19
Aug 2020

Mastering Microsoft Excel 2016 for Business Analysis and Reporting

Course Information

Start Date19 Aug 2020, Wednesday
End Date10 Sep 2020, Thursday
Time09:00 am to 05:00 pm
Venue
Fee$1,960 (Excluding GST) Inclusive of materials and certificate
Contact6720 3333 (Ms Rina) training.aventis@gmail.com
Register Now
Get Group Quote
LIVE Stream

Course Schedule

19 Aug, 8 Sep and 9 Sep 2020

29 Oct, 1 Dec and 2 Dec 2020

Introduction

Microsoft Excel 2016 has powerful business analysis capabilities and dynamic reporting features that provide managers and business owners with the information and insights instantly.

  • If you require an efficient way to analyze and retrieve your data from Excel
  • If you deal with budgets, P&L, Sales or other administrative data and need to display the information using interactive Excel charts and reports
  • If you need to use the data for important decision-making and planning

Then this is the right course for you!

Discover useful shortcuts for creating and modifying reports, charts and graphs and overcoming the common errors and problems

Facilitated by Microsoft Certified Trainer, Ms. Valene Ang. This high impact 3-Days practical workshop will empower you with the skills, know-how and confidence to use excel and its functions with ease.

Whether you want to use Microsoft Excel to manage all your business data or just use it for a small aspect like maintaining customer lists and employee scheduling, this course will prepare you to start using Excel on your own. Throughout the course, you will learn interesting and useful tips and tricks to allow you work more efficiently with Excel. The trainer will also use real-world business examples to illustrate its application in real life.

Gain simple and practical tips on how to fully harness the hidden analysis power of Excel and its powerful modeling functions for decision making, analysis, marketing, accounting and finance.

Learning Outcomes: Gain Mastery, Confidence and Improve Productivity

1. Acquire Powerful Data Analysis Capability

2. Create interactive charts with business data stored in an Excel Table

3. Prepare Visually Stunning Presentation and Report

Other Sneaky Tricks, Tips and Tools
• Use Quick Analysis
• Use Slicer to Filter Excel Table
• Use Timeline to Filter PivotTable
• Connect Multiple PivotTables

Bonus Plus: Learn how to create charts, sparklines, tables and calculate totals in a flash with Quick Analysis

Who Should Attend?

This course is perfect for users who want to replace manual tracking of financial data with interactive Excel analysis and reports. It is intended for senior officers, executives and decision makers in government, corporate and private organisations.

  • Business owners who run a small to medium sized businesses will be able to replace manual business data tracking processes with interactive Excel analysis and reports
  • Managers or new employees who want to learn how to summarize business data and paves the way to put it into meaningful and useful reports.
  • Delegates who intend to increase their work productivity with effective and time saving data analysis skills
  • Experienced Excel users who wish to learn more about Excel’s business-analysis capabilities

 

Note:
This workshop is only for Windows version Microsoft Excel users. Participants are required to bring a laptop equipped with Windows version Microsoft Excel 2016. Participants need to have basic knowledge to create Pivot Table

Eligibility Criteria

Other Statement of Attainment, modular certificate or equivalent n.e.c.

MS Excel Expert and Microsoft Certified Trainer: Valene Ang

Valene Ang is a Microsoft Certified Trainer and Master Instructor of Microsoft Office Specialist (MOS). She brings with her 20 years’ experience in corporate training and consultancy. Valene has a broad experience in customizing Microsoft Office training programs, developing customized course outline and course material, assisting corporate clients in business data analysis and providing dynamic report solutions.

She had conducted many Microsoft Office workshops in Singapore and Malaysia. Her training focuses on providing practical solutions to real life Excel problems. As a Certified Trainer, Ms Ang has trained hundreds of executives, managers and directors from across medium sized organisations, government offices and multinational companies. Some of her high profile clients including PSA International, DFS Galleria Singapore, Neptune Orient Lines Limited (NOL), National Environment Agency (NEA), Inland Revenue Authority of Singapore (IRAS), CPF Board, Public Utility Board (PUB), Canadian High Commission, British High Commission, Temasek Polytechnic, Republic Polytechnic, Baxter Healthcare Pte. Ltd, and many more.

Program Outline

Chapter 1: Working with Excel Worksheets
1.1 selection and navigation
1.2 duplicate and move worksheets
1.3 modify data on multiple worksheets concurrently
1.4 add header and footer to worksheet
1.5 add negative sign to numbers with paste special
1.6 using auto fill to fill data automatically
1.7 using flash fill to convert, combine and split text

 

Chapter 2: Working with Excel Templates
2.1 download online business templates
2.2 create customized templates for sharing
2.3 enhancing formatting with cell styles
2.4 change overall worksheets design with themes
2.5 hide details of statement with auto outline

 

Chapter 3: Working with Formulas and Functions
3.1 create formulas using cell references
3.2 copy and paste only the formulas
3.3 paste link formulas
3.4 use statistical functions to summarize numbers
3.5 use text functions to format numbers, date and time
3.6 use date and time functions to display specific date
3.7 logical functions

 

Chapter 4: Working with Quick Analysis Tools
4.1 apply conditional formatting
4.2 manage conditional formatting rules
4.3 use recommended charts
4.4 add chart elements
4.5 apply chart styles and chart filters
4.6 calculate totals automatically
4.7 convert data range to table
4.8 sort and filter data in table
4.9 create in-cell charts with sparklines

 

Chapter 5: Calculating With Formulas And Functions
5.1 create formulas using names
5.2 manage names using the name manager
5.3 date and time functions
5.4 logical functions
5.5 conditional logical functions
5.6 database functions
5.7 lookup functions
5.8 use the convert text to columns wizard

 

Chapter 6: Visualizing Data With Charts
6.1 overview of excel chart
6.2 create chart with quick analysis
6.3 align chart axis labels
6.4 display value axis in millions
6.5 using recommended chart tool
6.6 display percentage on pie chart
6.7 create chart with multi line labels
6.8 create combo chart
6.9 use the chart tools
6.10 creating waterfall chart
6.11 creating histogram
6.12 add trendline to chart
6.13 create chart template for sharing

 

Chapter 7: Summarizing data with subtotal and outline
7.1 insert automatic subtotals
7.2 create chart with subtotals
7.3 insert nested subtotals
7.4 create auto outline
7.5 create charts with subtotal and outlined data

 

Chapter 8: Organizing data with table
8.1 format data range as table
8.2 use the table tools
8.3 create table with quick analysis
8.4 remove duplicate records
8.5 add total row to table
8.6 insert calculated columns
8.7 filter table data with custom filter
8.8 build dynamic chart with table
8.9 use slicer to filter data

 

Chapter 9: Analyzing data with pivottables
9.1 overview of pivottable and pivotchart
9.2 create pivottable from table
9.3 insert recommended pivottables
9.4 change report layouts
9.5 show and hide report totals
9.6 format pivottable
9.7 refresh pivottable data
9.8 filter and sort data
9.8.1 using report filters
9.8.2 using label filters and value filters
9.8.3 sorting pivottable data automatically
9.8.4 sorting pivottable data manually
9.9 create custom calculations
9.9.1 summarize values with functions
9.9.2 show values in percentage
9.10 group fields in a pivottable
9.10.1 grouping dates
9.10.2 grouping numeric values
9.10.3 grouping text values
9.11 filter pivot data with slicer and timeline
9.12 create pivotchart from excel table
9.13 creating a pivotchart from pivottable
9.14 using pivotchart tools
9.15 connect slicer to pivottables
9.16 connect timeline to pivottables