Power Excel Training

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Microsoft Excel Training for Business Data Analysts

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Power Excel Training

  1. 1. MICROSOFT EXCEL TRAINING Advanced & Business Data Analysis focused info@urBizEdge.com 234-808-938-2423
  2. 2. Data Manipulation info@urBizEdge.com 234-808-938-2423 2
  3. 3. Data Types Data type, in Excel, refers to the characteristics of the information stored in the worksheet cell. There are 4, namely • Number • Text • Boolean • Formula info@urBizEdge.com 234-808-938-2423 3
  4. 4. Data Formatting Excel allows data (mostly numbers) to be displayed in special formats. • Date and Time • Currency • Percentage & Fraction • Scientific • Custom Formats info@urBizEdge.com 234-808-938-2423 4
  5. 5. Data Consistency To allow for scalability and reduce error tendencies, data consistency must be maintained. • Consistent formatting across a data field • Use of a compact data entry design • Consistent naming/spelling of static text entries • Use of descriptive and consistent sheet and range names info@urBizEdge.com 234-808-938-2423 5
  6. 6. Planning for Scalability • Always work with the end in mind • Use a pre-determined naming scheme of files, worksheets and data fields • Name every sheet and file from the start • Avoid leaving formulas in cells except when necessary • Don’t have more than one table on the same column range, except you are making a summary table (or for charts) info@urBizEdge.com 234-808-938-2423 6
  7. 7. Data Sorting Excel enables you to arrange data in a table in any order you want. • Ascending order • Descending order • By Color • By Value • Across Row or Column info@urBizEdge.com 234-808-938-2423 7
  8. 8. Data Filtering Excel allows you to hide (or filter out) data with field entries you are not interested in. • Filter enables you to make dynamic charts when used in a summary table • Filter allows for arithmetic operation on the non-hidden data info@urBizEdge.com 234-808-938-2423 8
  9. 9. Data Cleaning • Removal of Duplicate entries • Text-to-column to break a field to multiple fields • Grouping to make reports less clumsy • Data Validation to prevent errors • Conditional Formatting to identify unwanted entries info@urBizEdge.com 234-808-938-2423 9
  10. 10. Charts info@urBizEdge.com 234-808-938-2423 10
  11. 11. Chart Types • • • • • • Line Chart Column Chart Bar Chart Pie Chart Other Charts Sparklines info@urBizEdge.com 234-808-938-2423 11
  12. 12. Secondary Charts Excel allows you to combine 2 or more charts on the same graph. • When to do this • How to do this • Using the same horizontal axis but two different vertical axes info@urBizEdge.com 234-808-938-2423 12
  13. 13. Best Practices • Don’t use a 3D chart for business reporting • Use line charts to show trend over a period of time • Use Column charts to show performance of independent metrics • Use Bar charts when column charts will be too clumsy in display • Rarely use pie charts info@urBizEdge.com 234-808-938-2423 13
  14. 14. Pivot Table & Chart info@urBizEdge.com 234-808-938-2423 14
  15. 15. Pivot Table Pivot Table allows you to do instant analysis on a large data table. • Default Pivot Table – Different Fields – Applying Filter – Changing field values • Tabular Pivot Table • Using Formulas on Pivot table values • Pivot Table Tricks info@urBizEdge.com 234-808-938-2423 15
  16. 16. Pivot Chart & PowerPivot Pivot chart is simply a chart of the pivot table. • The unique features of the Pivot Chart PowerPivot is an addin for Excel 2010, and built into Excel 2013 • It allows you to work with more external database and also on very large database info@urBizEdge.com 234-808-938-2423 16
  17. 17. Business Data Analysis info@urBizEdge.com 234-808-938-2423 17
  18. 18. Starting with the Worksheets • • • • • • Naming Sheets Moving and Copying sheets Inserting Sheets and Tab Color Linking Sheets in formula, special tips Freezing Panes and Splitting Windows Different Views – Normal, Page Layout and Page Break Preview info@urBizEdge.com 234-808-938-2423 18
  19. 19. Lookup Functions • Vlookup • Hlookup • Looking up the last data in a row or column • Overcoming the limitations of Vlookup and Hlookup using Index and Match • Creative use of Lookup info@urBizEdge.com 234-808-938-2423 19
  20. 20. Power Functions • • • • • • • IF & IFERROR AND, OR Text functions and special tricks COUNTIFS, SUMIFS and AVERAGEIFS Using the formula tab creatively Formula auto-complete Formula Evaluation info@urBizEdge.com 234-808-938-2423 20
  21. 21. Reports & Dashboards info@urBizEdge.com 234-808-938-2423 21
  22. 22. Professional Reports • • • • • • • Best Practices Having an Almighty sheet Knowing what to send and what to keep Having the report audience in mind E-mails: Done right the Excel way Excel reports and printing Excel Dashboard info@urBizEdge.com 234-808-938-2423 22
  23. 23. Excel to PowerPoint info@urBizEdge.com 234-808-938-2423 23
  24. 24. Excel to PowerPoint • • • • • Linking Charts in PowerPoint to Excel Embedding Excel sheets in PowerPoint Formatting Tables in PowerPoint Formatting Charts in PowerPoint PowerPoint tips info@urBizEdge.com 234-808-938-2423 24
  25. 25. Excel VBA info@urBizEdge.com 234-808-938-2423 25
  26. 26. Introduction to VBA • • • • • • • Why you’ll someday need VBA Recording Macros The Limitations of recorded Macros The Easy way to writing your VBA program Getting vital help Essential tips Examples info@urBizEdge.com 234-808-938-2423 26
  27. 27. THANK YOU! E-mail: info@urBizEdge.com Call: 234-808-938-2423

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