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UrBizEdge Microsoft Excel and Business Data Analysis Training Outcome

Michael Olafusi is a Microsoft Excel expert and trainer who transitioned from the telecom industry to focus on business data analysis. The document outlines essential Excel skills and techniques for data manipulation, analysis, and reporting, aimed at various business professionals. It also promotes training services offered by UrBizEdge, emphasizing the importance of data analysis in today's business landscape.

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bediney563
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8 views34 pages

UrBizEdge Microsoft Excel and Business Data Analysis Training Outcome

Michael Olafusi is a Microsoft Excel expert and trainer who transitioned from the telecom industry to focus on business data analysis. The document outlines essential Excel skills and techniques for data manipulation, analysis, and reporting, aimed at various business professionals. It also promotes training services offered by UrBizEdge, emphasizing the importance of data analysis in today's business landscape.

Uploaded by

bediney563
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 34

BUSINESS DATA

ANALYSIS
By A Full-Time Business Data Analysis
Consultant
Michael Olafusi is a Microsoft Excel expert and experienced trainer. He loves Excel so much

that he quit his job in the Telecoms industry to focus on doing the impossible

with Excel.

He began his career as a Radio Access Engineer for Nokia Siemens Networks,

then as a Business and MIS Analyst for Comviva Technologies doing revenue

and KPI analysis for Airtel Africa CRBT operations in 10 African countries, and

finally moved to 21st Century Technologies as a Performance Analyst and

Service Delivery Lead.

He is the training director of UrBizEge and is planning to revolutionize the

entire business data analysis industry in Nigeria. And he is also the only Excel

MVP in Africa and first ever Excel MVP from Nigeria.


Global Business Is 3

Powered By Data 100 95


90

80

60
60
50

40

20

0
Yearly Growth
NORTH AMERICA LATIN AMERICA AFRICA ASIA EUROPE AUSTRALIA
The Ability To Analyze Data Is 4

Now Vital
0 120

10 100
100
20
90 19%
80
30
60
44%
40 60
50 19%
50 40

60
20
19%
70
1/9 1/8 1/7 1/6 1/5 0
PROJECT 1

CONSTRUCTION ANALYSIS IMPROVEMENT RECONSTRUCTION


Who Needs This Business Data 5

Analysis Training?
01 Business
Managers
02 Finance
Analysts
03 Business
Analysts
04 Project
Managers
05 Sales
Executives
Data Manipulation
Data Consistency
As an Excel user, a lot of all your work in Excel will
be interconnected and constantly evolving.

We will cover the general rules you have to follow


to make reports and analysis that can scale and be
consistently used even as the projects you work
on grow.
Data Types
Everything you type into Excel falls into one of four data
types. They form the foundation of all you do in Excel.
They are:
• Number
• Text
• Boolean
• Formula
Planning for Scalability
In planning for scalability, you always have to
• Always work with the end in mind
• Use a pre-determined naming scheme of files, worksheets
and data fields
• Name every sheet and file from the start
• Avoid having too many tables in one Excel sheet
• and many others…
Data Sorting
Sorting is one of the power user’s most used tool. It allows
you to present data in an ordered fashion.

We’ll cover:
• Top to Bottom sorting
• Cascaded sorting (by multiple levels)
• Left to Right sorting (advanced)
• Sorting by cell or font color
Data Filtering
Excel allows you to hide (or filter out) data with field
entries you are not interested in.

We’ll cover even special features of Filter.


• Filter enables you to make dynamic charts when used
in a summary table
• Filter allows for arithmetic operation on the non-
hidden data
Data Cleaning
Oftentimes the data we have is not in the form we
need. We have to do some data cleaning.

• Removal of Duplicate entries


• Text-to-column to break a field to multiple fields
• Subtotal and Grouping to make reports less clumsy
• Data Validation to prevent errors
Data Formatting
No one will appreciate the numerous hours you’ve spent in
Excel if your result is not well formatted. It’s like interior
design, it gives beauty and value to your work.

• Format as Table
• Formatting for Print
• Formatting for Email
• Having the recipient or final user in mind
Charts
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 when to use it
• Other Charts
• Sparklines
Combo Charts
Excel allows you to combine 2 or more charts on
the same graph.

• When to do this
• How to do this
• Using the same horizontal axis but two different
vertical axes
Best Practices

• Be careful about using a 3D chart for business reporting


• Use line charts to show trend over a period of time
• Use Column charts to show performance of independent
metrics
• Use Bar charts when column charts will be too clumsy in
display
• and many more …
Pivot Table & Chart
PivotTable
PivotTable allows you to do instant analysis on a large data table.
• Default PivotTable
– Different Fields
– Applying Filter
– Changing field values
• Tabular PivotTable
• Using Formulas on Pivot table values
• PivotTable Tricks
PivotChart & PowerPivot
PivotChart is simply a chart of the PivotTable.
• The unique features of the Pivot Chart

PowerPivot is an addin for Excel 2010, but fully built


into Excel 2013 & Excel 2016
• It allows you to work with more external database
and also on very large database.
Business Data Analysis
General Tools Of Analysis
• Naming Sheets
• Moving and Copying sheets
• Inserting Sheets and Tab Color
• Linking Sheets in formula, special tips
• Freezing Panes and Splitting Windows
• Different Views – Normal, Page Layout and Page
Break Preview
Lookup Functions
• VLOOKUP
• HLOOKUP
• Looking up the last data in a row or column
• Overcoming the limitations of VLOOKUP and
HLOOKUP using INDEX and MATCH
• Creative use of LOOKUP
Power Functions
• IF, SUMPRODUCT, RAND, IFERROR…
• AND, OR, TEXT, LEFT, RIGHT, MID,…
• Text functions and special tricks
• COUNTIFS, SUMIFS and AVERAGEIFS
• Using the formula tab creatively
• Formula auto-complete
• Formula Evaluation
Named Range, Goal Seek, Scenario
Manager and Solver
• Named Range and its practical uses
• Goal Seek and a very interesting practical example
• Scenario Manager and a typical use
• Solver and its use in solving practical business
decision and production problems. Linear
programming.
Reports & Dashboards
Features of a Dashboard
• A screen view summary that is visual and
automated
• Knowing how to pick the important metrics to
visualize
• Knowing how to make a dynamic dashboard
• Letting the dashboard answer the most important
questions
•
Professional Reports
• Best Practices
• Having an Almighty sheet
• Knowing what to send and what to keep
• Having the report audience in mind
• E-mails: Done right the Excel way
• Excel reports and printing
• Power BI
Excel to PowerPoint
Excel to PowerPoint

• Linking Charts in PowerPoint to Excel


• Embedding Excel sheets in PowerPoint
• Formatting Tables in PowerPoint
• Formatting Charts in PowerPoint
• PowerPoint tips
Excel VBA
Excel VBA
• Why you might someday need VBA
• Recording Macros
• The Limitations of recorded Macros
• The easy way to writing your VBA program
• Getting vital help
33

Engage Us Today

Register for Training


We have the only Microsoft Excel
MVP in Africa and have held training
for people from Vodacom, Airtel,
IBM, SABMiller, Nestle & Lafarge.
Custom UrBizEdge Limited,
We can build you Programs
programs to fix
20, Kofoworola street, Off Lagoon
your unique business and data Hospital,
analysis issues.
Obafemi Awolowo road, Ikeja,
Lagos. Nigeria
Outsource Your Data Analysis +234-808-938-2423; +1-941-
Don’t have the internal resources or
want an expert to show the insights
in your business data. We are who 312-2094
you need.
[email protected]
www.urbizedge.com
THANK YOU!

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