Excel Workouts: Trade Data Exercise

In this course delegates Import 10,000 equity trades (confirmations) to learn a range of foundational Excel skills.

Suitability

For individuals who are new to Excel.

Learning Outcomes

By the end of this session, delegates will:rn- Navigate your way around Microsoft Excel (Windows environment)rn- Create and work with a new workbookrn- Open and navigate within workbooks and worksheetsrn- Make changes to data in a workbookrn- Understand and work with ranges in a worksheetrn- Copy and paste data in Excelrn- Move the contents of cells and ranges within and between workbooksrn- Understand, create and work with formulas and functionsrn- Understand and use formula cell referencingrn- Use font formatting techniquesrn- Align the contents of cells in a number of waysrn- Understand and use the number formatting features in Excelrn- Format rows and columns in a worksheetrn- Sort data in a list in a worksheetrn- Filter data in a tablern- Print your workbook datarn- Create effective charts in Microsoft Excelrn- Obtain help for Excel whenever you need itrn- Understand points to consider to avoid problems in your worksheets

Course Content

– Tour of Excel / System Familiarity: toolbars / ribbon, formula bar, status bar, settingsrn- Import Data: Text to Columns (from CSV file)rn- Critical Keyboard shortcuts (taught as we go), including: E.g. Navigate and Select, Cut, Copy, Paste / Paste Special, Insert / Delete, Undo, Redo / Repeatrn- Custom Formattingrn- Linking cells across multiple workbooksrn- Append formula to the trades, apply commission rates and calculate revenue due per month.rn- Formula and Referencing, including basic mathematical functions: SUM, COUNT, MIN, MAX, AVERAGErn- Everyday Functions:rn- Logical – IF, Nested IF, AND, ORrn- Lookup – VLOOKUP, MATCHrn- Text – SEARCH, RIGHT, LENrn- Date – DATE, YEAR, MONTH, DAYrn- Grouping versus Hidingrn- Auto-filter: to answer quick questions about the datarn- Producing Pivot Tables and Charts

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of our clients would recommend Alpha to a colleague or peer

90%

of a cohort was promoted within 2 years after participating in an Alpha course.

96%

of participants felt more confident in their role, following an Alpha commercial leadership course.

Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

Knowledge Exchange Evangelists

We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

Generation Proof

Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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