CPD training for Professional

SAICA/ IRBA CPD Training available on our new site http://www.AuditExcel.com or go directly to the SAICA CPD training page .

These pages are designed to allow people to learn about using Microsoft Excel in a structured way. We have also built in the functionality to allow you to test yourself and at the same time verify that you have completed the training. This will be especially useful for professionals who need to earn points or hours that can be verified as training for the year e.g. (CA) SA (Chartered Accountants), CIMA, Doctors etc. It can also be used by people who want to improve their Microsoft Excel skills and include proof of this training on their CV's.

If you are struggling to watch the video clips due to your connection speed or network, see the bottom of the page to find out how to get a CD's with all the video clips included.

NOTE:

Due to the limited participants, the SMS line has been discontinued by the network provider. While we search for an alternate solution you can mail us the answers and we will verify them from our side. Send you mail to info@AuditExcel.co.za

Section 1: The function Wizard (CPD= 15 minutes)

The Function Wizard (3 min)

The function wizard gives you easy access to all of Excels functions, both if you want to use them or understand them.

Function Wizard Exercise
Follow the instructions in the exercise.

Function Wizard Exercise Solution (x minutes)
Question 1:
Which of the following statements is true

Answers:
A= The function wizard does NOT explain what the various functions do
B=By clicking within the text of the function you want to see and clicking the Function Wizard you will be taken to the information for that function
C= The Function Wizard is not categorised into useful sub sets
SMS the letters CPD, the section number and answer to See Note Above (South Africa ONLY)
e.g. CPD 1F

Section 2: The Auditing Toolbar (CPD= 30 minutes)

Auditing Toolbar (5 min)

The Auditing toolbar is a fundamental tool in Excel and will help you understand how cells are linked.

Auditing Toolbar exercise (24 minutes)
Load the auditing toolbar and see how it helps to find errors in the spreadsheet.

Auditing Toolbar Exercise Solution (1 minutes)
Question 2:
What does the TRACE DEPENDANTS button allow you to do?
Answers:
A= Allows you to see what cells the highlighted cell uses
B= Allows you to see what other cells rely on the highlighted cell.
C= Allows you to remove the all the blue lines at the same time
SMS the letters CPD, the section number and answer to See Note Above (South Africa ONLY)
e.g. CPD 1F

Section 3: How Errors Happen (CPD= 45 minutes)

How Errors Happen

It is extremely easy to make errors in a spreadsheet. Below are some of the typical errors made. See how they happen and learn to avoid them:

Basic Functions
Copy and Paste (2 min)
Inserting Rows (2 min)
Inserting cells (1 min)
Deleting cells (1 min)
Hiding rows or columns of information (2min)
Linking spreadsheets together (3 min)

Intermediate and advanced functions
IF functions (e.g. SUMIF) (3 min)
VLOOKUP function (5 min)
MIN and MAX functions (2 min)
Referencing (absolute and relative) (2 min)

How errors happen (22 minutes)
Work through each example of the functions you use. When you get to the external links example open the following workbook.
More than one workbook
Work through the example to see what goes wrong when you work across workbooks.
Question 3:
After copying and pasting a section of cells you should?
Answers:
A= Change the formatting to be exactly the same as the previous section
B=Check, using the auditing toolbar, that the formula have correctly adjusted for the move made
C= Not worry about anything because spreadsheets are perfect.
SMS the letters CPD, the section number and answer to See Note Above (South Africa ONLY)
e.g. CPD 1F

Section 4: Good Spreadsheet Design (CPD= 20 minutes)

Good Spreadsheet Design (15 min)

Learn some of the high level concepts that will improve your modelling skills.

Question 4:
Which of the following statements is false

Answers:
A= You should separate the inputs, calculations and reports section of a spreadsheet.
B=You should build in integrity checks to show that the spreadsheet is working correctly
C- You should try and make all the cells in a row use the same formula
D- You should include reference and numbers in the same cells.
SMS the letters CPD, the section number and answer to See Note Above (South Africa ONLY)
e.g. CPD 1F

To understand the terms and conditions of receiving the certificate of completed modules please visit this page- CPD Terms and Conditions

To find out more about getting all this training material on a convenient CD visit this page - All video clips on a convenient CD.

Don't like what you see. Tell us at training@AuditExcel.co.za .

Do you have suggestions of what you would like to see. Tell us at training@AuditExcel.co.za .