Course Overview
Welcome to the Data Manipulation and Management using MS Excel course! This course is designed to equip you with the essential skills and knowledge needed to effectively handle and manipulate data using Microsoft Excel. From mastering data entry and formatting techniques to exploring advanced functions and tools like PivotTables and data analysis, this course will empower you to confidently navigate and manipulate data for insightful decision-making.
Duration
10 Days
Target Audience
Professionals from various fields such as business, finance, marketing, research, and data analysis can greatly benefit from this course. Additionally, students, data enthusiasts, and anyone seeking to improve their data manipulation abilities using MS Excel are encouraged to attend.
Personal Impact
- Mastery of advanced Excel data management and visualization techniques
- Enhanced ability to analyze and present data effectively
- Increased efficiency in handling large datasets and complex calculations
- Improved problem-solving and analytical skills through automation and advanced tools
- Greater confidence in creating professional, interactive dashboards
Organizational Impact
- Streamlined data management processes leading to higher productivity
- Improved data-driven decision-making through advanced analysis and visualization
- Enhanced reporting capabilities with visually compelling dashboards
- Reduced manual workload through automation, leading to time and cost savings
- Better communication of insights to stakeholders, driving strategic initiatives
Course Outline
Course Objectives
- Learn the fundamentals of MS Excel and its features.
- Master data entry and formatting techniques for efficient data management.
- Explore sorting and filtering options to organize and analyze data effectively.
- Ensure data accuracy through validation and cleaning techniques.
- Harness the power of formulas and functions for calculations and data manipulation.
- Create dynamic reports and summaries using PivotTables and PivotCharts.
- Perform data analysis and apply statistical functions using Excel.
- Visualize data with charts and graphs for better understanding and insights.
- Dive into advanced data manipulation techniques like text functions and array formulas.
- Understand data protection and security measures to keep your data safe.
Course Modules
Course Outline
Module 1: Introduction to Advanced Data Management in Excel
- Overview of data management concepts
- Understanding Excel's data storage capabilities
- Best practices for data organization and structuring
- Using Excel tables for efficient data handling
- Case Study: Organizing and managing a large sales dataset for a retail company
Module 2: Data Cleaning and Transformation
- Techniques for data cleansing and error correction
- Using text functions for data manipulation
- Working with dates and times in Excel
- Leveraging Power Query for data transformation
- Case Study: Cleaning and transforming a customer database for targeted marketing
Module 3: Advanced Excel Formulas and Functions
- Mastering array formulas and dynamic arrays
- Using advanced logical and lookup functions
- Financial and statistical functions for data analysis
- Combining functions for complex data manipulation
- Case Study: Building a dynamic financial model using advanced formulas
Module 4: Data Consolidation and Integration
- Consolidating data from multiple sources
- Integrating data using Power Query
- Working with external data connections
- Using PivotTables for data summarization
- Case Study: Consolidating and analyzing data from multiple regional offices
Module 5: Data Visualization Basics
- Principles of effective data visualization
- Creating and customizing charts in Excel
- Working with Excel's chart tools and options
- Visualizing data using conditional formatting
- Case Study: Designing an interactive dashboard for executive reporting
Module 6: Advanced Charting Techniques
- Creating complex charts (e.g., combo charts, waterfall charts)
- Using sparklines for trend visualization
- Applying advanced formatting to charts
- Leveraging Power View for interactive visualizations
- Case Study: Developing a multi-layered sales performance dashboard
Module 7: PivotTables and PivotCharts
- Advanced PivotTable options and settings
- Creating PivotCharts for dynamic data visualization
- Using calculated fields and items in PivotTables
- Analyzing data with slicers and timelines
- Case Study: Building a comprehensive financial summary report using PivotTables
Module 8: Automating Data Management with VBA
- Introduction to VBA for data automation
- Writing macros to automate repetitive tasks
- Creating user-defined functions for custom calculations
- Automating data imports and exports
- Case Study: Automating the generation of monthly reports for a finance department
Module 9: Data Analysis with Excel's Data Tools
- Using Excel's data analysis tools (e.g., Solver, Analysis Toolpak)
- Performing scenario analysis and sensitivity analysis
- Implementing what-if analysis with data tables
- Conducting regression analysis and forecasting
- Case Study: Analyzing market trends and forecasting future sales
Module 10: Creating and Sharing Interactive Dashboards
- Designing interactive dashboards with Excel
- Incorporating dynamic charts and tables
- Using VBA to enhance dashboard interactivity
- Sharing and distributing dashboards effectively
- Case Study: Developing and presenting a business intelligence dashboard for stakeholders
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.
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:
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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