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Microsoft Excel Skills for Business Analysis and Reporting Course

INTRODUCTION

Microsoft Excel has powerful business analysis capabilities and dynamic reporting features that provide managers and business owners with the information and insights instantly. This course is will equip the participants with skills for analyzing and retrieving data from Excel, deal with budgets, P&L, sales or other administrative data and need to display the information using interactive Excel charts and reports. Participants will also be equipped with methods of using data for important business decision-making and planning.

DURATION

5 days

COURSE OBJECTIVES

By the end of this course, participants will be able to know:

  • Gain enhanced spreadsheets data skills: creating templates, charts, graphics and formulas for business and operational work.
  • How to calculate with advanced functions & formulas, create interactive charts using Excel
  • How to analyze data using Pivot Charts. insert graphic objects and quickly transform business data into informative reports using PivotTables
  • How to use business dashboards to compare multiple business elements in one screen
  • How to generate management and weekly reports quickly and accurately

COURSE OUTLINE

Module 1

Introduction to Microsoft Excel

    1. Introduction, Outline & Objectives
    2. Functions and Formulae
    3. Entering and Copying Formulae
    4. Creating Formulas using Names
    5. Managing Names using, Name Manager
    6. Searching for Functions
    7. Naming Ranges
    8. Creating Named Ranges
    9. Using Names in Movement
    10. Inserting Names in Formulae
    11. Formatting
    12. Number Formatting
    13. Cell Styles
    14. Copying and Clearing formatting 

Module 2

Calculating with Formulas and Functions

    1. Use Date and Time Functions
    2. Use Statistical Functions
    3. Use Database Functions
    4. Use Lookup Functions
    5. Use Logical Functions

Module 3

Visualizing Data with Charts

    1. Use Recommended Charts Tool
    2. Create Chart with Quick Analysis
    3. Align Chart Axis Labels
    4. Display Value Axis in Millions
    5. Create Chart with Multi Line Labels
    6. Create Combo Chart
    7. Create Chart Template for Sharing
    8. Build Dynamic Chart with Table

Module 3

Analyzing Data with Table

    1. Create Table with Quick Analysis
    2. Remove Duplicate Records
    3. Add Total Row to Table
    4. Insert Calculated Columns
    5. Filter Table Data with Custom Filter
    6. Use Slicer to Filter Data
    7. Apply Conditional Formatting
    8. Sort and Filter Data by Color
    9. Create In-Cell Chart with Sparklines

Analyzing Data with PivotTables

    1. Overview of PivotTable & PivotChart
    2. Create PivotTable from Table
    3. Change Report Layouts
    4. Show and Hide Report Totals
    5. Create Custom Calculations
    6. Filter Pivot Data with Slicer and Timeline
    7. Group Fields in a PivotTable
    8. Create Calculated Fields in PivotTable

Module 5

Importing External Data Sources

    1. Import Data from Text Files
    2. Create PivotTable from Microsoft Access
    3. Create PivotChart from Microsoft Access
    4. Manage Data Connections

Creating Dashboard Report

    1. Overview of Dashboard
    2. Create PivotTable and PivotChart
    3. Hide Field Buttons from PivotChart
    4. Use Slicer to Connect PivotTables
    5. Build a Slicer Dashboard Report

Other Tips and Tools

    1. Flash Fill
    2. Quick Analysis
    3. Slicer to Filter Excel Table
    4. Timeline to Filter PivotTable
    5. Connecting Multiple PivotTables
    6. Sparklines

REQUIREMENTS

Participants should be reasonably proficient in English. Applicants must live up to Indepth Research Services (IRES) admission criteria.

METHODOLOGY

The instructor led trainings are delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.

ACCREDITATION

Upon successful completion of this training, participants will be issued with an Indepth Research Services (IRES) certificate.

TRAINING VENUE

The training is residential and will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, lunch, and study visits.

All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.

ACCOMMODATION

Accommodation is arranged upon request. For reservations contact the Training Officer.

Email:This email address is being protected from spambots. You need JavaScript enabled to view it..  

Mob: +254 715 077 817

Tel: 020 211 3814

TAILOR- MADE

This training can also be customized for your institution upon request to a minimum of 4 participants. You can have it delivered in our training centre or at a convenient location.

For further inquiries, please contact us on Tel: +254715077817, +254(020) 211 3814 or mail This email address is being protected from spambots. You need JavaScript enabled to view it.

PAYMENT

Payment should be transferred to IRES account through bank on or before C.O.B. 16th September 2019

Send proof of payment to This email address is being protected from spambots. You need JavaScript enabled to view it.

CANCELLATION POLICY

Payment for the all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.

1.    Participants may cancel attendance 14 days or more prior to the training commencement date.

2.    No refunds will be made 14 days or less to the training commencement date. However, participants who are unable to attend may opt to attend a similar training at a later date, or send a substitute participant provided the participation criteria have been met.

Please Note: The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure

Event Properties

Event Duration 5 Days
Event Date 23-09-2019
Event End Date 27-09-2019
Cut off date 16-09-2019
Individual Price(Kenyan) KES 69,000
Individual Price (International) EUR 790
Individual Price(International in Dollars) USD 920
Location Nairobi, Kenya
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