Excel for Inventory, Budgeting, and Data Analysis Training Course

Course participants will learn to efficiently carry out a wide range of calculations in a clear and organised manner, present their results effectively, utilise multiple tools to streamline and accelerate spreadsheet creation, and safeguard both calculations and outcomes against unauthorised access.

Participants will be empowered to excel in the most efficient way possible, creating, consolidating, and managing data. A range of tools designed to streamline workflows will significantly reduce the time spent on tasks and enable you to design applications capable of performing new functions.

This course is designed for those already familiar with the basics of VBA who wish to deepen their knowledge and make more effective use of the language's capabilities.

Training for individuals using Microsoft Excel spreadsheets who wish to enhance their productivity and skills.

This instructor-led, live training in New Zealand (online or onsite) is aimed at beginner-level analysts who wish to use Excel VBA to automate repetitive work, clean and transform data, and improve reporting processes.

By the end of this training, participants will be able to: record and edit macros, write simple VBA procedures, work with Excel objects for reporting tasks, and debug basic automation solutions.

Please consider the following questions:

• Is your daily work in Excel a never-ending cycle of copy-and-paste commands?
• Are you spending valuable time repeating similar tasks to prepare data for analysis?
• Do you know all the Excel keyboard shortcuts, yet still feel dissatisfied with the results?
• Would you prefer to focus on data analysis rather than waste time on data preparation?
• Do you have to manually verify the accuracy of data pulled from different systems?
• Do you find yourself working late or taking Excel work home because tasks weren't completed during the day?
• Is your role centred on generating reports from large datasets?
• Do you feel that using Excel often leads you down an unnecessarily roundabout path to achieve results?

If you answered YES to any of these questions, it's time to put an end to this frustrating routine. This training is designed for you.

Discover how you can accelerate your daily operations and get the most out of Microsoft Excel.

WARNING

After this training, your work life will change dramatically. Tasks that once consumed an entire day will be completed in just a few moments. Are you ready for that transformation?

Excel is a widely used spreadsheet application developed by Microsoft. It is employed for storing, organising, and analysing data in a tabular format. Below are some of its key features and capabilities: 1. Spreadsheets: Excel consists of sheets, where each sheet is a grid made up of cells arranged in rows and columns. It supports the creation of multiple sheets within a single file, enabling efficient organisation of various data sets. 2. Calculations and Formulas: It allows users to perform a wide range of mathematical, statistical, and logical calculations using formulas. Excel includes a comprehensive set of built-in functions such as SUM, AVERAGE, MAX, MIN, IF, VLOOKUP, and many others. 3. Data Formatting and Presentation: It offers tools for formatting data, including changes to font, colour, and style, as well as the ability to create charts, pivot tables, and diagrams. 4. Sorting, Filtering, and Grouping: Users can sort data according to specific criteria. It enables filtering to display only selected information. Data can be grouped based on user requirements. 5. Data Analysis: Advanced analytical tools are available for scenario analysis, trend identification, forecasting, and macro creation. 6. Data Sharing: Excel facilitates real-time data sharing and collaboration, allowing multiple users to work simultaneously on the same dataset. 7. Task Automation: Users can create macros and automate repetitive tasks using the VBA (Visual Basic for Applications) programming language. Excel is extensively used across various fields, from business and finance to science and education. Its versatile functions support data analysis, report generation, budgeting, scheduling, data management, and many other applications.

Participants will gain the ability to efficiently utilise key data analysis tools such as scenarios and pivot tables, apply features for date-based calculations and text-processing functions, and create and customise macros to automate spreadsheet workflows.

Audience

Financial or market analysts, managers, accountants

Course Objectives

Facilitate and automate all kinds of financial analysis with Microsoft Excel

Microsoft Excel is a powerful spreadsheet application used for organising, analysing, and visualising data.

This instructor-led, live training (online or on-site) is aimed at beginner-level data analysts who wish to use Excel for data analysis and reporting.

By the end of this training, participants will be able to:

• Create and manage spreadsheets in Excel.
• Format and organise data for clarity and efficiency.
• Use formulas and functions to automate calculations.
• Visualise data using charts, tables, and conditional formatting.
• Collaborate and share workbooks securely in Microsoft 365.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customisation Options

• To request a customised training for this course, please contact us to arrange.

This instructor-led, live training in New Zealand (online or on-site) is designed for data analysts ranging from beginner to advanced levels who wish to utilise Excel for a variety of tasks, including data entry, formula creation, data analysis, and advanced automation.

By the conclusion of this training, participants will be able to:

• Navigate Excel's interface and perform basic data entry, formatting, and calculations.
• Apply advanced formulas, functions, and conditional formatting to support data analysis.
• Create and manage pivot tables and charts for effective data visualisation.
• Utilise tools such as Power Query and Power Pivot to conduct in-depth data analysis.
• Automate routine tasks using macros and VBA to streamline workflows.

Excel is a spreadsheet application used for data entry, analysis, reporting, and automation.

This instructor-led, live training (online or onsite) is aimed at beginner-level to advanced-level users who wish to build confidence and proficiency across Excel's essential, intermediate, and advanced capabilities.

Upon completion of this training, participants will be prepared to:

• Work confidently with spreadsheets, formulas, and formatting.
• Use intermediate tools such as tables, charts, and conditional logic.
• Apply advanced functions, data analysis features, and automation techniques.
• Create professional worksheets that support business decision-making.

Format of the Course

• Instructor-led demonstrations and guided explanations.
• Extensive workbook exercises and hands-on practice.
• Practical lab activities using real-world spreadsheet scenarios.

Course Customisation Options

• For tailored coverage based on your department's workflows, please contact us to arrange a customised version of this course.

This instructor-led, live training in New Zealand (available online or on-site) is designed for beginner to intermediate-level business analysts and data analysts who wish to use Excel to perform data analysis and reporting for their projects and tasks.

By the end of this training, participants will be able to:

• Use Excel formulas and functions to perform calculations and manipulate data.
• Use Excel data analysis tools such as PivotTables, What-If Analysis, and Forecasting to summarise and visualise data.
• Use Excel charts and graphs to create and customise data visualisations.
• Use Excel data validation and conditional formatting to ensure data quality and highlight key insights.
• Use Excel data import and export features to connect to external data sources and share data with others.

During the training, participants will explore financial analysis issues using the advanced features of Excel.

This course is designed for financial analysts, accountants, and anyone looking to expand their spreadsheet skills in the context of financial analysis.

This instructor-led, live training in New Zealand (online or onsite) is designed for beginner to intermediate-level professionals seeking to boost their productivity and efficiency by harnessing the advanced features of Excel and Google Sheets for data organisation, analysis, and teamwork.

By the end of this training, participants will be able to:

• Navigate and make the most of the core features of Excel and Google Sheets.
• Conduct data analysis and derive actionable insights using advanced spreadsheet techniques.
• Collaborate in real time using Google Sheets for seamless teamwork.
• Create reusable templates for reporting, tracking, and project management.