Microsoft Excel Training for Business Data Analysts

1. MICROSOFT EXCEL TRAINING
Advanced & Business Data
Analysis focused
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2. Data Manipulation
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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
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4. Data Formatting
Excel allows data (mostly numbers) to be
displayed in special formats.
• Date and Time
• Currency
• Percentage & Fraction
• Scientific
• Custom Formats
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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
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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)
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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
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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
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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
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10. Charts
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11. Chart Types
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Line Chart
Column Chart
Bar Chart
Pie Chart
Other Charts
Sparklines
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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
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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
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14. Pivot Table & Chart
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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
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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
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17. Business Data Analysis
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18. Starting with the Worksheets
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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
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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
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20. Power Functions
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IF & IFERROR
AND, OR
Text functions and special tricks
COUNTIFS, SUMIFS and AVERAGEIFS
Using the formula tab creatively
Formula auto-complete
Formula Evaluation
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21. Reports & Dashboards
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22. Professional Reports
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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
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23. Excel to PowerPoint
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24. Excel to PowerPoint
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Linking Charts in PowerPoint to Excel
Embedding Excel sheets in PowerPoint
Formatting Tables in PowerPoint
Formatting Charts in PowerPoint
PowerPoint tips
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25. Excel VBA
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26. Introduction to VBA
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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
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27. THANK YOU!
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Call: 234-808-938-2423