This course is tailored for those who perform intensive data analysis which incorporates data from other systems, for example external sources. This may include consolidating corporate budgets and forecasts from various departments, cash flow management, tracking invoices, management reporting among others which require flexible knowledge and use of various Advanced Excel Functions and Features.
To teach participants the advanced formulas as well as how to use which formula for which occasion.
To equip participants with the knowledge on how to debug and audit the advanced formulas.
To explore the magic of analyzing data using Advanced Excel
Apply advanced formulas to lay data in readiness for analysis
Use advanced techniques for report visualizations
Leverage on various methodologies of summarizing data
Understand and apply basic principles of laying out Excel models for decision making
Introduction to Advanced Excel
Get a head start with templates and set up an Excel template
Create new default workbook and worksheet templates
Learn how modular templates can make your spreadsheets more consistent and much quicker to set up
Customizing the Excel interface to put the tools that you need at your fingertips.
How to build in checks and controls from the outset
Key techniques that reduce risk and increase automation and efficiency
Documentation and review tools
Extended uses of Data Validation
Working with validation formulae
Other methods of tracking down invalid entries
Module 3: Preparing your data for analysis
Mastering lookup functions (INDEX, MATCH)
Creating helper columns using DATE and TEXT functions
Applying NESTED-IF, AND, OR to organize data
Module 4: Methods of Summarizing Data
Using SUMIFS and COUNTIFS
Advanced uses of PIVOT-TABLE feature like Value Field Settings, Grouping Data and Slicers among others
Identify Major Customers, Top Products, Top/Bottom Sales reps…LARGE, SMALL, MAX, MIN
Advanced Range Names and Formula in Names
Calculations and reporting in Power Pivot – an introduction to Data Analysis Expressions (DAX)
Module 5: Report Visualization Techniques in Excel