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Course Outline

Introduction to Excel-Based Problem Solving

  • Viewing Excel as a tool for business analysis and modelling
  • Employing structured approaches to problem-solving
  • Converting business inquiries into analytical frameworks
  • Planning a strategic Excel modelling methodology

Excel Fundamentals for Data Analysis

  • Manoeuvring through Excel workbooks and worksheets
  • Comprehending cells, ranges, tables, and cell references
  • Formatting data for streamlined analysis and reporting
  • Utilising Excel features to optimise analytical workflows

Data Collection, Preparation, and Formatting

  • Importing and structuring data sources
  • Cleaning and readying datasets for use
  • Formatting data to ensure analytical integrity
  • Implementing data validation and structured tables

Formulas and Functions for Modelling

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

Designing Excel Models

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

Data Analysis and Reporting with Excel

  • Generating charts and visual summaries
  • Leveraging PivotTables and PivotCharts
  • Crafting impactful reports and dashboards
  • Clearly communicating insights to stakeholders

Scenario and Sensitivity Analysis

  • Constructing models based on variable assumptions
  • Executing scenario analysis
  • Evaluating outcomes through sensitivity analysis
  • Enhancing business decision-making processes

Model Testing and Quality Assurance

  • Verifying formulas and computational accuracy
  • Validating the outputs of the model
  • Detecting and correcting errors
  • Ensuring model precision and dependability through best practices

Data Visualisation and Presentation

  • Choosing appropriate visualisation methods
  • Enhancing the clarity and communication of insights
  • Producing professional Excel presentations
  • Distributing analysis to business users

Practical Workshop and Course Review

  • Creating an Excel model from a specific business scenario
  • Implementing analysis and reporting strategies
  • Evaluating modelling approaches
  • Summarising the course and outlining next steps

Requirements

  • Familiarity with basic Excel operations

Audience

  • Data Analysts
 7 Hours

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