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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 daily.
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
Note
This is a hands-on training course using laptops, all candidates are expected to come with their laptops.
Duration: 2 days
Class Session: 10:00 am – 4:00 pm each day including Breakfast and Lunchtime
Customize Your Training
This training is currently available as a residential/in-house option. If you prefer us to customize or have this training in-house at your location, kindly send your request via e-mail to:training@mctimothyassociates.com
Please Note
Mctimothy Associates Reserves the right to postpone or cancel a course due to unforeseen circumstances beyond our control. In such cases, delegate(s) will be registered for the next run of the Course.
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 the spinner
- Check box data modeling with the ‘if’ function
- Option button data modeling with the ‘if’ function
- List box data modeling with the ‘Choose’ function
- Linking Excel with text files
- Linking Excel with databases (Access)
- Linking Excel with multiple Excel files and SQL
- Linking Excel with the 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
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