Excel Workouts: Trade Data Exercise

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In this “Excel Workouts: Trade Data Exercise” course, delegates import 10,000 equity trades (confirmations) to learn a range of foundational Excel skills.


This course is for individuals who are new to Excel.

Learning Outcomes

By the end of this session, delegates will:

  • Navigate your way around Microsoft Excel (Windows environment)
  • Create and work with a new workbook
  • Open and navigate within workbooks and worksheets
  • Make changes to data in a workbook
  • Understand and work with ranges in a worksheet
  • Copy and paste data in Excel
  • Move the contents of cells and ranges within and between workbooks
  • Understand, create and work with formulas and functions
  • Understand and use formula cell referencing
  • Use font formatting techniques
  • Align the contents of cells in a number of ways
  • Understand and use the number formatting features in Excel
  • Format rows and columns in a worksheet
  • Sort data in a list in a worksheet
  • Filter data in a table
  • Print your workbook data
  • Create effective charts in Microsoft Excel
  • Obtain help for Excel whenever you need it
  • Understand points to consider to avoid problems in your worksheets

Course Content

  • Tour of Excel / System Familiarity: toolbars / ribbon, formula bar, status bar, setting
  • Import Data: Text to Columns (from CSV file)
  • Critical Keyboard shortcuts (taught as we go), including: E.g. Navigate and Select, Cut, Copy, Paste / Paste Special, Insert / Delete, Undo, Redo / Repeat
  • Custom Formatting
  • Linking cells across multiple workbooks
  • Append formula to the trades, apply commission rates and calculate revenue due per month.
  • Formula and Referencing, including basic mathematical functions: SUM, COUNT, MIN, MAX, AVERAGE
  • Everyday Functions:Logical – IF, Nested IF, AND, OR
  • Lookup – VLOOKUP, MATCH
  • Grouping versus Hiding
  • Auto-filter: to answer quick questions about the data
  • Producing Pivot Tables and Charts


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