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Advanced Excel - Microsoft Excel Level 3

Overview

Whether you need to crunch numbers for sales, inventory, information technology, human resources, or other organisational purposes and departments, the ability to get the right information to the right people at the right time can create a powerful competitive advantage.

After all, the world runs on data more than ever before and that's a trend not likely to change, or even slow down, any time soon. But with so much data available and being created on a nearly constant basis, the ability to make sense of that data becomes more critical and challenging with every passing day.

You already know how to get Excel to perform simple calculations and how to modify your workbooks and worksheets to make them easier to read, interpret, and present to others. But Excel is capable of doing so much more. To gain a truly competitive edge, you need to be able to extract actionable organisational intelligence from your raw data, and present it in a visual format that enables decision makers to view key trends and conclusions at a glance. And that is exactly what this course aims to help you do.

Why Should an Individual Attend?

Engineers, Quantity Surveyors, Architects, Project and Construction Managers need to have the skills to be able to construct meaningful information in the form of dashboards, such as:

  • Dashboards reflect the heart and pulse of a business, in real time, in graphic format, at any given point in time. A well-constructed dashboard will immediately pinpoint critical areas of concern.
  • As a visual display, dashboards show the most important management information at a glance.
  • The most important information apropos finance, projects, progress, WIP, debtors' days, etc., can be consolidated on a single screen. This enables focus on areas that must be investigated
  • Investment in working capital, as an example is critical for the survival of an engineering concern. A dashboard can clearly, in numbers and graphic format, show management this critical aspect.

Outcomes

As an exercise, delegates will be required to provide the following output, based on the Excel functionality as per the above and derived from data provided.

  • Pie charts
  • Bar charts
  • Pivot tables, Pivot Charts and Slicers
  • Performance by category (user defined)
  • Performance by manager
  • This information is linked through to a central database and Pivot tables extracted from this database

Program Outline

DAY ONE

Advanced Excel Using Dashboards

Lesson 1: Creating Advanced Formulas

  • Use Range Names in Formulas
  • Use Specialised Functions

Lesson 2: Automating Workbook Functionality

  • Apply Data Validation
  • Work with Forms and Controls

Lesson 3: Applying Conditional Logic

  • Use Lookup Functions
  • Combine Functions

Lesson 4: Visualising Data with Basic Charts

  • Create Charts
  • Modify and Format Charts

DAY TWO

Lesson 5: Advanced Charting Techniques

  • Use Advanced Chart Features
  • Create Sparklines

Lesson 6: Analysing Data with PivotTables, Slicers, and Pivot Charts

  • Create a PivotTable
  • Analyse PivotTable Data
  • Present Data with Pivot Charts

Who Should Attend?

  • Engineers
  • Architects
  • Project / Construction Managers
  • Quantity Surveyors
  • Construction Health & Safety
  • Executives / Senior Management             
  • Middle Management
Dates and Times:
  • Wed 24 July 2024  08:30 to 16:30
  • Thu 25 July 2024  08:30 to 16:30
Type: Online
Venue: Virtual Classroom Training, Online
Fee: R 5 170.00 excl. VAT
R 5 945.50 incl. VAT
Validation Number/s: CESA-2091-08/2025
CPD Points: 2
Coordinator: