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MICROSOFT EXCEL TRAINING Advanced & Business Data Analysis focused [email protected] 234-808- 938-2423

Power Excel Training

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Microsoft Excel Training for Business Data Analysts

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Page 1: Power Excel Training

[email protected] 234-808-938-2423

MICROSOFT EXCEL TRAINING

Advanced & Business Data Analysis focused

Page 2: Power Excel Training

[email protected] 234-808-938-2423

2

Data Manipulation

Page 3: Power Excel Training

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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

Page 4: Power Excel Training

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Data Formatting

Excel allows data (mostly numbers) to be displayed in special formats.• Date and Time• Currency• Percentage & Fraction• Scientific• Custom Formats

Page 5: Power Excel Training

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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

Page 6: Power Excel Training

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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)

Page 7: Power Excel Training

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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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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

Page 9: Power Excel Training

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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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Charts

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Chart Types

• 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

Page 13: Power Excel Training

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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

Page 14: Power Excel Training

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Pivot Table & Chart

Page 15: Power Excel Training

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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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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

Page 17: Power Excel Training

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17

Business Data Analysis

Page 18: Power Excel Training

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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

Page 19: Power Excel Training

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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

Page 20: Power Excel Training

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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

Page 21: Power Excel Training

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Reports & Dashboards

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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

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Excel to PowerPoint

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Excel to PowerPoint

• Linking Charts in PowerPoint to Excel• Embedding Excel sheets in PowerPoint• Formatting Tables in PowerPoint• Formatting Charts in PowerPoint• PowerPoint tips

Page 25: Power Excel Training

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Excel VBA

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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

Page 27: Power Excel Training

THANK YOU!

E-mail: [email protected]: 234-808-938-2423