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Excel Advanced - Key Features & Business Intelligence (ROI/NI)

Summary

This Microsoft Excel advanced course will extend your knowledge into some of the more specialized and advanced capabilities of Excel by using the data analysis and business intelligence features. Participants will use updated newer functions and features including PivotTables and Power Pivots for analysis of large data sets, using Get and Transform functions and a first look at creating Macros using the powerful point and click features.

Format

This course will be delivered via Zoom. The Zoom link will be emailed to participants the day before the course is due to take place.

Who should attend

This course is for accountants, or other business professionals, with existing intermediate Excel skills either from attending the Institute's intermediate Excel course, or having equivalent knowledge.

Course overview

What's new in Excel- New templates, charts and Quick Analysis
Layouts, formats, calculations, slicers and data analysis in Pivot Tables
Creating a MS Excel Dashboard and KPI example
Using PivotChart drill down buttons
Using the Power Pivot for Business Analysis and reporting
Using Get and Transform
Power Query and data models
Recording Macros & the VBA editor
New functions in Excel - Ifs, Switch, MaxIfs, MinIfs, Countifs, SumIfs, Iferror
Use the data analysis functions in DAX

Key learning outcomes

By the end of this course, particpants will be able to:

Use the new features in MS Excel
Create Dashboards using Camera Tool
Understand and use new Functions in Excel
Create Tables, use PivotTable, PivotCharts & Slicers
Use PowerPivot to analyse large data sets
Understand Data analysis and Business intelligence features in Excel
Use advanced Data Analysis functions in DAX
Automate some Tasks using Macros/VBA

All participants should please note the following

Two monitors. Having two monitors is very strongly recommended for this training. It allows you to view the trainers PC in one monitor and the application that is the subject of the training in the other. On a single screen it can be difficult to arrange the trainers screen and your own application comfortably. If you only have a single screen please inform the trainer - ideally before the test session - and they can help you to get the best from the training session.
Software Setup required. Participants should have a Microsoft 365 subscription but supported older desktop versions are workable.
Windows 10/11. We prepare the files and deliver the course using Windows 10/11. If you are using a MacBook or other platform please be aware that there can sometimes be incompatibilities and there are certain features that are not available on the Macintosh edition of Microsoft Office 365 Professional. These issues can be identified and resolved during the test session.

Speaker bio

Professional Training is a group of experienced specialists providing focused training in IT and Management skills. Our trainers use a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation by our course participants. We have delivered a range of CPD programmes with Chartered Accountants Ireland since 1997. Website: www.professional.ie

Contact Us

If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930

Category:

Technology and data

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