Learn how to have more impact with less effort using Excel. Prepared by: XL Your Mind Gneisenaustraße , Düsseldorf Germany

Transcription

1 E X C E L F O R B U S I N E S S A N A L Y S T S Learn how to have more impact with less effort using Excel Prepared by: XL Your Mind Gneisenaustraße , Düsseldorf Germany

2 W H A T T O E X P E C T Excel is a key tool for many professionals to analyze large amounts of data to keep track of business developments and make better decisions. Although used intensively by many, only a few know how its tools can be optimally applied to create high quality applications. O B J E C T I V E S This training helps you to gain insights from data quicker and avoid manual tasks. You will learn about the most advanced features and how they can be combined to tackle common business challenges more effectively. F O R W H O Business Analysis with Excel has been designed for individuals who work frequently with Excel and want to learn more about advanced features in order to create higher-impact spreadsheets more efficiently. O U R M I S S I O N The transformation of data into meaningful information is crucial for making the right business decisions. We help you to manage the ever-widening stream of data in the most time-efficient ways. With trainings that are adapted to your industry and function, you will quickly become an expert in organizing, analyzing, and visualizing data to gain more insights. In a nutshell - our trainings enable you to do more work in significantly less time and with better results.

3 Training topics I N T R O D U C T I O N T O V B A VBA will enhance your productivity and allow you to build macro-driven applications, automate repetitive operations and create custom functions. You will have the ability to optimize reporting and data management processes by streamlining recurring tasks within your department. Whereas the 2-day VBA training goes into depth of VBA programming, this training covers the essentials that each business analyst needs to know to get up and running with macros. Fundamentals of writing macros in Excel Understanding the fundamentals of the programming language in Excel. Recording and cleaning macros, working with the Visual Basic Editor. Controlling code execution Incorporating logic with If-then and select case constructs, automation with looping blocks of instructions. Creating user defined functions Creating own custom functions in excel for expanding Excel s capabilities and saving you loads of time. How does VBA work and how can it be used to automate repetitive and recurring tasks? How can I use VBA without having to invest a lot of time learning how to program? What can VBA do for me when it comes to managing and analyzing data? D Y N A M I C D A S H B O A R D D E S I G N Effectively display important data summaries and monitor performance more effectively using dashboards to support decision making. You will learn how to create informative, actionable, and interactive dashboards using a wide variety of Excel features. Dashboard design principles Understanding dashboard design fundamentals and how to best structure your excel dashboards to ensure easy maintenance and protection. Interactive components Integrating user interactive components using form controls, slicers and basic macros. Effective visualizations Tips and tricks regarding advanced applications of conditional formatting and charts. How to create an attractive user interface that communicates my KPIs most effectively? How to make sure that my dashboard can be updated easily? How to prevent others from damaging my dashboard while maintaining all key functionalities?

4 D A T A M A N A G E M E N T A N D R E P O R T I N G Produce powerful dynamic reports and leverage the flexibility of Pivot Tables, dynamic tables, and Power Pivot. Learn how to import data from various sources and clean data with minimal effort. Tables and Pivot Tables Summarizing, analyzing and visualizing data with Pivot Tables and dynamic tables. Power Pivot Working with multiple large datasets, setting up table relationships using Power Pivot and performing calculations within the Power Pivot data model. Importing and cleaning data Importing data from various sources and cleaning data using nested functions and macros. Time savers Exploring time saving techniques such as shortcuts, workbook navigation with hyperlinks, creating own menus, useful add-ins, links between Excel and PowerPoint, naming cells, and effectively resolving function errors. How can I best import data into Excel and then clean it as quickly as possible? How to build professional reports that are highly flexible and easily maintained? Is it possible to analyze multiple very large data sets without Excel performance issues? P R O B L E M S O L V I N G T O O L S Two toolsets that every business analyst should know are What-If analysis and Solver. Get more insights quickly by merging and comparing different scenarios with Excel What-If Analysis and apply Solver to find the optimal solutions to a large variety of problems. Solver Setting up a problem set and using different solver options to find solutions to a wide set of questions, which business analysts often encounter. What-If Analysis Evaluating the outcomes of different scenarios and creating summary reports with only a few clicks. How can I find the best solution to scheduling employees, allocating budgets, or shipping products? How to compare scenarios quickly without having to make large adjustments within my spreadsheet?

5 T R A I N E R P R O F I L E S Power BI Intermediate B A S D O H M E N Bas founded XL Your Mind in 2015 and trained over 4000 people to date in one of the 8 trainings he developed relating to data analysis and automation with Power BI, Tableau, and Excel. He has prior work experience as a management consultant in the finance and risk group of Accenture, where he optimized insurers financial closing processes through numerous Excel solutions. Business intelligence as well as predictive modelling has formed a cornerstone of many reporting tools and dashboards he has built at various companies. Bas is certified as a financial risk manager (FRM) from the Global Association of Risk Professionals. He holds a Master of International Business from Queen's University and a Master of Science in International Business from Maastricht University with a specialization in finance from which he also holds a Bachelor of Science in Economics. Bas speaks English, Dutch, and German. D O M I N I K P A R T Y K A Dominik developed his passion for business analytics and programming while delivering and managing financial trainings for over associates of a large-pharmaceutical company. In his next role he helped build a KPI dashboard currently being rolled out globally, supported by PowerPivot for SharePoint. He also developed several tools that automated business activities such as master data conversion and KPI reporting. Dominik's professional mission is to help organizations realize the tremendous potential of effective business analytics and automation. Dominik holds a Master of International Business from Queen's University as well as a Master of Science in International Business from Maastricht University majoring in finance. He speaks English and Polish.

6 C O N T A C T Excel for Business Analysts For questions please contact: Bas Dohmen bas.dohmen@xlyourmind.com Mobile: Dominik Partyka dominik.partyka@xlyourmind.com Mobile: