Excel Modelling Training Course

This instructor-led, live training in Mexico (online or onsite) targets beginner-level analysts who wish to use Excel VBA to automate repetitive work, clean and transform data, and improve reporting processes.

By the end of this training, participants will be able to: record and edit macros, write simple VBA procedures, work with Excel objects for reporting tasks, and debug basic automation solutions.

Excel is a popular spreadsheet program created by Microsoft. It is used to store, organize, and analyze data in a tabular format. Here are some key features and functions of Excel: 1. Spreadsheets: Consists of sheets, where each sheet is an array consisting of cells arranged in rows and columns. Allows creating multiple sheets in one file, enabling organization of different data sets. 2. Calculations and formulas: Enables performing various mathematical, statistical, and logical calculations using formulas. Has a wide set of built-in functions, such as SUM, AVERAGE, MAX, MIN, IF, VLOOKUP, etc. 3. Data formatting and appearance: Provides tools for data formatting, including font, color, style changes, and creating charts, PivotTables, and diagrams. 4. Sorting, filtering, and grouping: Allows sorting data according to specific criteria. Enables filtering data to display only selected information. Ability to group data depending on needs. 5. Data analysis: Tools for performing advanced analyses, such as scenario analysis, trend analysis, forecasting, and creating macros. 6. Data sharing: Enables sharing and collaborating on data in real time, allowing multiple users to work on the same data simultaneously. 7. Task automation: Ability to create macros and automate tasks using the VBA (Visual Basic for Applications) programming language. Excel is widely used in various fields, from business to science and education. Its versatile features enable data analysis, report creation, budgets, schedules, data management, and many other applications.

Microsoft Excel is a robust spreadsheet tool designed for organizing, analyzing, and visualizing data.

This instructor-led, live training (available online or on-site) targets beginner-level data analysts looking to leverage Excel for data analysis and reporting.

Upon completion of this training, participants will be capable of:

• Creating and managing spreadsheets in Excel.
• Formatting and organizing data to enhance clarity and efficiency.
• Utilizing formulas and functions to automate calculations.
• Visualizing data through charts, tables, and conditional formatting.
• Collaborating and sharing workbooks securely within Microsoft 365.

Course Format

• Interactive lectures and discussions.
• Numerous exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request customized training for this course, please contact us to arrange.

This instructor-led, live training in Mexico (online or in-person) is designed for data analysts from beginner to advanced levels who want to use Excel for tasks such as data entry, formula creation, data analysis, and advanced automation.

By the end of this training, participants will be able to:

• Navigate Excel’s interface and perform basic data entry, formatting, and calculations.
• Apply advanced formulas, functions, and conditional formatting for data analysis.
• Create and manage pivot tables and charts for data visualization.
• Use tools like Power Query, Power Pivot, and perform data analysis.
• Automate tasks using macros and VBA to streamline workflows.

Excel is a spreadsheet application utilized for data entry, analysis, reporting, and automation.

This instructor-led live training (available online or onsite) is designed for users ranging from beginner to advanced levels who want to build confidence and proficiency across Excel’s essential, intermediate, and advanced capabilities.

Upon completing this training, participants will be equipped to:

• Work confidently with spreadsheets, formulas, and formatting.
• Utilize intermediate tools such as tables, charts, and conditional logic.
• Apply advanced functions, data analysis features, and automation techniques.
• Create professional worksheets that support business decision-making.

Course Format

• Instructor-led demonstrations and guided explanations.
• Extensive workbook exercises and hands-on practice.
• Practical lab activities using real-world spreadsheet scenarios.

Course Customization Options

• For tailored coverage based on your department’s workflows, please contact us to arrange a customized version of this course.

This instructor-led, live training in Mexico (online or onsite) is designed for beginner to intermediate business analysts and data analysts who wish to leverage Excel for data analysis and reporting in their projects and tasks.

Upon completion of this training, participants will be able to:

• Utilize Excel formulas and functions to execute calculations and manipulate data effectively.
• Employ Excel’s data analysis tools, such as PivotTables, What-If Analysis, and Forecasting, to summarize and visualize data.
• Create and customize data visualizations using Excel charts and graphs.
• Apply Excel data validation and conditional formatting to maintain data quality and highlight key insights.
• Use Excel’s import and export features to connect with external data sources and share data with others.

This course on financial analysis using Excel equips finance professionals with advanced spreadsheet techniques. Topics include lookup functions, search formulas, and PivotCharts, as well as conditional formatting, external data workflows, and securities analysis. The training explores practical methods for evaluating time value of money concepts, identifying market trends, constructing financial forecasting models, and utilizing Excel's comprehensive analytical tools for complex financial computations and reporting.

This instructor-led, live training in Mexico (online or onsite) is designed for beginner to intermediate professionals seeking to enhance their productivity and efficiency by leveraging the advanced features of Excel and Google Sheets for data organization, analysis, and collaboration.

Upon completing this training, participants will be able to:

• Navigate and effectively use the core features of Excel and Google Sheets.
• Conduct data analysis and derive actionable insights through advanced spreadsheet techniques.
• Collaborate in real-time using Google Sheets to facilitate seamless teamwork.
• Develop reusable templates for reporting, tracking, and project management.

Excel is a popular spreadsheet application used for organizing, analyzing, and automating data.

This instructor-led live training (available online or on-site) is designed for intermediate-level Excel users who want to apply their skills to inventory control, budgeting, reporting, and automation using real-world datasets.

By the end of this training, participants will be able to:

• Apply formulas like SUMIF, IF, VLOOKUP, and SUMIFS to inventory and purchasing scenarios.
• Efficiently handle and analyze large datasets with over 5,000 rows.
• Create and interpret pivot tables for monthly and cumulative tracking.
• Automate repetitive reporting tasks using macros.
• Track material purchases against consumption using structured templates.

Course Format

• Interactive lectures and discussions.
• Ample exercises and practice opportunities.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This instructor-led live training in Mexico (online or onsite) is designed for data analysts who wish to learn techniques for preparing data in Excel and then visualizing it in Power BI.

Upon completion of this training, participants will be able to:

• Grasp the principles, objectives, and approaches of data analysis.
• Utilize DAX formulas in Power BI for complex calculations.
• Create and apply visualizations and charts tailored to specific analysis scenarios.
• Use Power View to transition from Excel-based Power BI to standalone Power BI.

This course expands upon the foundational and intermediate concepts covered in the Microsoft® Office Excel® Basic and Microsoft® Office Excel® Intermediate programs, designed to maximize your efficiency with Excel. By mastering skills such as collaborating with colleagues, automating complex or repetitive tasks, and applying conditional logic to build sophisticated formulas and functions, you will harness the full potential of Excel. The deeper your understanding of how to let Excel handle the heavy lifting, the more time you can dedicate to extracting the critical insights you need from the extensive data your organization produces.

Learning Objectives

After successfully completing this course, you will be equipped to perform advanced data analysis, collaborate effectively on workbooks with other users, and automate workbook functionality.

• You will:
• Manage multiple worksheets and workbooks.
• Share and protect workbooks.
• Automate workbook functionality.
• Utilize Lookup functions and formula auditing tools.
• Forecast data.
• Create sparklines and map data.

This course provides a solid foundation in Excel knowledge and skills, enabling you to progressively develop into an expert in data manipulation. Excel empowers you to organize, calculate, analyze, revise, update, and present your data in ways that help decision-makers in your organization guide you effectively. It also simplifies these tasks, allowing you to complete them faster than with traditional pen-and-paper methods or non-specialized software.

Learning Objectives

Upon successfully completing this course, you will be able to create and develop Excel worksheets and workbooks to handle and analyze data critical to your organization's success.

• You will:
• Get started with Microsoft Office Excel 2019.
• Perform calculations.
• Modify a worksheet.
• Format a worksheet.
• Print workbooks.
• Manage workbooks.

This course expands on the foundational concepts covered in the Microsoft® Office Excel® 2019: Part 1 course, guiding you toward creating advanced workbooks and worksheets that enhance your grasp of organizational intelligence. The capability to analyze vast amounts of data, extract actionable insights, and present this information to decision-makers is the cornerstone of a successful organization capable of competing at a high level.

Learning Objectives

Upon successful completion of this course, you will be able to harness the power of data analysis and presentation to make informed, intelligent organizational decisions.

You will:

• Work with functions.
• Work with lists.
• Analyze data.
• Visualize data with charts.
• Use PivotTables and PivotCharts.