Advance MS Excel Training Plan
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1 14 November 2016 Advance MS Excel Training Plan
2 1. Introduction: ExcelTrotters is a consulting firm based in Nairobi but offering its services across the region. For this training, we aim at equipping professionals with advanced relevant skill in the usage of Microsoft Excel for data management, analysis and presentation. This training is applicable to anyone is the organization who uses MS Excel. Why Train with us? We have very skilled presenters Our course is based on real life data and examples We have a very detailed training manual Well researched training materials Our training is cost effective Very conducive training environment 5-star hotel for off-site trainings Training Benefits Increased productivity the staff can do more Less time spent working on Excel Good understanding Excel tricks High level of accuracy while using Excel Good data analysis skills A new level in management business reporting The advanced training is done in two level 1. Advanced training (5 days) outline shown below 2. Advanced MS Excel for data analysis (Business Intelligence Reporting based on Microsoft power BI) Outline attached. The second level training should only be done after level one. Advance MS Excel Training Plan Page - 1
3 2. Course details Highlights Advanced - Introduction to excel o Copying, Moving & Deleting o Selection Techniques o Ribbon Customization o Data validation o Useful shortcuts Formatting o Alignment Formatting o Number Formatting o Data split through Flashfill o Text into columns Conditional Formatting o Use & design o Reporting o Formulas Tables o Formula Nomenclature - structured/ Unstructured references o Table design o Advantages of Tables Pivot Tables o Creation & design o Data Source Management o Data Grouping - ranges o Cloning o Dynamic Ranges o Pivot Formatting o Reporting count, %, unique values etc. o Calculated fields etc. Charts o Chart Types o Resizing a chart o Deleting a chart o Chart title or labels o Chart background color Advanced Formulas for data analysis Functions & Formulas o Creating formulas o Easy way to create formulas o Copying formulas o Operators o Formula error messages Working with Dates & Time o Addition o Subtraction Dashboards Slicers Data Analysis o Goal Seek Advance MS Excel Training Plan Page - 2
4 3. Training Schedule 5 days TIME ACTIVITY DETAILS Highlights Only DAY 1 08:00 to 08:30am Arrival and Registration 08:30 to 10:00am Introduction to Excel Basics 10:05am to 11:00am Data Management Excel Ribbon Creating Shortcuts Workbook/Worksheet mgt Filtering various data types Sorting -various data types Data Split text to column Data Joining - formulas Flash Fills 11:20am to 01:00pm Data Management TEXT function usage 02:00pm to 03:00pm Data Formatting Data Transposing Data Realignment Data conversion using formulas DAY 2 08:00am to 10:00am 10:05am to 11:00am Advanced Formulas Advanced Formulas 11:20am to 01:00pm Formula Cell referencing Absolute Relative Mixed 02:00pm to 03:00pm Working with Dates in Excel Date & time function Date formatting DAY 3 Advance MS Excel Training Plan Page - 3
5 08:00am to 10:00am Conditional Formatting Introduction & System driven formatting 10:05am to 11:00am Conditional Formatting Formulas driven 11:20am to 01:00pm Conditional Formatting Mixed formatting 02:00pm to 03:00pm Tables Use and design Formula nomenclature DAY 4 08:00am to 10:00am Pivot Tables Introduction Designs Building pivot tables 10:05am to 11:00am Pivot Tables Calculated columns 11:20am to 01:00pm Pivot Tables Data Analysis 02:00pm to 03:00pm Charting Building and customizing charts DAY 5 08:00am to 10:00am PowerPivot Introduction & Setup 10:05am to 11:00am PowerPivot Data modelling 11:20am to 01:00pm PowerPivot Data Analysis Advance MS Excel Training Plan Page - 4
6 02:00pm to 03:00pm PowerPivot Data Analysis 4. Training Requirements Microsoft Excel 2016 Professional Pro Windows based Laptop Minimum RAM (2GB) Minimum 1GHz clock speed Internet connection Screen Resolution 1280x Training Methodology Every delegate will be required to have a laptop with Microsoft 2016 professional pro (Activated) installed. There are some training aspects not available in Excel 2010 and the lower versions. The training is practical and everyone shall be expected to practically participate. Soft and hard copy training materials shall be provided. 6. Certificates Delegates who participates to the end of the training shall be issued with attendance certificate 7. Cost The training costs $1, per attending delegate. For in-house training, there should be a minimum of 4 delegates. This cost caters for training and training materials only (hard and soft copies). Travel and accommodation charges are on the clients account. Advance MS Excel Training Plan Page - 5
7 8. Clients list Some of our clients A Previous training session Advance MS Excel Training Plan Page - 6
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