Power Excel Training
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This document outlines topics covered in an Excel training course, including data types, formatting, consistency, sorting, filtering, cleaning, charts, pivot tables, business analysis functions, reports, linking Excel and PowerPoint, and an introduction to VBA macros. The training focuses on advanced data analysis and manipulation in Excel for business users. Attendees will learn best practices for organizing, presenting, and gaining insights from data. The course is taught by urBizEdge, a training company that can be reached at [email protected] or 234-808-938-2423.
Power Excel Training
- 1. MICROSOFT EXCEL TRAINING Advanced & Business Data Analysis focused [email protected] 234-808-938-2423
- 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 [email protected] 234-808-938-2423 3
- 4. Data Formatting Excel allows data (mostly numbers) to be displayed in special formats. • Date and Time • Currency • Percentage & Fraction • Scientific • Custom Formats [email protected] 234-808-938-2423 4
- 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 [email protected] 234-808-938-2423 5
- 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) [email protected] 234-808-938-2423 6
- 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 [email protected] 234-808-938-2423 7
- 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 [email protected] 234-808-938-2423 8
- 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 [email protected] 234-808-938-2423 9
- 11. Chart Types • • • • • • Line Chart Column Chart Bar Chart Pie Chart Other Charts Sparklines [email protected] 234-808-938-2423 11
- 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 [email protected] 234-808-938-2423 12
- 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 [email protected] 234-808-938-2423 13
- 14. Pivot Table & Chart [email protected] 234-808-938-2423 14
- 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 [email protected] 234-808-938-2423 15
- 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 [email protected] 234-808-938-2423 16
- 17. Business Data Analysis [email protected] 234-808-938-2423 17
- 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 [email protected] 234-808-938-2423 18
- 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 [email protected] 234-808-938-2423 19
- 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 [email protected] 234-808-938-2423 20
- 21. Reports & Dashboards [email protected] 234-808-938-2423 21
- 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 [email protected] 234-808-938-2423 22
- 23. Excel to PowerPoint [email protected] 234-808-938-2423 23
- 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 [email protected] 234-808-938-2423 24
- 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 [email protected] 234-808-938-2423 26
- 27. THANK YOU! E-mail: [email protected] Call: 234-808-938-2423