2 Day Data Reporting & Analysis Click to print this pagePrint
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Introduction
    This application driven 2-day programme leads delegates through advanced Excel data analysis functions, explaining the function and its uses.

    This is a very hands-on, non-intimidating, course - delegates work through various exercises under the supervision, and with the help, of the facilitator to get to grips with the nuances of Excel's advanced functions
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Who Should Attend
  • All persons using Excel spreadsheets
  • All persons involved in the construction and use of financial models, including budgets, projections, evaluations, cash flows, projects, etc.
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Pre Requisite(s)

  • Delegates should be familiar with Microsoft Excel (though not necessarily expert in the use thereof, as any relevant Excel function pertinent to an exercise will be discussed prior to tackling the exercise).

    Excel knowledge required:
    1. Basic Excel skills
      1. Opening & closing files
      2. Moving around the spreadsheet
      3. Inserting & deleting rows and columns
      4. Inserting text & formulas
      5. Deleting cells
      6. Copying formulas
      7. Printing

    2. Basic formulas (+-*/) e.g. =C5+C7+sum(C9:C12), and =D5*D6/12

    3. Formatting
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Outcomes

By the end of the course delegates will recognize areas where they could improve their own spreadsheeting. They will be in a position to immediately apply the lessons learnt to their own models in their own environment.

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Course Content

    ESSENTIAL INFORMATION
  1. Switching on your add ins
  2. The function wizard
  3. Auditing Toolbar
  4. Errors in Spreadsheets- How and Why they happen
  5. Good Spreadsheet Design Suggestions

    DATA CLEANUP
  6. Data Autofilter Tool
  7. GOTO Special Tool
  8. Paste Special Tool

    DATA MANIPULATION
  9. VLOOKUP function
  10. EOMONTH function
  11. CONCATENATE function
  12. IF function
  13. AND/ OR functions

    DATA REPORTING
  14. Brief PIVOT Tables Overview
  15. Conditional Formatting Tool

    OTHER USEFUL FUNCTIONS IN EXCEL
  16. PMT function
  17. MAX/ MIN function
  18. Data Tables tool
  19. ISERROR function
  20. Protecting sheets
  21. CUMIPMT/ CUMPRINC functions
  22. SUMIF/ COUNTIF functions
  23. CHOOSE function
  24. OFFSET function
  25. External Links tool


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