3-day Virtual Seminar

3-Hour Virtual Seminar on Excel Advanced Data Bootcamp

Overview

Are you a self-taught Excel user, and do you like to mix it up and venture into advanced features and formulas, occasionally getting stuck along the way?

This seminar is perfect for you! We will show you the latest innovations in data clean-up, data analysis, and data presentation.

You'll be learning from a 25+ year Excel Certified Expert, who shares amazing tips and tricks from beginner to advanced.

Why you should Attend

Hour 1: Power Query Intro: When the redundant task of 'cleaning up this week's data comes across your desk, Power Query is the answer.  It handles the repetitious steps specifically tied to data prep.

Hour 2: Pivot Tables Crash Course: This is all about data summaries and data analysis. You will meet the Pivot Table window, learn the design process, and the advanced level features (dashboard slicers), and have access to a downloadable PDF guide with step-by-step instructions on each feature covered.

Hour 3: Data Visualization Crash Course: "Data Viz" is the visual transformation of a block of data and a simple chart, to an actual message, delivered in a “publish worth” format. The focus is on the message of the chart, and the presentation of the data.

Areas Covered in the Session

• Hour 1: 
  • How to begin a Power Query
  • How to Extract data from your Source files into the Power Query
  • How to Transform the data (clean it up)
  • View a few examples of the Transform process
  • Learn the power of the Query Settings and the Advanced Editor
  • How to Load the data and Save the Excel file
  • And finally, how to re-open and edit the Power Query Settings
• Hour 2: 
  • Quickly summarize data with Pivot Tables 
  • Manipulate (or Pivot) the Pivot Table for varying results
  • Group data by custom number ranges and data ranges
  • Create a calculated field within the Pivot table
  • Learn the built-in "Summarize By…" features
  • Learn how to "drill down" to details
  • Learn how to keep your Pivot table spreadsheet tidy
  • Learn why named ranges are a benefit
  • Create Dashboard tools to assist others who might use the workbook
  • Learn the vital Pivot Table settings that will save time and frustration
• Hour 3:
  • Theory of Patterns in Data Presentation
  • Chart Tools Ribbon
  • Charting Tips, Tricks, Short Cuts
  • Chart Elements and Color
  • "Save As Template"
  • Determine the appropriate chart type for your data
  • Manipulate the chart for visual clarity
  • Review and technically apply data presentation techniques 
  • Review tools that assist instead of a full chart: Conditional formats and Sparklines

Who Will Benefit

• Accountants
• Accounts
• Audit
• Aviation
• Banking
• CFOs
• Controllers
• CPAs
• Education
• Energy
• FDA
• Finance
• Financial consultants
• Human Resource
• Insurance
• Investments
• IT
• Logistics & Supply Chain
• Marketing
• Medical Devices
• Pharmaceutical
• Retail
• Sales
• Telecom