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You Will Learn How To
- Leverage features of Microsoft Excel to facilitate business decisions
- Develop intelligent worksheets to quickly identify Key Point Indicators (KPIs)
- Perform "what-if" analysis for developing budget and project plans
- Consolidate and process multidimensional worksheets
- Summarise and analyse large amounts of data using PivotTables and Excel features
- Automate Excel processes and enhance worksheet models
Course Benefits In today's fast-paced business climate, it is vital that decisions are made quickly and accurately. In this course, you use Excel techniques to build sophisticated spreadsheets. You learn to perform "what-if" analysis, apply functions, manipulate PivotTables and present your results to make better decisions for planning, budgeting and more.
Who Should Attend Business and technical professionals making decisions based on data analysis, or anyone who wants to increase their knowledge of intermediate to advanced features in Excel. Experience with Excel fundamentals at the level of Course 1361, " Excel Introduction", is assumed.
Hands-On Training Hands-on exercises provide you with practical experience using Excel. Exercises include:
- Performing statistical and financial calculations
- Reducing speculation with "what-if" analysis
- Summarising data contained in 3-D worksheets
- Defining the best combination of values to solve complex business problems
- Creating and analysing interactive data reports with PivotTables
- Developing macros to simplify data analysis
Course Content Troubleshooting and Enhancing Professional Workbooks
- Deciphering and correcting functions for data integrity
- Accurately interpreting calculations
- Implementing Names to enhance your workbook model
- Monitoring KPIs using conditional formatting
Analysing Data with Functions
Summarising business data with common functions
- Identifying the correct statistical function to aid analysis
- Applying basic financial functions
- Differentiating serial dates and date presentations
- Calculating the number of working days
Controlling calculations and nested formulas
- Interpreting data variations with the IF function
- Streamlining calculations using absolute and relative referencing
- Developing nested functions to cope with multiple conditions
- Capturing information with lookup functions
- Applying techniques to implement and troubleshoot nested calculations
Optimising Workbook Models with What-If Analysis
Planning for contingencies
- Managing variables in worksheets with Scenarios
- Comparing and contrasting different datasets with scenario reports
Quantifying variables in a workbook model
- Determining the magnitude of a variable with Goal Seek to achieve an end value
- Calculating the optimum variable values in a worksheet model with Solver
Summarising Business Information
Organising workbooks and links
- Arranging multiple workbooks with Workspaces
- Managing external links
Consolidating ranges
- Building 3-D formulas to analyse worksheet data
- Summarising multiple sources of Excel information into one worksheet
Formulating Decisions from Database Information
Distilling datasets for data analysis
- Managing multiple datasets on a single worksheet with the Table feature
- Defining an Excel dataset to ensure appropriate use of built-in features
- Extracting unique lists of records from an Excel dataset with the Advanced Filter
- Analysing datasets with filters and aggregation
- Calculating subtotals and grand totals
Interpreting and refining data with PivotTables and PivotCharts
- Developing interactive PivotTables for real-time data analysis
- Building PivotCharts to visually represent PivotTable data
- Defining data summaries interactively
Analysing large datasets with PivotTables
- Summarising datasets with grouping and aggregation
- Comparing related totals dynamically
- Filtering details with Report Filters and Slicers
- Presenting PivotTable reports effectively with charts
- Examining data patterns with Sparklines
Enhancing Excel Usage with Macros
Automating repetitive tasks
- Simplifying complex tasks and reducing errors with recorded macros
- Bulletproofing routine editing and formatting
- Invoking macros with Form controls
Recognising the code behind a macro
- Working with the Visual Basic Editor
- Identifying the composition of a macro
- Troubleshooting and interpreting code in a macro procedure
- Modifying macros in the code window
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Excel is a registered trademark of Microsoft Corporation. PMI R.E.P. logo is a registered mark of the Project Management Institute, Inc.
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Course Dates
UK Dates | | 12-13 Mar | London enrol | | 28-29 May | Edinburgh enrol | | 28-29 May | London enrol | | 13-14 Aug | Edinburgh enrol | | 13-14 Aug | London enrol | | 29-30 Oct | Edinburgh enrol | US East Coast Dates | | 23-24 Apr | New York enrol* | | 7-8 May | Washington, DC enrol* | | 21-22 May | Washington, DC enrol* |
*New York and Washington DC Courses – Available online with a run time of 2pm to 9pm BST. For AnyWare enrolments, please register at least 10 days prior to the start of the course.
More Dates and Locations.
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On-Site &
Custom Training
Bring this or any Learning Tree course to your location or have it customised for your organisation.
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Participants summarising data with PivotTables.
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"Based on past experience, I'd say Learning Tree is great. The courses are very good because the instructors actually work with the same technologies in the real world. Plus, they always get to the point when they answer your questions, so there's no runaround".
– D. D'Alessandro Bell Canada
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