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Course Outline

Introduction to Excel-Based Problem Solving

  • Recognizing Excel as a key tool for business analysis and modelling
  • Implementing structured problem-solving techniques
  • Converting business inquiries into analytical models
  • Strategizing an effective approach to Excel modelling

Excel Fundamentals for Data Analysis

  • Managing Excel workbooks and worksheets
  • Comprehending cells, ranges, tables, and reference structures
  • Formatting data to facilitate analysis and reporting
  • Leveraging Excel’s capabilities for efficient analytical tasks

Data Collection, Preparation, and Formatting

  • Importing and structuring data sources
  • Cleaning and refining datasets
  • Formatting data to ensure analytical reliability
  • Utilizing data validation and structured tables

Formulas and Functions for Modelling

  • Understanding the logic behind formulas and calculations
  • Utilizing essential Excel functions for analysis
  • Applying conditional, lookup, and logical functions
  • Constructing dependable and reusable calculations

Designing Excel Models

  • Appreciating spreadsheet structure and model flow
  • Establishing logical connections between data inputs, calculations, and outputs
  • Building scalable and maintainable models
  • Adhering to best practices in modelling

Data Analysis and Reporting with Excel

  • Generating charts and visual summaries
  • Leveraging PivotTables and PivotCharts
  • Creating effective reports and dashboards
  • Clearly presenting insights to stakeholders

Scenario and Sensitivity Analysis

  • Constructing models incorporating variable assumptions
  • Conducting scenario analysis
  • Employing sensitivity analysis to assess potential outcomes
  • Facilitating informed business decision-making

Model Testing and Quality Assurance

  • Verifying formulas and calculations
  • Validating model outputs
  • Detecting and correcting errors
  • Ensuring model accuracy and reliability through best practices

Data Visualisation and Presentation

  • Selecting suitable visualisation methods
  • Enhancing the clarity and communication of insights
  • Creating professional Excel presentations
  • Sharing analysis results with business users

Practical Workshop and Course Review

  • Developing an Excel model based on a real-world business scenario
  • Applying analysis and reporting techniques
  • Evaluating various modelling approaches
  • Summarizing the course and outlining next steps

Requirements

  • Foundational knowledge of Excel

Audience

  • Data Analysts
 7 Hours

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