In-depth Excel Training, Executive Dashboards & Business Data Analysis

Training Outline

  • 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

  • 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.

  • 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)

    • 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

  • • 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

  • Best Practices

    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

  • • Linking PowerPoint/Word Charts to Excel

    • Embedding Excel sheets in PowerPoint/Word

    • Making a Powerful PowerPoint Presentation

    • Recording Excel macros

    • Introduction to editing Macro codes

$200.00
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