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Analysis and Reporting with Microsoft Excel 2007
About Workshop


Introduction
Office productivity is a vital part for high growth and better performance in personal career and education. Microsoft Excel is most widely used productivity tool in today’s corporate world and education sector. Day to day corporate analysis and tools are prepared with Excel. It will be an advantage for course attendees to learn practical and advanced usages of Excel for office and academic activities. Excel allows us to accomplish a task in multiple ways which will be shown to attendees with Pros and Cons of the methods.

How participants will benefit after the course:
HANDS ON EXPERIENCES. Each widely practiced Excel topics are covered in the course syllabus with practical exercises. Lookups (Vertical, Horizontal, 2 Ways), Sumif-Sumifs, Countif-Countifs, If-Nested If, Logical AND-OR-NOT, Date, Number, Charts, Sorting, Advanced Filtering, Table-Pivot Table, File Security-Protection, Macros-VBA, and other required functionalities of this course will ensure participants high performance in their career and academics.

Workshop topics to be covered:

DAY 1
Excel Concepts

• Workbook, Worksheet, Row, Column, Cell, Range
• Ribbons (Tab>Group>Command)
• Quick Access Toolbar (QAT)
• Formula Bar, Name Box, Scroll Bar, Status Bar, Toolbar

Customization Options in Excel
• Popular Options
• Formulas Options
• Proofing Options
• Save Options
• Customize Options

Common Operations
• Workbook (New, Open, Save, Save As, Close)
• Worksheet (Insert, Modify, Move, Copy, Delete, Rename, Hide/Unhide, Color)
• Rows, Columns (Insert, Copy, Cut, Delete, Hide/Unhide)
• Cells & Range (Select, Copy, Cut, Paste, Delete)

Special Operations
• Paste Special
---o Values
---o Transpose

• Auto Fill Options and Edit Series List

Keyboard Short Cuts
• CTRL Combination Keys
• ALT Combination Keys
• SHIFT Combination Keys
• Function Combination Keys

Cell References
• Relative cell references (A1)
• Absolute cell references ($A$1)
• Worksheet cell references
• Workbook cell references
• Shortcuts

Formatting, Style & Custom Formats
• Create, Copy and Clear Formats
• Cell Formatting
• Number Formatting
---o Decimal
---o Percentage

• Text Formatting
• Date Formatting
• Custom Formats
• Shortcuts

Conditional Formatting - Changing the Appearance of Data Based on Its Value
• Highlight greater than average Values
• Highlight Top 10% Values
• Data Bars
• Icon Sets
• Create, Clear, Manage & Customize Rules

Table
• Convert To Table
• Dynamic Range & Naming
• Add, delete records
• Table Names & Formula Nomenclature
• Table Formatting & Styling
• Convert Back to Range
• Shortcuts

Sort
• Sorting Numbers (Smallest to Largest)
• Sorting Words A to Z in Single Column
• Sorting Words A to Z in Multiple Columns
• Sorting #NA Errors
• Sort by Color

Filter
• Turn on Filter
• Filter with One Criteria
• Remove Applied Filtering
• Filtering on Cell Fill Color
• Filtering Below Average Values
• Filtering Texts
• Filtering Dates
• Shortcuts

Advanced Filter
• Extracting Records With AND Criteria
• Extracting Records With OR Criteria
• Extracting Records to a New Sheet
• Extracting Unique Records (Remove Duplicates) Find & Select
• Find and Replace within Worksheet
• Find and Replace within Workbook
• Shortcuts

View & Windows
• Freeze Panes
• Hide/Unhide windows
• Workspace
• Switch Windows
• Zoom windows and selection

Proofing
• Spell Check
• Thesaurus

Comments
• New comments
• Edit comments
• Show/Hide Comments

Charts
• Categories & Series
• Chart Types
---o Pie Charts
---o Column Charts
---o Bar Charts
---o Line Charts
---o X-Y Scatter Charts

• Creating & Formatting Charts
• Adding Chart Data Labels
• Printing Charts
• Changing Chart Styles
• Shortcuts

Chart Trend Line – Finding trends from data
• Linear
• Exponential
• Polynomial

Named Range
• Define Names Using Name Box
• Define Names Using Dialog Box
• Modifying, Deleting Names
• Using Names in Formulas
• Shortcuts

Grouping
• Rows
• Columns

Subtotal
• Subtotals to Summarize Data By Field
• Navigate Subtotal Levels
• Expand/Collapse Subtotals
• Removing Subtotals

Pivot Table – Analyze Data Dynamically
• Create Pivot Table with Row Labels, Column Labels & Values Area
• Formatting & Style
• Collapse Row Labels
• Filtering a Field
• Sorting by Fields
• Report Filter Area
• Summary Functions
• Group Dates By Days, Week, Month, Quarter, Year
• Group Numbers & Decimals by Range
• Source Data Refresh
• Dynamic Pivot Chart
• Shortcuts

DAY 2

Formulas

• Difference Between Formula & Function
• Create, Copy, Edit Formulas
• Formula Elements
• Order of Arithmetic Operations
• Use Cell References
• Formulas with Named Ranges

Functions
• Insert functions
• How functions work
• Find functions

Functions (Math)
• SUM Function – Adding all numbers in a range
• COUNT-COUNTA Function – Counting total number of words and numbers.
• MIN- MAX Function – Finding smallest and largest values
• SUMIF-SUMIFS Function - Summarizing data with conditions
• Decimal Functions
---o ROUND

Functions (Statistical)
• AVERAGE Function – Averaging numbers
• MODE-MEDIAN

Functions (Text)
• TRIM, UPPER, LOWER, PROPER, CLEAN
• CONCATENATE, &, CHAR(10)
• LEFT, MID, RIGHT
• FIND-SEARCH
• SUBSTITUTE, REPLACE
• VALUE

Functions (Logical)
• IF & Nested IFs
• AND-OR-NOT
• TRUE-FALSE

Functions (Lookup)
• VLOOKUP, HLOOKUP
---o Exact lookup
---o Partial lookup
---o Two-way lookup

• INDEX- MATCH
---o INDEX Function
---o MATCH Function

Functions (FINANCE)
• Future Value (FV)
• Present Value (PV)
• Periodic Payment (PMT)

Functions (Date/Time)
• DATE
• TODAY
• NOW
• DATEDIF
• Shortcuts

Protection & Securities
• Password Protect Workbook for Opening & Modification
• Backup Workbook Automatically
• Disallow Worksheet Creation, Renaming, Hiding, Deletion
• Password Protect Worksheets
• Disallow Cells or Range for Modification by Locking

Image and Smart Art
• Adding Images to Document
• Adding Background
• Adding Shapes

Printing
• Page Setup
• Print Preview
• Print Repetitive Titles
• Margin
• Background
• Header/Footer
---o Page Numbering
---o Current Date/Time

• Page Setup for Large Spreadsheets
• Set Print Area
• Shortcuts

Errors & Fix
• Pound(#) Sign Error
• #NAME? Error
• #N/A Error
• #REF! Error
• #VALUE! Error
• #NUM! Error
• #DIV/0! Error
• Circular Cell Reference Error
• #NULL! Error

What-If Analysis
• Goal Seek – Get desired result by varying your data
---o Break-Even with Goal Seek

• Scenario and Sensitivity Analysis

Data Validation
• Create Validation List
---o Number
---o List

• Show Input Message
• Show Error Alert
• Mark Invalid Data

Data Import-Export
• Importing From Different Open Excel Workbook
• Importing From Comma-Separated or Tab-Separated Data
• Exporting to MS Word
• Exporting to MS PowerPoint
• Exporting to Comma-Separated or Tab-Separated Data

Sharing & Collaboration
• Track Changes by Different Users
• Highlight Changes
• Accept or Reject Changes

Hyperlinks
• Link to Worksheets
• Link to Different Workbooks
• Screen Tip

Techniques
• Find & Remove Duplicates
• Unique List
• Text To Column

Data Fix & Cleanup
• Fix Number Problems
• Fix Date Problems
• Fix Text Problems

Business Cases
• Customer Insight
• Debt Analysis
• Credit Analysis

Macros & VBA – Automate repetitive tasks
• Working with Macros
---o Difference between Macros and VBA
---o Record and run a macro.
---o Understand and edit simple recorded macros.
---o Run a macro by using a shortcut key.
---o Running Macros using Buttons
---o Manage macro security

• Visual Basic Editor
• Macro & VBA Examples

Bdjobs.com Workshop Tracks
 
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IT Track
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Project Management
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Dhaka, Bangladesh
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asad@bdjobs.com, jomir@bdjobs.com, sumona@bdjobs.com, bithi@bdjobs.com, saleehin@bdjobs.com, hasantareq@bdjobs.com, ridoy@bdjobs.com
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