Sunesis Consulting

Intermediate Excel

This course includes:

Our Intermediate Excel course is accredited by NITA

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Course Information

Overview

This course is tailored for participants who perform regular analysis on business information like
product/service performance, operational expenses, payroll/wage processing, bank reconciliations, tracking employees’ info, etc. and expect exceptional figures and trends to be easily spotted as a basis for decisions (e.g. overdue invoices, sales over target, missing/repeated records etc.)

Delegates need to have good grounding on Excel Essentials concepts.

  • The use of ($) for Cell referencing (locking formulas)
  • Useful data cleansing processes (comparing lists, identify & remove duplicates)
  • Testing specified conditions using logical functions (IF, Nested-IF and Ageing analysis)
  • Handling genuine errors result by use of IFERROR
  • Using Text functions (LEFT, RIGHT, TRIM, CONCATENATE) to return the number of specified characters from a given text or join two/more text strings; Using the Flash-Fill feature
  • Retrieving and reconciling data made easier by use of VLOOKUP, HLOOKUP
  • Excel features to make powerful charts
  • Manipulating dates (MONTH, TODAY, WORKDAY, YEAR, DATE)
  • Control user input in a worksheet using Data Validation (drop-down lists, dates validation)
  • Consolidating data from multiple worksheets (by Position, by Category, using a Formula)
  • Summarizing data using PIVOT-TABLES
  • Apply cell formatting using inbuilt Conditional Formatting.

Target Group

  • Analysts
  • Finance Professionals
  • Executives
  • HR Professionals
  • Procurement specialists

Expected Outcome

  • Use various techniques
    such as VLOOKUP and TEXT functions to manipulate data.
  • Present data summaries
    (reports) visually through
    charts and conditional
    formatting.
  • Use Pivot Tables to
    summarize large volumes of
    data.

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