Advanced Excel Formulas and Functions course
Details
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:
o Understand business analytics and its importance to business
o Learn the functions of excel analytics
o Learn the use of different datasets using slicers and pivotal tables
o Understand solving of problems using Excel tools
o Learn the application of statistical tools and concepts such as ANOVA and regression analysis using Excel
o Use tables, and charts to represent the results
o 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
o Understanding Logical Functions
o Using IF with Text
o Using IF with Numbers
o Nesting IF Functions
o Using IFERROR
o Using TRUE and FALSE
o Using AND
o Using OR
o Using NOT
o SUMIF & SUMIFS
o COUNTIF & COUNTIFS
Module 2: Lookup Functions & Project Plan (Gantt Chart)
o Understanding Data Lookup Functions
o Using CHOOSE
o Using VLOOKUP
o Using VLOOKUP for Exact Matches
o Using HLOOKUP
o Using INDEX
o Using Match
o Understanding Reference Functions
o Using ROW and ROWS
o Using COLUMN and COLUMNS
o Using ADDRESS
o Using INDIRECT
o Using OFFSET
Module 3: What-If Analysis
o Scenario Manager
o Goal Seek
o Data Table
Module 4: Formula Auditing
o Show formulas
o Errors checking
o Evaluate formula
o Trace precedents
o Trace dependents
o Remove arrows
Module 5: Solver
o Understanding How Solver Works
o Installing the Solver Add-In
o Setting Solver Parameters
o Adding Solver Constraints
o Performing the Solver Operation
o Running Solver Reports
Module 6: Validating Data
o Validating Data
o Understanding Data Validation
o Creating a Number Range Validation
o Testing a Validation
o Creating an Input Message
o Creating an Error Message
o Creating a Drop Down List
o Using Formulas as Validation Criteria
o Circling Invalid Data
o Removing Invalid Circles
o Copying Validation Settings
Module 7: Data Consolidation
o Understanding Data Consolidation
o Consolidating Data with Identical Layouts
o Creating a Linked Consolidation
o Consolidating Data with Different Layouts
o Consolidating Data Using the SUM Function
Module 8: Pivot Tables & Dashboard Management
o Understanding Pivot Tables
o Recommended Pivot Tables
o Creating Your Own PivotTable
o Defining the PivotTable Structure
o Filtering a PivotTable
o Clearing a Report Filter
o Switching PivotTable Fields
o Formatting a PivotTable
o Understanding Slicers
o Creating Slicers
o Inserting a Timeline Filter
o Dashboard Management
Module 9: Time Series Sales Forecasting Using Advanced Excel
o Understanding Time series concept
o Historical sales data management
o Historical data analysis
o Time series plot
o Understand trend components
o The irregular component in time series
o Design with graph quarterly time series forecasts
Module 10: Introduction to Models in Excel
o Definition
o Keys Models and Use
o Practical Exercises
Module 11: Business Analytics using Excel
Module 12: Statistical Analysis using Excel
Module 13: Excel VBA
Module 14: Power BI
Schedules
| Weekdays | 09:00 AM — 04:00 PM |
| No. of Days: | 5 |
| Total Hours: | 20 |
| No. of Participants: | 10 |
Upskill Development Institute is a leading provider of training, research and consultancy services to international organizations. We assist our clients to improve their skills and confident by offering the best possible solutions to enable them fulfill their objectives for a sustainable result. We strive to improve the quality and accessibility of the training by creating an environment that ensures successful learning from start to finish. Choosing an institution that supports your needs and understands your goals can be a challenge. We aim to eliminate this overwhelming process by providing you with high-quality solutions and courses that fully encompass the shifting tides of the different fields.
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