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Analysis & Reporting with Excel

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Ongoing

Course offered by Click Global

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Course Objective


Participants will be able to understand the advanced features of Excel to maintain and present data in an effective way. Excel has got many hidden and new features, and this course is designed with an intention to work around most of them and use them in day-to-day work. Participants attending this session will be able to manage reports and work with data extraction and analysis effectively.


Pre-requisite:


Participants should be having basic knowledge of Excel and at least have 1-2 years experience in working with Excel.


Upon successful completion of this course, the participants will be able to

  • Present report in many ways

  • Extract data using various options

  • Prevent and highlight errors

  • Analyse and extract data from a vast database/excel list

  • Efficiently use Pivots and Charts to present data


Working with Data (4 Hrs)

  • Creating Custom Lists & Sorting Data using Advanced Techniques

  • Text to Columns

  • Extracting the Data using Filters & Advanced Filters

  • Data Consolidation

  • Importing the Data from External Sources

  • Applying Subtotals & nested Subtotals

  • Custom Data Validation


Smart Working (15 Min)

  • Using Hyperlinks

  • Shortcut Keys


Using Advanced Functions (3 Hrs)

  • VLookup and HLookup

  • Looking up with Text

  • Looking up static and dynamic ways

  • IF and Nested If

  • Date and Workday Functions

  • Calculating Age

  • Date Differences regarding days, months, years

  • Arithmetic Functions

  • Text Functions

  • Others (if required)


Working with Range and Naming Convention (15 min)

  • Apply a Name to a cell or range of cells with scope

  • Modify and delete range names

  • Create Name from Selection

  • Apply in Formula


Day-2

Performing Spread Sheet What-If Analysis (2 Hrs)

  • Creating Data Tables

  • Using Scenarios Manager

  • Single Cell Goal Seeking

  • Using Solver

Pivot Table and Pivot Chart Reports (3 Hrs)

  • Create a Pivot Table Report

  • Modify a Pivot Table Field Layout

  • Creating Groups and Inserting a Calculated Field

  • Create a Pivot Chart

  • Create Pivot from another Pivot

  • Create Pivot from multiple consolidation ranges


Working with Charts (3 Hrs, Advanced Settings and Options Only)

  • Chart Terminology (When to use what charts)

  • Types of Charts

  • Pie, Exploded Pie, Pie on a Pie, Bar on a Pie

  • Line

  • Column, Stacked Column, 100% Stacked, Bar, Stacked Bar, 100% Stacked

  • XY Scatter, Bubble and Radar

  • Doughnut

  • Area and Surface

  • Stock

  • Defining Major Chart types and plotting them on 2 Axis

  • Trendlines, SeriesLines, DropLines, High-low Lines

  • Plotting Target Lines

  • Break-in-axis Charts

  • Waterfall Charts/Gantt Charts (floating bar)

About the Trainer

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2 Courses

Click Global

MCA, PGDFM, PGDCA, Microsoft Certified MOS Master

She has 17+ yrs. of Corporate Training Experience specialized in MS Office and other applications.
Microsoft Office Certified Master (2010 and 2013).
250* clients include IT/ITES/BPO/KPO/LPO and various other diversified sectors.
2500* training Sessions conducted.
25000* trainees trained.
12* books authored/edited for various Microsoft Office Courses and Certification.
Authored for NSEIT, Merittrac, Eduskill.
99% Success Rate with 4.5+/5 Trainer feedback.
Adobe Certified Associate.
Six Sigma Greenbelt Certified.
50+ Certification in MS Office and Application (2007/2010/2013) from Microsoft & Others.

Market and Work Experience:
Training Programs Include:
- Advance Excel for Financial Analysts, Research Analysts, MIS Reporting Executives
- Excel VBA for MIS
- Access Databases for KPO/Telecom and IT
- Word and Advance Word for BPO/KPO document specialists
- PowerPoint for Managers and Senior Management
- Project Planning with MS Project for Project Managers and Team Lead in Software and other ITES
- Visio for Engineers, BPO/KPO, Managers/Team Leads
- Extensive complete MS Office suite for BPO/KPO
- Induction batches and MS Office for new recruits

Training Clients Include
- Banking and Financial Sectors
- BPO/KPO/IT/ITES/Telecom Industries
- Manufacturing & Other private and public sectors

Education (First Class Throughout):
- PGDM (Financial Management), Institute of Management Technology, Ghaziabad (2008-2009), Haryana
- MCA, The Ethiraj College For Women, The Chennai University (2000 - 2003), Chennai, TamilNadu
- B.Sc., Computer Science, Mathematics and Physics (Triple major), Sri Lakshmi Narasimha College of Sciences, Sri.Venkateswara University (1997 - 2000), Palluru, Andhra Pradesh
- Higher Secondary Certificate (1996 - 1997), State Board, Vellore, Tamil Nadu
- Secondary School Leaving Certificate (1994 - 1995), State Board, Vellore, Tamil Nadu

Certification:
Microsoft/Certiport
Microsoft Office Certified Master - Office 2010 and Office 2013
Microsoft Office Specialist - Office 365
Microsoft Office Specialist - SharePoint 2010
Microsoft Office Specialist- Core Word 2013
Microsoft Office Specialist -Core Excel 2013
Microsoft Office Specialist - Core PowerPoint 2013
Microsoft Office Expert-Excel 2013 Part 1 & Excel 2013 Part 2
Microsoft Office Expert - Microsoft Word/Excel 2010, Microsoft Word 2013 Part 1 and 2
Microsoft Office Specialist -Microsoft Excel 2007, Microsoft PowerPoint 2007, Microsoft Word 2007, Microsoft Outlook 2010, MS Word 2010, MS Excel 2010, MS PowerPoint 2010, MS OneNote 2010, MS Access 2010

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