CORPORATE TRAINING. for all. 1. Basic to Advance Excel. 2. Corporate Presentation and Documentation. 3. Data Management. 4.

Transcription

1 CORPORATE TRAINING for all 1. Basic to Advance Excel General Formulas, tricks, Shortcuts 3. Data Management Automation, Dashboards, Analysis and Data Crunching 2. Corporate Presentation and Documentation MS Word, MS PowerPoint, G Tricks 4. Pivots Next Level Power Pivots, Power Query, Data Presentation

2 Aswini Bajaj Know Your Trainer!! Education: B.Com (St. Xavier's College, Kolkata), CA, CS, CFA(US), FRM(US), CAIA(US), CIPM(US), CCRA, AIM, CIRA, CIIB. Visiting Faculty: Stock Exchanges: NSE, BSE; Colleges: St. Xavier s College, JDBI, BGES; B-Schools: ILead, BIBS, IITrade; ICAI. Corporate Trainer: Advance Excel and Finance; at TATA Interactive Systems, Grasim, Century Ply, AIITA, AUM Capital, Quaker Chemicals, Volvo-Eicher Motor (VECV), Genpact, etc. Consultant: Automation, Risk Management, Valuations & Projections; Clients in India and Overseas (US, UK, Australia). Speaker Sessions: ICAI, Aditya Birla Group(Jayshree Mills), IAIP, Schools and Colleges. Author: Alternative Investments, Credit Risk Past Experience: Cairn India in the MIS, Budgeting and Forecasting profile. 2

3 Why us? Modules have been designed based on Trainings at B-Schools & Colleges, Corporate Training, Consulting Experience and Corporate Experience Full D2H Backup of Missed Classes Certification Shall be Provided Full Refund if you don t like the sessions Live Interactive Sessions with Abundant Practice and Doubt Solving Sessions Extensive Application Based Modules 3

4 Why Invest your Time? Resume - No matter which profile you belong to, Excel will be used for a majority of working hours. Learn Excel The amount of data available has increased to a great extent and in order to comprehend it, you need it summarised and analysed Speed and Efficiency Excel in excel to increase speed and efficiency Get more job ready Summarization of Data to take important decisions in Business. Actually learn something useful and most importantly its application Requirements: Bring your device: You have to carry your laptop (with MS Office installed) and charger. For Module 1: Office 2007/2010 shall be fine. But Office 2013/2016 shall be needed for other modules Prior Knowledge required: No knowledge of Excel required for the 1 st Module Knowledge of the basic Excel is mandatory for understanding the other modules. Investment Banking(Finance) Module shall begin in the 2 nd week of December. Details to be finalized by end of November. Registration to be done before the second class. 1 st class is open to all. [Payment - Cash / Cheque or draft in favour of ASWINI KUMAR BAJAJ] 4

5 Training Schedule and Fee: MODULE DATE OF COMMENCEMENT DURATION (Hours) TIMING FEES (Rs.) 1. Basic to Advance Excel 8 th 14 th 15 th 21 st July Corporate Presentations and Reporting 3. Data Management 22 nd 28 th 29 th July 4 th 5 th 11 th 12 th 18 th August Saturday: 8 5pm-8pm 1000 Sunday: 11:15am 2:15pm ,500 10, Pivots Next Level 19 th 25 th 26 th August Venue: 1 Crooked Lane, 1st Floor, near Esplanade Metro, Kolkata Full D2H Back Up Available 5

6 Training Outline Mathematical Paste Special Rounding Functions Sum, Sumproduct, Average, Averagea, Min, Mina, Max, Maxa, Small, Large, Abs, Count, Countblank, Counta, Aggregate, Mod, Rank Absolute and Relative Referencing Value, Format, Transpose, Link, Add, Subtract, Product and Many Useful Features Round, Roundup, Rounddown, (Also to nearest Tens, Hundreds and Thousands), Ceiling, Floor and Mround Date Day, Date, Month, Year, Now, Today, Cleaning and Formatting Text Functions Trim, Concatenate, &, Lower, Proper, Upper and Value Advance Text Shortcuts Left, Right, Mid, Replace, Substitute, Find, Len, Working With * For Data Cleaning, Text To Column & Other Advance Data Cleaning Techniques Smart Editing Techniques, Learning Useful Shortcuts The Easy Way and Formatting Lookup Functions Vlookup, Hlookup & Automation Of The Same Logical Operators If, Nested If, And, Or, Isna, Iserror, Iserr, Isblank, Istext, Isformula & XOR Data Analysis Print & View Data Filtering, Sorting, Flash Fill, Creating Pivot Tables, SmartArt Charts And Formatting (Advance Level Covered In The Next Module) & Split Chart Insert header/footer, Freeze/Unfreeze Panes, Split screen horizontally and vertically, Repeat row & column titles on every printed page. 6

7 Training Outline Shapes, Slides, Alignment, and Distribution Slide Master and Sections for Organization Using Excel and Word Data, Pictures, and Tables Tricks to Insert, format, align, group, and distribute shapes in PowerPoint within seconds, Format Dipper, Default Shapes, Merge Shape, etc. How to manipulate PowerPoint presentations with the Slide Master, Sections, and viewing modes. PowerPoint shortcuts and automation techniques, Linking of Excel Data with PPT Creating Impact Emerging trends on visual effects such as magnifiers, highlighters, dehighlighters, cut-outs, layers, topic trackers Speed Tricks Lightning fast shortcuts and custom tricks to perform recurring activities such as alignment, editing text, cloning shapes, working with SmartArt etc. Corporate Presentation Dos and Don ts of a Corporate Presentation MS Word MS Word Tricks G Tricks Automation of Billing processes using Excel Database and Mail Merge Function Auto generation Of Table of Contents, Cool Shortcuts, And Quick Formatting Techniques, Spike Test, Page Layouts, Track Changes Useful Addins, Customizing Your Inbox, Organizing Your s, Use of Google Keep to Increase Productivity, Google Form Creating Survey Forms & Quiz, Google Spreadsheet Import range, Linking sheets & other functions 7

8 Training Outline Advance Logical Countif, Sumif, Averageif, Sumifs, Countifs, Averageifs, Its application in dashboards Advance Date Workday, Networkday, Workday.Intl, Networkday.Intl, EOMonth & Datedif Database Dsum, Dmax & Daverage Table Table Format, Automatic updation of formulas, Slicers Cell Naming Name range, Dynamic Naming, Application Data Validation Advance Lookup Data Validation, Lists, Rules, Input and Error Messages and Basic Form Controls, Designing Forms, Dynamic Drop-down, 3-D Vlookup, Fuzzy lookup, Index and Match, combining match with Vlookup, Switch & Switch with Vlookup, Lookups & Choose Reference Functions Advance Filter Remove Duplicates Indirect, Offset, Application Single and multiple-level subtotals, subtotal formula, group ungroup, unique values, custom filters & Advance Slicer. Various techniques to remove duplicates, extract unique values and to compare lists Data Cleaning Goto Special, cleaning techniques for imported data to avoid error, Using Filters to Clean Data, Split and Freeze Panes Array Functions Array formulas, Array constant, Create one dimensional and two dimensional constants. 8

9 Training Outline Security & Sharing Formula Auditing Techniques Unlocking cells & protecting worksheets, Sharing workbooks, Tracking changes Check Formulas, Spot errors, Linking and cleaning Techniques Dashboard Preperation Dashboard for MIS, Analysis, different dashboards for different business types and business segments, will include a self-assignment (formulas like offset, advance formatting, macros, hyperlink, etc.) Advance Pivot Formatting, grouping, computing %, Summarizing Values, Auto report Generation 100s with a click, Calculated Fields, Connecting Multiple Sources of data, Use of Slicer and Report Filter to create quick dashboard, Pivot charts, Power pivot and Power View Introduction, and other Advance features, Consolidating data across multiple tables Advance Charts Thermometer, Speedometer, Sparklines, Target Charts, Gantt Charts, Slicer formatting, Search box in slicer, Connect a slicer to pivot tables from different sources and easy formatting techniques Macros Run, record, use, save and work with them VBA Code Snippets To be able to use free VBA code snippets available online and use them to perform certain tasks like convert a number in word form Customizing Ribbon Have your own ribbon like File, View with your designed Functions to perform repetitive tasks, automation and extremely useful time saving technique. Scenario Manager Scenario analysis, Goal Seek, use of macros to make it user friendly 9

10 Training Outline Advance Charts Thermometer, Speedometer, Sparklines, Target Charts, Gantt Charts, Slicer formatting, Search box in slicer, Connect a slicer to pivot tables from different sources and easy formatting techniques, Using Form Controls to make interactive charts PowerQuery The Query Editor - Basic Table Transformations, Text-Specific Tools, Number- Specific Tools, Grouping & Aggregating data; Pivoting & Unpivoting - Modifying Workbook Queries, Connecting Multiple Data Tables, Filter Direction, Defining Hierarchies PowerPivots Installation & Troubleshooting of PowerPivots, Importing Data from various sources, Relationship between tables, Calculate Function, Calculate function to change filter, All Function, Hierarchy, Distinct Count, DAX formulas, DAX formulas used in statistical Analysis, OR and AND logical functions in DAX, Manage external data, Connections, Sumx function, Concatenatex function, Group by Date (Excel PivotTable vs PowerPivot), Measures & Fields, PowerView & PowerMap. 10

11 Contact Details: Training Venue: 1 Crooked Lane, 2 nd Floor, Near Esplanade Metro, Kolkata Office Address: Learn Train & Lever Pvt. Ltd. 78, Bentinck Street, Shree Krishna Chambers Block A, 1st Floor, Flat 1A, Kolkata Monday - Friday am to 6.00 pm Saturday am pm Phone: aswini@sagcl.com Website: Follow Us: 11