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Course Outline

Introduction to Excel-Based Problem Solving

  • Understanding Excel as a tool for business analysis and modelling
  • Applying structured problem-solving techniques
  • Translating business inquiries into analytical models
  • Planning an effective approach to Excel modelling

Excel Fundamentals for Data Analysis

  • Navigating Excel workbooks and worksheets
  • Understanding cells, ranges, tables, and references
  • Formatting data for analysis and reporting
  • Leveraging Excel features efficiently for analytical tasks

Data Collection, Preparation, and Formatting

  • Importing and organizing data
  • Cleaning and preparing datasets
  • Formatting data to ensure reliable analysis
  • Utilizing data validation and structured tables

Formulas and Functions for Modelling

  • Grasping formula logic and calculations
  • Employing key Excel functions for analysis
  • Applying conditional, lookup, and logical functions
  • Constructing reliable and reusable calculations

Designing Excel Models

  • Comprehending spreadsheet structure and model flow
  • Establishing logical relationships between data inputs, calculations, and outputs
  • Building scalable and maintainable models
  • Implementing modelling best practices

Data Analysis and Reporting with Excel

  • Creating charts and visual summaries
  • Utilizing PivotTables and PivotCharts
  • Designing effective reports and dashboards
  • Presenting insights clearly to stakeholders

Scenario and Sensitivity Analysis

  • Building models with variable assumptions
  • Conducting scenario analysis
  • Using sensitivity analysis to evaluate outcomes
  • Supporting improved business decision-making

Model Testing and Quality Assurance

  • Verifying formulas and calculations
  • Validating model outputs
  • Identifying and resolving errors
  • Applying best practices for model accuracy and reliability

Data Visualisation and Presentation

  • Selecting appropriate visualizations
  • Enhancing readability and communication of insights
  • Creating professional Excel presentations
  • Sharing analysis with business users

Practical Workshop and Course Review

  • Developing an Excel model from a business scenario
  • Applying analysis and reporting techniques
  • Reviewing modelling approaches
  • Course summary and next steps

Requirements

  • Fundamental understanding of Excel

Audience

  • Data Analysts
 7 Hours

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