What You Will Learn

By the time you’ve completed this course you’ll be equipped to:

  • Use MS Excel to analyze renewal data, extract useful information, create quotes and track results.

  • Navigate MS Excel’s layout and components including the workbook, worksheet, the formula bar, ribbon and keyboard shortcuts.

  • Access and customize MS Excel settings such as formulas, data, proofing, save, language ribbon and quick access.

  • Set up a renewal quotation sheet you can use year after year and update in a matter of seconds.

Course curriculum

    1. Welcome to Managing Policy Renewals using MS Excel

    2. Course objectives

    3. Course Resources

    1. Excel Layout - Introduction

    2. Excel Layout - The Basics

    3. Workbook, Worksheet and Formula Bar

    4. The Ribbon - Home Tab

    5. The Ribbon - Insert, Page Layout, Formulas, Data, Review, View

    6. Shortcuts & Keyboard over mouse

    7. Quiz Instructions

    8. Excel Layout Quiz

    1. Excel Settings Introduction

    2. General Settings

    3. Excel Settings: Formulas

    4. Excel Settings: Data, Proofing, Save and Language

    5. Excel Settings: Advanced, Ribbon, Quick Access

    6. Excel Settings Quiz

    1. Case Study - Introduction

    2. Custom Numbers, Font Colour, Background Colour

    3. Column Width, Page Break Preview, Page Layout, Cut & Paste

    4. Paste Special and Number formatting

    5. Basic formula, Color formatting, Cut & Paste formatting, Auditing formulas

    6. Assumptions, Formula for % Change, Percentages, Decimals

    7. Absolute Reference, Fill in Formulas

    8. Borders, Grouping, Shortcut for Repeat Action and Deleting Rows

    9. Complete Assumptions & Introducing Variables

    10. Case Study - Quiz

    1. Naming Cells, Duplicate Sheets

    2. Cumulative Sum, and Sum in 3 different ways

    3. Conditional Formatting

    4. Average, Min, Max, Smallest, and Largest

    5. If Statements

    6. Editing Multiple Sheets, Find & Replace, Go to Special, Tracing Dependents & Precendents

    7. Case Study - Quiz 2

    1. Course Wrap Up

About this course

  • Free
  • 37 lessons
  • 1.5 hours of video content