Data Analysis with Excel - Intermediate (ICAS)

Overview

This one-day course offers quick tips to better utilising the power of Excel. The course involves analysing large data sets, using a variety of reporting tools, array formulae and CSE keystrokes, nesting functions, data manipulation, as well as an intro into macro automation.

This course contains some more advanced functions and complex nesting techniques which are used to control tables and charts. There are segments where we clean up data and create robust formulas.

Who is this for?

Those using Excel on a regular basis wishing to learn more about performing various forms of analysis. Also support staff, finance professionals and analysts wanting to increase their functional knowledge of Excel.

Finance professionals

• Data analysts
• Spreadsheet authors
• Finance managers
• Decision makers
• Financial controllers
• Junior accountants

What will you learn?

• Time Savers
• Pivot Tables & Charts
  • Control a chart via a Pivot Table
  • Summarise data and automate the chart
• The ‘LOOKUP Family’
  • Flexible lookup techniques
  • Understanding the limitations of a VLOOKUP
  • Practical solutions for complex data sets
• Functions
  • Logical
  • Conditional & Error
  • Text-string (for manipulation)
  • Nesting (for increased power)
  • Array
• The CSE keystroke method
  • Simplifying IF functions
  • Multi-cell array functions
• Analyse trends in business data via a Frequency Distribution Table
  • The calculative technique using “bins array”
  • The non-calculative technique via a Pivot Table
• Bonus topics:
  • Complex problem solving
  • Extensive Conditional Formatting
  • Using formula-based rules
  • Introduction to scenario building
  • Homework topics for further study
• Increased automation techniques using macros
  • Applying meaningful macro functionality
  • Viewing and simple editing of macro VBA code

All exercises and project files used on the course will be available to take home

How will this help your career

• Interpret, communicate and search for data from large quantities of information.
• Learn how to synthesise information into a logical framework for analysis.
• Summarise messy data into a meaningful format.
• Gain skills in performing advanced searches and lookups for data extraction

Please read the following guidance carefully, which applies only if you are attending this course online:

• In addition to the Online Classroom, you will need to have your own version of Excel open to complete the exercises
• It 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 or
  • Use 2 computers, or
  • Use a tablet for the online classroom and a computer for the Excel
• Please 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.

Other related courses

Introduction to Excel

Data Analysis with Excel - Advanced