Advanced Excel - Kurindeta Limited

Advance Excel, Executive Dashboards and Business Data Analysis

Microsoft Excel is the world’s most used business intelligence tool. Its knowledge is even compulsory for an MBA degree and the investment world depends greatly on it.

About the course

This course is designed to help you maximize your data in creating stunning reports, generate visuals, transform data for analysis.

Audience: Data Analysts, Business Analysts, Developers, Data Managers, Business Intelligence Analysts, IT Administrators, Data Architects

Course Schedule: 2 Days

Course Syllabus:

Data Manipulation in Excel
- How Excel handles different data types
- Data consistency, starting with the end in view
- Building Datasheets that can easily scale
- Sorting
  - Cascaded sorting
  - Sorting across rows (left to right sorting, not the usual up to down sorting)
  - Sorting and Conditional Formatting to identify trends
- Filtering
- Data cleaning
  - Removing duplicates
  - Text-to-column
  - Grouping
  - Data Validation
  - Conditional Formatting
- Data formatting
  - Using Tables (and when to convert to tables)
  - Formatting for printing
  - Formatting for email
  - Data Review and formatting for 3rd party use
- Named Ranges
Charts
- 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 it’s dangers
- Combining charts; when and how.
- Dynamic Charts,
  using filter.
- Best practices when making charts
- Sparklines
- Power Map and Power View (Excel 2013 and Excel
  2016 only)
Pivot Table, Pivot Chart and PowerPivot
- Pivot Table
  - Default Pivot Table
  - Tabular Pivot Table
  - Pivot Table Filtering
  - Making a very dynamic regular table from Pivot Table
  - Calculations and Formula use with Pivot Table
  - Advanced Pivot Table tricks
- Pivot Chart
  - Pivot Chart and its limitations
  - Dynamic Pivot Charts
- PowerPivot (for Excel 2010, 2013 and 2016 only)
- Power BI for dynamic dashboard and analysing millions of rows of data
Business Data Analysis
- Linking sheets
- Duplicating sheets (better than copy and paste)
- Inserting sheets, labeling and coloring the professional way
- Freezing Panes and splitting windows
- Conditional formatting
  - To identify patterns
  - Using formulae
  - To make extremely intelligent reports
- Lookup functions
  - Vlookup
  - Hlookup
  - Looking up the last data or pattern in a particular row or column
  - Overcoming the limitations of Vlookup and Hlookup using index and match functions
- Power Functions
  - IF, IFERROR, AND, OR,ISBLANK, and others in the same family
  - TEXT manipulative functions to make a completely automated Dashboard
  - COUNTIFS, SUMIFS, AVERAGEIFS and others, to make dynamic summary tables
  - MATCH and INDEX to do the impossible
- Other Functions
  - Math Functions
  - Text Functions
  - Logical
  - Others
- Formula Auditing
- Goal Seek, Scenario Manager and Solver
- Excel Web Query
- Most useful Excel keyboard shortcuts
Executive Dashboards and Reporting
- Best Practices
- Executive Dashboards
  - Executive Dashboards
  - Dynamic Reports
  - Determining the KPIs and tracking them
  - Strategic Insights & Analysis
- Data Visualization
- Having the audience/recipient in mind
- E-mails and Excel reports
Excel to PowerPoint and Word
- Linking PowerPoint/Word Charts to Excel
- Embedding Excel sheets in PowerPoint/Word
- Making a Powerful PowerPoint Presentation
Excel VBA
- Recording Excel macros
- Introduction to editing Macro codes