Course Methodology
20% of the course is ‘design and structure’ focused while 80% uses MS
Excel as a powerful tool to perform daily, monthly and periodic tasks. Groups
and individuals will be required to complete exercises, case studies, and
projects on a daily basis.
Course Objectives
By the end of the course, participants will be able to:
- Apply Excel reporting expertise in business,
finance, and accounting by enhancing data slicing and dicing, data
massaging, and data analysis skills
- Use pivot tables and pivot charts to perform
automated report writing, analysis and reconciliation most
efficiently
- Develop special flash and management reports by
linking-up Excel with Access, web, text, SQL, and other databases
- Repeat tasks and generate reports efficiently by
recording, running and editing macros
- Acquire numerous tips and tricks that will improve
working efficiency
Target Audience
Business, finance and accounting professionals, senior and junior
accountants, business analysts, research professionals, marketing and sales
professionals, administrative staff, supervisors, general business
professionals and staff from any function who need to learn and apply
state-of-the-art techniques to their daily business reporting, reconciliations,
and analysis.
Target Competencies
- Reporting, analysis, and reconciliation
- Data modeling
- Integration with external data sources
- Automation and macros
- Massaging of unstructured and noisy data
Data massaging: tools and techniques
- Consolidating data from separate files and sheets
- Advanced data validation using lists, dates and
custom validation
- Cell management tools: left, right, mid,
concatenate, value
- Naming, editing, and managing cells and ranges
- Subtotal, Sumif, Sumifs, Sumproduct, Count,
Countif, Countifs
- Looking-up data, texts, and values using Vlookup
- The incredible table-tools technique
- Slicing dates into day names, weeks, week numbers,
month names, years and quarters
- Text to columns and dynamic trimming using Trim,
Len
- Managing texts and numbers using replace, find,
and substitute
- Text change functions
Reporting, analysis and reconciliations using pivot tables
- The 20 must learn rules
- Creating pivot tables
- Number formatting techniques
- Designing report layout
- Sorting in ascending, descending and more sort
options
- Filtering labels and values
- Expanding and collapsing reports
- Summarize data by sum, average, minimum, maximum,
count
- Show values as % of total and % of
- Pivot table options
- Drill down option
- Showing report filter pages
- Inserting formulas
- Date analysis
- Copying pivot tables
- Creating pivot charts
- Dynamic chart labeling
- Mastering the slicer
- Linking pivot tables and pivot graphs with
PowerPoint
- Conditional formatting with pivot tables
- Designing reports using GetPivotData
Modeling and integration techniques
- Perform 'what-if' analysis using spinner
- Check box data modeling with 'if' function
- Option button data modeling with 'if' function
- List box data modeling with 'Choose' function
- Linking Excel with text files
- Linking Excel with databases (Access)
- Linking Excel with multiple Excel files and SQL
- Linking Excel with internet
- Linking Excel with Excel
- Scenario manager
Introduction to learning the ultimate tool in Excel: ''Macros''
- Macro basics
- Planning a macro
- Designing your control board
- Recording macro
- Testing macro
- Editing macro
- Macro workshops
- Advanced filter with macro
Tips and tricks in Excel
- Data entry form
- Custom list
- Camera tool
- Text to speech
- Protecting worksheets and workbooks
