SharePoint 365: Build Financial Calculations
SharePoint 365 Spotlight - Creating Calculations with Financial Functions
Get access to this course
Included with any Intellezy plan.
Course description
Microsoft Excel can do some impressive financial calculations, but SharePoint supports many of those functions also. Collaborating with others is often easier in SharePoint than an Office app so why not try collaborating within a SharePoint list? This course covers six popular financial functions: FV, PV, NPV, PMT, PPMT, and IPMT. Forgotten how to use these in financial situations? This course covers use case scenarios so that students always know when and how to use them. There is no need to be an accountant or financial analyst to take this course. Those who work with numbers and basic finance benefit from this course. The course begins with a review of traditional spreadsheet limitations and examines areas where a SharePoint list may be a better option. For students just getting started, list creation is reviewed including the process for importing spreadsheet data. Accompanying the course is an Excel workbook that contains all the sample data used by the instructor. After importing the worksheets into SharePoint, they are ready for use. The functions are explained and demonstrated. Should the need arise to put the data back into Excel, the export process is examined and demonstrated. To ensure success, the course finishes by reviewing some pointers specific to these functions.
What you’ll learn
- Understand the fundamentals of SharePoint 365 Spotlight - Creating Calculations with Financial Functions
- Work confidently with the core tools and features
- Build toward intermediate-level fluency
- Apply skills to real, on-the-job tasks
- Follow best practices and avoid common pitfalls
Course outline
-
Preview
Related courses
SharePoint 365 - Creating and Working with Libraries
SharePoint 365 Site User - Introduction to Document Libraries
SharePoint 365 Site User - Integration with Microsoft Office
SharePoint 365 Site User - Document Versions, Alerts, and Rules
SharePoint 365 Site User - Create, Modify and Format Views
SharePoint 365 Site User - Calendar, Gallery and Board Views
SharePoint 365 - Communication Sites, Subsites, and Site Usage
SharePoint 365 - Configuring Permissions and Site Navigation
Ready to get started?
Schedule a complimentary scoping call and we'll help you find the right plan.
Employee Training Video Library Pricing
Every Intellezy plan includes unlimited access for your entire workforce.
Agreement term
Full Library
Every course, every lesson, every update — one flat annual fee.
- AI, M365, Google Workspace, Adobe, and Business Skills Courses
- Content Available in 40 Languages
- SCORM-Compatible Courses
- WCAG AA Compliance
- New Courses and Consistent Updates
- SSO
- Onboarding Support
- User Management
- Robust Reporting
- Dedicated CSM
Select 50
Choose the 50 courses that matter most — a focused program at a lower price.
- 50 custom-selected courses
- Content Available in 40 Languages
- SCORM-Compatible Courses
- WCAG AA Compliance
- Course swapping at renewal
- New Courses and Consistent Updates
More than 250 users? We’ll tailor volume pricing to your rollout with a custom quote.
Not sure which plan is right for your organization? We'll help you find the best fit.