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Introduction
Participants Feedback on our courses

"Data accuracy and consistency has improved dramatically across Absa Capital, so much so that it has become compulsory within certain areas for all staff to complete Adrian's Data Analyses Spreadsheet Techniques course." Anton Faber, Head of Learning and Development, ABSA Capital

"The best Excel course I've ever attended. Thanks!"- F. Swanepoel Sun International
    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

  • How errors happen in excel and how to avoid them
  • High level spreadsheet design principals
  • Essential Knowledge
    • Auditing Toolbar
    • Function wizard
    • Various shortcuts and useful tools
  • Importing data into a spreadsheet
    • Using excels import wizard to import text and databases
    • Using the text to column tool
    • Common pitfalls/ problems at this stage- addressing them
  • Correcting the format of the date
    • Data Cleanup using the Data Autofilter and the Advanced Filter
    • GOTO Special tool for working with cells
    • Handling Dates in Excel
  • EOMONTH, DATE, DATEVALUE, DAY, EDATE, MONTH, NETWORKING DAYS, WEEKDAY, WORKDAY, YEAR
    • Working with imported text data
  • CLEAN, CONCATENATE, DOLLAR, EXACT, FIND/ SEARCH, LEFT/ RIGHT/ MID, LEN, LOWER/ UPPER/ PROPER, REPLACE, T, TEXT, TRIM, VALUE
  • Manipulating the data
    • Filling in blanks (GOTO Special)
    • Identifying duplicates (SUMIF, COUNTIF, VLOOKUP)
    • Data Sorting (DATA SORT, RANK)
    • Error checks
    • Joining tables together (VLOOKUP)
    • Converting columns to rows and rows to columns (TRANSPOSE)
    • Other Functions (PASTE SPECIAL, EDIT LINKS, CHOOSE, HYPERLINK, AND/ OR/IF, ISERROR)
  • Analysing Data
    • Data Filter
    • Speech to Text
    • Database Functions
  • Reporting
    • Conditional Formatting
    • Pivot Tables
    • COUNTIF/ SUMIF
    • Cell formatting
    • Data Protection
    • Group and Outline

    Watch a short tutorial video on what to expect

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