Advanced MS Excel Skills Training –Executive Dashboards & Business Data Analysis

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Upcoming special In-depth Microsoft Excel and Business Data Analysis Training class for sales managers, data analysts, finance professionals and business analysts.

Microsoft Excel is the world’s most used business intelligence tool. Its knowledge is even compulsory for an MBA degree and the investment world depends greatly on it.

This training is aimed at making you extremely good in Microsoft Excel, dashboard making and business data analysis, teaching you with live business scenarios. It’s intended for Sales Managers, Financial Analysts, Business Analysts, Data Analysts, MIS Analysts, HR Executives and power Excel users.

The training outline is:

1) Data Manipulation in Excel
a. How Excel handles different data types
b. Data consistency, starting with the end in view
c. Building Datasheets that can easily scale
d. Sorting
i. Cascaded sorting
ii. Sorting across rows (left to right sorting, not the usual up to down sorting)
iii. Sorting and Conditional Formatting to identify trends
e. Filtering
f. Data cleaning
i. Removing duplicates
ii. Text-to-column
iii. Grouping
iv. Data Validation
v. Conditional Formatting
g. Data formatting
i. Using Tables (and when to convert to tables)
ii. Formatting for printing
iii. Formatting for email
iv. Data Review and formatting for 3rd party use
h. Named Ranges

2) Charts
a. Chart types
i. Line chart and when to use it
ii. Column chart and when to use it
iii. Bar chart and when to use it
iv. Pie chart and its dangers
b. Combining charts; when and how.
c. Dynamic Charts, using filter.
d. Best practices when making charts
e. Sparklines
f. Power Map and Power View (Excel 2013)

3) Pivot Table, Pivot Chart and PowerPivot
a. Pivot Table
i. Default Pivot Table
ii. Tabular Pivot Table
iii. Pivot Table Filtering
iv. Making a very dynamic regular table from Pivot Table
v. Calculations and Formula use with Pivot Table
vi. Advanced Pivot Table tricks
b. Pivot Chart
i. Pivot Chart and its limitations
ii. Dynamic Pivot Charts
c. PowerPivot (for Excel 2010 and 2013) only

4) Business Data Analysis
a. Linking sheets
b. Duplicating sheets (better than copy and paste)
c. Inserting sheets, labeling and coloring the professional way
d. Freezing Panes and splitting windows
e. Conditional formatting
i. To identify patterns
ii. Using formulae
iii. To make extremely intelligent reports
f. Lookup functions
i. V-lookup
ii. H-lookup
iii. Looking up the last data or pattern in a particular row or column
iv. Overcoming the limitations of Vlookup and Hlookup using index and match functions
g. Power Functions
i. IF, IFERROR, AND, OR, ISBLANK, and others in the same family
ii. TEXT manipulative functions to make a completely automated Dashboard
iii. COUNTIFS, SUMIFS, AVERAGEIFS and others, to make dynamic summary tables
iv. MATCH and INDEX to do the impossible
h. Other Functions
i. Math Functions
ii. Text Functions
iii. Logical
iv. Others
i. Formula Auditing
j. Goal Seek, Scenario Manager and Solver
k. Excel Web Query
l. Most useful Excel keyboard shortcuts

5) Executive Dashboards and Reporting
a. Best Practices
b. Executive Dashboards
i. Executive Dasboards
ii. Dynamic Reports
iii. Determining the KPIs and tracking them
iv. Strategic Insights & Analysis
c. Data Visualization
d. Having the audience/recipient in mind
e. E-mails and Excel reports

6) Excel to PowerPoint and Word
a. Linking PowerPoint/Word Charts to Excel
b. Embedding Excel sheets in PowerPoint/Word
c. Making a Powerful PowerPoint Presentation

7) Excel VBA
a. Recording Excel macros

 

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P O Box 27859 00100 Nairobi, Kenya Tel +254-20-2211362/4/5 or 2211382 Cell+254-712-636404
training@dolphinsgroup.co.ke www.dolphinsgroup.co.ke

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