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Course Outline

Introduction to Excel-Based Problem Solving

  • Viewing Excel as a tool for business analysis and modelling
  • Implementing structured problem-solving techniques
  • Converting business questions into analytical models
  • Planning an effective approach to Excel modelling

Excel Fundamentals for Data Analysis

  • Navigating workbooks and worksheets
  • Grasping cells, ranges, tables, and references
  • Formatting data for analysis and reporting
  • Leveraging Excel features for efficient analytical tasks

Data Collection, Preparation, and Formatting

  • Importing and structuring data
  • Cleaning and preparing datasets
  • Formatting data to ensure reliable analysis
  • Utilizing data validation and structured tables

Formulas and Functions for Modelling

  • Comprehending formula logic and calculations
  • Employing essential Excel functions for analysis
  • Applying conditional, lookup, and logical functions
  • Constructing reliable and reusable calculations

Designing Excel Models

  • Understanding spreadsheet architecture and model flow
  • Establishing logical connections between inputs, calculations, and outputs
  • Creating scalable and maintainable models
  • Adhering to modelling best practices

Data Analysis and Reporting with Excel

  • Generating charts and visual summaries
  • Utilizing PivotTables and PivotCharts
  • Designing impactful reports and dashboards
  • Communicating insights clearly to stakeholders

Scenario and Sensitivity Analysis

  • Constructing models with variable assumptions
  • Executing scenario analysis
  • Employing sensitivity analysis to assess outcomes
  • Facilitating informed business decision-making

Model Testing and Quality Assurance

  • Verifying formulas and calculations
  • Validating model outputs
  • Detecting and correcting errors
  • Applying best practices for accuracy and reliability

Data Visualisation and Presentation

  • Selecting suitable visualisations
  • Enhancing the clarity and communication of insights
  • Developing professional Excel presentations
  • Disseminating analysis to business users

Practical Workshop and Course Review

  • Developing an Excel model from a real-world business scenario
  • Applying analysis and reporting techniques
  • Reviewing modelling approaches
  • Course recap and recommended next steps

Requirements

  • A foundational understanding of Excel

Audience

  • Data Analysts
 7 Hours

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