Course detail

In-depth Excel Training, Executive Dashboards & Business Data Analysis

The training is aimed at already proficient Excel users who work in report/analysis heavy roles dealing with large amount of raw data (even spanning 2 to 200 million rows) and have Excel 2016 or above.

If you qualify for this, email team@urbizedge.com with details of which industry you work, your role and your most advanced use of Excel. Optionally, we will reply with the details and schedule for the class. We do this because from experience too many people misjudge their needs — going for what sounds fancy and new rather than what would really give them the practically useful skill they need. Thanks for understanding and complying.

Training Highlights

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.

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.

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 PowerPivot?

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 chef, we will show you the secret ingredients that make companies consult us even when they have Excel super users in their organization.

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.

Management level reports are best presented in PowerPoints. 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.

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

    • How Excel handles different data types
    • Data consistency, starting with the end in view
    • Building Datasheets that can easily scale
    • Sorting
      • Cascaded sorting
      • Sorting across rows (left to right sorting, not the usual up to down sorting)
      • Sorting and Conditional Formatting to identify trends
    • Filtering
    • Data cleaning
      • Removing duplicates
      • Text-to-column
      • Grouping
      • Data Validation
      • Conditional Formatting
    • Data formatting
      • Using Tables (and when to convert to tables)
      • Formatting for printing
      • Formatting for email
      • Data Review and formatting for 3rd party use
    • Named Ranges
    • 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
    • Combining charts; when and how.
    • Dynamic Charts,
      using filter.
    • Best practices when making charts
    • Sparklines
    • Power Map and Power View (Excel 2013 and Excel
      2016 only)
    • Pivot Table
      • 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
    • Pivot Chart
      • Pivot Chart and its limitations
      • Dynamic Pivot Charts
    • PowerPivot (for Excel 2010, 2013 and 2016 only)
    • Power BI for dynamic dashboard and analyzing millions of rows of data
    • Linking sheets
    • Duplicating sheets (better than copy and paste)
    • Inserting sheets, labeling and coloring the professional way
    • Freezing Panes and splitting windows
    • Conditional formatting
      • To identify patterns
      • Using formulae
      • To make extremely intelligent reports
    • Lookup functions
      • Vlookup
      • Hlookup
      • Looking up the last data or pattern in a particular row or column
      • Overcoming the limitations of Vlookup and Hlookup using index and match functions
    • Power Functions
      • IF, IFERROR, AND, OR,ISBLANK, and others in the same family
      • TEXT manipulative functions to make a completely automated Dashboard
      • COUNTIFS, SUMIFS, AVERAGEIFS and others, to make dynamic summary tables
      • MATCH and INDEX to do the impossible
    • Other Functions
      • Math Functions
      • Text Functions
      • Logical
      • Others
    • Formula Auditing
    • Goal Seek, Scenario Manager and Solver
    • Excel Web Query
    • Most useful Excel keyboard shortcuts
    • Best Practices
    • Executive Dashboards
      • Executive Dashboards
      • Dynamic Reports
      • Determining the KPIs and tracking them
      • Strategic Insights & Analysis
    • Data Visualization
    • Having the audience/recipient in mind
    • E-mails and Excel reports
    • Linking PowerPoint/Word Charts to Excel
    • Embedding Excel sheets in PowerPoint/Word
    • Making a Powerful PowerPoint Presentation
    • Recording Excel macros
    • Introduction to editing Macro codes

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