In-depth Excel Training, Executive Dashboards & Business Data Analysis
Training Outline
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How Excel handles different data types
Data consistency, starting with the end in view
Building Datasheets that can easily scale
Sorting
Cascaded sorting
Sorting across rows (left to right sorting, not the usual up to down sorting)
Sorting and Conditional Formatting to identify trends
Filtering
Data cleaning
Removing duplicates
Text-to-column
Grouping
Data Validation
Conditional Formatting
Data formatting
Using Tables (and when to convert to tables)
Formatting for printing
Formatting for email
Data Review and formatting for 3rd party use
Named Ranges
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A picture is worth a thousand words. And in the business world, it is often the only way to not bore your audience and pass the valuable message you’ve uncovered in your data analysis. We will teach you the foundations of data visualization – from the different types of charts to when to use each of them. Then we will work through business samples to learn the art part of doing data visualization right. You will learn the rules of business data reporting via charts and gain from our industry wealth of consulting for businesses in this vital area.
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Chart types
Line chart and when to use it
Column chart and when to use it
Bar chart and when to use it
Pie chart and it’s dangers
Combining charts; when and how.
Dynamic Charts,
using filter.
Best practices when making charts
Sparklines
Power Map and Power View (Excel 2013 and Excel 2016 only)
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Default Pivot Table
Tabular Pivot Table
Pivot Table Filtering
Making a very dynamic regular table from Pivot Table
Calculations and Formula use with Pivot Table
Advanced Pivot Table tricks
Pivot Chart
Pivot Chart and its limitations
Dynamic Pivot Charts
PowerPivot (for Excel 2010, 2013 and 2016 only)
Power BI for dynamic dashboard and analysing millions of rows of data
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• Linking sheets
• Duplicating sheets (better than copy and paste)
• Inserting sheets, labeling and coloring the professional way
• Freezing Panes and splitting windows
• Conditional formatting
o To identify patterns
o Using formulae
o To make extremely intelligent reports
• Lookup functions
o Vlookup
o Hlookup
o Looking up the last data or pattern in a particular row or column
o Overcoming the limitations of Vlookup and Hlookup using index and match functions
• Power Functions
o IF, IFERROR, AND, OR,ISBLANK, and others in the same family
o TEXT manipulative functions to make a completely automated Dashboard
o COUNTIFS, SUMIFS, AVERAGEIFS and others, to make dynamic summary tables
o MATCH and INDEX to do the impossible
• Other Functions
o Math Functions
o Text Functions
o Logical
o Others
• Formula Auditing
• Goal Seek, Scenario Manager and Solver
• Excel Web Query
• Most useful Excel keyboard shortcuts
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Best Practices
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o Executive Dashboards
Executive Dashboards
Dynamic Reports
Determining the KPIs and tracking them
Strategic Insights & Analysis
o Data Visualization
o Having the audience/recipient in mind
o E-mails and Excel reports
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• Linking PowerPoint/Word Charts to Excel
• Embedding Excel sheets in PowerPoint/Word
• Making a Powerful PowerPoint Presentation
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Recording Excel macros
Introduction to editing Macro codes