Session 8: Using PivotTables

Learning goals: Use PivotTables to show summaries
Duration approx. 15 minutes.
Prerequisits: You know how to use filters

Session 7: Practice subtotals

Learning goals: Practice to use subtotals and filters to find and summarize payments to "Best Food". You will also use subtotals to investigate Buder's monthly mortgage payments.
Duration approx. 10 minutes.
Prerequisits: You know how to use subtotals

Session 6: Use subtotals to summarise data

Learning goals: Subtotals allow you to summarise incoming and outgoing money of a bank account.
Duration approx. 15 minutes.
Prerequisits: You can use filters

Session 5: Practice Filters

Learning goals: In this session you can practice your skills in using Excel's filter function
Duration approx. 10 minutes.
Prerequisits: Using filters

Session 4: Using filters to analyse account statements

Learning goals: Filters allow you to find exactly the information you are looking for in a large data set.
Duration approx. 10 minutes.
Prerequisits: Sorting deposits and debits

Session 3: Sorting deposits and debits

Learning goals: Sorting tables is a basic function of Excel which allows you to quickly show the highest amounts of incoming and outgoing money.
Duration approx. 15 minutes.
Prerequisits: Prepare the analysis

Session 2: Prepare the analysis

Learning goals: In this session you will prepare the documents we are going to analyse to protect them from accidental changes.
Duration approx. 10 minutes.
Prerequisits: None

Session 1: Introduction

Learning goals: Benefits of analysing financial data using Excel
Duration approx. 5 minutes.
Prerequisits: You know how to use the course

Session 1: Intro: Why to use Source and Application?

Learning goals: See the benefits the "Source & Application" method offers
Duration approx. 10 minutes.
Prerequisits: none

Session 14: Visual reports

Learning goals: Visually presenting your information helps to clarify data describing multiple relationships among people, organizations and/or other entities. A chart will allow you to identify gaps, leads and present a graphic representation of a case.
Duration approx. 20 minutes.
Prerequisits: Session 13: Reporting

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