Gain the skills for parsing, analyzing, and presenting information from large data sets
Learn techniques we teach around the world...
This intensive one day, hands-on workshop will benefit any professional focused on importing, preparing, analyzing and presenting data in Excel. The course will also focus on improving Excel skills and efficiencies via shortcuts and functions. We welcome all backgrounds and skill levels of Excel users.
A mix of microlectures and self-paced Excel exercises providing hands-on, real world, practical applications of the standards and methods that a professional needs.
Led by our experienced instruction team of former practitioners, you get a unique blend of industry insight combined with a passion for teaching. The average TTS instructor has been part of the team for 8.5 years.
What you will learn:
Excel Best Practices and Efficiencies
Working with Client Data
Analyzing Data
Scenario Analysis
Macros and User-Friendly Tools
Agenda
Excel Best Practices:
- Basic Excel setup including iterations & calculations settings
- Excel best practices, including common “shortcut” keys and other efficiency tips
- Best practices for building formulas (auto sum, filling, anchoring)
- Customizing toolbars in Excel (including adding icons to your toolbar)
- Auditing formulas and cell references
Working with Client Data:
- Text to columns
- Text functions within Excel: LEFT, RIGHT, UPPER, LOWER, CONCATENATE
Analyzing Data:
- Lookup functions: VLOOKUP, HLOOKUP
- INDEX and MATCH Functions
- Analyzing data using SUMIF, COUNTIF, and Nested IF functions
- Pivot Tables
Scenario Analysis:
- Sensitivity analysis including data tables
- Conditional formatting
- Scenario analysis using CHOOSE & OFFSET functions
- Utilizing “named” cells
Macros and User Friendly Tools:
- Introduction to macros
- Introduction to Visual Basic for Applications (VBA)
- Creations of basic print macros and editing of basic VBA code
- Insertion of a “print button”
Unlock Your Career Potential
Training The Street has been teaching the biggest finance firms for over 20 years. To help unlock your career potential, we offer certificates to provide the recognition you deserve.
After you finish your course, you will receive a certificate which can be easily added to your LinkedIn profile.
How Do You Like To Learn?
Flexible Learning Options
Our courses are available in both in-person or virtual classroom formats. If you learn better in your own space or traveling isn’t convenient, virtual is great solution. Either way, you get the skills and support you need to succeed.
Course Details
What’s Included
Instructor-led classroom training
Ongoing instructor support
One-year online access to course materials, Excel files, and these self-study courses for additional reference and review
• Excel Best Practices
• Applied Excel
Schedule
9:00 am to 4:30 pm with an hour lunch around noon and shorter breaks throughout the day.
Prerequisites
Beyond having some basic Excel familiarity, there are no prerequisites.
What Does A Day Look Like?
Whether you join us in-person or virtually, the classroom is a combination of micro-lectures and hands-on exercises that ensure retention levels are high and students stay engaged. You’ll use some of the most innovative Excel based learning tools available, providing instant performance feedback as well as the opportunity for as many “reps” as you need to be “desk ready”.
Who Is This Course For?
- Practitioners who would like to upskill to more intermediate and advanced Excel use
- Job functions including importing, preparing, analyzing, and presenting data in Excel for business insights or internal/external reporting purposes
- Consultants who work with client data and utilize information for making recommendations
- Professionals in Financial Planning & Analysis (FP&A) groups that are responsible for aggregating and presenting information
– Group rates available
– Discounts offered to existing clients
Standard registration inside 30 days:
$1,250 per day
Cancellation Policy
Cancellations up to 14 days before the workshop will receive a full refund. Cancellations within 14 days of a course will not be refunded. TTS reserves the right, at its sole discretion, to cancel a course. If TTS cancels a course, payments are refunded in full.
Questions? Please contact info@trainingthestreet.com for more information.
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