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 LEVEL: Foundation

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

Course Administration Details:

METHODOLOGY

The instructor led trainings are delivered using a blended learning approach and comprise 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 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 for their, travel expenses, visa application, insurance, and other personal expenses.

ACCOMMODATION AND AIRPORT PICKUP

Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.

Email:[email protected] or [email protected]

Mob: +254 715 077 817/+250789621067

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 Tel: +254 715 077 817/+250789621067

Mob: +254 792516000, +254 792516010 , +250 789621067 ,or mail [email protected] or [email protected]

PAYMENT

Payment should be transferred to IRES account through bank on or before start of the course.

Send proof of payment to [email protected] or [email protected]

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