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Course Outline

Introduction to Excel-Based Problem Solving

  • Gaining insight into Excel as a platform for business analysis and modelling
  • Implementing structured problem-solving methodologies
  • Converting business inquiries into analytical frameworks
  • Formulating an efficient approach to Excel modelling

Excel Fundamentals for Data Analysis

  • Navigating between Excel workbooks and worksheets
  • Understanding cells, ranges, tables, and reference types
  • Formatting data suitable for analysis and reporting purposes
  • Leveraging Excel features effectively for analytical tasks

Data Collection, Preparation, and Formatting

  • Importing and organizing data sources
  • Cleaning and preparing datasets for use
  • Formatting data to ensure reliable analysis results
  • Utilizing data validation tools and structured tables

Formulas and Functions for Modelling

  • Grasping the logic behind formulas and calculations
  • Employing essential Excel functions for analysis
  • Applying conditional, lookup, and logical functions effectively
  • Constructing robust and reusable calculation structures

Designing Excel Models

  • Understanding the structural layout and flow of spreadsheets
  • Establishing logical connections between data inputs, calculations, and outputs
  • Developing models that are scalable and easy to maintain
  • Adhering to best practices in modelling techniques

Data Analysis and Reporting with Excel

  • Generating charts and visual summaries of data
  • Utilizing PivotTables and PivotCharts for deeper insights
  • Designing impactful reports and dashboards
  • Communicating insights clearly to stakeholders

Scenario and Sensitivity Analysis

  • Constructing models that incorporate variable assumptions
  • Conducting scenario analysis to explore potential outcomes
  • Evaluating outcomes through sensitivity analysis techniques
  • Facilitating improved business decision-making processes

Model Testing and Quality Assurance

  • Verifying formulas and calculation accuracy
  • Validating the outputs generated by the model
  • Identifying and resolving any errors present
  • Implementing best practices for ensuring model accuracy and reliability

Data Visualisation and Presentation

  • Selecting the most suitable visualization methods
  • Enhancing the readability and clarity of communicated insights
  • Creating professional Excel-based presentations
  • Effectively sharing analysis results with business users

Practical Workshop and Course Review

  • Developing an Excel model based on a real-world business scenario
  • Applying learned analysis and reporting techniques in practice
  • Reviewing modelling methodologies discussed during the course
  • Course summary and outlining subsequent steps for learning

Requirements

  • Fundamental knowledge of Excel

Audience

  • Data Analysts
 7 Hours

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