Displaying visualizations in dashboards Introduction to Looker's API for custom visualizations Advanced Explores and LookML LookML refresher and best practices Creating derived tables and data transformations Managing access controls and data permissions Organizing and Sharing Content with Folders and Boards Introduction to folders and boards in Looker Creating and managing folders for organizing content Setting up boards for easy content discovery Sharing folders and boards with different user roles and permissions Dashboard Design and Sharing Best practices for dashboard design Adding, arranging, and resizing visualizations Scheduling and exporting dashboard data Advanced Visualization Techniques Customizing visualizations with HTML, CSS, and JavaScript Creating interactive visualizations using Looker's API Integrating Looker visualizations with other tools Hands-on Workshop and Project Participants work on a guided project to apply the skills learned Trainer provides individual support and guidance Project Presentations, Q&A, and Training Wrap-up Additional course details: Nexus Humans Looker Bootcamp: Analyzing and Visualizing Data with Looker (TTDVLK02) 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 Looker Bootcamp: Analyzing and Visualizing Data with Looker (TTDVLK02) 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.

Looker Bootcamp: Analyzing and Visualizing Data with Looker (TTDVLK02)
Delivered OnlineFlexible Dates
Price on Enquiry

Looker Basics: Quick Start to Analyzing and Visualizing Data using Looker (TTDVLK01)

By Nexus Human

Duration 1 Days 6 CPD hours This course is intended for The audience for this course includes professionals who are new to Looker who are interested in leveraging Looker for data analysis, visualization, and reporting. The course is designed for individuals seeking to gain a comprehensive understanding of Looker's functionalities and apply these skills in their organizations to drive data-driven decision-making. Overview Working in a hands-on learning environment led by our expert facilitator, you'll explore and gain: Solid foundation in Looker's platform: Acquire a comprehensive understanding of Looker's key features, functionality, and interface, enabling you to effectively utilize the platform for your data analysis and visualization needs. Proficiency in LookML and data modeling: Develop essential skills in Looker's unique data modeling language, LookML, to create efficient and customized data models tailored to your organization's specific requirements. Expertise in creating Explores: Learn how to build, customize, and save Explores with dimensions, measures, filters, and calculated fields, empowering you to analyze your data and uncover valuable insights in a short amount of time. Mastery of dashboard design and visualization: Gain the skills to design visually appealing and informative dashboards, create various types of visualizations, and customize them to effectively communicate your data story. Improved content organization with folders and boards: Understand how to effectively use folders and boards in Looker to organize, manage, and discover content, making your data insights easily accessible for you and your team. Looker Basics: Quick Start to Analyzing and Visualizing Data using Looker is a one day, hands-on course designed to equip professionals from a variety of backgrounds with the knowledge and skills needed to harness the full potential of their data using Looker's powerful platform. With the guidance of our expert trainers, you will gain a basic understanding of Looker's features, enabling you to create visually engaging, interactive, and insightful reports and dashboards to drive informed decision-making. Throughout this interactive workshop, you will explore Looker's key functionalities, including connecting to data sources, mastering LookML, building custom Explores, and designing captivating dashboards. With about 40% of the course dedicated to hands-on labs and a guided project, you will have ample opportunity to apply the skills you've learned in real world scenarios. Don't miss this opportunity to elevate your data analysis and visualization capabilities, enhance your professional skill set, and unlock the power of data-driven decision making. Getting Started with Looker Overview of Looker and its key features Navigating the Looker interface Connecting to Data Sources and LookML Basics Setting up and managing data connections Exploring database schemas Understanding LookML: Looker's data modeling language Creating and Customizing Explores Building and customizing Explores Adding dimensions, measures, and filters Creating calculated fields Data Visualization and Dashboard Design Creating visualizations using Looker's visualization library Customizing chart types, colors, and labels Displaying visualizations in dashboards Organizing Content with Folders and Boards Introduction to folders and boards in Looker Creating and managing folders for organizing content Setting up boards for easy content discovery Hands-on Workshop and Project Participants work on a guided project to apply the skills learned Wrap-up and Q&A Additional course details: Nexus Humans Looker Basics: Quick Start to Analyzing and Visualizing Data using Looker (TTDVLK01) 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 Looker Basics: Quick Start to Analyzing and Visualizing Data using Looker (TTDVLK01) 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.

Looker Basics: Quick Start to Analyzing and Visualizing Data using Looker (TTDVLK01)
Delivered OnlineFlexible Dates
Price on Enquiry

Excel for business professionals

By Nexus Human

Duration 2.25 Days 13.5 CPD hours This course is intended for The job roles best suited to the material in this course are: sales personnel, accountants, administrators, auditors, lab assistants, office job positions. Overview Work with functions. Work with lists. Analyze data. Visualize data with charts. Use PivotTables and PivotCharts. Work with multiple worksheets and workbooks. Share and protect workbooks. Automate workbook functionality. Use Lookup functions and formula auditing. Forecast data. Create sparklines and map data This course provides the knowledge to create advanced workbooks and worksheets that can deepen the understanding of organizational intelligence. The ability to analyze massive amounts of data, extract actionable information from it and present that information to decision makers. In addition this course will give you the ability to collaborate with colleagues, automate complex or repetitive tasks and use conditional logic to construct and apply elaborate formulas and functions which will allow you to work through a lot of data and generate the answers that your organisation needs. WORKING WITH FUNCTIONS Topic A: Work with Ranges Topic B: Use Specialized Functions Topic C: Work with Logical Functions Topic D: Work with Date and Time Functions Topic E: Work with Text Functions WORKING WITH LISTS Topic A: Sort Data Topic B: Filter Data Topic C: Query Data with Database Functions Topic D: Outline and Subtotal Data ANALYZING DATA Topic A: Create and Modify Tables Topic B: Apply Intermediate Conditional Formatting Topic C: Apply Advanced Conditional Formatting VISUALIZING DATA WITH CHARTS Topic A: Create Charts Topic B: Modify and Format Charts Topic C: Use Advanced Chart Features USING PIVOTTABLES AND PIVOTCHARTS Topic A: Create a PivotTable Topic B: Analyze PivotTable Data Topic C: Present Data with PivotCharts Topic D: Filter Data by Using Timelines and Slicers WORKING WITH MULTIPLE WORKSHEETS AND WORKBOOKS Topic A: Use Links and External References Topic B: Use 3-D References Topic C: Consolidate Data SHARING AND PROTECTING WORKBOOKS Topic A: Collaborate on a Workbook Topic B: Protect Worksheets and Workbooks AUTOMATING WORKBOOK FUNCTIONALITY Topic A: Apply Data Validation Topic B: Search for Invalid Data and Formulas with Errors Topic C: Work with Macros USING LOOKUP FUNCTIONS AND FORMULAS AUDITING Topic A: Use Lookup Functions Topic B: Trace Cells Topic C: Watch and Evaluate Formulas FORECASTING DATA Topic A: Determine Potential Outcomes Using Data Tables Topic B: Determine Potential Outcomes Using Scenarios Topic C: Use the Goal Seek Feature Topic D: Forecast Data Trends CREATING SPARKLINES AND MAPPING DATA Topic A: Create Sparklines Topic B: Map Data

Excel for business professionals
Delivered OnlineFlexible Dates
Price on Enquiry

Excel - VBA Bootcamp

By Nexus Human

Duration 1 Days 6 CPD hours This course is intended for To ensure success, students should have completed Excel Essentials and Excel Functions Including Pivot Tables and Lookups or have the equivalent knowledge and experience. Overview Upon successful completion of this course, students will understand the programming environment of Visual Basic for applications and know how to create custom procedures and functions that can expand their ability to use Excel more effectively. This course is intended for the experienced Excel users that want to gain knowledge of visual basic for applications (VBA). Introduction to Macros Recording Macros Absolute and Relative How to Run a Macro Basics of Code Writing The VBA Environment (the ?VBE? window) Essential Tips, Tricks, Shortcuts Understanding VBA and Best Practice Crucial VBA Objects and Structures Variables and Data Types Conditionals (If, Select Case) Loops (For, Do) Interaction Interact with Data, Sheets, the Excel Application Interact with User (Message Box, Input Box) Errors Run Editing Debuging Handeling Errors Additional course details: Nexus Humans Excel - VBA Bootcamp 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 Excel - VBA Bootcamp 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.

Excel - VBA Bootcamp
Delivered OnlineFlexible Dates
Price on Enquiry

Excel Beginners Course, 1-Day

4.6(12)

By PCWorkshops

This Excel Introduction course is a very good introduction to essential fundamental programming concepts using Excel as programming language. These concepts are daily used by professionals and are essential in most jobs. By the end, you'll be comfortable with Excel concepts, ribbons, formulas, and the Functions Wizard. You will gain hands-on practical experience creating a spreadsheet from scratch on your own.

Excel Beginners Course, 1-Day
Delivered Online & In-PersonFlexible Dates
FREE

Think And Grow Rich Mastermind Course

By Booglez

Think and Grow Rich Mastermind Mentoring course - join us on this financial journey to really study wealth and riches and how the rich get richer and how you too can join them!

Think And Grow Rich Mastermind Course
Delivered Online On Demand
£29

Financial Management

By iStudy UK

This course is a step by step guide to create your personal finance tracker. By the end of this course, you will have created a powerful tool to manage your finances each month, which will provide you 100% clarity on how much you spent, including the invisible costs that most people don't consider, and will also enable you to know what your bottom line figure is: the range of money you have the opportunity to save each month! By registering to this training you will get your individual copy of the personal-finance tracker called the 'Finance Compass' and the videos will guide you on how to use it. It makes it simple, easy, and straightforward for you. In addition to your own downloadable version of the Finance Compass, which is a powerful financial tracker, this course includes 2 sets of videos: A first set of videos introducing the fundamental principles of successful financial management A second set of videos that are recordings from the Finance Compass to help you understand how to use it. An interactive manual! What you'll learn Create your personal finance tracker Gain a clear and detailed view on how much they spend each month Discover their bottom-line figure: the amount of money they can save each month Create a savings plan for the year and forecast how much money they will be able to accumulate Requirements Nothing special! Every thing is explained within the course Who this course is for: Anyone who wants to gain better control over their finances Anyone who feels some sort of discomfort when it comes to managing their finances Anyone who things that budget management is difficult Anyone who is looking for an easy to use tool to manage their finances Financial management principles Introducing your finance compass FREE 00:02:00 Visibility = Power 00:04:00 STEP 1 - Adding your monthly expenses 00:01:00 STEP 2 - Adding your invisible costs 00:02:00 STEP 3 - Adding your revenues 00:01:00 STEP 4 - Your bottom line figure 00:02:00 STEP 5 - Your monthly review process 00:02:00 Conclusion 00:02:00 BONUS: guided videos on your Finance Compass DEMO 1 - Monthly expenses 00:02:00 DEMO 2 - Invisible costs 00:02:00 DEMO 3 - Revenues 00:01:00 DEMO 4 - Bottom line figure 00:02:00 DEMO 5 - Monthly reviews 00:04:00 DEMO 6 - BONUS: Savings plan 00:05:00

Financial Management
Delivered Online On Demand32 minutes
£25

Debt Management - Online Course

4.8(9)

By Skill Up

Gain the solid skills and knowledge to kickstart a successful career and learn from the experts with this

Debt Management - Online Course
Delivered Online On Demand5 hours 12 minutes
£25