Fundamental Data Analysis & Management

About the Course:

Elevate your Excel expertise and transform raw numbers into actionable insights. This live, interactive workshop goes beyond the basics, guiding you through data cleaning, organization, and analysis best practices. From advanced lookups to “what-if” scenario tools, you’ll gain a comprehensive skill set that helps you drive smarter, faster decision-making. Join us to discover Excel’s hidden capabilities and power up your professional toolkit.

Course Objective:

Data Cleaning Mastery

• Identify and remove duplicates, resolve inconsistencies, and apply validation rules to maintain accurate data entries.

Sorting, Filtering & Subtotal Summaries

• Efficiently sort and filter large datasets to uncover key details and use the Subtotal tool to highlight pivotal metrics.

Advanced Formulas

• Master powerful functions like VLOOKUP, XLOOKUP, SUMIF(S), COUNTIF(S), DSUM, and more to match, summarize, and transform data.

Data Visualization

• Apply conditional formatting, create engaging charts, and use Slicers to provide intuitive, interactive views of your data.

Scenario Planning

• Explore multiple outcomes using Scenario Manager and Goal Seek, refining assumptions to guide strategic decisions.

Optimization Skills

• Employ the Solver add-in to tackle complex “what-if” analyses, optimizing results within real-world constraints.

Efficient Data Integration

• Import, export, and merge datasets with ease, ensuring smooth interoperability between Excel and external systems.

Who is the Target Audience?

Finance Professionals

• Individuals working on budgeting, forecasting, or investment analysis who want to refine data insights.

Marketing Analysts

• Professionals are responsible for interpreting campaigns or customer data to guide strategic decisions.

Operations Managers

• Leaders aim to streamline processes, control costs, and enhance operational efficiency using data.

Small Business Owners

• Entrepreneurs seeking to leverage sales, inventory, and customer data for informed business planning.

Data Enthusiasts

• Anyone eager to harness Excel’s capabilities for data-driven problem-solving, regardless of industry or role.

Basic Knowledge:

• You should know how to open, save, and enter data in Excel, as well as navigate toolbars and ribbons.