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 Duration 7 hours

Course Outline

Introduction to Problem Solving with Excel

  • Recognising Excel as a pivotal tool for business analysis and modelling
  • Implementing structured approaches to problem-solving
  • Converting business queries into analytical models
  • Planning a strategic Excel modelling methodology

Essential Excel Skills for Data Analysis

  • Moving confidently through workbooks and worksheets
  • Comprehending cells, ranges, tables, and reference structures
  • Formatting data to support analysis and reporting needs
  • Leveraging Excel capabilities for efficient analytical workflows

Data Acquisition, Preparation, and Formatting

  • Importing and organizing raw data
  • Cleaning and refining datasets for usability
  • Structuring data to ensure reliable analytical results
  • Applying data validation and using structured tables

Formulas and Functions for Modelling

  • Understanding the logic behind formulas and calculations
  • Utilizing critical Excel functions for in-depth analysis
  • Deploying conditional, lookup, and logical functions
  • Constructing calculations that are both reliable and reusable

Architecting Excel Models

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

Analyzing Data and Reporting in Excel

  • Generating charts and visual summaries
  • Leveraging PivotTables and PivotCharts
  • Crafting effective reports and interactive dashboards
  • Communicating insights clearly to key stakeholders

Scenario and Sensitivity Analysis

  • Creating models that incorporate variable assumptions
  • Conducting scenario-based analyses
  • Evaluating potential outcomes through sensitivity analysis
  • Facilitating more informed business decisions

Testing Models and Quality Assurance

  • Auditing formulas and computational logic
  • Validating the accuracy of model outputs
  • Detecting and correcting errors
  • Ensuring high standards of model accuracy and reliability

Data Visualisation and Presentation

  • Selecting the most appropriate visual aids
  • Enhancing the clarity and impact of communicated insights
  • Producing professional-grade Excel presentations
  • Sharing analytical findings with business users

Practical Workshop and Course Recap

  • Building an Excel model based on a specific business scenario
  • Applying analytical and reporting techniques in practice
  • Reviewing different modelling strategies
  • Summarizing course content and outlining next steps

Requirements

  • Familiarity with fundamental Excel operations

Target Audience

  • Data Analysts

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