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Data Analysis with Excel - Introduction

BPP Professional Education
Course summary
Professional Training
1 day
634 GBP excl. VAT
London

Course description

Data Analysis with Excel - Introduction

This one-day course offers quick tips in improving functionality, formatting techniques, data searching and calculations amongst large data sets within Excel. This involves an intro to data analysis, but some more advanced techniques will be shown and explained. Also, reporting tools, data manipulation and searching, plus an insight into simple automation of tasks using macros. Who is this for? Users of Microsoft Excel who are new to analysing business data, and those needing to obtain analytical skills for working around their day-to-day spreadsheets. Also, support staff, spreadsheet authors and finance workers looking to improve Excel functionality and processing speed. Finance professionals Data analystsSpreadsheet authorsFinance managersDecision makersFinancial controllersJunior accountants What will you learn? Time SaversKeyboard hotkeys and shortcutsData filtering searchingFunctionsLogical / MathematicalConditionalText-String (for cleaning data)NestingApplying & VLOOKUP within large data setsApplying meaningful Conditional FormattingAnalytical optionsCalculating SUBTOTAL on filtered recordsGoal SeekingOrganise business data via Pivot TablesWhen to use a Pivot Table for analysing large amounts of dataQuick breakdown analysis of complex dataAutomation using macrosCreating macros for repetitive tasksUsing the macro recorderBest practice for macro preparation All exercises and project files used on the course will be available to take home. How will this help your career Understand the principles of data analysis.Learn to synthesise and summarise information into a logical framework.Consider when to use a chart or a table.Know how to use visual effects to improve their reports and presentations.Explore how to summarise, present and communicate data clearly and concisely.Please read the following guidance carefully, which applies only if you are attending this course Virtual Classroom (Online):In addition to the Virtual Classroom (Online) Classroom, you will need to have your own version of Excel open to complete the exercisesIt does prove to be challenging to follow-on with the exercises using only 1 screen as you will need to be regularly switching between open windows. We recommend to either:Extend from a computer to a 2nd screen - please refer to this link for guidance on how to correctly setup a second monitor https://support.microsoft.com/en-us/help/4340331/windows-10-set-up-dual-monitors orUse 2 computers, orUse a tablet for the Virtual Classroom (Online) Classroom and a computer for the ExcelPlease note that our courses are based on Excel for Windows and it is recommended that you are using at least Excel 2010 or a later version. MAC users are welcome but please note that there may be some tools and functionality that will differ from what is being presented. The presenter will accommodate for MAC versions on the course.

Suitability - Who should attend?

Users of Microsoft Excel who are new to data analysis, and those needing to obtain analytical skills for working around their day-to-day spreadsheets. Also, support staff, spreadsheet authors and finance workers looking to improve Excel functionality and processing speed.

Outcome / Qualification etc.

By the end of the course, delegates will be able to:

  • Understand the principals of data analysis
  • Learn to synthesise and summarise information into a logical framework
  • Consider when to use a chart or a table
  • Know how to use visual effects to improve their reports & presentations
  • Explore how to summarise, present and communicate data clearly and conciselyLearning outcomes include a hands-on approach with:
    • Time savers
    • Keyboard hotkeys and shortcuts
    • Data filtering and searching
    • Functions
      • Logical / Mathematical
      • Conditional
      • Text string (for cleaning data)
      • Nesting
    • Applying ‘VLOOKUP’ within large data sets
    • Applying meaningful Conditional Formatting
    • Analytical options
      • Calculating SUBTOTAL on filtered records
      • Goal seeking
    • Organise business data via Pivot Tables
      • When to use a Pivot Table for analysing large amounts of data
      • Quick breakdown and analysis of complex data
    • Automation using macros
      • Creating macros for repetitive tasks
      • Best practice for macro preparation
      • Using the macro recorder
      All exercises and project files used on the course will be available to take home. Laptops with Excel 2013 will be provided on the course. The knowledge and skills gained can be used across all modern versions of Excel.

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BPP Professional Education -  Accountancy, Tax, Financial Services, Law & Insolvency Courses

BPP Professional Education is one of the specialist examination-based and professional development training arm of the BPP Group, Europe's biggest professional education and publishing provider with 2,000 staff members across 40 countries and over 30,000 students per year. BPP Professional Education...


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3 London Wall Buildings
EC2M 5PD London

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