Fundamental Data Analysis & Management

In today’s data-driven world, Excel remains a cornerstone for effective analysis. Yet many only scratch the surface of its potential.

Productivity

3 Hours

Description

Elevate your Excel expertise and transform raw numbers into actionable insights. This live, interactive workshop goes beyond the basics, guiding you through data cleaning, organization, and analysis best practices. From advanced lookups to “what-if” scenario tools, you’ll gain a comprehensive skill set that helps you drive smarter, faster decision-making. Join us to discover Excel’s hidden capabilities and power up your professional toolkit.

Course Objectives

Data Cleaning Mastery

Identify and remove duplicates, resolve inconsistencies, and apply validation rules to maintain accurate data entries.

Sorting, Filtering & Subtotal Summaries

Efficiently sort and filter large datasets to uncover key details and use the Subtotal tool to highlight pivotal metrics.

Advanced Formulas

Master powerful functions like VLOOKUP, XLOOKUP, SUMIF(S), COUNTIF(S), DSUM, and more to match, summarize, and transform data.

Data Visualization

Apply conditional formatting, create engaging charts, and use Slicers to provide intuitive, interactive views of your data.

Scenario Planning

Explore multiple outcomes using Scenario Manager and Goal Seek, refining assumptions to guide strategic decisions.

Optimization Skills

Employ the Solver add-in to tackle complex “what-if” analyses, optimizing results within real-world constraints.

Efficient Data Integration

Import, export, and merge datasets with ease, ensuring smooth interoperability between Excel and external systems.

Target Audience

Finance Professionals

Individuals working on budgeting, forecasting, or investment analysis who want to refine data insights.

Marketing Analysts

Professionals responsible for interpreting campaigns or customer data to guide strategic decisions.

Operations Managers

Leaders aiming to streamline processes, control costs, and enhance operational efficiency using data.

Small Business Owners

Entrepreneurs seeking to leverage sales, inventory, and customer data for informed business planning.

Data Enthusiasts

Anyone eager to harness Excel’s capabilities for data-driven problem-solving, regardless of industry or role.

Basic Understanding

You should know how to open, save, and enter data in Excel, as well as navigate toolbars and ribbons.

Course Content

No sessions available.

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Fundamental Data Analysis & Management

Session 1: Data Normalization & Validation

  1. Enforce validation rules, remove duplicates, and maintain consistent entries across workbooks.

Session 2: Flash Fill & Data Transformation

  1. Automate repetitive tasks like merging or splitting data without relying on complex formulas.

Session 3: Lookup Functions

  1. Use VLOOKUP and XLOOKUP to verify data, fill in missing fields, and match records across large datasets.

Session 4: Sorting & Filtering Tools

  1. Quickly isolate key details from voluminous data, simplifying analysis and reporting.

Session 5: Subtotal Summary Tool

  1. Summarize sections of data in a snap, making it easy to highlight critical metrics in extensive lists.

Session 6: Conditional Formatting & Summarization

  1. Apply dynamic color rules to highlight trends and outliers, and master formulas like SUMIF(S), COUNTIF(S), AVERAGEIF(S), DSUM, and more.

Session 7: Scenario Analysis & Optimization

  1. Explore Scenario Manager, Goal Seek, and Solver to forecast outcomes and optimize results under constraints.

Session 8: Visualization Tools

  1. Incorporate Slicers, Sunburst charts, and other visual elements to communicate insights effectively.

Coupons

No offers available at this time.

Live Support

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+510-849-6155

Mail to

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