Spreadsheet_Skills_Day1_Sample.pptx

1. Spreadsheet Skills for Finance
Personnel
4-Day Training Program
Target Audience: Junior to Mid-Level
Finance Staff

2. Welcome and Objectives
• Overview of workshop goals
• What you will learn in 4 days
• Importance of Excel in finance roles

3. Understanding Excel's Role in
Finance
• Used for budgeting, forecasting, and reconciliation
• Supports audit trails and ensures data accuracy
• Enables real-time decision support and reporting

4. Interface Walkthrough
• Ribbon: Home, Insert, Page Layout, Formulas, etc.
• Tabs: File, Home, Insert, etc.
• Worksheet Grid: Rows, Columns, Cells
• Formula Bar and Name Box

5. Excel File Types and Use Cases
• .xlsx – Standard Excel workbook
• .xlsm – Macro-enabled workbook
• .csv – Comma-separated values, used for data import/export
• Scenario: Selecting the right format for financial modeling

6. Practical File Management Tips
• Enable AutoSave and AutoRecovery
• Follow best practices for file naming (e.g., Budget_2025_Q1.xlsx)
• Backup files regularly using OneDrive or Google Drive