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Course Overview
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Though many professionals use Excel on a daily basis, Excel has many undiscovered functions that can increase productivity even further. In this course, we will explore one of the relatively new tools brought by Excel to help professionals in cleaning up and preparing data for further analysis and reporting: Power Query. This tool is available as an “Add In” on Excel 2013 but comes readily available on Excel 2016 and newer versions. In addition, we will cover many features of pivot tables which is the main reporting tool in Excel. We will also take a look at PowerPivots, another powerful tool in Excel which will put your pivot tables on turbo. While pivot tables have some limitations, PowerPivots can be used when you have significantly big data. The last part of the course is dedicated to automating your Excel reports and reconciliation through the use of macros.
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Key Learning Outcomes
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By the end of this interactive course, the attendees will:
- Apply key Excel functions to prepare data for analysis using pivot tables;
- Create and customize pivot tables to reconcile and analyze accounts efficiently;
- Utilize Power Query to clean up and prepare data for reporting;
- Utilize pivot tables functions and calculations to generate a set of management and business analysis reports;
- Run macros to speed up work and utilize other advanced techniques in data analysis and reporting;
- Report and analyze big data using PowerPivots.
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Target Audience
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- Senior and junior accountants;
- Business analysts;
- Accounting and finance professionals.
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Targeted Competencies
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- Power Query
- Practicing pivot tables
- Working with PowerPivot
- Reporting
- Analyzing business data
- Designing basic macros
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Course Detailed Outline
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Module One: Key functions to prepare data for pivot table reporting
- Table format
- Lookup functions
- Text functions
- Naming cells
Module Two: Advanced techniques in creating and customizing pivot tables
- Number and cell format
- Report layout
- Calculation in value field
- Grouping and un-grouping fields
- Default and customized sorting and filtering
- Sorting using custom list
- Creating calculated field
- Filtering using slicers and timelines
- Connecting multiple pivot tables to one set of slicers
- Customizing reports using the GetPivotData option
Module Three: Power Query: A must-have skill
- Introduction to this new feature
- Where does Power Query fit in the Power family!
- Get and transform: Link your Excel to external other data sources
- Creating and editing the Query
- Get data from: Tables, files and folders
- Power Query to clean up data
- Practical examples
Module Four: Analyzing disparate data sources with pivot tables
- Utilizing pivot table wizard
- Using internal data model
- Building pivot tables using external data sources
Module Five: The new world of PowerPivot
- Benefits and drawbacks of PowerPivot
- Merging data from multiple tables without using Vlookup
- Creating better calculations using the DAX Formulas
- Using DAX to create calculated fields
- Calculate and Related functions
Module Six: Introduction to Macros: Let Excel do the work for you
- Where you cannot use Power Query, use macros
- Planning your macro
- Creating and recording macros
- Editing macros
- Introduction to Visual Basic for Application (VBA)
Wrap UP
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Methods of Delivery
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- This training course will combine:
- Presentations with instructor-guided interactive discussions between participants relating to their individual interests.
- Practical exercises,
- Video material case studies,
- Presentations and group discussion in an active and participative way supported by reading and reference materials.
- All participants receive a comprehensive binder containing copies of the presentation slides, handouts and other course material.
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Course Details
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Course Date: 24-26 November 2020
Number of Days: 3 Days
Timing: 5:00 PM- 9:00 PM
Language of the Course and Material: English
Venue: Hotel Venue/ Virtual Training
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Registration
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For registration, please send an email with the names and designation of nominee/s to the following E-mail:
Or Call us @
Fax:
Please ask about our corporate discount policy
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