Course Outline
Introduction to Excel for Government
- Overview of Excel and its interface for government use
- Understanding rows, columns, and cells in a government context
- Navigation and basic shortcuts for efficient data management in government operations
Basic Data Entry and Editing for Government
- Entering data in cells to support public sector tasks
- Selecting, copying, pasting, and formatting cells to enhance data clarity
- Basic text formatting (font, size, color, etc.) to improve document readability
- Understanding data types (text, numbers, dates) for accurate record-keeping
Simple Calculations and Formulas for Government
- Basic arithmetic operations (addition, subtraction, multiplication, division) for financial and operational analysis
- Introduction to formulas (e.g., SUM, AVERAGE) for data aggregation
- AutoSum feature for quick calculations in government spreadsheets
- Absolute vs. relative cell references for flexible formula application
Working with Worksheets and Workbooks for Government
- Creating, saving, and opening workbooks to manage public sector data
- Managing multiple worksheets (rename, delete, insert, move) for organized record-keeping
- Basic print settings (page layout, print area) for professional document presentation
Basic Data Formatting for Government
- Formatting cells (number, date, currency) to ensure data accuracy and readability
- Adjusting rows and columns (width, height, hide/unhide) for optimal viewing
- Cell borders and shading for enhanced visual organization
Introduction to Charts and Graphs for Government
- Creating simple charts (bar, line, pie) to visualize government data
- Formatting and editing charts to enhance clarity and presentation
Basic Data Sorting and Filtering for Government
- Sorting data by text, numbers, or dates for efficient data management
- Simple data filters to streamline information retrieval
Advanced Formulas and Functions for Government
- Using logical functions (IF, AND, OR) for conditional analysis in government operations
- Text functions (LEFT, RIGHT, MID, LEN, CONCATENATE) for data manipulation
- Lookup functions (VLOOKUP, HLOOKUP) for data integration and retrieval
- Math & statistical functions (MIN, MAX, COUNT, COUNTA, AVERAGEIF) for comprehensive data analysis
Working with Tables and Ranges for Government
- Creating and managing tables to organize government datasets
- Sorting and filtering data in tables for enhanced data management
- Structured references in tables for efficient formula application
Conditional Formatting for Government
- Applying rules for conditional formatting to highlight key data points
- Customizing conditional formats (data bars, color scales, icon sets) for visual differentiation
Data Validation for Government
- Setting data entry rules (e.g., drop-down lists, number limits) to ensure data integrity
- Error messages for invalid data entries to maintain data accuracy
Data Visualization with Charts and Graphs for Government
- Advanced chart formatting and customization for professional presentations
- Creating combination charts (e.g., bar and line in one chart) for comprehensive data visualization
- Adding trendlines and secondary axes to enhance data analysis
Pivot Tables and Pivot Charts for Government
- Creating pivot tables for advanced data analysis in government operations
- Using pivot charts for visual representation of complex datasets
- Grouping and filtering in pivot tables for detailed data exploration
- Slicers and timelines for interactive data interaction and analysis
Data Protection for Government
- Locking cells and worksheets to ensure data security
- Password-protecting workbooks to maintain confidentiality
Basic Macros for Government
- Introduction to recording simple macros for automation in government tasks
- Running and editing macros to streamline repetitive processes
Advanced Formulas and Functions for Government
- Nested IF statements for complex conditional analysis
- Advanced lookup functions (INDEX, MATCH, XLOOKUP) for sophisticated data retrieval
- Array formulas and functions (SUMPRODUCT, TRANSPOSE) for advanced calculations
Advanced Pivot Tables for Government
- Calculated fields and items in pivot tables for enhanced data analysis
- Creating and managing pivot table relationships for integrated data views
- Using slicers and timelines in depth for dynamic data exploration
Advanced Data Analysis Tools for Government
- Data consolidation to aggregate information from multiple sources
- What-If analysis (Goal Seek, Scenario Manager) for strategic planning
- Solver add-in for optimization problems in government operations
Power Query for Government
- Introduction to Power Query for data import and transformation in government datasets
- Connecting to external data sources (e.g., databases, web) for comprehensive data integration
- Data cleaning and transformation in Power Query to ensure data quality
Power Pivot for Government
- Creating data models and relationships to support government analytics
- Calculated columns and measures using DAX (Data Analysis Expressions) for advanced calculations
- Advanced pivot tables with Power Pivot for enhanced data visualization
Advanced Charting Techniques for Government
- Creating dynamic charts with formulas and data ranges to reflect changing government data
- Customizing charts with VBA for tailored visual presentations
Automation with Macros and VBA for Government
- Introduction to Visual Basic for Applications (VBA) for automation in government tasks
- Writing custom macros to automate repetitive processes in government operations
- Creating user-defined functions (UDFs) for specialized data management
- Debugging and error handling in VBA to ensure reliable automation
Collaboration and Sharing for Government
- Sharing workbooks with others (co-authoring) to facilitate teamwork in government projects
- Tracking changes and version control to maintain document integrity
- Using Excel with OneDrive and SharePoint for collaborative data management in the public sector
Summary and Next Steps for Government
Requirements
- Basic computer skills
- Proficiency in Excel fundamentals
Target Audience
- Data analysts for government agencies
Testimonials (5)
the trainer's patience,
Agata Halubicka - Sad Rejonowy w Krosnie Odrzanskim
Course - Microsoft Office Excel - poziom średnio zaawansowany
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
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