Microsoft Excel Training: Next Generation Excel for Engineers

The focus of this course is on data analysis using the powerful combination of Power Query and Pivot Tables, which will help you slice, dice, and analyze your data effortlessly.

Overview:

Excel can be daunting for new users, especially when it comes to mastering its numerous formulas, also known as functions. However, Microsoft is shifting towards a more user-friendly, code-free environment, allowing users to work with data from various sources (Excel files, databases, PDFs, the web, etc.) without needing to be experts in formulas or coding.

The focus of this course is on data analysis using the powerful combination of Power Query and Pivot Tables, which will help you slice, dice, and analyze your data effortlessly.

This two-day course is designed to equip you with practical, hands-on skills to enhance your data management and reporting capabilities. Whether you’re new to Excel or already have some experience, this workshop will improve your ability to manipulate data and perform advanced analysis—no prior Excel expertise is required.

This is an intensive 2 day working course
Accredited with the Engineering Council of South Africa

Who is For?

Experienced Excel users who now wish to be able to program their own applications.should attend and will certainly benefit from this intensive working training webinar

Excel for Engineers

Date:

TBC

Time:

8:30 – 16:30 (online)

Points:

2 CPD Points- ECSA

Days:

2 Days

Why You Should Attend:

Excel Reporting Expertise: Learn to apply Excel skills in business, finance, and accounting by improving data preparation and analysis techniques.
Data Integration: Link Excel with other sources such as Access, web data, SQL, and text files.
Advanced Reporting Tools: Master Pivot Tables and Pivot Charts for efficient and in-depth data analysis.
Forecasting and Control: Learn how to apply predictive analytics for forecasting and control.
Practical Tips and Tricks: Gain a variety of Excel tips and tricks to improve your working efficiency and productivity.

Workshop Overview

Overview

Data Management: Spreadsheet Tools and Techniques

Making Sense of BOQ: Use advanced techniques for managing Bill of Quantities (BOQ) data.
Visualization: Learn how to apply Excel themes, spark-lines, and conditional formatting to highlight key data points.
Data Validation: Use lists, dates, and custom validation for error-proof data entry.
Cell Management: Master essential functions like LEFT, RIGHT, MID, CONCATENATE, and VALUE.
Working with Tables: Learn to manage data in tables instead of traditional ranges for better data control.
Conditional Operations: Use formulas like SUMIF, SUMIFS, SUMPRODUCT, COUNTIF, and COUNTIFS for conditional calculations.
Data Lookup: Use VLOOKUP, XLOOKUP, MATCH, INDEX, and Slicer combos to look up data, texts, and values.
Time Operations: Work with dynamic and static days, weekdays, and date extraction functions.
Replace & Find: Use Excel’s Find and Replace feature to quickly clean up data.
Control Limits: Learn to calculate Upper Control Limits (UCL) and Lower Control Limits (LCL) for data analysis.
Scenario Manager: Apply scenario analysis to evaluate different outcomes.

Power Query

Extracting Data: Learn how to extract data from various sources like Excel, PDF, CSV, databases, and the web.
Data Transformation: Transform and clean your data using Power Query before importing it into Excel for analysis.
Comparison with Macros: Understand the differences between Power Query and traditional Excel macros, and when to use each.

Pivot Tables

Creating Pivot Tables: Learn how to create and format Pivot Tables for effective data summarization.
Number Formatting: Master various number formatting techniques for clearer data presentation.
Sorting and Filtering: Learn how to sort and filter data in Pivot Tables to focus on key metrics.
Summarizing Data: Use Pivot Tables to calculate sums, averages, counts, and other key metrics.
Date Analysis: Analyze data over time with date-based Pivot Table functionality.

Creating Dashboards

Designing Dashboards: Learn how to create interactive dashboards that summarize your data in a visually appealing way.

Creating Macros

Introduction to Macros: Understand how to create simple macros to automate repetitive tasks in Excel.

Predictive Analytics

When to Apply: Learn when and how to apply predictive analytics techniques for business forecasting.
Finding Drivers: Identify the key variables that influence your data and test their relationships.
Scatter Graphs: Use scatter graphs to visually represent correlations between variables.
Forecast Formula: Learn how to calculate forecast values using Excel’s predictive features.

Time Series Analysis

Predicting Budgets: Use time series analysis to predict future budgets and other financial outcomes.
Winters 3 Method: Understand how to apply the Winters 3 Method for more accurate time series forecasting.

How Much?

Early Bird: R 5490 + vat
Standard: R 5999 + vat

When?

Date: TBC
Time: 08:00am 16:30pm (online)

Discounts?

3-5: 5% off
6-11: 10% off
+11: 15% off

FAQ:

This course is a 3-module, interactive online workshop.

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 Your Speaker: Johan Bosman?

Johan Bosman brings a wealth of experience to the training room. With degrees in both law and financial management, Johan has had a distinguished career as a lieutenant-colonel in the South African Police, and as CEO of several companies in South Africa, Kenya, Tanzania, and Nigeria. He is now a full-time trainer, specializing in areas such as financial management, applied law, diversity, psychological communication, and general management skills.

Johan is a popular and highly regarded trainer who brings real-world insights and practical applications into his workshops. His unique approach combines his extensive management experience with his passion for sharing knowledge, and he has successfully trained thousands of delegates in Southern and Eastern Africa, as well as in Europe and the USA.

He is a founding member of the Southern Africa Professional Trainers’ Association (SAPTA) and is dedicated to the development of professionals across industries. Johan is also deeply involved in community service as an active member of the Lions International Club, Pretoria City.

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.