advanced excel training manual

8/3/2019 Advanced Excel Training Manual

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Advanced MS-Excel Workshop

Name:


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Outline of Topic coverage:

Formatting

Advanced Conditional Formatting File Formats

Advanced Formulas and Functions

Named Ranges

Industry Known and Financial Formulas (NPV,IRR....)

Lookup Formulas

Charting

Advanced Charting Techniques and Data Visualisation

Dynamic Charts with Form Controls

Data Analysis Tools

Statistical Tools

Pivot Tables

Goal Seek and Scenario Manager

Other Features

Basic Understanding of Macros

What IF Analysis Tools

Managing and Sharing Workbook


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Class Projects:

Marketing

1. BCG Matrix for leading FMCG2. Sales Reports Dashboards

Finance

1. Financial Accounting- Balance Sheet- Profit and Loss Statement

2. Corporate Finance- NPV, IRR Calculation

Operations

- Product Mix by LPP- Operations research problems


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Marketing Project

Project 1:

You are a Brand Manager of a leading FMCG company and have to

make a presentation about the growth of current product portfolio

to the Business Head. So how would you most effectively utilize the 2

minutes provided to you to show your analysis?

BCG matrix will come to your rescue:

1.Market Share2.Growth Rate

Excel Techniques used:

1.Advanced Charting Bubble Chart2.Advanced Formatting

(Please refer sheet 1 for the Data)

Project 2:Area Sales Manager (ASM) of Multiproduct Company,

Day to Day Task: To analyze the monthly sales data and monitor the

performance of sales representatives across the area.

So what does the ASM need?

- Excellent Data Visualized Chart for decision making- Comparative Sales Analysis

Excel Techniques Used:

1. Pivot Tables and Pivot Charts2. Advanced Formulas and Charting3. Slicer(Please refer sheet 2 for the Data)

Secondary Research


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Finance Project

Project 1:

Prepare a Profit and Loss Statement for a Multi-Location Retail company

operating in India.

P&L Statement Deliverables:

- Quarterly Report- Monthly Report- Location wise Report

Excel Techniques Used:

Advanced Pivot Table Functions Formatting(Please refer sheet 3 for the Data)


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Operations Project

Project 1: Forecasting on Excel

You are the head of the production and planning department of an Automobile

major. The plant head requires you to give an estimate for the monthly

number of vehicles to be produced.

You can very effectively utilize the Forecasting techniques to arrive at the

estimate.

Forecasting Techniques

- Exponential Smoothing- Moving Average

Excel Techniques

Analysis Tool Pack(Please refer sheet 4 for the Data)

Project 2: Linear Programming Problem

You are the Product Manager of a Consumer Durables company. As part of

yearly planning, you are supposed to give a product mix to be produced as to

maximize the profit for the year.

Excel Technique Used:

Solver

(Please refer sheet 5 for the Data)

advanced excel training manual

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