随时随地,Terry老师带您玩转Excel 函数在商业分析中的应用!

2020年04月22日 Seed读职场


全新的学习方式


破除时间与空间的限制


随到随学:自主掌握自己的学习节奏,利用碎片化时间。上班路上、陪娃期间,随时随地,只要你想,掏出手机就能学。

全球无时差学习:在中国、新西兰、还有远在大洋彼岸的美国、加拿大、英国的小伙伴们,之前需要深夜爬起来上课,现在可以无时差学习啦。

持续升级:内容持续更新,后续会加入更多,更新的应用案例。

终身有效:  一次性买断,可永久上课,让您全面、深刻地掌握Excel Formula & Function 在商业数据处理,商业分析中的实战应用!


课程简介


Terry老师的Excel Advanced Formula & Function 课程


  • 全面、系统、结构化的讲解Excel 函数:课程对八大类函数进行系统分类,并为每类函数绘制结构化思维导图,一目了然,帮您搭建全面系统的函数知识框架体系,加深对其的理解与应用。


  • 实战案例:课程还将结合商业数据处理,商业分析实战案例应用来讲解,让您完全掌握在实际工作中如何综合应用、灵活变化。课程的案例涉及sales & Marketing、Operating Management、Payroll Management、Forecast & Budget、Financing & Investment等方面。


课程费用:原价$600,现在报名可享优惠价$180 Incl GST

课程福利:随时上课, 永久有效

报名方式:请加客服微信号(AFMAInfo)并留言 "Formula"


课程大纲

1. Information Functions

  • Introduction of data type

  • Collection of ‘ISXXXX’ function

  • Introduction of Error Type & Error.Type

  • Use IFERROR unction with extreme care &caution

  • FORMULATEXT function – formula consistency tracker

  • Everything Is ‘cell’ based

  • Ever quickest way to find excelversion/operating system version

  • Create ‘page number’ for your worksheets


2. Logical Functions

  • Summary of logical functions

  • Introduction of special logical operators

  • Synergy of logical functions & operators

  • How functions interact with date, number &text

  • Running count & running total


3. Reference Functions

  • Switch source by CHOOSE function

  • Range protection without ‘protect sheet’

  • Mixed application of VLOOKUP, MATCH & INDEX

  • Deep dive into offset

  • ‘One-click’ vs ‘memory’

  • How to maintain hyperlink

  • Charm of indirect reference


4. Mathematic Functions

  • ‘Random’ power

  • Equally distributed data in random group

  • Convert between different measurements

  • Rounding functions are far more than ‘round’

  • Comparison between three advanced rounding functions

  • Round to nearest 5 cents/5 minutes


5. Text Functions

  • Locate and extract text string from data

  • Combine text string with CONCAT & TEXT JOIN functions

  • Convert data types with VALUE & NUMBER VALUE functions

  • Case: Auto-updated comments in financial reports

  • Use functions to process data cleansing

  • Case: Convert data to handle data confidentiality issues

  • ASNI code for text characters

  • Case: Add line break in text box

  • N & T functions in number calculations

  • Exact comparison of text string


6. Date and Time Functions

  • Date & time functions structure

  • Case: Maturity date of term deposit note

  • Case: dynamic date and time entry and version control

  • Use DATEIF functions to get probationary period ending date

  • Calculating end-of-month dates with EDATE and EOMONTH

  • Case: Employee’s age for long service leave provision

  • Use WORKDAY function to get the completion date for projects

  • Case: Calculate YTD and YTG sales budget amount

  • Case: Count working days in each month

  • Date & time data format and conversion

  • Case: Cash flow forecast – Payroll Payments

  • How to get week number for a given date


7. Statistical Functions

  • Use CONTA to build dynamic data range

  • Case: How to use DISTINCT COUNT to get customer numbers

  • Case: Get MAX / MIN amount based on criteria

  • Case: How many percentage of sales contributed from top 5 customers

  • Rank data with RANK, RANK.EQ and RANK.AVE functions

  • Get average value with AVERAGE, MEDIAN and MODE functions

  • Case: Sales transactions distribution indifferent amount groups

  • Case: Sales forecast based on sales team FTE information


8. Financial Functions

  • Analysing Loans, Payments and Interest

  • PMT, PPMT and IPMT to calculate the principal and interest each loan payment

  • Different repayments for even-principal method comparing with even-payment

  • Case: How to help your children to buy his/her first $2m investment property

  • Difference between nominal and effective interest rate

  • Case: Accrued interest in bond investments

  • Case: Timeshare scheme investment

  • Case: How many periods needed to invest to reach to target

  • Calculate depreciation using the straight-line method

  • Calculate depreciation using the declining balance method

  • Calculate depreciation using the double-declining balance method

  • Calculate depreciation using the double-declining balance method

  • Case: How to calculate net present value given irregular inputs

  • Case: How to calculate internal rate of return for irregular cash flows



课程费用:原价$600,现在报名可享优惠价$180

课程福利:随时上课, 永久有效

报名方式:请加以下客服微信号(AFMAInfo)并留言 "Formula"



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