Advanced Excel Formulas and Functions Course

Overview

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Introduction

The course focuses on those aspects that are important in everyday day operation of organization. Intermediate users will also benefit from this course as it covers the in-depth topics of Complex Charts, PivotTables, Pivot Charts and management Dashboards. The program explores an advanced approach t data validation and excel. Participants will be able to boost their excel reporting expertise as a result of this training program.

Duration

5 days

Who Should Attend?

Accountants, senior and junior accountants, business analysts, accounting and finance professionals, research professionals, marketing and sales, 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.

Course Objectives

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

  oUnderstand business analytics and its importance to business

• Learn the functions of excel analytics
• Learn the use of different datasets using slicers and pivotal tables
• Understand solving of problems using Excel tools
• Learn the application of statistical tools and concepts such as ANOVA and regression analysis using Excel
• Use tables, and charts to represent the results
• Learn the use of Power BI

Duration

5 Days

Who Should Attend

This course targets professionals who are utilizing Excel and want to learn more on reporting, preparation, and analysis. The course also targets individuals who want to learn about business analytics via the use of Advanced Excel.

Course Outline

Module 1: Logical Functions

  oUnderstanding Logical Functions

• Using IF with Text
• Using IF with Numbers
• Nesting IF Functions
• Using IFERROR
• Using TRUE and FALSE
• Using AND
• Using OR
• Using NOT
• SUMIF & SUMIFS
• COUNTIF & COUNTIFS

Module 2: Lookup Functions & Project Plan (Gantt Chart)

• Understanding Data Lookup Functions
• Using CHOOSE
• Using VLOOKUP
• Using VLOOKUP for Exact Matches
• Using HLOOKUP
• Using INDEX
• Using Match
• Understanding Reference Functions
• Using ROW and ROWS
• Using COLUMN and COLUMNS
• Using ADDRESS
• Using INDIRECT
• Using OFFSET

Module 3: What-If Analysis

• Scenario Manager
• Goal Seek
• Data Table

Module 4: Formula Auditing

• Show formulas
• Errors checking
• Evaluate formula
• Trace precedents
• Trace dependents
• Remove arrows

Module 5: Solver

• Understanding How Solver Works
• Installing the Solver Add-In
• Setting Solver Parameters
• Adding Solver Constraints
• Performing the Solver Operation
• Running Solver Reports

Module 6: Validating Data

• Validating Data
• Understanding Data Validation
• Creating a Number Range Validation
• Testing a Validation
• Creating an Input Message
• Creating an Error Message
• Creating a Drop Down List
• Using Formulas as Validation Criteria
• Circling Invalid Data
• Removing Invalid Circles
• Copying Validation Settings

Module 7: Data Consolidation

• Understanding Data Consolidation
• Consolidating Data with Identical Layouts
• Creating a Linked Consolidation
• Consolidating Data with Different Layouts
• Consolidating Data Using the SUM Function

Module 8: Pivot Tables & Dashboard Management

• Understanding Pivot Tables
• Recommended Pivot Tables
• Creating Your Own PivotTable
• Defining the PivotTable Structure
• Filtering a PivotTable
• Clearing a Report Filter
• Switching PivotTable Fields
• Formatting a PivotTable
• Understanding Slicers
• Creating Slicers
• Inserting a Timeline Filter
• Dashboard Management

Module 9:Time Series Sales Forecasting Using Advanced Excel

• Understanding Time series concept
• Historical sales data management
• Historical data analysis
• Time series plot
• Understand trend components
• The irregular component in time series
• Design with graph quarterly time series forecasts

Module 10: Introduction to Models in Excel

• Definition
• Keys Models and Use
• Practical Exercises

Module 11: Business Analytics using Excel

• Solver Addin
• Histogram
• Goal Seek
• Data Table
• Scenario Manager
• Descriptive Statistics

Module 12: Statistical Analysis using Excel

• Testing hypothesis
• ANOVA
• Covariance
• Correlation
• Regression

Module 13: Excel VBA

• MsgBox
• VBA variables
• Events
• Array
• VBA functions
• Application Object

Module 14: Power BI

• Power Pivot
• Power View
• Power Query
• Power Map

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: [email protected] Tel: +254 721 331 808

What you will learn

Learning Objectives

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

  o Understand business analytics and its importance to business

• Learn the functions of excel analytics
• Learn the use of different datasets using slicers and pivotal tables
• Understand solving of problems using Excel tools
• Learn the application of statistical tools and concepts such as ANOVA and regression analysis using Excel
• Use tables, and charts to represent the results
• Learn the use of Power BI