Sunday, 8 April 2018

Advanced Report Development with Excel Inhouse Training

What is your personal or organizational development plans this quarter as part of your personal/organizational resolve to invest in your professional worth/value? 

Productivity tools without productivity skills has no value to your function or enterprise. Below insights should be a compelling rationale why you should invest in productivity enabling skills.
  • Kill non valuable monthly reports ... Really! Yes If your performance KPIs can be made real-time and interactive, why not build an interactive dashboard instead?
  • Embed data storytelling in your role - Wow! You have beautiful and insightful stories you can use to influence your business and market but you need to know how to unpack it from your data.
  • Predict your future using scenario modelling - The end game!!  Learn how you can easily make use of your current enterprise information and embrace predictive analytics to forecast your future business performance trends.
  • Enhance your promotability in business leadership - You deserve it? - Our training experience has proved that most enterprises are hunting for leaders who can influence strategic decision using data.


Module 1: Basic Microsoft Excel Training

Designed for those who are relatively new to Excel and who capture, store
and manage operational enterprise data and perform regular analysis on information such as customer data, sales & production data, employee data etc.
Participants will gain capability to:
1.  Apply appropriate cell referencing style
2.  Use the MOS basic functions for basic reporting
3.  Choose and use appropriate charts for visualized reporting
4.  Learn key excel shortcuts that reduce time spent
5.  prepare and organize data for printing
Ø  Introduction to Excel
Ø  Entering and editing data
Ø  Modifying a worksheet
Ø  Using basic functions
Ø  Formatting worksheets
Ø  Excel Shortcuts
Ø  Referencing (absolute, relative, and Mixed References)
Ø  Printing
Ø  Creating basic charts
Pre-requisite:- Introduction to Computers




Module 2: Intermediate Excel Training

This module is for professionals who perform regular data analysis on
enterprise data such as overheads, sales & production, reward & benefits, bank reconciliations etc. and would be keen to identify trends that influence decision making. Time savings will be on areas such as data
reconciliations, manipulations and consolidations.
Participants will build capability to:
1.  Design and develop working templates such as in reward regimes, income and expense tracking, customer data and templates etc.
2.  Navigate and work with large data sets, worksheets and multiple
workbooks
3.  Speedy data auditing techniques and validations
4.  Protect data integrity in cells, worksheets, and workbooks
5.  Apply key dates functions for date tracking and timestamps
6.  Utilizing inbuilt templates
Scope
  Working with Large Worksheets
  Using Multiple Worksheets and Workbooks
  Customizing Excel
  Advanced Formatting
  List Management
  Working with Dates and Time
  Advanced Charting
  Documenting and Auditing
  Data validation and Error handling
  Data integrity (Protection)
  Data cleansing
  Using Templates
Pre-requisite:- Excel Foundation Competency



Module 3: Advanced Excel Level 1

This course is customized for moderately advanced excel users who seek to
optimize Excel capabilities in complex data consolidations, predictive analytics from large data sets, manipulate unstructured data sets to provide useful business insights for decision making and package highly interactive and visually attractive reporting dashboards.

Management and executives teams who prepare high level analytical management reports such as organization KPIs and Scorecards would benefit from this module.
Participants will build capability to:
1.  Use advanced formulas for data analysis power functions
2.  Prepare dynamic and real time interactive reporting dashboards
3.  Develop visually appealing outputs and data model interfaces for non-technical data consumers.
4.  Debug and audit complex formulas
5.  Use advanced summary and lookup up functions for data linkages and scenario generation.
Ø  Using defined Names Dynamic naming using offset function
Ø  Advanced customization
Ø  Working with advanced formulas and arrays
Ø  Excel camera
Ø  Using lookups and data tables
Ø  Using Match and Index Functions
Ø  Advanced list management

Ø  Working with PivotTables and PivotCharts
Ø  Advanced Charts (sparklines, battery, combination, speedometer, Vortex, Waterfall, Thermometer, etc)
Ø  What if Analysis, Solver and Analysis Toolpak
Ø  Powerpivot (DAX Formulas


Module 4: Advanced Excel Level 2

Excel experts will build capability to:
1.  Develop automated data models and user interfaces
2.  Manipulate large data with minimal repetitive tasks
3.  Carry out complex data analysis tasks and scenarios
4.  Connect and analyze data from external systems
Scope

Ø  Exporting and importing data in the external media and
systems
Ø  Database functions
Ø  Using SharePoint services (Intro)
Ø  Working with macros
Ø  Interactive Web pages
Ø  Macros Security
Ø  Recording Macros
Ø  Modifying Macros
Ø  Using the VBA editor
Ø  Programming techniques
Ø  Procedures
Ø  Using variables
Ø  User defined functions
Ø  Using Microsoft Excel objects
Ø  Active form controls
Ø  Creating custom forms
Ø  Programming user forms
Pre-requisite:- Advanced Excel User Competency

Expected benefits & R.O.I derivatives
a)  Organization

1.    Insightful and improved quality of reports (Strategic
Insights) that informs strategy and decision making “Telling the story”.
2.  Time premium based on reduced turnaround time in data processes, reporting and thus improved employee productivity Average Reduction in TAT by 40% based on our training record.
3.  Enhanced innovation and staff optimization based on Data
Centric Culture.
      4. Highly visualized and interactive real-time performance tracking
Enhanced benchmarking capability since standards can be measured and published in other BI Systems.

      b) Staff
1.  Enhanced career visibility and relevance in the board room and
     departmental forums.
2.  Career growth because of the enhanced analytical skills capability.


Contact our team: outreach@opencastlabs-africa.com, info@opencastlabs-africa.com and get a proposal depending on number of staff, duration of training and choice of modules.

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