Training program

Advanced Excel Business Solutions

A unique, in-depth program that takes participants from raw data to polished reports, using their own real-life worksheets.

Introduction

About the program

Microsoft Excel is the world’s premier spreadsheet software. We use it to analyze numbers, keep track of data and graphically represent information: from simple budgets to financial and statistical analysis.

Anas was inspired by the Microsoft Excel guru Haider Tuaima to customize a unique, in-depth Advanced Microsoft Excel Business Solution that takes participants through three phases.

  1. 1
    Collection

    Understanding data import, data validation and data cleansing.

  2. 2
    Processing

    Database manipulation, calculation, lookups, database functions and PivotTables.

  3. 3
    Reporting

    Presenting and outputting results: worksheet formatting, charts, editing and exporting information to other applications.

The sessions use real-life worksheets containing many day-to-day challenges to be resolved. In essence, participants bring their own non-confidential worksheets to share their challenges and find solutions.

Curriculum

Session outline

Intro Refresher: Performing Calculations
  • Selecting and Naming Ranges
  • Using AutoCalculate
  • Using Functions and Formulas
  • Using AutoSum and AutoFill
  • Using Date & Time Functions
  • Using Text Functions
  • Using IF Function
Managing Workbook Information
  • Understanding Relative, Absolute, and Mixed Formulas
  • Creating Absolute and Mixed References
Working with Multiple Worksheets and Workbooks
  • Working Across Worksheets and Workbooks
  • Working with Multiple Sheet Formulas
  • Consolidating Information
  • Linking Information Between Workbooks
Working with Data in Lists
  • Understanding Data Lists
  • Sorting Data
  • Creating and Removing Subtotals
  • Using Data Validation
    • Restricting Cells to Numbers, Dates, or Times
    • Restricting Cells to a List of Values
Filtering Data
  • Filtering Data
    • Using AutoFilter and Removing AutoFilter
    • Working with Filtered Data
    • Creating a Custom AutoFilter
    • Filtering with a Single Comparison Criterion
    • Filtering with Two Comparison Criteria
  • Working with the Advanced Filter
    • Setting Up the Criteria Range
    • Examples of Criteria Ranges
    • Filtering Data with the Advanced Filter
    • Displaying All Data
Using Lookup and Database Functions
  • Looking Up Values in a Table
  • Working with Database Functions
    • Counting the Occurrences of a Value
    • Finding the Sum & Average of Specific Records
Working with PivotTables
  • Creating PivotTables
  • Editing PivotTables
    • Updating Information in a PivotTable
    • Adding Fields to a PivotTable
    • Removing Fields from a PivotTable
    • Changing the Layout of a PivotTable
    • Selecting PivotTable Data
  • Modifying PivotTables
    • Grouping PivotTable Data
    • Hiding and Showing Source Details
    • Understanding Calculated Fields
    • Adding Page Fields
    • Displaying a Specific Page
    • Displaying Page Fields on Separate Sheets
Modifying Chart Options
  • Modifying Titles and Labels
  • Modifying Axes, Gridlines, and Legends
  • Working with Data Tables
  • Changing the Data Range
  • Working with Data Series
Using Handy Features: FlashFill, Slicer & Sparklines
Auditing Worksheets
Protecting Worksheets & Workbooks
Recording Macros for Tasks Automation
Summarizing Data Using Dashboards
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Clients

Successfully delivered to

  • GEMS Education
  • Deutsche Bank
  • EMAAR Hospitality
  • Schneider
  • Hamptons
  • Client logo
  • Al Seer
  • GE

In their words

Participant feedback

It was a whole new experience on various matters discussed. Will recommend the consultant for any known requirements in the field.

Very Informative, Interactive, Definitely the Covered Topics I can use in My Daily Work.

A great Consultant he is! Well done Anas!

What was the most useful part?

  • Ctrl + E; Almost Everything
  • Almost all aspects were very useful
  • Well prepared Excel sheets
  • Data Validation, Pivot Charts/Tables etc.
  • VLookup and so many other Excel Options, Shortcuts & Tricks
  • IF, OR, AND Parts
  • It was a whole new experience on various matters discussed. Will recommend the Consultant.
  • Pivot Tables, Macros
  • Consolidating/Summarizing Data, Creating Reports & Dashboards from Data

Details

Upcoming consultation / training sessions

Dates
Upon request
Includes
Consultant-led customized Excel Business Solutions, material, lunch & beverages
Location
Sheikh Zayed Road, World Trade Center District, Saeed Tower II, Dubai, UAE
Company
JPP Management Consultants LLC, Dubai, UAE

Further reading

Recommended books

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