Introduction & Audience

This intermediate training course will give financial/sales/marketing/HR/operation professionals the ability to manipulate data, calculate a variety of outcomes smartly, and analyze data to produce the results which professionals may need.

This course will introduce the intermediate to advanced Excel techniques which participants can further utilize Excel’s powerful features to handle different statements.

At Course Completion

After completing this course, students will be able to:

Sort and filter financial figures

Manage and audit spreadsheets

Visualize data

Use database functions, information functions, lookup functions, logical functions to handle large amount of data stored in Excel

Use automating tools to create dash boards and better analyze data

Key Topics

1.   Organizing data (1hr)

1)     Use subtotals

2)     Define and apply advanced filters

3)     Group and outline data

4)     Use data validation

5)     Create and modify list ranges

2.   Analyzing data (1.5hrs)

1)     Perform data analysis using automated tools

2)     Create PivotTable and PivotChart reports

3)     Use lookup and Reference functions

4)  Use database functions

5)  Trace formula precedents, dependents and errors

6)  Using named ranges

3.   Formatting Data and Content (0.5hr)

1)     Create and Apply custom data formats

2)     Use conditional formatting 

3)     Format and resize graphics

4)     Format charts and diagrams

Trainer: Nadine Yu at Saizo

As a professional Microsoft Office trainer, Nadine YU designs and delivers training through open courses and customized in-house programs for public and private companies across a variety of industry sectors.

Nadine Yu is an expert in her industry with 21 years of corporate training and management experience as well as university/business school teaching, across various businesses and industries. She built course plans together with her clients/school to ensure that students’ capability and development aligns with organization objectives and budget.