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Instructor-led course

Provided by: Finance Training


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How to Excel with CUFS


Description

Have you ever run a report or a screen enquiry in CUFS and thought it would be exactly what you needed if only ...

it was presented in a slightly different format; it didn't spread out over as many pages; or if it combined with data from elsewhere? Or are you currently re-keying data from CUFS into your own spreadsheets because you don't feel that CUFS can meet your needs?

This programme of three short courses will give you some tips that might make your life easier when trying to extract data from CUFS, working with it in Excel and presenting it as meaningful financial information.

The splitting of the programme into three, two-hour sessions provides an opportunity for users to practice and consolidate their learning in between the events. Whereas Part 3 can be attended at any time, it is recommended that users attend Part 1 before Part 2, as we will be building upon the knowledge of the former in the second stage. However, users may if they prefer to wait a month or so before attending the second session.

Target audience

Ideal departmental administrators or anyone who is responsible for providing financial information for others in their department. Whilst this session is aimed at users familiar with Excel, it is by no means an 'expert' course.

Prerequisites
  • Participants must have exported a query and report from CUFS into Excel before - even if it is just in preparation for this course.
  • Participants must have also used Microsoft Excel before.
Format

Presentations, demonstartions and practicals

System requirements

Excel 2003

Notes
  • Each session provides users with the chance to run through a scenario that is based upon a real situation and you will be able to work through the solutions, picking up tips and ideas along the way.
  • During the course we will be using the 2003 version of Excel, but there appear to be very few differences between both earlier and latter versions of the software for the functions that we are using.
Duration

Three sessions of two hours

Frequency

Termly

Themes

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