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 Charts, Pivot tables and forecasts based on realistic assumptions.
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Aforementioned information can be displayed in the form of extracted data, charts, trendlines, filters, ultimately leading to dashboards, encapsulating the essence of current information as well as expected scenarios.
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This has the effect of reflecting 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.
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Excel provides a myriad of functions and tools to assist management to show the most important management information at a glance.
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The most important information apropos finance, projects, progress, WIP, debtors' days, etc., can be consolidated on a single screen, highlighting areas of achievement as well as possible concern.
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Investment in working capital, as an example is critical for the survival of an engineering concern. A single screen 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.
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Pie charts, Bar charts, Pivot tables, Pivot Charts and Slicers
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Performance by category and manager (user defined)
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Using lookup functions (VLOOKUP, HLOOKUP, XLOOKUP)
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Forecasting Data (Tables, trends, Goal seek, Scenario manager vs offset)
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3 D Referencing
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Develop basic macros
Program Outline
DAY ONE
Lesson 1: Creating Advanced Formulas
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Using Range Names in Formulas
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Using Specialised Functions
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Using 3D referencing
Lesson 2: Forecasting Data
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Data Tables
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Goal Seek
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Scenario setting and the offset function
Lesson 3: Applying Conditional Logic
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Use Lookup Functions (VLOOKUP, HLOOKUP, Index, Match XLOOKUP)
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Combining Functions (nesting formulas- the easy way)
Lesson 4: Visualising Data with Basic Charts
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Creating Charts (Pie, Bar, Line, combination charts)
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Modifying and Formatting Charts
DAY TWO
Lesson 5: Advanced Charting Techniques
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Using Advanced Chart Features
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Creating Sparklines
Lesson 6: Analysing Data with PivotTables, Slicers, and Pivot Charts
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Creating a PivotTable
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Analysing PivotTable Data
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Presenting Data with Pivot Charts
Lesson 7: Automating Workbook Functionality
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Setting up your system to enable macros
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Creating and using macros
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Working with Forms and Controls
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Applying Data Validation
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Using the VBA Editor
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Creating, editing and debugging macros
Who Should Attend?
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Engineers
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Architects
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Project / Construction Managers
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Quantity Surveyors
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Construction Health & Safety
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Executives / Senior Management
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Middle Management
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