Excel has a steep learning curve for new users and especially regarding the plethora of formulas, called functions.
Microsoft has realized this and has started moving to a code and function free environment. In this new movement data can be brought in from just about any software (Excel, databases, pdf’s, the web, to name a few). The data can then be sliced and diced into exactly what the user needs to look at and be ready for analysis. The data ca be refreshed as needed at the touch of a bottom – and nobody needs to know functions or code!
The workshop’s emphasis is analysis, and we will touch on some needed functions for this, control and forecasting from existing business data, and especially the powerful combination of Power Query and Pivot Tables.
Training is done in a friendly and hands-on manner and no minimum level of Excel expertise is required to attend.
This is an Excel-based course that will help you develop an exclusive level of expertise that adds immediate value to your job and company. Delegates will gain skills by working through a number of data sets, each one gaining in complexity.
Who should attend?
Engineers, Engineering Technologists and Technicians who have a basic knowledge of Microsoft Excel (possibly self taught), and want to learn how to apply Excel to their discipline should attend and will certainly benefit from this intensive training webinar
Date:
30-31 January 2025
(2 Day Training)
Time:
8:30 – 16:30 daily
Points:
2 CPD Points ECSA
Fees:
R6490 ex VAT (Early Bird)
R6999 ex VAT (Standard)
Training Objectives:
- Apply Excel reporting expertise in business, finance, and accounting by enhancing data preparation and data analysis skills
- Develop reports by linking-up Excel with Access, web, text, SQL, and other sources
- Use pivot tables and pivot charts to perform thorough analysis most efficiently
- Apply C Charts and predictive analytics for forecasting and control
- Acquire numerous tips and tricks that will improve working efficiency
Day 1
Data Management: Spreadsheet Tools and Techniques
• Some technique to make sense of BOQ
• Visual: Themes, spark-lines and Conditional Formatting
• Advanced data validation using lists, dates, and custom validation
• Cell management tools left, right, mid, concatenate, value
• Working with tables rather than ranges
• Conditional operations: Sumif, Sumifs, Sumproduct, Countif, Countifs
• Looking-up data, texts, and values: Vlookup, Xlookup, Match, Index, Table and Slicer combos
• Time operations: dynamic and static days, weekdays, extracting data from date
• Using replace, find and substitute
• Calculating Upper (UCL) and Lower (LCL) control limits
• Scenario Manager
Power Query
• Extract data from Excel, Pdf, CSV, Databases and the Web
• Creating Power Queries
• Transformation of data in Power Query
• Load to table, pivot table, chart, or data model (cache)
• Comparison of macros to Power Query
Day 2
Pivot Tables
• Creating pivot tables
• Number formatting techniques
• Selecting report fields
• Sorting in ascending, descending and more sort options
• Filtering labels and values
• Expanding and collapsing reports
• Summarize data by sum, average, minimum, maximum, count
• Show values as % of total and % of
• Inserting formulas
• Date analysis
• Creating slicers and timelines
• Creating pivot charts
Creating Dashboards, Creating Macros, Predictive Analytics
• When to apply the technique
• Finding possible drivers
• Testing the link
• Scatter Graphs
• Calculating the forecast formula
• Testing the formula
Time Series Analysis
• Predicting budgets
• The Winters 3 Method
How Much?
Early Bird: R 6490 + vat
Standard: R 6999 + vat
When?
Date: TBC
Time: 08:30am – 16:30pm (CAT Daily)
Discounts?
3-5: 5% off
6-11: 10% off
+11: 15% off
FAQ:
This is a intensive 2-day working and interactive training webinar covering in detail Microsoft Excel specifically for Built Environment Professionals,
The training is accredited with the following councils/associations:
ECSA- 2 CPD Points
Catering services will be offered by UBER Eats- Delegates to receive meal vouchers Daily, provided Uber Eats is available in your area*
What Do I Need?
Each delegate will need the following to attend:
- Steady Internet connection for the duration of the training
- Laptop / PC / Smart Phone and Power supply (Charger)
- Zoom Meeting Software installed onto your laptop /
- PC / Smart Phone
- Quiet Space
Preferable but not compulsory:
- Headset / Ear Phones to clearly hear the facilitator
About The Trainer?
Johan Bosman holds degrees in both law and financial management. During his management career he was a lieutenant-colonel in the South African Police and later CEO of a number of companies in South Africa, Kenya, Tanzania and Nigeria.
He is now a full-time trainer and bases his training on his personal experience with emphasis on the aspects that had made his management career so successful.
Some of his training fields include financial management, applied law, diversity, psychological communication skills and general management skills.
He frequently conducts training workshops in Southern and Eastern Africa and occasionally in Europe and the USA.
He is popular in the classroom and is serious about the quality of skills he leaves behind.
Johan is married and lives in Mossel Bay. His sojourns in Africa made him passionate about the continent, its peoples and cultures.
He is a firm believer in community involvement and is an ardent serving member of the Lions International Club, Pretoria City.
Johan is a founder member of the Southern Africa Professional Trainers’ Association (SAPTA
Terms & Conditions
Payment Terms:
- Payment is required within five (5) working days on receipt of tax invoice.
- Following completion and return of the registration form, full payment is required within five (5) working days from receipt of tax invoice.
- We reserve the right to refuse admission and withhold CPD points and certificate if payment is not received on time, a payment or an official purchase order must be received prior to the conference or training seminar.
Fees:
- Fees are exclusive of VAT
- Bulk discounts are not calculated on early bird price. Invoiced amounts need to be paid on or before the early bird date to receive the rate.
Cancellation Policy:
- All cancellations must be sent in writing at least 10 working days prior to the event.
- Cancellations within 10 working days before the event starts will not receive any refund and will be liable for the full invoiced amount, however, a substitution of the delegate will be allowed.
Indemnity:
- Should for any reason outside the control of BEST Training events, the dates or speakers change, or the event is cancelled due to an act of terrorism, extreme weather conditions or industrial action, BEST Training shall endeavour to reschedule but the client hereby indemnifies and holds BEST Training harmless from and against any and all costs, damages and expenses, including attorney’s fees, which are incurred by the client.
- The construction, validity and performance of this agreement shall be governed in all respects by the laws of South Africa and to the exclusive jurisdiction of whose courts the parties hereby agree to submit.
No-shows:
- Registrants who do not attend the event, without written notices as per the cancellation policy will be liable for 100% of the invoiced amount.
Important Notice:
- The booking form below constitutes as a legal binding contract.
Whilst every reasonable effort will be made to adhere to the advertised brochure(s), BEST Training reserves the right to change dates of events if the need arises.
Register
You have questions? Contact us today, we’re here to help.
You can also email us at info@besttraining.co.za
