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 Duration 7 hours

Course Outline

Introduction to Excel-Based Problem Solving

  • Recognizing Excel as a vital tool for business analysis and modelling.
  • Applying structured methodologies to solve problems.
  • Converting business inquiries into analytical models.
  • Strategizing an efficient approach to Excel modelling.

Excel Fundamentals for Data Analysis

  • Mastering navigation across workbooks and worksheets.
  • Understanding the mechanics of cells, ranges, tables, and references.
  • Formatting data for optimal analysis and reporting.
  • Leveraging Excel features for streamlined analytical tasks.

Data Collection, Preparation, and Formatting

  • Importing and structuring data effectively.
  • Cleaning and refining datasets for accuracy.
  • Formatting data to ensure reliable analysis results.
  • Utilizing data validation and structured tables for integrity.

Formulas and Functions for Modelling

  • Deciphering formula logic and calculation flows.
  • Employing essential Excel functions for deep analysis.
  • Implementing conditional, lookup, and logical functions.
  • Constructing robust and reusable calculation structures.

Designing Excel Models

  • Analyzing spreadsheet architecture and model workflow.
  • Establishing logical connections between inputs, calculations, and outputs.
  • Developing models that are scalable and easy to maintain.
  • Adhering to best practices in model design.

Data Analysis and Reporting with Excel

  • Generating charts and visual summaries.
  • Leveraging PivotTables and PivotCharts for insight extraction.
  • Designing compelling reports and dashboards.
  • Communicating key insights clearly to stakeholders.

Scenario and Sensitivity Analysis

  • Creating models with variable assumptions.
  • Conducting thorough scenario analysis.
  • Using sensitivity analysis to assess potential outcomes.
  • Facilitating informed business decision-making.

Model Testing and Quality Assurance

  • Auditing formulas and calculation accuracy.
  • Verifying the validity of model outputs.
  • Identifying and rectifying errors systematically.
  • Ensuring high standards of model accuracy and reliability.

Data Visualisation and Presentation

  • Choosing the most appropriate visualization methods.
  • Enhancing the readability and impact of insights.
  • Crafting professional-grade Excel presentations.
  • Effectively sharing analysis with business users.

Practical Workshop and Course Review

  • Constructing a complete Excel model from a real-world business scenario.
  • Applying advanced analysis and reporting techniques.
  • Reflecting on and refining modelling approaches.
  • Course recap and planning for next steps.

Requirements

  • Foundational knowledge of Microsoft Excel.

Target Audience

  • Data Analysts and related professionals.

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