Personal and Corporate Training

The Trainer

Corporate and Personal Excel Training

As opposed to general Excel learning, our methodology delivers basic to advanced Excel learning focusing on crucial formulas, vital data entry manipulations, essential reporting matrices and widely used processes within Excel. We engage attendees on areas they would usually require in everyday work, split out in stages to encourage easy assimilation of all discussed topics.
At the end of each completed session, attendees should be able to manipulate data within Excel and present findings in a structured manner that can be interpreted by any type of management area (Sales, Finance, Senior management etc.)

Application

Topics covered will be commonly used by Business and Data Analysts, Finance professionals, Sales, Business and operational teams, Project managers for general analysis, reporting and/or presenting recommendations to management.
• Business role focused: Intentional role session grouping.
• Relevance: Relevant tailor-made data, reports, and formulas to match each role type.
• Applicable: Applicable Delivery designed towards current or expected roles
• Ongoing Practice: Data sharing allowing for continuous practice afterwards.

Module

• Basic Manipulation and Arithmetic Formulas Find |Sort| Filter |Wrap | Merge. Workbook Protection | Freeze Panes SUM | Average | Currency etc
• Intermediate Text | Logical and Lookups formulas Text Formulas – Concatenate | Left | Right | Character Length | Substitute | Lower | Upper Logical Formulas | IF | ISNA | IFERROR | AND | Not | OR Vlookup | Index & Match | Lookup
• Advanced Reporting Building and manipulations - Values | Volumes Tables | Charts & Graphs - | Pie | Line and Bar charts | Trend analysis | Snapshots Reports writing and Presentation | Dashboards.

Aims and Objectives

We engage attendees on areas they would usually require in everyday work, split out in stages to encourage easy assimilation of all discussed topics.
At the end of each completed session, attendees should be able to manipulate data within Excel and present findings in a structured manner that can be interpreted by any type of management area (Sales, Finance, Senior management etc.)

Application

Topics covered will be commonly used by Business and Data Analysts, Finance professionals, Sales, Business and operational teams, Project managers for general analysis, reporting and/or presenting recommendations to management.
  • Business role focused: Intentional role session grouping.
  • Relevance: Relevant tailor-made data, reports, and formulas to match each role type.
  • Applicable: Applicable Delivery designed towards current or expected roles
  • Ongoing Practice: Data sharing allowing for continuous practice afterwards.

Modules

  • Basic: Basic manipulation and formulas
  • Intermediate: Text, Logical and Lookups formulas etc
  • Advanced: Reporting, Pivots, Charts, Graphs, Dashboard etc