Day 1

• Introduction to Excel & ShortCut Keys
• Text to Columns
• Concatenate
• The Concatenate Function
• The Right Function with Concatenation
• Absolute Cell References
• Data Validation
• Time and Date Calculations
• Conditional Formatting
• Exploring Styles and Clearing Formatting
• Using Conditional Formatting to Hide Cells
• What-If Analysis

Day 2

• Highlight Cells Rules
• Top / Bottom Rules
• Data Bars
• Color Scales
• Icon Sets
• New Rule
• Clear Rules
• Manage Rules

• Sort by Text
• Sort by Numbers
• Sort by Dates or Times
• Sort by Cell Color
• Sort by Font Color
• Sort by Cell Icon
• Sort by a Custom List
• Sort by Rows
• Sort by more than one Column or Row

 Day 3:

• Filter by Selected Values
• Filter by Text
• Filter by Date
• Data Analysis with Excel
• Filter by Numbers
• Filter by Cell Color
• Filter by Font Color
• Filter by Cell Icon
• Clear Filter
• Advanced Filtering
• Filter Using Slicers
• Creating a Simple Chart
• Charting Non-Adjacent Cells

• Creating a Chart Using the Chart Wizard
• Modifying Charts
• Moving an Embedded Chart
• Sizing an Embedded Chart
• Changing the Chart Type
• Chart Types
• Changing the Way Data is Displayed
• Moving the Legend
• Formatting Charts
• Adding Chart Items
• Formatting All Text
• Formatting and Aligning Numbers
• Formatting the Plot Area

Day 4

• Band Chart
• Thermometer Chart
• Gantt Chart
• Waterfall Chart
• Sparklines
• Formatting Data Markers
• Pie Charts
• Creating a Pie Chart
• Moving the Pie Chart to its Own Sheet
• Adding Data Labels
• Exploding a Slice of a Pie Chart

Day 5:

• Types of Data Analysis
• Data Analysis Process
• MIS Reports in Excel
• Subtotals with Ranges
• Subtotals
• Nested Subtotals
• Quick Analysis
• Quick Analysis with TOTALS
• Sum
• Average
• Count
• %Total
• Running Total
• Sum of Columns
• Mean
• Mode
• Median

Day 6 :

• Working with Range Names
• Copying Name using Formula Autocomplete
• Range Name Syntax Rules
• Creating Range Names
• Creating Names for Constants
• Managing Names
• Scope of a Name
• Editing Names
• Applying Names
• Using Names in a Formula
• Viewing Names in a Workbook
• Copying Formulas with Names
• Difference between Tables and Ranges
• Create Table
• Table Name
• Managing Names in a Table
• Table Headers replacing Column Letters
• Propagation of a Formula in a Table
• Resize Table
• Remove Duplicates
• Convert to Range
• Table Style Options
• Table Styles

Day 7:

• Cleaning Data with Text Functions
• Removing Unwanted Characters from Text
• Extracting Data Values from Text
• Formatting Data with Text Functions
• Converting Dates in Serial Format to Month-Day-Year Format
• Converting Dates in Month-Day-Year Format to Serial Format
• Obtaining Today’s Date
• Finding a Workday after Specified Days
• Customizing the Definition of a Weekend
• Number of Workdays between two given Dates
• Extracting Year, Month, Day from Date
• Extracting Day of the Week from Date
• Obtaining Date from Year, Month and Day
• Calculating Years, Months and Days between two Dates

Day 8:

• IF, Nested If, & IF’s Function
• Changing the “Value if false” Condition to Text
• And, Or & Not functions
• Sum, Sumif & Sumifs
• Count, count A, count blank, countif & countifs
• Avereage, Averageifs

• Using X LOOKUP Function
• Using V LOOKUP Function
• Using V LOOKUP Function with range lookup TRUE
• Using V LOOKUP Function with range lookup FALSE
• Using H LOOKUP Function
• Using H LOOKUP Function with range lookup FALSE
• Using H LOOKUP Function with range lookup TRUE
• Using INDEX Function
• Using MATCH Function

Day 9 :

• Creating a Pivot Table
• Specifying PivotTable Data
• Changing a PivotTables Calculation
• Filtering and sorting a PivotTable
• Creating a PivotChart
• Grouping Items
• Updating a PivotTable
• Formatting a PivotTable
• Using Slicers
• Pivot Charts
• PivotChart from PivotTable
• PivotChart without a PivotTable
• Working with Multiple Sheets
• Multiple Worksheets with same Structure
• Creating a Formula across Multiple Worksheets
• Summarizing Data in Multiple Worksheets

Day 10 :

• Connection to data sources
• Connecting a file
• Connecting a folder
• Connecting a database
• Loading the data
• Perform transformations
• Advanced transformation
• Data cleaning
• Data prep
• Merge Queries
• Append queries
• Removing errors & columns
• Filtering

• Introduction to VBA & Macros
• Overview on modules & user forms
• Recording & running Macros
• Saving Macro enabled workbook

1.  Company Info Menu

• Select Company
• Shut company
• Create company
• Alter company
• Security control
• Change tally vault
• Split company data
• Backup
• Restore
• Tally audit feature

2.  Accounting Information

• Accounting Configuration & Features
• Group Creation
• Multiple Group Creation
• Ledger Creation
• Multiple Ledger Creation
• New Voucher Creation
• Advance Ledger Creation

3.  Inventory Information

• Inventory configuration & features
• Inventory Menu
• Stock groups
• Stock categories
• Stock item
• Unit of measurement
• Bills of materials
• Locations / Godowns
• Batches & Expiry
• Inventory voucher types
• HSN Code Updates

4.  Voucher Entry

• Accounting voucher
• Inventory voucher
• optional & non-accounting voucher
• Order processing
• Advanced voucher entry

5.  Advanced Accounting Features

• Cost category & cost centres
• Budgets
• Interest calculations
• Cheque printing
• Credit limits
• Scenario management
• Reorder levels & reorder quantity
• Price level & price lists

6.  Quick setup

• Tally .net
• Excise for manufactures
• Excise for dealer
• Value-Added Tax
• Tax deducted at source
• Tax collected at source

7.  Taxation

• Excise for manufacture
• Service tax
• Tax deducted at source(TDS)&TCS
• Value added tax(VAT)
• Central state tax(CST)
• Payroll features of Tally

8.  Data management & Administration

• Backup & Restore
• Split a company, export & Import of data
• E-Capabilities (E-mail a report from tally)
• Uploading the reports generated from tally
• Tally ODBC, Inward connectivity
• Security controls
• Tally Audit Feature
• Tally Vault

9.  Reports

• Display financial statements (Display balance – sheet, configuring the balance sheet, Integrate accounts with inventory, setting closing- stock manually in the balance sheet with different stock valuation methods)
• Display profit & loss A/c(configuring profit & loss A/c , income/expense statement instead of P&L)
• Display trial balance (configuring in trial balance)

• Display registers & ledgers (display sales register , purchase register, cash book , bank book, journal register, day book, statement of accounts

10.  Online Taxation Return

• Fill online ITR(Income Tax Return) download and filling
• Fill online VAT,CST Return
• Excise Return & Forms
• Online service tax return
• TCS,TDS return

1.  Introduction to GST

• Concept of GST
• Rate of GST
• GST in other countries
• Categories of GST
• Other concepts.

2. GST (Goods & Services Tax)

• Start Using ERP9 For GST Compliance
• Activating GST For Your Company
• Setting Up GST Rates
• Updating Stock Items and Stock Groups for GST Compliance
• Updating a Service Ledger for GST Compliance
• Updating Sales and Purchase Ledgers for GST Compliance
• Updating Party GSTIN
• Creating GST Ledgers
• Creating Income and Expense Ledgers
• Recording Sales and Printing Invoices
• Recording Purchases
• Recording a Tax Payment
• Transferring Tax Credits of VAT, excise and service tax to GST
• Other Scenarios
• Sales – Nil Rated, Exempt, SEZ, and Deemed Export
• Recording Sales Returns
• Recording Purchase Returns
• Recording Export Sales
• Reverse Charge under GST
• Recording an Advance Receipt from Customer
• Recording an Advance Payment to Supplier
• Recording Journal Vouchers for Adjustments Against Tax Credit
• Recording a Journal Voucher for TDS Adjustment
• Recording a Journal Voucher for TCS Adjustment
• Recording a Journal Voucher for Refund of Tax Credit
• Recording a Journal Voucher for ISD Credit
• Recording a Journal Voucher for Transitional Credit
• Recording Journal Vouchers for Other Liabilities
• Recording Journal Vouchers for Reversal of Tax Credit
• GSTR-1
• Returns Summary
• Particulars (Computation Details)
• Summary of Exceptions
• Table-wise GSTR-1
• Status Reconciliation
• Exporting GSTR-1