Training Course on Microsoft Excel Skills for Business Analysis and Reporting

Microsoft Excel has powerful business analysis capabilities and dynamic reporting features that provide managers and business owners with information and insights instantly. This course will equip the participants with skills for analyzing and retrieving data from Excel, deal with budgets, P&L, sales or other administrative data and need to display the information using interactive Excel charts and reports. Participants will also be equipped with methods of using data for important business decision-making and planning.

Duration:         5 days

Course objectives

By the end of this course, participants will be able to know:

• Gain enhanced spreadsheets data skills: creating templates, charts, graphics and formulas for business and operational work.
• How to calculate with advanced functions & formulas, create interactive charts using Excel
• How to analyze data using Pivot Charts. insert graphic objects and quickly transform business data into informative reports using PivotTables
• How to use business dashboards to compare multiple business elements in one screen
• How to generate management and weekly reports quickly and accurately

COURSE OUTLINE

Module 1

Introduction to Microsoft Excel

1. Introduction, Outline & Objectives
2. Functions and Formulae
3. Entering and Copying Formulae
4. Creating Formulas using Names
5. Managing Names using, Name Manager
6. Searching for Functions
7. Naming Ranges
8. Creating Named Ranges
9. Using Names in Movement
10. Inserting Names in Formulae
11. Formatting
12. Number Formatting
13. Cell Styles
14. Copying and Clearing formatting 

Module 2

Calculating with Formulas and Functions

1. Use Date and Time Functions
2. Use Statistical Functions
3. Use Database Functions
4. Use Lookup Functions
5. Use Logical Functions

Module 3

Visualizing Data with Charts

1. Use Recommended Charts Tool
2. Create Chart with Quick Analysis
3. Align Chart Axis Labels
4. Display Value Axis in Millions
5. Create Chart with Multi Line Labels
6. Create Combo Chart
7. Create Chart Template for Sharing
8. Build Dynamic Chart with Table

Module 3:

Analyzing Data with Table

1. Create Table with Quick Analysis
2. Remove Duplicate Records
3. Add Total Row to Table
4. Insert Calculated Columns
5. Filter Table Data with Custom Filter
6. Use Slicer to Filter Data
7. Apply Conditional Formatting
8. Sort and Filter Data by Color
9. Create In-Cell Chart with Sparklines

Analyzing Data with PivotTables

1. Overview of PivotTable & PivotChart
2. Create PivotTable from Table
3. Change Report Layouts
4. Show and Hide Report Totals
5. Create Custom Calculations
6. Filter Pivot Data with Slicer and Timeline
7. Group Fields in a PivotTable
8. Create Calculated Fields in PivotTable

Module 5

Importing External Data Sources

1. Import Data from Text Files
2. Create PivotTable from Microsoft Access
3. Create PivotChart from Microsoft Access
4. Manage Data Connections

Creating Dashboard Report

1. Overview of Dashboard
2. Create PivotTable and PivotChart
3. Hide Field Buttons from PivotChart
4. Use Slicer to Connect PivotTables
5. Build a Slicer Dashboard Report

Other Tips and Tools

1. Flash Fill
2. Quick Analysis
3. Slicer to Filter Excel Table
4. Timeline to Filter PivotTable
5. Connecting Multiple PivotTables
6. Sparklines

Methodology

The instructor led trainings are delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.