Overview
Do you need to rework on same reports whenever data updated?
Do you need to stretch your time to get ever-changing-reports ready?
Do you need to have lengthy explanation on your reports?
If you answer “yes” to any of the questions above, this course Data Analysis and Reporting is for you.
In this course, you will learn the techniques professional consultants deployed to prepare their reports in Excel,such techniques increase usability of the reports, i.e.: do-it-once and reuse every time.
In this course, you will learn the techniques professional consultants deployed to prepare their reports in Excel,such techniques increase usability of the reports, i.e.: do-it-once and reuse every time.
Microsoft Excel provides many functionalities to businesses, organizations as well as individuals in handling their data. Using Microsoft Excel does not solely equal to a technical skill, but also an analytical and critical thinking.
Learning Outcomes
At the end of this Data Analysis and Reporting like a Pro in Excel course, you will be able to:
• Articulate the fundamental types of data and ways in handling them.
• Aware on the key principles of robust report design architecture.
• Organize data for easier report analysis and preparation.
• Automate cell styles whenever the data changes.
• Using PivotTable for rapid analysis.
• Presenting charts to ease decision marking.
Who Must Attend
This course Data Analysis & Reporting course is ideal for professionals who needs to making sense out of their data and numbers. They are finance, sales, operation, procurement, human resource, IT, engineering, supply chain, warehouse and management. These professionals either need to make informed decisions or supporting another person to make such informed decisions.
To ensure your success, we recommend the delegates equip with the following or equivalent knowledge:
• A working knowledge of Microsoft Windows
• A working knowledge of Microsoft Excel
• Able to craft formula with absolute and relative references
Course Details
2 Days Training Program
Module 1. The Critical Foundation
Module 1. The Critical Foundation
o Considerations of Maintainability, Scalability & Practicality
o Organizing Reporting Architecture in Three Tiers
o Consideration of Data Sources
o Types of Data Analysis
Module 2. Managing Your Data
o Single Dimension vs 2 Dimensions
o Limitations of 2 Dimensions in Analysis
o Methods of Converting Data into Single Dimension
o Using Excel Table to Increase Maintainability
o Making Formula on Excel Table Automatic Populated to New Rows
o Quick Approach to Identify Three Types of Data
Module 3. Setting Common Reference Data
o What is Common Reference Data?
o Significance of Reference Data for Report Scalability
o Creating Master Data Table as Common Reference
o Looking up Corresponding Values from Master Data Table
o Naming Fixed Values as Common Reference
o Using Named Values in Calculation
Module 4. Instant Analysis on Raw Data via Filtering
o Filtering for Top 10 Amounts
o Filtering for Items Due Today
o Filtering for Certain Model Number via Its Text Pattern
o Using Advance Filtering to Overcome Standard Filter Limitations
o Showing Total on Filtered Data
o Performing Different Aggregation on The Total
Module 5. Quick Analysis on Raw Data via Formula
o Constructing Summary with Different Layout
o Calculating Total based on one Criterion
o Calculating Total based on Multiple Criteria
o Calculating Total based on a Date Range
Module 6. Rapid Analysis with Conditional Formatting
o Highlight Top 5 Sales
o Show Bottom 10% Order Values
o Highlight Missed Budgets and Forecasts
o Indicate Duplicate Values
o Ease Comparison on Numbers with Data Bars
o Using Traffic Light Icon to Indicate Performance
Module 7. Smart Analysis with PivotTable
o Creating PivotTable
o Navigating PivotTable Interface
o Pivoting Analysis with Different Perspective
o Summarize Values as Total, Count and Average
o Displaying Summary as Percentage
o Perform Sorting on PivotTable Values
o Showing Top & Bottom Ranks
o Showing Values as Running Total
o Grouping Multiple Categories and Analyse as Single Category
o Perform Frequency Analysis
o Perform Yearly/ Quarterly/ Monthly Analysis
o Adding Interaction with Slicers
o Creating Chart on PivotTable
Module 8. Visualization with Charts
o Creating Quick Chart with Recommended Chart
o Understanding Essential Techniques on Chart Elements
o Adjusting Chart Element – Size and Placement
o Adjusting Chart Element – Title
o Adjusting Chart Element – Axis
o Adjusting Chart Element –Colours
o Adding or Removing Other Chart Elements – Legend, Gridlines
o Changing to Different Chart Type
o Changing a Data Source
o Fast Ways to Create Different Charts on Same Data
o Creating a Pictogram
Methodology
Face-to-face learning with demonstrations and practical hands-on.
Course Leader
VINCENT CHIN
Chartered Accountant, ACCA (UK)
Sig Sigma Black Belt (ASQ)
Vincent, HRDF-certified trainer specializing in Financial Modelling, Lean Six Sigma and Excel Advanced trainer; and a continuous improvement training consultant. He is an expert in Excel, Business Intelligence, Data Analytics and Data Visualization. He is a trained Chartered Accountant (Association of Chartered Certified Accountants) and a Six Sigma Black Belt (ASQ) professional.
Vincent brings to you his 20 years’ of work and training experience in multiple industries where he was in charge of financial and business reengineering functions. He also develops complex VBA applications regularly in process improvement projects which requires his expertise.
One of his highest achievements in the role of a Financial Controller for several multinational conglomerates, he was being able to turn a loss making company into a profitable one within the year. Vincent has also managed a portfolio of business improvement projects with realized benefits of USD2 million in the prior year in an international bank.
Vincent has trained employees from Genting Group, Dell, Motorola, Technip, CIMB, Malakoff, Digi, IBM, Starwood Hotels & Resorts, Petronas ICT, HSBC.
Vincent adapts a highly practical approach in his training and relates topics he conducts to real life scenarios. Because he is a no-nonsense person, his solid background in financial operations and process re-engineering experience aid him to create a unique training methodology that mimic closely the solutions that are needed in his participants’ organizations.
Testimonies
"The trainer was very clear in this explanation on how to use the excel functions to enhance my work. Great job. Thanks" Farhan, Rail Transit.
“I have learned a lot of knowledge from this course, Excel based (Intermediate level). Both the training and the trainer are equally good. I would like to join other Microsoft Office course.”– Secretary, NUR Power Sdn Bhd
“Thanks to my trainer. I learned to apply Microsoft Excel in my future work. He is good and expressive. He is able answer all my questions immediately. I hope to join for Microsoft Excel – Advanced Level.”– Accounts, Hiraki Timur Sdn Bhd.
“During the course, I learned to simplify my work using Excel. After the course, I am so excited and can’t wait to apply the knowledge that I learned from this course. My Excel training is an excellent and knowledgeable trainer. I hope to join Microsoft Excel – Advanced Level conducted by him.”– Accounts, Hiraki Timur Sdn Bhd.
Investment
| Normal Fee |
| Sign up 1 pax |
| Pay 1 day(s) before course starts |
| MYR 2,290.00 |
| USD 670.00 |
| Early Bird |
| Sign up 1 pax |
| Pay 14 day(s) before course starts |
| MYR 1,690.00 |
| USD 490.00 |
| Group Fee |
| Sign up 3 pax or more |
| Pay 14 day(s) before course starts |
| MYR 1,490.00 |
| USD 430.00 |
(Fee inclusive of Buffet Lunch, Refreshment, Welcome Pack, Training Materials & Certificate of Achievement)
Certificate
Upon successful completion of this program, you will receive a Certificate of Achievement.
Certificates are distributed on the final day of the program.
Payment mode:
1. Online Payment by Credit card: You can opt to register and pay online with our latest payment integration system through our website.
2. Telegraphic Transfer- You can also opt to use GIRO or telegraphic transfer of payment via international banks.
