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The Excel ToolKit

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Learn the most important tools of excel that will enable you to become an excel master. These skills are the building blocks of any advanced analysis and should be used every time you are int the program

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The Excel ToolKit

1. 1. January, 2014 Designed and Presented by: Dan Nelson Gaining a Competitive Advantage in Your Career The Excel Toolkit
2. 2. Page 2 Agenda 1. Introduction to the Class 2. Class Exercise 3. Keyboard Shortcuts  Lose the Mouse 4. Understanding & Navigating Data 5. Good vs. Bad Data 6. Formatting Tips and Tricks 7. Introduction to Functions & Formulas 8. Vlookup Functions 9. Pivot Tables 10. Takeaways 11. Appendix: Other Handy Excel Features 12. Above and Beyond: Sumif Functions
3. 3. Page 3 Introduction to this Class • Goal: This class is designed to give you the necessary tools to develop stronger excel skills that will enable you to: • Learn the proper way to solve excel problems  SOLVE BACKWARDS • Perform excel tasks with ease & speed • Create easy to read and great looking reports • Help you develop a competitive advantage and for your career • Class format: This class will be thought by presenting various excel tasks in the context of an AOL Homepages analysis problem. This will reinforce not only HOW to do these functions, but understand WHEN to use them. Microsoft Office 2007 and WIND • Note: This class is designed for OWS machines • Who am I?: I am the Founder and CEO of Techbrainstorm.com. I have done financial modeling and consulting for Financials for years, as My career started in financial consulting where I was responsible for building business models for business transformations. • I sit in NY and can be reached anytime at Dannelz@gmail.co,
4. 4. Page 4 Class Exercise This situation is based on real concepts and data from November 2011, however all data has been adjusted for this problem. It is not to be used in any other context • Situation: • The Homepage Dynamic Lead (DL) is the largest driver of Traffic in the company, and we are able to report the performance (clicks & impressions) of each article in the DL throughout each day. • Additionally, each downstream site has its own eCPMs based on the number of impressions it receives and generates display revenue • Questions to Answer: 1. What was the best performing article on the Homepage in November 2011? 2. Which downstream site got the most clicks from the homepage DL in November 2011? 3. How much revenue did each downstream site make from DL Traffic? 4. Who was the best salesperson? • Data Provided in Excel (Excel_Class_Data.xlsx): • DL Raw Data – Raw Data feed from reporting portal that shows: Date & Day of week; DL#; URL; Downstream site; DL Impressions, Clicks and CTR • Each line is unique for the Article URL at a given DL# • Article Data – Data showing the Headline associated with each URL • Downstream Site Data – Data on each Downstream Site’s eCPM • Sales person – Data for the sales people for each downstream vertical
5. 5. Page 5 Keyboard Shortcuts  Lose the Mouse! Perform EVERY excel task faster using keyboard shortcuts • EVERY task has a corresponding shortcut • Easy Way to learn shortcuts: Just Hit Alt! • Alt key brings up key stroke for all excel menus. I.e.: Hit H for home menu • Ex: To center a cell: AltHAC** • When faced with ANY excel task, try to use the shortcuts as much as possible. With time you will start to master them **Note: Shortcuts with an Arrow “” show sequential shortcuts which are performed in order Shortcuts with a Plus “+” show combination shortcuts which require the keys to be hit simultaneously *All shortcut references will be shown in blue throughout the materials • Home menu commands show the next steps to activate each function See Excel Cheat Sheet for Glossary of Shortcuts