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Course Outline
Day 1: Advanced Excel Functions & Formulas for Government Sales
- Introduction to Advanced Formulas
- Recap of Basic Formulas (SUM, AVERAGE, COUNT)
- Logical Functions: IF, AND, OR, IFERROR
- Nested Formulas
- Data Lookup and Reference Functions
- VLOOKUP, HLOOKUP
- INDEX-MATCH for flexible lookups
- XLOOKUP (Excel 365 users)
- Date & Time Functions
- EOMONTH, NETWORKDAYS, WORKDAY for sales forecasting and planning in a government context
- Text Functions
- CONCATENATE, TEXTJOIN
- LEFT, RIGHT, MID, LEN for managing product codes or client data
- Practical Exercise: Build a dynamic sales pipeline using advanced functions for government use.
Day 2: Data Analysis for Government Sales Performance
- Pivot Tables & Charts
- Creating and customizing Pivot Tables
- Grouping sales data by region, product, and time
- Using slicers and filters
- Creating Pivot Charts to visualize sales performance for government reporting
- Data Validation & Dynamic Lists
- Creating drop-down lists for easy data entry in government forms
- Validating data entries to ensure accuracy and compliance with government standards
- Conditional Formatting for Sales Insights
- Visualizing high-performing sales regions/products with color scales and icons for enhanced reporting for government stakeholders
- Practical Exercise: Analyze monthly sales data using Pivot Tables and Conditional Formatting to support government decision-making.
Day 3: Sales Dashboards & Reporting for Government
- Creating Interactive Dashboards
- Introduction to dashboard components for government use
- Using Pivot Tables, Pivot Charts, and slicers in a dashboard to enhance transparency and accountability
- Dynamic Charting
- Advanced chart types (Funnel, Bullet, Combo)
- Sparklines to show sales trends within a cell for government reporting
- Power Query for Data Import & Transformation
- Introduction to Power Query for sales data in a government context
- Combining multiple data sources from various government departments
- Data transformation techniques (cleaning, merging datasets) for improved governance
- Practical Exercise: Create a sales dashboard that updates automatically with new data to support real-time decision-making for government.
Day 4: Advanced Sales Forecasting Techniques for Government
- Sales Forecasting with Excel
- Using TREND and FORECAST functions to predict government sales trends
- Scenario analysis using Data Tables (1 & 2 variable) for strategic planning in a government environment
- Goal Seek and Solver for setting sales targets aligned with government objectives
- What-If Analysis for Sales Scenarios
- Creating multiple scenarios for different sales strategies to support government planning
- Scenario Manager for revenue growth forecasting in a government context
- Power Pivot for Large Sales Datasets
- Introduction to Power Pivot for managing large datasets in a government setting
- Managing relationships between multiple data tables for comprehensive reporting
- Creating calculated fields and measures to enhance data analysis for government stakeholders
- Practical Exercise: Use advanced forecasting techniques to project quarterly sales for government operations.
Day 5: Automating Sales Reporting & Macros for Government
- Introduction to Macros for Automation
- Recording and editing simple macros for repetitive sales tasks in a government context
- Assigning macros to buttons for ease of use in government workflows
- Automating Sales Reports
- Automating sales performance reports with macros to streamline government processes
- Batch processing sales data from multiple workbooks for efficient government reporting
- Excel VBA (Optional Advanced Topic)
- Introduction to Excel VBA for automation in a government setting
- Writing basic VBA scripts for data manipulation to support government tasks
- Practical Exercise: Create a macro to automate sales reporting and data entry for government use.
Wrap-Up and Q&A for Government
- Recap of key topics covered in the training for government applications
- Final Q&A session for clarification and advanced topics requested by participants to support their roles in government.
Requirements
Basic Excel Proficiency:
- Participants should possess a strong understanding of fundamental Excel functions (SUM, AVERAGE, COUNT, etc.), basic formulas, and data organization.
Sample Sales Data:
- Participants are encouraged to bring sample sales data from their respective organizations (if feasible) to practice with real-world scenarios. If such data is not available, sample datasets will be provided.
Familiarity with Sales Concepts:
- A basic understanding of sales metrics (e.g., revenue, profit margin, customer acquisition cost) is recommended to better contextualize the exercises and examples for government use.
Power Query and Power Pivot Add-Ins Enabled:
- Ensure that Power Query and Power Pivot are enabled in Excel (for those using Excel 2016 or later versions) to facilitate advanced data analysis tasks for government.
Willingness to Engage in Hands-On Exercises:
- This course is highly interactive and requires active participation during exercises and practical tasks, such as creating dashboards, automating reports, and using advanced formulas.
35 Hours
Testimonials (5)
active interaction between trainer and participants
DEEWEELYN DE LUNA - TRACTEBEL RED INC.
Course - Financial Analysis in Excel
well-prepared training, interesting topics
Maciek Boiski - Instytut Energetyki - Panstwowy Instytut Badawczy
Course - Microsoft Office Excel - poziom podstawowy
I was recently struggling with some pivot table issues and the course gave me the knowledge to work with pivot tables quicker, smarter and more efficiently.
Arina Moayed-Dzenisa - Universal-Investment-Gesellschaft mbH Branch Poland Sp. z o. o.
Course - Microsoft Office Excel - poziom średnio zaawansowany
examples and looking for solutions
Monika Lesniewska - Takenaka Europe GmbH Sp. z o.o. Oddzial w Polsce
Course - Excel Data Analysis
The tips for many of the functions that the trainer presented, which we can easily remember and implement in our future work
