Formatting and data management techniques
that will make your spreadsheets easier to use,
simpler to understand, and provide standout presentation
quality for your information.
Managing worksheets, data ranges and toolbars
Simple and effective formatting
Buttons
and slider controls
Validating data
Protecting
data
Module
2: Importing and exporting data
Don’t waste time re-keying data .
. . Simple techniques for importing data from databases and external systems directly
into EXCEL. Methods to export information into word
processing documents, presentation programs and
web pages.
Typical data formats used in business applications
Importing fixed width data
Importing character delimited data
Exporting text and tables to word processing documents
Moving EXCEL data onto the web
Module
3: Using functions
EXCEL has hundreds of useful built-in functions.
You can easily set up specialised functions that
will help you perform operations required in contact
centre information analysis and management.
Reference to standard functions
Examples using EXCEL’s functions
Functions
for data lookup (VLOOKUP and OFFSET)
Date
and time functions
Functions for counting and analysing data
Module
4: Winning charts
EXCEL can produce a huge number of chart
formats, and selecting the best format and the right
data to include can make all the difference between
a winning presentation and a bucket full of numbers.
Use EXCEL’s charting facilities to prepare
clear, memorable presentations.
Choosing the best chart type for presenting your
data
Linking worksheet data to charts
Exporting
charts in presentation formats
'Conditional
formatting' of charts
Module
5: Trend analysis and forecasting
EXCEL provides a range of tools to help
you analyse busines information. You can use
Use EXCEL’s Trend Analysis functions to forecast
data.
Collecting and organising data into a series
Basic trend analysis
Fitting lines and curves to data
Moving averages
Forecasting using charting methods
Seasonal
variations and data smoothing
Module 6: Filtering and sorting
Excel has built-in filters to let you drill down to see and work with the exact data you need.
Using the Auto Filter
Advanced filtering
Module 7: Grouping and cross-tabulating data
Excel's Pivot Tables provides powerful techniques for grouping data and developing cross-tabulations.
Organising data for pivot tables
The pivot table wizard
Using pivot tables for grouping and filtering data
Developing cross-tabulations
Introduction to pivot charts
Module
8: Applications workshop
Pulling it all together, using some real-life
applications.
Demonstration and work-through of typical business applications, using the techniques learnt
during the day
Participants are also encouraged to bring their
own applications to the course for analysis and
discussion.
*Excel, Windows, Word and Powerpoint
are trademarks of Microsoft Corporation
