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 Duration 7 hours

Course Outline

Introduction to Excel-Based Problem Solving

  • Exploring Excel as a central tool for business analysis and modelling
  • Implementing structured approaches to problem-solving
  • Converting business inquiries into analytical frameworks
  • Strategizing an effective Excel modelling workflow

Excel Fundamentals for Data Analysis

  • Managing Excel workbooks and worksheets efficiently
  • Mastering cells, ranges, tables, and cell references
  • Formatting data for streamlined analysis and reporting
  • Leveraging Excel features for optimized analytical tasks

Data Collection, Preparation, and Formatting

  • Importing and structuring raw data
  • Cleaning and refining datasets for accuracy
  • Applying formats that ensure reliable analysis
  • Utilizing data validation rules and structured tables

Formulas and Functions for Modelling

  • Comprehending formula logic and calculation mechanics
  • Deploying essential Excel functions for deep analysis
  • Implementing conditional, lookup, and logical functions
  • Constructing robust and reusable calculation structures

Designing Excel Models

  • Understanding spreadsheet architecture and model flow
  • Establishing logical connections between inputs, calculations, and outputs
  • Creating models that are both scalable and maintainable
  • Adhering to industry best practices in modelling

Data Analysis and Reporting with Excel

  • Generating charts and visual summaries
  • Leveraging PivotTables and PivotCharts for insight
  • Designing impactful reports and executive dashboards
  • Communicating key insights clearly to stakeholders

Scenario and Sensitivity Analysis

  • Constructing models based on variable assumptions
  • Executing comprehensive scenario analyses
  • Applying sensitivity analysis to assess potential outcomes
  • Enhancing business decision-making processes

Model Testing and Quality Assurance

  • Auditing formulas and computational accuracy
  • Verifying the integrity of model outputs
  • Detecting and correcting potential errors
  • Ensuring high standards of accuracy and reliability

Data Visualisation and Presentation

  • Selecting optimal visualization types
  • Enhancing the clarity and communication of insights
  • Crafting professional-grade Excel presentations
  • Disseminating analysis effectively to business users

Practical Workshop and Course Review

  • Building an Excel model from a real-world business scenario
  • Applying advanced analysis and reporting techniques
  • Evaluating different modelling strategies
  • Summarizing key takeaways and outlining next steps

Requirements

  • A foundational proficiency in Microsoft Excel

Target Audience

  • Data Analysts

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Provisional Upcoming Courses (Require 5+ participants)

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