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Microsoft Excel - Data Analysis and Reporting (EXLL3)

  • Length 1 day
  • Price  NZD 435 exc GST
Course overview
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Why study this course

Learn how to use Microsoft Excel to perform advanced data analysis, collaborate, and automate workbook functionality.

You'll learn the techniques to automate some common Excel tasks, use vLookups, apply pivot analysis to complex data sets, collaborate on worksheets with others, and share data with other applications.

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What you’ll learn

After completing this course, students will be able to:

  • Use the IF and IFERROR functions to calculate a value based on specified criteria; use conditional functions to summarise data; use PMT function to calculate periodic payments for a loan; use text functions to extract data strings; use date functions to calculate duration in years, months, and days; create array formulas to perform multiple calculations on multiple sets of data at one time; and change calculation options and iteration limits

  • Use the VLOOKUP and HLOOKUP functions to find values in worksheet data; use the MATCH function to find the relative position of a value in a range; use the INDEX function to find the value of a cell at a given position in a range; and use data tables to project values

  • Use the Data Validation feature to validate data entered in cells; and use advanced filter options to display the data you specify

  • Format data points in charts; create combination charts and trendlines; insert sparklines; use chart templates; and add and modify drawing objects and shapes

  • Create a PivotTable for analysing and comparing large amounts of data; modify the PivotTable view by using slicers to filter data and by rearranging fields; improve the appearance of a PivotTable by changing its field settings and applying a style; and create a PivotChart to graphically display data from a PivotTable

  • Export data from Excel to other formats and import data from a text file into an Excel workbook; and use Microsoft Query and the Web query feature to import data from external databases

  • Use the Goal Seek utility to meet a target output for a formula by adjusting the values in the input cells; and create scenarios to save various sets of input values that produce different results

  • Run a macro to perform tasks automatically; record macros; assign a macro to a button in the worksheet; and edit a macro by editing VBA code

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Who is the course for?

This course is intended for those wanting to build on existing Microsoft Excel skills.

Course subjects

Advanced functions and formulas

  • Logical and conditional functions

  • Financial functions

  • Text functions

  • Date functions

  • Array formulas

Lookups and data tables

  • Using lookup functions

  • Using MATCH and INDEX

  • Creating data tables

Advanced data management

  • Validating cell entries

  • Advanced filtering

Advanced charting

  • Chart formatting options

  • Combination charts

  • Graphical objects

PivotTables and PivotCharts

  • Working with PivotTables

  • Modifying PivotTable data

  • Formatting PivotTables

  • Using PivotCharts

Exporting and importing data

  • Exporting and importing text files

  • Getting external data

Analytical tools

  • Goal Seek

  • Scenarios

Macros and Visual Basic

  • Running and recording a macro

  • Working with VBA code


To maximise your success in this course, it is recommended that you have completed Microsoft Excel - Managing Data and Large Workbooks or possess equivalent knowledge and skills.

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.

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