Format

This course will be delivered via Zoom. The Zoom link will be emailed to participants the day before the course is due to take place.

Who Should Attend?

This course is for experienced MS Excel users who have completed the CAI CPD Intermediate Excel course or have a similar level of knowledge.

Course Overview

Create Dashboards

• Named Ranges, Copy and Paste options, Camera Tool
• Creating a MS Excel Dashboard, KPI example
• Using Quick Analysis, Summations, Data bars, Rules, Charts, Tables

New Functions in Excel

• New functions in Excel - Ifs, Switch, MaxIfs, MinIfs, Countifs, SumIfs, Iferror
• Excel functions – TextJoin/TextSplit, Concat, vLookup / xlookup examples
• Lambda functions, VStack/HStack
• Create a user defined function in Excel

Analysing Data using PivotTables

• Automating data import from csv files
• Using Pivot Charts and pivot tables from data tables
• Using Slicers to filter the PivotTable data
• Refreshing the data sources

Data Analysis and BI

• Using Power Query M programming to customise data importing
• Introduction to Power Pivot
• Creating relationships between tables
• Using the Power Pivot for Business Analysis and reporting
• Business Intelligence, DAX for Business Analysis and reporting

Using Python in Excel

• Utilise the power of Python in Excel
• Use Python Data analytics capabilities

Key Learning Outcomes

By the end of this course, participants will be able to:

• Create Dashboards using Camera Tool.
• Understand and use various new Functions in Excel, e.g. Lambda
• Write your own functions
• Create Tables, PivotTables, Pivot Charts & Slicers using Automatic file imports
• Build relationships between Excel Tables
• Use PowerPivot to analyse large data sets
• Understand Data analysis and Business intelligence features in Excel
• Use advanced Data Analysis functions in DAX
• Begin using Python in Excel

Important Notes for Participants

• Two Monitors Recommended: Allows better viewing of trainer's screen and Excel application.
• Software Setup Required: Microsoft 365 subscription recommended (older versions supported).
• Windows 10/11: The course is delivered using Windows. Mac users may experience compatibility issues.

Speaker Bio

Professional Training is a group of experienced specialists providing training in IT and Management skills. Since 1997, they have delivered CPD programmes with Chartered Accountants Ireland.

Website: www.professional.ie

Contact Us

If you have any questions regarding this or any other CPD course, please contact the team here or call us at (+353) 01 523 3930.

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