Course Overview
This intensive course offered by IRES is designed to equip participants with fundamental skills and knowledge to use Excel effectively. This course covers essential aspects of Excel, including data entry, formatting, formulas, data analysis, and visualization. Participants will learn how to manage, analyze, and visualize data efficiently, enhancing their productivity and proficiency in Excel.
Duration
10 Days
Who Should Attend
This course is ideal for beginners, office professionals, students, and anyone looking to build a strong foundation in Excel. No prior experience with Excel is required.
Personal Impact
- Increased efficiency in data organization and analysis.
- Enhanced ability to perform calculations and create formulas.
- Improved data visualization skills through charts and graphs.
- Boosted confidence in using Excel for various tasks.
- Time saved by automating repetitive tasks with Excel.
Organizational Impact
- Improved accuracy and consistency in data management.
- Streamlined workflow through automation and data analysis.
- Enhanced communication and collaboration through clear data presentation.
- Better decision-making based on data-driven insights.
- Increased productivity and cost savings through efficient data handling.
Course Level:
Course Objectives
- Understand the Excel interface and basic functionalities.
- Learn to enter, format, and manage data effectively.
- Gain proficiency in using formulas and functions for calculations.
- Develop skills to create and customize charts for data visualization.
- Explore data analysis tools and techniques.
- Understand data organization and management features.
- Learn to create professional-looking reports and dashboards.
- Gain insights into advanced data handling techniques like sorting and filtering.
- Understand how to collaborate and share Excel files.
- Learn to troubleshoot and solve common Excel issues.
Course Outline
Module 1: Advanced Formulas and Functions
- Nested IF and IFS functions
- Array formulas and dynamic arrays
- Lookup functions (XLOOKUP, VLOOKUP, HLOOKUP)
- Advanced text functions (TEXTJOIN, MID, FIND)
- Case Study: Analyze and clean complex datasets using advanced formulas to generate actionable insights.
Module 2: Data Validation and Conditional Formatting
- Setting up data validation rules
- Using drop-down lists and custom validation
- Applying conditional formatting based on formulas
- Creating dynamic formatting rules
- Case Study: Create a data entry system with validation rules and conditional formatting for a sales dashboard.
Module 3: Pivot Tables and Pivot Charts
- Creating and customizing pivot tables
- Using slicers and timelines for data filtering
- Calculating and displaying aggregated data
- Designing pivot charts for visual analysis
- Case Study: Generate a pivot table and pivot chart to analyze sales data by region and product category.
Module 4: Advanced Data Analysis Tools
- Utilizing the Analysis ToolPak for statistical analysis
- Performing regression analysis and hypothesis testing
- Running what-if scenarios with data tables
- Creating and interpreting solver models
- Case Study: Conduct a regression analysis to predict future sales based on historical data.
Module 5: Power Query and Power Pivot
- Importing and transforming data with Power Query
- Creating relationships between tables in Power Pivot
- Building calculated columns and measures in DAX
- Designing data models for reporting
- Case Study: Import and transform data from multiple sources to create a consolidated financial report.
Module 6: Automation with Macros and VBA
- Recording and running macros
- Writing VBA code to automate repetitive tasks
- Creating user-defined functions (UDFs)
- Debugging and optimizing VBA code
- Case Study: Automate the monthly financial report generation process using macros and VBA.
Module 7: Dashboard Design and Data Visualization
- Designing interactive dashboards
- Using advanced chart types (waterfall, funnel, radar)
- Implementing slicers and interactive elements
- Customizing visuals for clarity and impact
- Case Study: Develop a sales performance dashboard incorporating various visualizations and interactive features.
Module 8: Data Protection and Security
- Protecting worksheets and workbooks with passwords
- Restricting access to specific cells and ranges
- Tracking changes and version control
- Utilizing data encryption and privacy settings
- Case Study: Secure sensitive financial data by implementing protection measures and access controls.
Module 9: Collaboration and Sharing
- Sharing workbooks via OneDrive and SharePoint
- Setting up collaborative editing and comments
- Tracking changes and resolving conflicts
- Publishing workbooks to PDF or web
- Case Study: Collaborate on a project budget with team members and share the final version with stakeholders.
Module 10: Advanced Integration with Other Tools
- Integrating Excel with Power BI
- Using Excel with SQL databases
- Connecting Excel to external APIs
- Automating workflows with Power Automate
- Case Study: Build a real-time reporting system that integrates Excel with a SQL database and Power BI for dynamic updates.
Related Courses
Course Administration Details:
Methodology
These instructor-led training sessions are delivered using a blended learning approach and include presentations, guided practical exercises, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience as professionals and trainers in these fields. All facilitation and course materials are offered in English. Participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
Training Venue
The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation and Airport Transfer
Accommodation and Airport Transfer are arranged upon request. For reservations contact the Training Officer.
- Email: [email protected]
- Phone: +254715 077 817
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on:
- Email: [email protected]
- Phone: +254715 077 817
Payment
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]
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