Microsoft Excel for Middle Management and Outlet Clerical Staff

Microsoft Excel for Middle Management and Outlet Clerical Staff

Introduction

This course is designed for middle managers, outlet clerical staff, and store managers in the Food & Beverage (F&B) industry who want to improve their Excel skills for administrative tasks, accounting work, and record-keeping. The focus will be on practical Excel applications that streamline daily operations.

Outcome

This hands-on training equips middle managers and clerical staff with practical Excel skills to improve data recording, accounting, and reporting efficiency.

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No	Topic	Topic Description
1	Introduction to Excel for Administrative & Accounting Work	Why Excel is Essential for F&B Operations Benefits of using Excel for store management, finance, and reporting Overview of the Excel interface, ribbon, and key functions Basic Excel Features for Office Work Formatting cells, tables, and conditional formatting Sorting and filtering data for quick analysis
2	Data Entry, Validation, and Management	Best Practices for Accurate Data Entry Using drop-down lists and data validation to minimize errors Text-to-columns and removing duplicates for clean data Using Excel Tables for Organized Data Converting raw data into structured Excel tables Benefits of dynamic table ranges for reporting
3	Essential Formulas and Functions for Clerical Work	Basic Functions for Accounting and Administration SUM, AVERAGE, COUNT, MIN, MAX for financial calculations TEXT functions (LEFT, RIGHT, MID, CONCATENATE) for handling names and codes Logical and Lookup Functions for Reporting IF, IFERROR for decision-making VLOOKUP, HLOOKUP, and XLOOKUP for searching records
4	Data Analysis and Reporting with PivotTables	Creating PivotTables for Quick Summary Reports Summarizing sales, inventory, and expenses Using slicers and filters for dynamic reports Basic Charting and Visualization Creating bar, line, and pie charts for F&B reports Formatting charts for professional presentations
5	Financial and Accounting Calculations in Excel	Using Excel for Daily Sales & Expense Tracking Setting up sales tracking sheets Calculating revenue, profit margins, and costs Automating Monthly Expense Reports Creating templates for recurring expense reports Using absolute and relative references for better calculations
6	Budgeting, Forecasting, and Financial Planning	Building Simple Budgets in Excel Setting up budget vs. actual tracking sheets Using Excel templates for budgeting Forecasting Future Sales and Expenses Trend analysis with moving averages Using Excel’s FORECAST function for projections
7	Automating Tasks with Advanced Functions & Macros	Advanced Formulas for Data Processing INDEX-MATCH for advanced lookups Conditional formatting for financial alerts Introduction to Macros for Automation Recording and running simple macros Automating repetitive tasks in clerical work
8	Case Study & Practical Applications	Real-Life Excel Applications in F&B Management Managing inventory and supplier records Payroll and attendance tracking Q&A and Hands-On Practical Exercises Participants apply skills in real-world scenarios Final recap and troubleshooting common Excel issues