Microsoft Excel Skills for Business Accounting and Analysis

INTRODUCTION

Microsoft Excel has powerful business analysis capabilities and dynamic reporting features that provide managers and business owners with the information and insights instantly. This course is will equip the participants with skills for retrieving data from Excel, analyzing the data, making budgets, P&L, sales reports and other business report (statutory or otherwise). Participants will also be trained on how to make dynamic dashboards that can be used to display the information using interactive charts and reports. Participants will also be equipped with necessary skills in interpreting various Microsoft Excel reports/outputs in key business decision-making and planning. Effort will be made to illustrate how to make use of Microsoft Excel data analysis functions and the program analysis toolpak.

DURATION

5 days

COURSE OUTLINE

Module 1:

Introduction to Microsoft Excel

• Introduction, Outline & 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 Tables and Importing External Data Sources

Tables

• 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

PivotTables

• Overview of PivotTable & 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

Importing External Data Sources

• Import Data from Text Files
• Create PivotTable from Microsoft Access
• Create PivotChart from Microsoft Access
• Manage Data Connections

Module 5:

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