Data Analysis with Excel - Introduction

Data Analysis with Excel - Introduction

This one-day course offers quick tips in improving functionality, formatting techniques, data searching and calculations amongst large data sets within Excel. This involves an intro to data analysis, but some more advanced techniques will be shown and explained. Also, reporting tools, data manipulation and searching, plus an insight into simple automation of tasks using macros. Who is this for? Users of Microsoft Excel who are new to analysing business data, and those needing to obtain analytical skills for working around their day-to-day spreadsheets. Also, support staff, spreadsheet authors and finance workers looking to improve Excel functionality and processing speed. Finance professionals Data analystsSpreadsheet authorsFinance managersDecision makersFinancial controllersJunior accountants What will you learn? Time SaversKeyboard hotkeys and shortcutsData filtering searchingFunctionsLogical / MathematicalConditionalText-String (for cleaning data)NestingApplying & VLOOKUP within large data setsApplying meaningful Conditional FormattingAnalytical optionsCalculating SUBTOTAL on filtered recordsGoal SeekingOrganise business data via Pivot TablesWhen to use a Pivot Table for analysing large amounts of dataQuick breakdown analysis of complex dataAutomation using macrosCreating macros for repetitive tasksUsing the macro recorderBest practice for macro preparation All exercises and project files used on the course will be available to take home. How will this help your career Understand the principles of data analysis.Learn to synthesise and summarise information into a logical framework.Consider when to use a chart or a table.Know how to use visual effects to improve their reports and presentations.Explore how to summarise, present and communicate data clearly and concisely.Please read the following guidance carefully, which applies only if you are attending this course Virtual Classroom (Online):In addition to the Virtual Classroom (Online) Classroom, you will need to have your own version of Excel open to complete the exercisesIt does prove to be challenging to follow-on with the exercises using only 1 screen as you will need to be regularly switching between open windows. We recommend to either:Extend from a computer to a 2nd screen - please refer to this link for guidance on how to correctly setup a second monitor https://support.microsoft.com/en-us/help/4340331/windows-10-set-up-dual-monitors orUse 2 computers, orUse a tablet for the Virtual Classroom (Online) Classroom and a computer for the ExcelPlease note that our courses are based on Excel for Windows and it is recommended that you are using at least Excel 2010 or a later version. MAC users are welcome but please note that there may be some tools and functionality that will differ from what is being presented. The presenter will accommodate for MAC versions on the course.