McTimothy Associates

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Microsoft Excel for Reporting and Business Analysis

Why Attend

Excel has dynamic reporting features and powerful business analysis capabilities 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, sales, P and L, 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.

$ 195.53

Event Date: 17/01/2024 – 19/01/2024

Total:

More Dates

19/06/2024 – 21/06/2024

Price: $ 195.53

01/08/2024 – 03/08/2024

Price: $ 195.53

04/12/2024 – 06/12/2024

Price: $ 195.53

Course Outline

Module 1

  • Introduction to Microsoft Excel
  • Introduction, Outline and Objectives
  • Functions and Formulae
  • Entering and Copying Formulae
  • Creating Formulas using Names
  • Managing Names using, Name Manager
  • Searching for Functions
  • Naming Ranges
  • Creating Named Ranges
  • Using Names in Movement
  • Inserting Names in Formulae
  • Formatting
  • Number Formatting
  • Cell Styles
  • Copying and Clearing formatting

Module 2

  • Calculating with Formulas and Functions
  • Use Date and Time Functions
  • Use Statistical Functions
  • Use Database Functions
  • Use Lookup Functions
  • Use Logical Functions

Module 3

  • Visualizing Data with Charts
  • Use Recommended Charts Tool
  • Create Chart with Quick Analysis
  • Align Chart Axis Labels
  • Display Value Axis in Millions
  • Create Chart with Multi-Line Labels
  • Create Combo Chart
  • Create Chart Template for Sharing
  • Build Dynamic Chart with Table

Module 4

  • Analyzing Data with Table
  • Create Table with Quick Analysis
  • Remove Duplicate Records
  • Add Total Row to Table
  • Insert Calculated Columns
  • Filter Table Data with Custom Filter
  • Use Slicer to Filter Data
  • Apply Conditional Formatting
  • Sort and Filter Data by Color
  • Create In-Cell Chart with Sparklines
  • Analyzing Data with PivotTables
  • Overview of PivotTable and PivotChart
  • Create PivotTable from Table
  • Change Report Layouts
  • Show and Hide Report Totals
  • Create Custom Calculations
  • Filter Pivot Data with Slicer and Timeline
  • Group Fields in a PivotTable
  • Create Calculated Fields in PivotTable

Module 5

  • Importing External Data Sources
  • Import Data from Text Files
  • Create PivotTable from Microsoft Access
  • Create PivotChart from Microsoft Access
  • Manage Data Connections
  • Creating Dashboard Report
  • Overview of Dashboard
  • Create PivotTable and PivotChart
  • Hide Field Buttons from PivotChart
  • Use Slicer to Connect PivotTables
  • Build a Slicer Dashboard Report
  • Other Tips and Tools
  • Flash Fill
  • Quick Analysis
  • Slicer to Filter Excel Table
  • Timeline to Filter PivotTable
  • Connecting Multiple PivotTables
  • Sparklines

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