Excel Training Kit: 6 Excellent Crash Courses on Microsoft Excel Available in USBs and CDs

You can accomplish incredible things with the Excel spreadsheet application. It makes the job easier, and faster for a wide variety of professionals including those in HR, finance, management, sales, marketing and many more.

However, since many people are unaware of the advanced use of this powerful tool, they create new sheets every time instead of reusing or updating their already created sheets. Our training kit consists of 6 excellent crash courses to help you ensure that you’re creating spreadsheets that are efficient as possible.

By taking these courses, you will save hours of time in performing the same actions or tasks in spread sheets. You will explore excel hacks, structural tips, formatting tips, formula tips, forecasting tips, business intelligence tips, import of csv tips, and much more.

Order the Excel training kit today!

All Modules:

Module 1: Excel: Power Query - How to Import and Clean Data Quickly
Module 2: MS Excel: Advanced Pivot Tables for Superior Data Analytics
Module 3: Excel: Building a Reporting Tool with Pivot Tables and Charts
Module 4: Automating Excel: An Introduction to VBA
Module 5: How To Dynamically Model Cash Flow Projections For Rapid Changing Assumptions
Module 6: Automating Excel: An Introduction to VBA

Part 1 : Excel: Power Query - How to Import and Clean Data Quickly
Instructor: Mike Thomas

Areas Covered in the Webinar:

• Importing data into Excel from sources such as text files, web pages and databases
• Avoiding Excel’s "million-rows limitation” by connecting to external data sources
• Updating the imported data (when the source data changes) with two clicks
• Creating Pivot Tables from external data sources
• Using the Query Editor to quickly clean and transform data to make it usable
• Using the Query Editor to create calculated columns

Part 2 : MS Excel: Advanced Pivot Tables for Superior Data Analytics
Instructor: Joe Weil

Areas Covered in the Webinar:

• Structuring Your Source Data
• Rapidly Inserting Your First PivotTable
• Navigating the Field List
• Manipulating PivotTable Views
• PivotTable Options Using Analyze and Design
• Quickly Moving or Copying Pivot Tables
• Automatically Managing Dynamic, Growing Source Data
• Refreshing and Updating Data (Critical)
• Number Formatting Including Custom Number Formats
• Rapidly and Automatically Formatting Empty Cells To Avoid Problems

Part 3 : Excel: Building a Reporting Tool with Pivot Tables and Charts
Instructor: Mike Thomas

Areas Covered in the Webinar:

• Use cases: Why and when you should use a Pivot Table
• Your raw data - do’s and don’ts
• Create a simple Pivot Table with a few mouse clicks
• Different ways to summarize your data - total, count and percent
• Apply formatting to a Pivot Table to make it easy to read and understand
• Display Pivot Table data in alphabetical or numerical order
• Represent the Pivot Table data as a chart/graph
• How to update a Pivot Table when the source data changes

Part 4 : Automating Excel: An Introduction to VBA
Instructor: Mike Thomas

Areas Covered in the Webinar:

• Getting familiar with the VBA Editor
• Understanding VBA jargon such as procedures, modules, methods and properties
• How to edit an existing macro
• How to write a simple macro from scratch using VBA
• Creating inline documentation
• Using VBA to control what happens a file is opened or closed

Part 5 : How To Dynamically Model Cash Flow Projections For Rapid Changing Assumptions
Instructor: Joe Weil

Areas Covered in the Webinar:

• Understanding the Statement of Cash Flows
• Three Primary Sources and Uses of Cash
• Cash Flow Planning: Cash Flow from Operations v. Free Cash Flow
• Overview of the Corporate Treasury Function
• Accrual vs. Cash Accounting: Cash Flow Timing
• Understanding the Business Operating Cycle and Bridge Loans or “Gap” Financing
• Service Industry v. Retail and Manufacturing
• Sales, Receivables, Collections and Cash Flow Timing
• Inventory, Payables, Disbursements and Cash Flow Timing
• Expenses v. Cash Flow
• Constructing a Basic Excel Cash Flow Template
• Overview: Assumptions, Receipts, Disbursements, Net, Beginning Balance, Ending Balance
• Connecting the Sales Forecast to Bad Debt and Collections and Cash Flow Timing via Cell References
• Connecting the Expenses Forecast to Disbursements and Cash Flow Timing via Cell References
• Incorporating Timing into Assumptions via Cell References
• Simple Necessary Formulas
• Constructing Excel Spinners for Professional Polish
• Form Control and Excel Spin Button
• Cell References to Tie the Spin Button to the Assumptions for the Cash Flow Statement
• Communicating and Solving Forecasted Problems – Banker Communications
• Charting Techniques for Easy Communication
• Dealing with Seasonality Timings
• Forecasting Borrowing Needs and Repayment
• Integrating Spinners and Charts for a Professional Presentation

Part 6 : Automating Excel: An Introduction to VBA
Instructor: Mike Thomas

Areas Covered in the Webinar:

• Getting familiar with the VBA Editor
• Understanding VBA jargon such as procedures, modules, methods and properties
• How to edit an existing macro
• How to write a simple macro from scratch using VBA
• Creating inline documentation
• Using VBA to control what happens a file is opened or closed

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