Excel Productivity

TRAINING COURSE

Details Audience and Pre-Requisites Course Outline / Curriculum Schedule Dates and Booking Enquiry

Details

Excel Productivity Training is a training courses focused on building on your existing skills learning to develop sophisticated and automated reports that will substantially reduce the time spent working on spreadsheets.

This practical 3 day course leads delegates through a structured method of building sophisticated spreadsheet templates where the data is separated from the Excel template. The latest data will be imported automatically from external sources ensuring that the latest and most up to data is being used. This approach eliminates all the manual effort which can drastically reduce the time to produce reports and simulations thereby drastically reducing the time to transpose data into information and information into knowledge. This training will build on the skills obtained from the Basic and Advanced Excel courses.

This is a very hands-on, non-intimidating, course – delegates work through various exercises under the supervision, and with the help, of the facilitator to get to grips with Excel’s advanced capabilities.

Delivery Methods

Delivery Method Duration
Classroom
Instructor-led classroom-based training. Classes are scheduled at various conference centres in the Sandton area or your premises. Stationary and printed manuals or online resources are included. Refreshments, including 2 tea breaks and a cooked meal for lunch are provided. Training is between 9 am to 4 pm.
Classroom
3 Days Get a Quote
Live Virtual Training
This course is delivered live via Microsoft Teams. You will be able to see and hear the instructor, view their whiteboard, and ask questions or communicate in the chat. Attend from the comfort of your own home or private office.
Live Virtual Training
3 Days Get a Quote

Discounts Available

Save up to 10% by booking and paying 10 business days before the course.

Brochure:

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Information may change without notice.

Audience

Excel users who need to develop and produce quality reporting on a regular basis.

Pre-Requisites

Good understanding of Excel and excel formulas.

Course Outline / Curriculum

MORNING: Overview of Excel Integration with Databases and External sources

  • Overview of Databases and other external data sources
  • Excel Ranges vs Excel Tables
  • Tools and techniques for importing data from various external sources
  • Demonstrations on Microsoft Access and Excel integration
  • Demonstrations on Microsoft sql Server and Excel integration

AFTERNOON: Practical exercises with pulling data from External Sources

  • Web site to Excel
  • Microsoft Access to Excel
  • Microsoft sql Server to Excel
  • Updating Access Tables and SQL Server Tables

Day 2

MORNING: Building a simple model with external data from external sources

  • Exercise with using Microsoft query
  • Exercise with Importing from Access
  • Exercise  with data from sql server
  • Generating Pivot Tables with external data

AFTERNOON: Practical exercises - pulling data from External Sources

  • Web site to Excel integration
  • Microsoft Access to Excel integration
  • Microsoft Sql Server to Excel integration
  • Updating Access Tables and SQL Server Tables
  • Modifying import options
  • Adding Buttons to the Spreadsheet to manually refresh data

Day 3

Building a complex Excel Template using multiple data sources

  • Explanation of the scenario and data sources for the template
  • Explanation of Database Schema for SQL Server demo database
  • Building a customised sql server view with complex calculations and filters
  • Importing the required data for the chosen scenario being built
  • Building required Pivot Tables  and Graphs for management reporting
  • Adding slicers to filter data for customised views
  • Adding buttons to automate data refresh

Schedule Dates and Booking

There are currently no scheduled dates.

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