Date post: | 06-Aug-2015 |
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[email protected] 234-808-938-2423
MICROSOFT EXCEL TRAINING
In-depth & Business Data Analysis focused
3
Data Types
Everything you type into Excel falls into one of four data types. They form the foundation of all you do in Excel. They are:• Number• Text• Boolean• Formula
[email protected] 234-808-938-2423
4
Data Consistency
As an advanced user, a lot of all your work in Excel will be interconnected and constantly evolving.
We will cover the general rules you have to follow to make reports and analysis that can scale and be consistently used even as the projects you work on grow.
[email protected] 234-808-938-2423
5
Planning for Scalability
In planning for scalability, you always have to • Always work with the end in mind• Use a pre-determined naming scheme of
files, worksheets and data fields• Name every sheet and file from the start• Avoid having too many tables in one Excel
sheet• and many others…
[email protected] 234-808-938-2423
6
Data Sorting
Sorting is one of the power user’s most used tool. It allows you to present data in an ordered fashion.
We’ll cover:• Top to Bottom sorting• Cascaded sorting (by multiple levels)• Left to Right sorting (advanced)• Sorting by cell or font color
[email protected] 234-808-938-2423
7
Data Filtering
Excel allows you to hide (or filter out) data with field entries you are not interested in.
We’ll cover even special features of Filter.• Filter enables you to make dynamic
charts when used in a summary table• Filter allows for arithmetic operation
on the non-hidden [email protected] 234-808-938-
2423
8
Data Cleaning
Oftentimes the data we have is not in the form we need. We have to do some data cleaning.
• Removal of Duplicate entries• Text-to-column to break a field to multiple
fields• Subtotal and Grouping to make reports less
clumsy• Data Validation to prevent errors
[email protected] 234-808-938-2423
[email protected] 234-808-938-2423
9
Data Formatting
No one will appreciate the numerous hours you’ve spent in Excel if your result is not well formatted. It’s like interior design, it gives beauty and value to your work.
• Format as Table• Formatting for Print• Formatting for Email• Having the recipient or final user in mind
11
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 when to use it• Other Charts• Sparklines
[email protected] 234-808-938-2423
12
Combo Charts
Excel allows you to combine 2 or more charts on the same graph.
• When to do this• How to do this• Using the same horizontal axis but
two different vertical axes
[email protected] 234-808-938-2423
13
Best Practices
• Be careful about using a 3D chart for business reporting
• Use line charts to show trend over a period of time
• Use Column charts to show performance of independent metrics
• Use Bar charts when column charts will be too clumsy in display
• and many more … [email protected] 234-808-938-
2423
15
PivotTable
PivotTable allows you to do instant analysis on a large data table.• Default PivotTable– Different Fields– Applying Filter– Changing field values
• Tabular PivotTable• Using Formulas on Pivot table values• PivotTable Tricks
[email protected] 234-808-938-2423
16
PivotChart & PowerPivot
PivotChart is simply a chart of the PivotTable. • The unique features of the Pivot Chart
PowerPivot is an addin for Excel 2010, and built into Excel 2013• It allows you to work with more
external database and also on very large [email protected] 234-808-938-
2423
18
General Tools Of Analysis
• Naming Sheets• Moving and Copying sheets• Inserting Sheets and Tab Color• Linking Sheets in formula, special tips• Freezing Panes and Splitting Windows• Different Views – Normal, Page Layout
and Page Break Preview
[email protected] 234-808-938-2423
19
Lookup Functions
• VLOOKUP• HLOOKUP• Looking up the last data in a row or
column• Overcoming the limitations of
VLOOKUP and HLOOKUP using INDEX and MATCH
• Creative use of [email protected] 234-808-938-
2423
20
Power Functions
• IF & IFERROR• AND, OR• Text functions and special tricks• COUNTIFS, SUMIFS and AVERAGEIFS• Using the formula tab creatively• Formula auto-complete• Formula Evaluation
[email protected] 234-808-938-2423
21
Named Range, Goal Seek, Scenario Manager and Solver
• Named Range and its practical uses• Goal Seek and a very interesting
practical example• Scenario Manager and a typical use• Solver and its use in solving practical
business decision and production problems. Linear programming.
[email protected] 234-808-938-2423
23
Features of a Dashboard
• A screen view summary that is visual and automated
• Knowing how to pick the important metrics to visualize
• Knowing how to make a dynamic dashboard
• Letting the dashboard answer the most important questions
• and many more …[email protected] 234-808-938-
2423
24
Professional Reports
• Best Practices• Having an Almighty sheet• Knowing what to send and what to
keep• Having the report audience in mind• E-mails: Done right the Excel way• Excel reports and printing• Excel Dashboard as a BI tool
[email protected] 234-808-938-2423
26
Excel to PowerPoint
• Linking Charts in PowerPoint to Excel• Embedding Excel sheets in PowerPoint• Formatting Tables in PowerPoint• Formatting Charts in PowerPoint• PowerPoint tips
[email protected] 234-808-938-2423
28
Introduction to VBA
• Why you might someday need VBA• Recording Macros• The Limitations of recorded Macros• The easy way to writing your VBA
program• Getting vital help• Essential tips
[email protected] 234-808-938-2423
Training venue: Kristina Jade Learning Center, 70b Olorunlogbon street, Off Alade Lawal street, Idiroko b/stop, Anthony Village, Lagos.