Course details
Day 1: Data massaging: tools and techniques· Consolidating data from separate files and sheets
· Advanced data validation using lists, dates and custom validation
· Cell management tools: left, right, mid, concatenate, value
· Naming, editing, and managing cells and ranges
· Subtotal, Sumif, Sumifs, Sumproduct, Count, Countif, Countifs
· Looking-up data, texts, and values using Vlookup
· The incredible table-tools technique
· Slicing dates into day names, weeks, week numbers, month names, years and quarters
· Text to columns and dynamic trimming using Trim, Len
· Managing texts and numbers using replace, find, and substitute
· Text change functions
Day2: Reporting, analysis and reconciliations using pivot tables
· The 20 must learn rules
· Creating pivot tables
· Number formatting techniques
· Designing report layout
· Sorting in ascending, descending and more sort options
· Filtering labels and values
· Expanding and collapsing reports
· Summarize data by sum, average, minimum, maximum, count
· Show values as % of total and % of
· Pivot table options
· Drill down option
· Showing report filter pages
· Inserting formulas
· Date analysis
· Copying pivot tables
· Creating pivot charts
· Dynamic chart labeling
· Mastering the slicer
· Linking pivot tables and pivot graphs with PowerPoint
· Conditional formatting with pivot tables
· Designing reports using GetPivotData
Day 3: Modeling and integration techniques
· Perform 'what-if' analysis using spinner
· Check box data modeling with 'if' function
· Option button data modeling with 'if' function
· List box data modeling with 'Choose' function
· Linking Excel with text files
· Linking Excel with databases (Access)
· Linking Excel with multiple Excel files and SQL
· Linking Excel with internet
· Linking Excel with Excel
· Scenario manager
Day 4: Introduction to learning the ultimate tool in Excel: ''Macros''
· Macro basics
· Planning a macro
· Designing your control board
· Recording macro
· Testing macro
· Editing macro
· Macro workshops
· Advanced filter with macro
Day 5: Tips and tricks in Excel
· Data entry form
· Custom list
· Camera tool
· Text to speech
· Protecting worksheets and workbooks
Updated on 20 May, 2024
Eligibility / Requirements
There are no eligibility requirements to attend this course.
Job roles this course is suitable for:
Finance Manager , Accountant , Business Analyst , Research ProfessionalAbout Convertas
CONVERTAS is a reliable advisory firm, helping organizations develop their activities to align with their objectives adopting the best practices.
Our trainings and workshops cover all areas of business including Management,Soft Skills and Human Resourses Management, Marketing and Sales, Accounting and Finance, Procurement and Logistics, targeting organizations, managers and employees. Whether in-house or public, trainings are organized with the highest qualified trainers.
Our methodology relies more on the use of audio-visual impact which is more effective than the lecture style. Presentations, videos and simulations methods have proven to be very effective for people to remember.
Moreover, doing and teaching are the best vehicles for learning and remembering. This includes involving the trainee in the teaching process by interacting, through completing worksheets and inciting to explain and present what is acquired.
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