microsoft excel training for professionals

[email protected] 234-808-938-2423

MICROSOFT EXCEL TRAINING

In-depth & Business Data Analysis focused

2

Data Manipulation


3

Data Types

Everything you type into Excel falls into one of four data types. They form the foundation of all you do in Excel. They are:• Number• Text• Boolean• Formula


4

Data Consistency

As an advanced user, a lot of all your work in Excel will be interconnected and constantly evolving.

We will cover the general rules you have to follow to make reports and analysis that can scale and be consistently used even as the projects you work on grow.


5

Planning for Scalability

In planning for scalability, you always have to • Always work with the end in mind• Use a pre-determined naming scheme of

files, worksheets and data fields• Name every sheet and file from the start• Avoid having too many tables in one Excel

sheet• and many others…


6

Data Sorting

Sorting is one of the power user’s most used tool. It allows you to present data in an ordered fashion.

We’ll cover:• Top to Bottom sorting• Cascaded sorting (by multiple levels)• Left to Right sorting (advanced)• Sorting by cell or font color


7

Data Filtering

Excel allows you to hide (or filter out) data with field entries you are not interested in.

We’ll cover even special features of Filter.• Filter enables you to make dynamic

charts when used in a summary table• Filter allows for arithmetic operation

on the non-hidden [email protected] 234-808-938-

2423

8

Data Cleaning

Oftentimes the data we have is not in the form we need. We have to do some data cleaning.

• Removal of Duplicate entries• Text-to-column to break a field to multiple

fields• Subtotal and Grouping to make reports less

clumsy• Data Validation to prevent errors



9

Data Formatting

No one will appreciate the numerous hours you’ve spent in Excel if your result is not well formatted. It’s like interior design, it gives beauty and value to your work.

• Format as Table• Formatting for Print• Formatting for Email• Having the recipient or final user in mind

10

Charts


11

Chart Types

• Line Chart and when to use it• Column Chart and when to use it• Bar Chart and when to use it• Pie Chart and when to use it• Other Charts• Sparklines


12

Combo Charts

Excel allows you to combine 2 or more charts on the same graph.

• When to do this• How to do this• Using the same horizontal axis but

two different vertical axes


13

Best Practices

• Be careful about using a 3D chart for business reporting

• Use line charts to show trend over a period of time

• Use Column charts to show performance of independent metrics

• Use Bar charts when column charts will be too clumsy in display

• and many more … [email protected] 234-808-938-

2423

14

Pivot Table & Chart


15

PivotTable

PivotTable allows you to do instant analysis on a large data table.• Default PivotTable– Different Fields– Applying Filter– Changing field values

• Tabular PivotTable• Using Formulas on Pivot table values• PivotTable Tricks


16

PivotChart & PowerPivot

PivotChart is simply a chart of the PivotTable. • The unique features of the Pivot Chart

PowerPivot is an addin for Excel 2010, and built into Excel 2013• It allows you to work with more

external database and also on very large [email protected] 234-808-938-

2423

17

Business Data Analysis


18

General Tools Of Analysis

• Naming Sheets• Moving and Copying sheets• Inserting Sheets and Tab Color• Linking Sheets in formula, special tips• Freezing Panes and Splitting Windows• Different Views – Normal, Page Layout

and Page Break Preview


19

Lookup Functions

• VLOOKUP• HLOOKUP• Looking up the last data in a row or

column• Overcoming the limitations of

VLOOKUP and HLOOKUP using INDEX and MATCH

• Creative use of [email protected] 234-808-938-

2423

20

Power Functions

• IF & IFERROR• AND, OR• Text functions and special tricks• COUNTIFS, SUMIFS and AVERAGEIFS• Using the formula tab creatively• Formula auto-complete• Formula Evaluation


21

Named Range, Goal Seek, Scenario Manager and Solver

• Named Range and its practical uses• Goal Seek and a very interesting

practical example• Scenario Manager and a typical use• Solver and its use in solving practical

business decision and production problems. Linear programming.


22

Reports & Dashboards


23

Features of a Dashboard

• A screen view summary that is visual and automated

• Knowing how to pick the important metrics to visualize

• Knowing how to make a dynamic dashboard

• Letting the dashboard answer the most important questions

• and many more …[email protected] 234-808-938-

2423

24

Professional Reports

• Best Practices• Having an Almighty sheet• Knowing what to send and what to

keep• Having the report audience in mind• E-mails: Done right the Excel way• Excel reports and printing• Excel Dashboard as a BI tool


25

Excel to PowerPoint


26

Excel to PowerPoint

• Linking Charts in PowerPoint to Excel• Embedding Excel sheets in PowerPoint• Formatting Tables in PowerPoint• Formatting Charts in PowerPoint• PowerPoint tips


27

Excel VBA


28

Introduction to VBA

• Why you might someday need VBA• Recording Macros• The Limitations of recorded Macros• The easy way to writing your VBA

program• Getting vital help• Essential tips


Training venue: Kristina Jade Learning Center, 70b Olorunlogbon street, Off Alade Lawal street, Idiroko b/stop, Anthony Village, Lagos.

THANK YOU!

E-mail: [email protected]: 234-808-938-2423

mailto:[email protected]

microsoft excel training for professionals

Documents

data sorting

data formatting

data types

data fields

data cleaning

present data

data consistency

data filtering