I have taught hundreds of workshops and course using Excel. Contact me to discuss how I can help your organization use Excel in a more efficient and sophisticated way to improve your operations. We can go from the basics, through intermediate level and advanced topics.
Typical Workshop Outline
PART
1
Introduction
1.1 Excel Efficiency
1.1.1 Auto Fill
1.1.2 Selecting in Excel
1.1.3 Formulas, Functions and
Addressing
1.2 Naming Cells and Ranges
1.3 Simple & Quick Charts
1.3. Advanced Charting techniques
1.4. Sparklines
PART 2 If functions Text & Flash-Fill
2.1 IF Functions in Excel
2.2 Nested if– Payroll Example
2.3 Text manipulation
2.4 Auto-fill and simulations
PART 3 Statistics for non-statisticians
3.1 Descriptive statistics
3.2 Frequency Distributions
3.3 Data Analysis.
3.4 Histograms
3.5 Regressions Using Excel and Excel Charts
PART
4 What IF
Analysis & Sensitivity Analysis
4.1 What-if Analysis
4.1.1 Goal Seek
4.1.2 Data Tables Sensitivity Analysis
4.1.3 Two Way Tables
4.3 Using Scroll Bars for Sensitivity Analysis
4.4 Break-Even-Analysis and animating charts
PART 5 3D and Lookup
5.1 Going the 3rd Dimension
5.1.1 A Payroll Example
5.1.2 A Second Example Inventory
5.2 Lookup Tables
5.2.1 Approximate Match Lookup
5.2.2 An Exact Match Lookup
PART 6 Data and Data Mining
6.1 Sorting Data
6.2 Auto Filter
6.3 Data Forms
6.4 Grouping and Outlining Data
6.5 Subtotals
6.6 Pivot Tables and PivotTable Examples
6.6.1 Simple Pivot Tables
6.6.2 Advance Pivot Tables and Data Mining
6.6.3 Pivot Table Slicers
PART 7 FINANCIAL TOPICS
7.1 Financial Functions: PV, RATE, PMT, NPV, IRR
7.2 Depreciation Functions
7.3 Loans and Amortization tables
7.4 Advanced Excel financial functions, XIRR, XNPV
7.4 Developing a Loan Amortization Table.
PART 8 ADVANCED TOPICS IN FIANANCE
8.1 Introducing the optimization tool, the Solver Add-in
8.2 Using the Solver for Optimizations
8.1.1 Capital Budget for long-term-capital-investment
8.1.2 Portfolio Selection
8.2 What-if-Analysis: A Singaporean Apartment Building Case Study
PART 9 Monte Carlo Simulation
9.1 Introducing random numbers
9.2 Simulating simple examples (rolling dice)
9.3 Monte Carlo Simulation used in investment Risk Analysis.
PART 10 Forecasting Techniques
10.1 Moving Average
10.2 Exponential Smoothing
10.3. Using Regressions
10.3.1 Charts and regressions
10.3.2 Using the Analysis Tool Pak for single regression
10.3.3 Using the Analysis Tool Pak for multi regressions
10.3.4 Real life case studies
PART 11 Operations Management Techniques
11.1 Using the Solver for the Assignment problems (assign the right job to the right person.)
11.2 Transportation Problem (which plant will ship to which warehouse.)
11.3 The Plant Location and advanced presentation techniques
11.4 Creating Statistical Control Charts
11.5 Creating Gantt Chats for Project Management
PART 12 Excel with other Microsoft Interaction
12.1 Using Excel with mail Merge
12.2 Transfer charts and other Excel information to Word and PowerPoint