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UrBizEdge Excel Course Outline

UrBizEdge offers an in-depth Excel training program focused on data manipulation, visualization, and business data analysis, aimed at professionals such as Sales Managers and Financial Analysts. The training includes practical sessions led by a Microsoft Certified Trainer, covering essential Excel skills like Pivot Tables, Executive Dashboards, and linking Excel to PowerPoint. Participants will receive comprehensive training materials, lunch, and a certificate upon completion, with the course duration set for two days at a cost of N120,000.

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24 views6 pages

UrBizEdge Excel Course Outline

UrBizEdge offers an in-depth Excel training program focused on data manipulation, visualization, and business data analysis, aimed at professionals such as Sales Managers and Financial Analysts. The training includes practical sessions led by a Microsoft Certified Trainer, covering essential Excel skills like Pivot Tables, Executive Dashboards, and linking Excel to PowerPoint. Participants will receive comprehensive training materials, lunch, and a certificate upon completion, with the course duration set for two days at a cost of N120,000.

Uploaded by

ejembigideon12
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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UrBizEdge

IN-DEPTH EXCEL TRAINING,


EXECUTIVE DASHBOARDS &
BUSINESS DATA ANALYSIS
INTRODUCTION

The business world is now data driven and every business professional must now be fluent in the language
of data. William E. Deming had the most accurate way of portraying this new age: “In God we trust; all others
must bring data.” Without data skills you will have a tough time influencing in the business world. You must
learn to manipulate data, make compelling data stories and leverage data for insights.

Microsoft Excel is the world’s most used business intelligence tool. Its knowledge is even compulsory for an
MBA degree and the investment world depends greatly on it.
This training is aimed at making you extremely good in Microsoft Excel, dashboard making and business data
analysis, teaching you with live business scenarios. It’s intended for Sales Managers, Financial Analysts,
Business Analysts, Data Analysts, MIS Analysts, HR Executives and power Excel users.

You will get lunch, videos and practice files, training notepad with pen, a comprehensive training reference
material, a training certificate from us (a registered Microsoft Partner) and after training continuous learning
access.

The training will be facilitated by a team lead by a Microsoft recognized Excel Expert and Microsoft Certified
Trainer who is a Microsoft MVP. We have had participants of our training from Guinness Nigeria,
Nigerian Breweries, Schlumberger, Chevron, Periscope, Brains and Hammers, GfK, Palladium Group,
First Bank, Citi Bank, Dalberg, PMI, NLNG, GSK, Promasidor, SaveTheChildren, Mobil, FMDQ, NSE,
Biofem Pharmaceuticals, Total, Vodacom, Nestle, Nigerian Breweries, Delta Afrik, LATC Marine, Broll,
Habanera (JTI), SABMiller, IBM, Airtel, Diamond Bank, ECOWAS, Ministry of Finance,
Transmission Company of Nigeria, Nokia Siemens Networks and DDB.
TRAINING HIGHLIGHTS
Data Manipulation in Excel
01 We’ll show you, from a consultant expertise level, how to manipulate data in Excel. From data
preparation/ cleaning to data formatting the professional way. We’ll cover both the science
and the art of data manipulation in Excel, and share very useful keyboard shortcuts and expert
tricks that will speed up your productivity in Excel.

Data Visualization and


02 Presentation in Excel
A picture is worth a thousand words. And in the business world, it is often the only way to not
bore your audience and pass the valuable message you’ve uncovered in your data analysis.
We will teach you the foundations of data visualization – from the different types of charts to
when to use each of them. Then we will work through business samples to learn the art part of
doing data visualization right. You will learn the rules of business data reporting via charts and
gain from our industry wealth of consulting for businesses in this vital area.

Large Data Analysis: Pivot Table,


03 Pivot Chart and Power Pivot
You should never say you know Excel if you don’t know how to use Pivot Table. It is that
important. It is Excel’s premium tool for analyzing large data – sales data, inventory data,
HR data, transaction data and most business operations data. We are going to cover from
the basics to the very advanced use of Pivot Tables. We will show you how to create dynamic
reports with Pivot Table; how to overcome some of its layout issues; how to turn off the
distracting controls in your final report; how to create calculated fields; how to create Pivot
Charts; and the special tricks only a full-time Excel consultant can show you that will turbo-
charge you Pivot Table skills. Then we’ll show you how we analyze data of up to (and even
above) 30 million rows in Excel. Yes, in Excel. Heard of Power pivot?

Business Data Analysis


04 In this section, we teach you the secrets that separate the analysis experts from the people
with head/academic knowledge Excel. It is one thing to know the different tools in Excel and it
is another completely different thing to know how to expertly mix them together to creatively
deliver value at high speed. As full-time Excel chefs, we will show you the secret ingredients
that make companies consult us even when they have Excel super users in their organization.

Executive Dashboards and Reporting


05 This is the level self-knowledge will not get you to. How do you create an uncrowded insightful
visualization for a report with 37 rows? Then how about for your sales analysis report of many
rows and columns? How do you show the different interactions in your data? In short, how do
you bring your data to life and take it from a boring confusing mass of text to an interactive
exciting visualization? You have to come to get the answers.

Excel to PowerPoint
06 Management level reports are best presented in PowerPoint. When you’ve got a delicate story
to tell, you have to guide your audience through a one idea/insight a slide PowerPoint. We
won’t teach you how to design slides but we will teach you how to make your chart slides
speak very loud. You will also learn the tricks of linking your PowerPoint charts to Excel. It will
help cut down the hours you spend on weekly/monthly PowerPoint reports. We will also show
you how to embed Excel files in your PowerPoint slide. No more sending separate Excel files
when you can embed them right on the very slide you reference their data.

05 Excel VBA
Forget about all you’ve heard about Macros or VBA. Let’s show you how easy and exciting it is
to break into the Excel VBA world.
TRAINING OUTLINE
DATA MANIPULATION IN EXCEL
1. How Excel handles different data types

01 2. Data consistency, starting with the end in view


3. Building Data sheets that can easily scale
4. Sorting
Cascaded sorting
Sorting across rows (left to right sorting, not the usual up to
down sorting)
Sorting and Conditional Formatting to identify trends
5. Filtering
6. Data cleaning
Removing duplicates
Text-to-column
Grouping
Data Validation
7. Data formatting
Using Tables (and when to convert to tables)
Formatting for printing
Formatting for email
Data Review and formatting for 3rd party use
8. Named Ranges

CHARTS
1. Chart types
Line chart and when to use it
Column chart and when to use it
Bar chart and when to use it
Pie chart and it's dangers
02
2. Combining charts; when and how.
3. Dynamic Charts, using filter.
4. Best practices when making charts
5. Sparklines

PIVOT TABLE, PIVOT CHART AND POWERPIVOT


1. Pivot Table

03 Default Pivot Table


Tabular Pivot Table
Pivot Table Filtering
Making a very dynamic regular table from Pivot Table
Calculations and Formula use with Pivot Table
Advanced Pivot Table tricks
2. Pivot Chart
Pivot Chart and its limitations
Dynamic Pivot Charts
TRAINING OUTLINE
BUSINESS DATA ANALYSIS
1. Linking sheets

04 2. Duplicating sheets (better than copy and paste)


3. Inserting sheets, labeling and coloring the professional way
4. Freezing Panes and splitting windows
5. Conditional formatting
To identify patterns
Using formulae
To make extremely intelligent reports
6. Lookup functions – VLOOKUP and others
7. IF, IFERROR, AND, OR, ISBLANK, and others in the same family
8. COUNTIF, SUMIF and others, to make dynamic summary tables
9. Math Functions
10. Text Functions
11. Date Functions
12. Formula Auditing
13. Goal Seek, Scenario Manager and Data Table
14. Most useful Excel keyboard shortcuts

EXECUTIVE DASHBOARDS AND REPORTING

05
1. Best Practices
2. Executive Dashboards
What are Dashboard
Dynamic Reports
Determining the KPIs and tracking them
Strategic Insights & Analysis
Data Visualization
Having the audience/recipient in mind

EXCEL TO POWERPOINT AND WORD


06 1. Linking PowerPoint/Word Charts to Excel
2. Embedding Excel sheets in PowerPoint/Word
3. Making a Powerful PowerPoint Presentation

INTRODUCTION TO EXCEL MACROS (VBA)


1.
2.
3.
4.
What is Excel Macro?
Its value propositions
Creating a macro from scratch
Practice Session
07
REGISTRATION & ENQUIRES

Duration: 2 days
Cost: N120,000
FOR FURTHER ENQUIRES CONTACT/VISIT
Lagos Training Center:
UrBizEdge Limited, 11 Oseni Street,
adjacent GTBank, Anthony Village, Lagos.

0700ANALYTICS
01-6311885

[email protected]

www.urbizedge.com

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