Excel Data Management (Two Days)

Transcription

1 Excel Data Management (Tw Days) Micrsft Excel is the wrld s premier spreadsheet sftware. We use Excel t analyze numbers, keep track f data, and graphically represent ur infrmatin. It has an array f pwerful tls t help us turn data int usable infrmatin better infrmatin leads t better decisin making. This unique and in-depth advanced Excel wrkshp will take its participants thrugh three phases; the cllectin phase, the prcess phase, and the reprting phase. It cvers the jurney frm understanding data imprt, data validatin, and data cleansing t database manipulatin, calculatin, lkups, what-ifs, database functins, pivt tables, and finally presenting and utputting the results, including wrksheet frmatting, chart creatin, chart editing, exprting infrmatin t ther applicatins and managing the printing f large sheets. The exercises utilize real-life wrksheets cntaining many day-t-day challenges t be reslved. In additin, participants can bring their wn wrksheets t the wrkshp t share their challenges and find slutins. Participants are encuraged t ask as many questins as required t make sure that there are n mre dubts n the tpics cvered. This advanced wrkshp endeavurs t find the right slutins t real-life Excel scenaris in rder t accmplish better wrk accuracy and efficiency. All versins f Excel frm 97/2003 t 2007/2013 can be utilised in this wrkshp with references t the different techniques and new features available in each versin. Wrkshp Objectives Phase 1 - Inputting Understanding Types f Data The Rules f Data Lists Restricting input with Data Validatin Imprting Data Naming Ranges Tel: [email protected] 1

2 Phase 2a - Prcessing Mastering Srting Using Advanced Filter Autmating Subttal Lists Understanding Database Functins Using Lkup Functins Using Lgical Functins Phase 2b- Analyzing Understanding Pivt Tables Wrking with Pivt Tables Adding Calculated Fields Frmatting Pivt Tables Phase 2c - Presenting Creating and Mdifying Charts Wrking with Chart Elements Phase 2d - Auditing Hw t Audit Reprts Using Gal Seek and Slver Multiple Sheet Cnslidatin Analyzing Data Tables Phase 3 - Outputting Hw t Exprt Data Wrking with AutFrmat Using Page Breaks Printing large sheets Wrkshp Outlines Day One Intrducing Excel Starting Excel Types f Infrmatin What s right is RIGHT! Entering Infrmatin The Prblem with Dates Editing Infrmatin in Cells Keybard Shrtcuts Find & Replace Tel: [email protected] 2

3 Perfrming Calculatins Selecting and Naming Ranges Using AutCalculate Using Functins and Frmulas Using AutSum and AutFill Cffee Break Managing Wrkbk Infrmatin Managing Infrmatin Clearing Infrmatin Deleting and Inserting Ranges Mving and Cpying Infrmatin Cpying Frmulas Understanding Relative, Abslute, and Mixed Frmulas Creating Abslute and Mixed References Cpying Values Only Using AutCmplete Imprting Infrmatin Imprting Dcuments Pasting Infrmatin frm Other Prgrams Lunch Break Wrking with Data in Lists Understanding Data Lists Srting Data Creating and Remving Subttals Using Data Validatin Restricting Cells t Numbers, Dates, r Times Restricting Cells t a List f Values Filtering Data Filtering Data Using AutFilter and Remving AutFilter Wrking with Filtered Data Using AutFilter with Tp 10 Creating a Custm AutFilter Filtering with a Single Cmparisn Criterin Filtering with Tw Cmparisn Criteria Wrking with the Advanced Filter Setting Up the Criteria Range Examples f Criteria Ranges Tel: [email protected] 3

4 Cffee Break Filtering Data with the Advanced Filter Displaying All Data Using Lkup and Database Functins Lking Up Values in a Table Wrking with Database Functins Cunting the Occurrences f a Value Finding the Sum & Average f Specific Recrds Wrking with Multiple Wrksheets and Wrkbks Wrking Acrss Wrksheets and Wrkbks Wrking with Multiple Sheet Frmulas Cnslidating Infrmatin Linking Infrmatin Between Wrkbks Day Tw Day One Review Wrking with PivtTables Creating PivtTables Editing PivtTables Updating Infrmatin in a PivtTable Adding Fields t a PivtTable Remving Fields frm a PivtTable Changing the Layut f a PivtTable Selecting PivtTable Data Mdifying PivtTables Gruping PivtTable Data Hiding and Shwing Surce Details Understanding Calculated Fields Adding Page Fields Displaying a Specific Page Displaying Page Fields n Separate Sheets Wrking with Charts Creating a Chart Creating a Pie Chart Explding a Wedge in a Pie Chart Mdifying a Chart Mdifying Chart Optins Mdifying Titles and Labels Mdifying Axes, Gridlines, and Legends Tel: [email protected] 4

5 Wrking with Data Tables Changing the Data Range Wrking with Data Series Deleting a Chart Lunch Break Auditing Wrksheets Finding Referenced Cells Finding Frmulas that Refer t a Cell Analyzing Data Wrking with the Gal Seek Feature Wrking with Slver Making Prjectins Abut Data Slving What-If Prblems Using Data Tables Wrking with One-Input Data Tables Wrking with Tw-Input Data Tables Exprting Dcuments Exprting Wrkbks Cpying Infrmatin t Other Prgrams Frmatting Wrksheet Infrmatin Frmatting Numbers and Characters Frmatting Cells and Ranges Merging Cell Infrmatin Cpying and Deleting Frmatting Using AutFrmat Checking and Printing Infrmatin Checking Spelling in a Wrksheet Finding and Replacing Infrmatin Previewing a Wrksheet Setting Up the Page Setting the Page Optins and Margins Adding Headers and Fters Inserting and Remving a Page Break Setting Wrksheet Optins Printing a Wrksheet Tel: [email protected] 5