Mastering Data, Analysis and Presentation Package

Overview:

Data is key to understanding many aspects of your organization or your clients business. Knowing how to analyze that data will give you and your organization knowledge to improve decision-making and may improve your bottom-line. Accountants and finance professionals work with data every day, so it is vital that you know how to use and analyze the data to understand what the data means for your organization. 
 
Not only do accountants need to make sense of what the data is telling them but also you need to be able to use the data to make important decision for your organization or clients. Once you have figured out what the data is telling you, and how this affects your organization or clients, you need to be able to communicate these findings and recommendations. 
 
This package provides you the tools to understand better your data, how to use Excel to analyze and understand the data, how to effectively use charting and finally how to use PowerPoint to communicate the results of your data analysis.   
 
This package includes:

• Mastering PivotTable Calculations and Data Summaries – 2 hours
• Mastering Advanced Excel Functions and Formulas – 2 hours
• Mastering DAX for Better Data Models – Part I – 2 hours
• Mastering the Excel Macro Recorder – 2 hours
• Mastering Excel Charts – 2 hours
• Mastering PowerPoint for Effective Presentations – 4 hours 

Course Content:

In this course,  you will gain knowledge about the following topics:  

Mastering PivotTable Calculations and Data Summaries

• Creating calculated fields and calculated items
• Formulating calculated items with relative references
• Applying special data summarization techniques
• Dealing with fiscal periods and special accounting calendars, such as 4-4-5 and thirteen 28-day periods
• Using the Excel Data Model for PivotTable reporting  
   

Mastering Advanced Excel Functions and Formulas

• Using financial functions to calculate loan payments, depreciation, and cash flows
• Retrieve summarized data with the GETPIVOTDATA and CUBEVALUE functions
• Making sophisticated calculations with array formulas  

Mastering DAX for Better Data Models – Part I

• Using FORMAT to create calculated date columns
• Make calculations on data stored in another table using RELATED
• Create aggregate measures from multiple columns with SUMX
• Explore the power of CALCULATE to alter the filter context of a measure
• Understand how time intelligence functions facilitate financial reporting

Mastering the Excel Macro Recorder

• Creating your first macro in less than two minutes 
• Recording absolute and relative reference macros
• Saving macros for future use
• Modifying macros in the VBA Editor 

Mastering Excel Charts

• Selecting the right chart type for the reporting objective
• Creating and customizing advanced charts in Excel quickly and easily
• Linking or embedding charts from Excel into Word or PowerPoint
• Constructing dynamic headings in charts that change as the underlying data changes
• Producing specialized charts, such as gauge, thermometer, or combination charts
• Using Pivot Charts to communicate data summarized in PivotTables 

Mastering PowerPoint for Effective Presentations

• Applying global changes to a slide show with slide masters
• Creating compelling charts for effective communication
• Linking and embedding Excel data into charts or presentations 
• Adding animations, transitions, and special effects to slides and charts
• Building presentations automatically from Word documents
• Creating multiple presentations within a single slide deck  

Learning Objectives:

Upon completing this package, you should be able to:   
  
Mastering PivotTable Calculations and Data Summaries

• Create calculated fields and calculated items for better data analysis
• Calculate between-period differences using special data summaries
• Demonstrate how to calculate fiscal months, fiscal quarters, and fiscal years for use with non-calendar fiscal periods
• Describe how to summarize data when working with 4-4-5 and thirteen 28-day calendars
• Identify the advantages and disadvantages of using the Excel Data Model as a PivotTable data source
• Explain how to relate multiple data sources using VLOOKUP or Data Relationships  
   

Mastering Advanced Excel Functions and Formulas

• List the three Excel functions for computing payments, payment interest, and principal write down
• Differentiate between the GETPIVOTDATA and CUBEVALUE functions 
• Recognize similarities in using the SUBTOTAL and AGGREGATE functions
• Identify the steps necessary to create array formulas using ordinary Excel functions  

Mastering DAX for Better Data Models – Part I

• Use FORMAT and RELATED to calculate columns and measures
• Describe how SUMX calculates aggregate measures
• Differentiate calculated columns from measures
• Explain how CALCULATE can alter the filter context of a measure 

Mastering the Excel Macro Recorder

• Use the Macro Recorder effectively and make minor modifications to recorded macros
• List the three locations where recorded macros may be stored and the reasons for using each location
• Differentiate the results when using absolute or relative references when recording macros
• Describe how to attach macros to buttons on the ribbon or the Quick Access Toolbar 

Mastering Excel Charts

• List ten major types of charts produced by Microsoft Office
• Use Excel, Word, or PowerPoint to create and modify advanced charts 
• Describe the process for creating dynamic headings in Office charts
• Explain the general process for creating custom charts such as gauge or thermometer charts
• Use chart templates to simplify and facilitate creation of similar charts in the future  

Mastering PowerPoint for Effective Presentations

• Describe the process of modifying a slide master
• Demonstrate linking or embedding Excel data in a slide show
• Use animated charts to communicate financial information more effectively
• Differentiate between slide transitions and slide animations
• Explain why it is more effective to create multiple custom slide shows in a single slide deck  

Who Will Benefit: 

Accounting and finance professional who want to improve their knowledge and ability to use and analyze data with the powerful tools available in Excel and who want to become more effective and efficient in building and making presentations using Excel charts along with PowerPoint. 

Testimonials: