Title: Business Data Analysis, Dashboards and In-depth Excel Training

Training Outline

1) Data Manipulation in Excel

a. How Excel handles different data types

b. Data consistency, starting with the end in view

c. Building Datasheets that can easily scale

d. Sorting

i. Cascaded sorting

ii. Sorting across rows (left to right sorting, not the usual up to down sorting)

iii. Sorting and Conditional Formatting to identify trends

e. Filtering

f. Data cleaning

i. Removing duplicates

ii. Text-to-column

iii. Grouping

iv. Data Validation

v. Conditional Formatting

g. Data formatting

i. Using Tables (and when to convert to tables)

ii. Formatting for printing

iii. Formatting for email

iv. Data Review and formatting for 3rd party use

h. Named Ranges

2) Charts

a. Chart types

i. Line chart and when to use it

ii. Column chart and when to use it

iii. Bar chart and when to use it

iv. Pie chart and when to use it

b. Combining charts; when and how.

c. Dynamic Charts, using filter.

d. Best practices when making charts

e. Sparklines

3) Pivot Table, Pivot Chart and PowerPivot

a. Pivot Table

i. Default Pivot Table

ii. Tabular Pivot Table

iii. Pivot Table Filtering

iv. Making a very dynamic regular table from Pivot Table

v. Calculations and Formula use with Pivot Table

vi. Advanced Pivot Table tricks

b. Pivot Chart

i. Pivot Chart and its limitations

ii. Dynamic Pivot Charts

c. PowerPivot (for Excel 2010 and 2013) only

4) Business Data Analysis

a. Linking sheets

b. Duplicating sheets (better than copy and paste)

c. Inserting sheets, labeling and coloring the professional way

d. Freezing Panes and splitting windows

e. Conditional formatting

i. To identify patterns

ii. Using formulae

iii. To make extremely intelligent reports

f. Lookup functions

i. Vlookup

ii. Hlookup

iii. Looking up the last data or pattern in a particular row or column

 iv. Overcoming the limitations of Vlookup and Hlookup using index and match
functions

g. Power Functions

i. IF, IFERROR, AND, OR, ISBLANK, and others in the same family

ii. TEXT manipulative functions to make a completely automated Dashboard

iii. COUNTIFS, SUMIFS, AVERAGEIFS and others, to make dynamic summary tables

iv. MATCH and INDEX to do the impossible

h. Other Functions

i. Math Functions

ii. Text Functions

iii. Logical

iv. Others

i. Formula Auditing

5) Dashboards and Reporting

a. Best Practices

b. Excel Dashboards

c. Data Visualization

d. Having the audience/recipient in mind

e. E-mails and Excel reports

6) Excel to PowerPoint

a. Linking PowerPoint Charts to Excel

b. Embedding Excel sheets in PowerPoint

c. Making a Powerful PowerPoint Presentation

7) Introduction to Excel VBA

a. Recording Excel macros