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Kim - Tealtek · EXCEL ADVANCED – USING EXCEL FOR BUSINESS INTELLIGENCE(2 DAY COURSE) ABOUT THE COURSE A two day course covering the Advanced features of Excel. Using Excel to clean,

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Page 1: Kim - Tealtek · EXCEL ADVANCED – USING EXCEL FOR BUSINESS INTELLIGENCE(2 DAY COURSE) ABOUT THE COURSE A two day course covering the Advanced features of Excel. Using Excel to clean,
Page 2: Kim - Tealtek · EXCEL ADVANCED – USING EXCEL FOR BUSINESS INTELLIGENCE(2 DAY COURSE) ABOUT THE COURSE A two day course covering the Advanced features of Excel. Using Excel to clean,

Kim MeyerBiography

Kim Meyer is a Microso� Certified Trainer, she has beentraining since 2001. She has a vast knowledge of the Microso� Suite of products, her knowledge has grown from having to develop Microso� training manuals both for Tealtek (Pty) Ltd and many other training providers. Her experience comes from training O�ice for the last 17 years.

Kim Meyer has been running her own business since 2011. Her goal is to help users of Microso� work smarter not harder. Kim has a passion for training and teaching users of Microso�. She loves to problem solve and find solutions to problems that users are experiencing with their documents, spreadsheets andpresentations.

Page 3: Kim - Tealtek · EXCEL ADVANCED – USING EXCEL FOR BUSINESS INTELLIGENCE(2 DAY COURSE) ABOUT THE COURSE A two day course covering the Advanced features of Excel. Using Excel to clean,

Kim Meyer082-801-5338

[email protected]

EXCEL BASIC COURSE

ABOUT THE COURSE

A course that will introduce you to the basics of Excel. This cours-es covers many of the fundamental elements of Excel, teaching the delegates excellent skills that build a foundation for further Excel training. The course will orientate you with the programme giving you a good understanding of how the programme works as well some exciting tips and tricks.

A user that is self-taught on Excel. A person that may have been using Excel for years but has not ventured further than working onspreadsheets that other users have created for them. A user that wants to learn the smart way of designing and building profes-sional looking spreadsheets, including basic formulas like SUM, COUNT, AVERAGE and working out percentages.

WHO SHOULD ATTEND

DURATION – 1 DAY

• The Excel Screen• Entering Data• Formatting Data• Selecting and Navigating e�iciently• The dynamic Flash Fill

• Working with Dates and Time• Finding and Replacing Data• Hiding Columns• Page Setup – including Headers and Footers• The Basics of Formulas

SUMMARY OF KEY TOPICS COVERED

Page 4: Kim - Tealtek · EXCEL ADVANCED – USING EXCEL FOR BUSINESS INTELLIGENCE(2 DAY COURSE) ABOUT THE COURSE A two day course covering the Advanced features of Excel. Using Excel to clean,

Kim Meyer082-801-5338

[email protected]

EXCEL INTERMEDIATE COURSEABOUT THE COURSE

The next level in your journey with Excel. This course covers many of the intermediate elements of Excel, teaching the delegates excellent skills that build on the foundation of what they know already. More of the amazing Excel tools are shown moving beyond the fundamentals. Many shortcuts and useful tips and tricks are covered. This course covers a vast array of topics, one of the most popular being Charts. The course also ventures further than the basic formulas, the learner will be shown how to use dynamic formulas, as well as audit a formula when there is a prob-lem.

WHO SHOULD ATTEND

A person that may have been using Excel for years but feels there must be more. The user that needs faster and better ways of work-ing on Spreadsheets. A user that has gone beyond the basics who feels comfortable and confident with working in Excel.

DURATION – 1 DAYSUMMARY OF KEY TOPICS COVERED

• Manipulate Columns and Rows (Inserting. Deleting, Freezing, Splitting)• Comments• Formulas• Formula Auditing• Percentages• Absolute references• Using the function library• Outlining a spreadsheet

• Grouping multiple sheets• Templates• Importing data• Inserting charts• Creating a Combination Chart• Sparklines• Sorting data• The Illustrations Group

Page 5: Kim - Tealtek · EXCEL ADVANCED – USING EXCEL FOR BUSINESS INTELLIGENCE(2 DAY COURSE) ABOUT THE COURSE A two day course covering the Advanced features of Excel. Using Excel to clean,

Kim Meyer082-801-5338

[email protected]

EXCEL ADVANCED (1 DAY COURSE)ABOUT THE COURSE

This course will introduce you to more of the Advanced formulas you need in Excel to analyse and extract information out of a set of Data. It will also give you the tools to summarise data in more than one way. One of the most dynamic concepts is covered “PivotTa-bles” – a must have tool if you are working with Data, as well as three di�erent methods of consolidating. Another incredible tool called Slicers is introduced – a key element in Dashboards.

WHO SHOULD ATTEND

Users that work with Data, particularly a large set. A person that needs to take data and summarize it for reporting purposes. Users that need to nest formulas and manipulate data to get the results they need using formulas. The course is also for users that want that extra edge, using name ranges is a great way to achieve this.

DURATION – 1 DAYSUMMARY OF KEY TOPICS COVERED

• Name Ranges• Consolidate Multiple Workbooks and Multiple sheets• Linking Sheets• Working With Tables• Protection• Data Validation

• Goal Seek• Scenarios• Conditional Formatting• Sub Total Function• Introduction To Macros• Filtering Data• Pivot Tables – All You Need To Know

Page 6: Kim - Tealtek · EXCEL ADVANCED – USING EXCEL FOR BUSINESS INTELLIGENCE(2 DAY COURSE) ABOUT THE COURSE A two day course covering the Advanced features of Excel. Using Excel to clean,

Kim Meyer082-801-5338

[email protected]

EXCEL ADVANCED – USING EXCELFOR BUSINESS INTELLIGENCE(2 DAY COURSE)

ABOUT THE COURSE

A two day course covering the Advanced features of Excel. Using Excel to clean, summarize, and interpret large amounts of data. Excel is used as a BI tool to gather data and turn it into meaningful information. The course is full of practical hands on exercise that give the leaner and excellent grasp of the power of Excel.

WHO SHOULD ATTEND

Users that work with Data, particularly a large set. A person that needs to take data and summarize it for reporting purposes. Users that need to nest formulas and manipulate data to get the results they need using formulas. The course is also for users that want that extra edge, using name ranges is a great way to achieve this.

DURATION – 2DAYSUMMARY OF KEY TOPICS COVERED

• USEFUL FUNCTIONS• CONSOLIDATING• DATA VALIDATION 10• POWERFUL ARRAY FORMULAS• NAME RANGES• CREATING TABLES• SLICERS• PIVOTTABLES• CONDITIONAL FORMATTING• SPINNER

• CHECK BOX DATA MODELLING WITH IF FUNCTION• OPTION BUTTON DATA MODELLING WITH IF FUNCTION• DATA MODELLING WITH CHOOSE FUNCTION• SCENARIO MANAGER• USING THE CAMERA TOOL• WORKING WITH SPARKLINE• WORKING WITH PROTECTION• CO-AUTHORING

Page 7: Kim - Tealtek · EXCEL ADVANCED – USING EXCEL FOR BUSINESS INTELLIGENCE(2 DAY COURSE) ABOUT THE COURSE A two day course covering the Advanced features of Excel. Using Excel to clean,

Kim Meyer082-801-5338

[email protected]

5 Great Tips & Tricks to Master Excel Excel has been around for almost three decades and has grown to become arguably the most important computer program in corpo-rates around the world. Taking into account its multitude of features and functions that help us organize, visualize, collate, combine – it’s no surprise why it’s still relevant today.

Regardless of the type of industry you’re in, it pays to know every-thing that the program’s capable of. Microso� Excel is beneficial to both employer and employee alike. A company with employees that are e�icient in Excel can boost productivity; and as an employee, having great Excel skills will help improve your career skills.

The vast amount of functionality in Excel can be intimidating to beginners but a little more knowledge will improve your comfort level. This is why we’ve put together the following tips and tricks to help you become an Excel pro!

Charts & Graph:

Creating graphs and charts is still one of the best ways to visualize data and with the help of Excel, you can transform your spreadsheet data into clear charts and graphs.

Choosing a chart depends on the type of data you’re working with. Make Use Of provides the following tips for choosing charts:

- Use a line chart to display and emphasize trends in data over time- Use a bar chart or pie chart to compare categories- Use an area chart to highlight the change of values over time- Use a scatter chart to plot multiple data points

Page 8: Kim - Tealtek · EXCEL ADVANCED – USING EXCEL FOR BUSINESS INTELLIGENCE(2 DAY COURSE) ABOUT THE COURSE A two day course covering the Advanced features of Excel. Using Excel to clean,

Kim Meyer082-801-5338

[email protected]

Pivot Tables:

Pivot Tables are undoubtedly one of Excel’s most powerful features that will make your life so much easier! You can use them to summa-rize, analyze, explore and present your data. Here’s what to keep in mind for the next time you use Pivot Tables, according to Chandoo Org:

- Drill down pivot tables: You can drill-down and get details by just double clicking on a value.- Change Summary from Total: You can change summaries in Pivot Reports from Total to Count, Average or something else very easily by using Value Field settings.- Slice & Dice Pivots: You can move anything to anywhere in pivot reports and Excel would instantly change the report layout and calcu-lations.- Di�erence from last month: You can easily display the di�erence from last month by changing value field settings.- Calculated Fields in Pivots: You can make custom calculations in Pivot Reports by adding adding calculated fields.

Combining Cells:

When dealing data such as names and addresses that tend to get broken up into many individual cells when imported into Excel, you can combine that information easily into one cell using the following shortcut: (Source: Workzone)

Type in the “&” sign in your function to streamline or simplify the data – e.g. =A2&” “&B2.

Page 9: Kim - Tealtek · EXCEL ADVANCED – USING EXCEL FOR BUSINESS INTELLIGENCE(2 DAY COURSE) ABOUT THE COURSE A two day course covering the Advanced features of Excel. Using Excel to clean,

Kim Meyer082-801-5338

[email protected]

Excel Text to Speech:

You can make Excel talk using its Text to Speech feature. This is a useful accessibility tool when you’ve got tight deadlines, working overtime and too tired to read the cells on your computer screen, enabling this tool will let Excel read aloud the values for you.

Transpose:

When you need to re-arrange multiple rows and columns of data in an Excel worksheet, don't waste time doing it manually. Here’s how you can easily do this:

- Open the spreadsheet you need to change. - Insert a blank worksheet.- Click the first cell of your data range such as A1.- Shi�-click the last cell of the range. Your selection should highlight.- From the Home tab, select Copy.

Whether you’re use the programme casually or you’re an Excel expert, you’ll agree that it pays to know everything that Excel’s capable of. Let us help you become e�icient in Excel, call us on 082 801 5338 or send an email to [email protected]

https://www.makeuseof.com/tag/create-powerful-graphs-charts-microso�-excel/ https://chandoo.org/wp/excel-pivot-tables/#pivot-tables---top-5-tips-&-tricks https://www.workzone.com/blog/excel-tips-tricks/