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Event Summary

This webinar is designed for experienced users of passFINANCE modules responsible for financial reporting. It aims to familiarise users with Microsoft Query to extract information from the finance modules in the passFINANCE database. It will include hints and tips that will enable users to create and maintain spreadsheets linked to passFINANCE, allowing them to analyse data from one accounting period to another and refresh the live-data for up to date information.

Overview

We understand the importance and pressure placed on finance departments to analyse data in a variety of formats with ease over many accounting periods. In addition to all the standard reports that are available in passFINANCE we are aware of schools’ requirements to streamline both internal and external reporting. The course has been designed to concentrate on the passFINANCE modules with exercises from the Nominal, Billing, Purchase, Payroll modules although ODBC (Open Database Connectivity) can be used to extract data from any area of passFINANCE. This webinar will act as a refresher course for some and a learning experience for others.

Agenda

  • Data security overview
  • Setting up ODBC data links in Excel
  • Creating new Microsoft Queries
  • Refining your data searches using criteria filters, sorting and parameters
  • Using multiple tables defining links between tables
  • Using pivot tables and charts

Prerequisites

An understanding of the passFINANCE modules and a working knowledge of Microsoft Excel.

Booking

The fee for this webinar is £75 plus VAT per delegate. Once your place has been confirmed, we will send you an invoice for payment.

Our webinars are hosted using Join Me and connection details will be shared with you one week prior to the event.

 


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