5 Pivot Table courses in Sheffield

This one-day course focuses on issues such as writing formulas and accessing help while writing them, and taking formulas to the next level by nesting one inside another for a powerful formula result. It also looks at ways of analysing data with reports, summarised by varying criteria. A range of time-saving tips and tricks are shared. This course will help participants: * Calculate with absolute reference * Group worksheets * Link to tables * Use the function library effectively * Get to grips with the logical IF function * Use conditional formatting * Create pivot table reports * Use data validation * Master the VLOOKUP function 1 CALCULATING WITH ABSOLUTE REFERENCE * The difference between a relative and absolute formula * Changing a relative formula to an absolute * Using $ signs to lock cells when copying formulas 2 GROUPING WORKSHEETS * Grouping sheets together * Inputting data into multiple sheets * Writing a 3D formula to sum tables across sheets 3 LINKING TO TABLES * Linking to a source table * Using paste link to link a table to another file * Using edit links to manage linked tables 4 THE FUNCTION LIBRARY * Benefits of writing formulas in the function library * Finding the right formula using insert function * Outputting statistics with COUNTA and COUNTBLANK * Counting criteria in a list with COUNTIFS 5 LOGICAL IF FUNCTION * Outputting results from tests * Running multiple tests for multiple results * The concept of outputting results from numbers 6 CONDITIONAL FORMATTING * Enabling text and numbers to standout * Applying colour to data using rules * Managing rules * Copying rules with the format painter 7 VIEW SIDE BY SIDE * Comparing two Excel tables together * Comparing two sheets together in the same file 8 PIVOT TABLE REPORTS * Analysing data with pivot tables * Managing a pivot table's layout * Outputting statistical reports * Controlling number formats * Visualising reports with pivot charts * Inserting slicers for filtering data 9 DATA VALIDATION * Restricting data input with data validation * Speeding up data entry with data validation 10 VLOOKUP FUNCTION * Best practices for writing a VLOOKUP * A false type lookup * A true type lookup * Enhance formula results with IFNA 11 PRINT OPTIONS * Getting the most from print * Printing page titles across pages * Scaling content for print

Most people only use a fraction of Excel's capabilities. This workshop shows what you've been missing! This course will help participants: * Nest formulas * Get the most from pivot tables * Use conditional formatting * Write array formulas * Explore the lookup functions * Calculate by criteria * Use 'goal seek' and 'scenario manager' for what-if analysis * Record macros 1 NESTING FORMULAS * Principles of nesting formulas together * Using IF with AND or OR to answer questions * Nesting an AND function in an IF * Nesting an OR function in an IF 2 ADVANCED PIVOT TABLE REPORTS * Grouping dates, numerical and text items * Running percentage analyse * Running analyses to compare data * Inserting Field calculations * Finishing off with a user-friendly dashboard 3 ADVANCED CONDITIONAL FORMATTING * Colour table rows based on criteria in it * Applying colour to approaching dates * Exploring the different rule types 4 LOOKUP FUNCTIONS * Going beyond the VLOOKUP function * Lookups that retrieve data from left or right * The versatile INDEX and MATCH functions * Retrieving data from columns with duplicates 5 CALCULATE BY CRITERIA * Using SUMIFS to sum by criteria * Finding an average by criteria with AVERAGEIFS * Use SUMPRODUCT to multiply then add different values 6 WHAT-IF ANALYSIS * Use Goal Seek to meet targets * Forecast reports with the Scenario Manager 7 RECORDING MACROS * Macro security * Understanding a Relative References macro * Recording, running and editing macros * Saving files as Macro Enabled Workbooks * Introduction to VBA code * Making macros available across workbooks * Add a macro button to the Quick Access toolbar

This one-day workshop is designed to give you an awareness of the fundamentals of Microsoft Excel and, in particular, to give you the confidence needed to efficiently create, edit and manage spreadsheets. This course will help participants: * Create tables * Use functions * Manage rows and columns * Write formulas * Manage sheets * Use content formats * Handle larger tables * Create reports and charts 1 CREATING A TABLE * Creating an Excel table from scratch * Wrapping text in cells * Speeding up data entry using AutoFill * Sorting columns 2 INSERTING FUNCTION * Inserting function calculators * Using AutoSum to sum numbers * Statistical calculations AVERAGE, MAX and MIN 3 TABLE ROWS AND COLUMNS * Inserting and deleting rows and columns * Adjusting multiple column widths and row heights * Hiding and unhiding rows and columns 4 FORMULA WRITING * The basics of formula writing * Understanding mathematical symbols * Using multiple mathematical symbols in a formula * When to use brackets * Troubleshooting calculation errors 5 MANAGING SHEETS * Inserting, renaming, moving and deleting sheets * Copying a worksheet to another file * Copying a table to another sheet 6 MANAGING CONTENT FORMATS * Applying data formats * Managing number formats * Controlling formats with the Format Painter 7 MANAGING LARGER TABLES * Applying freeze panes to lock tables when scrolling * Sorting on multiple columns * Using filters to extract table information 8 CREATING AND MODIFYING CHARTS * Creating a pie chart * Creating a column chart * Inserting chart titles and data labels * Controlling chart formatting * Changing chart types 9 PRINTING * Previewing and printing tables and charts * Modifying page orientation * Adjusting print margins * Printing a selection 10 CALCULATING WITH ABSOLUTE REFERENCE * The difference between a relative and absolute formula * Changing a relative formula to an absolute * Using $ signs to lock cells when copying formulas 11 PIVOT TABLES * Create a pivot table report * Insert a pivot chart into a report

ABOUT THIS TRAINING COURSE  This 3 full-day training course will introduce participants to the Microsoft Power BI® software solution for extracting, manipulating, visualising and analysing data. This is a very practical, hands-on course that takes participants through a series of exercises which help users understand the Power BI® environment, how to use the key areas of functionality, and how to apply the tools it contains to design and produce analyses of their own data. The first two days focus on learning the key concepts and practising these using clean, simple datasets. The third day provides participants with the opportunity to apply what they've learned to their own data. This makes the course far more relevant and meaningful for them, it allows our facilitator to help them structure their data models, queries and DAX formulas correctly, and it allows our facilitator to help them solve any additional problems that may arise but which were not covered as part of the standard the course. In addition, at the end of the day, each participant walks away with something of real, practical use for their job role. Many previous participants have remarked that they obtained the most value from the course during the third day because otherwise, they wouldn't be able to do what they need to do. This is an introductory course and although it does not assume any prior experience with Power BI®, participants will gain much more from the course if they have at least used Power BI® a little prior to attending. Participants who have taught themselves Power BI® will also benefit from attending as the course will fill-in a number of gaps in their knowledge and will also extend what they know. A general understanding of databases, Excel formulas, and Excel Pivot Tables is useful though not essential. Comprehensive course notes, exercises and completed solutions are included. Microsoft® PowerBI® is a trademark of Microsoft Corporation in the United States and/or other countries. Training Objectives Upon completion of this training course, participants will be able to: * Confidently use the Power BI® solution, including Power BI® Desktop, PowerBI®.com and the Power BI® Gateway * Extract data from a variety of data sources and manipulate the data extracted so it is ready for analysis * Combine data sources together and gain an introductory understanding of the M language * Write formulas using the DAX language for generating custom columns, measures and tables * Design reports and dashboards using a wide range of both built-in and custom visuals * Publish reports and dashboards to PowerBI®.com * Share reports and dashboards with others using PowerBI®.com * Customize reports and dashboards so that different user groups automatically see their own personalized views Target Audience This training course is intended for: * Financial Analysts * Accountants * Budgeting and planning specialists * Treasury * Risk Managers * Strategic Planners This is an introductory course and although it does not assume any prior experience with Power BI®, participants will gain much more from the course if they have at least used Power BI® a little prior to attending. Participants who have taught themselves Power BI® will also benefit from attending as the course will fill-in a number of gaps in their knowledge and will also extend what they know. A general understanding of databases, Excel formulas, and Excel Pivot Tables is useful though not essential. Comprehensive course notes, exercises and completed solutions are included. Course Level * Basic or Foundation Trainer Your expert course leader has a Masters (Applied Finance & Investment), B.Comm (Accounting & Information Systems), CISA, FAIM, F Fin and is a Microsoft Certified Excel Expert. He has over 20 years' experience in financial modelling, forecasting, valuation, model auditing, and management reporting for clients throughout the world. He is skilled in the development and maintenance of analytical tools and financial models for middle-market companies to large corporates, at all levels of complexity, in both domestic and international settings. He has trained delegates from a wide variety of Oil & Gas companies including Chevron, Woodside, BHP Billiton, Petronas, Carigali, Shell, Nippon, Eni, Pertamina, Inpex, and many more. He provides training in financial modelling for companies throughout the Asia, Oceania, Middle East and African regions. Before his current role, he spent 6 years working in the Corporate and IT Consulting divisions of a large, multinational Chartered Accounting firm. He is the author of a number of white papers on financial modelling on subjects such as Financial Modelling Best Practices and Financial Model Auditing. Highlights from his oil and gas experience include: * Development of economic models to assist Decision Analysts modelling for a wide range of scenarios for multinational oil & gas assets. * Auditing and further development of life of project models for Chevron's Strategic Planning Division analysing their North West Shelf assets. * Development of business plan and budgeting models for multinational oil & gas assets. * Development of cash flow and taxation models for a variety of oil gas companies. * Consulting on Sarbanes Oxley spreadsheet remediation and risk assessment. POST TRAINING COACHING SUPPORT (OPTIONAL) To further optimise your learning experience from our courses, we also offer individualized 'One to One' coaching support for 2 hours post training. We can help improve your competence in your chosen area of interest, based on your learning needs and available hours. This is a great opportunity to improve your capability and confidence in a particular area of expertise. It will be delivered over a secure video conference call by one of our senior trainers. They will work with you to create a tailor-made coaching program that will help you achieve your goals faster. Request for further information post training support and fees applicable Accreditions And Affliations

This course starts with the basics then moves seamlessly to an intermediate level. It includes a comprehensive yet balanced look at the four main components that make up Power BI Desktop: Report view, Data view, Model view, and the Power Query Editor. It also demonstrates how to use the online Power BI service. It looks at authoring tools that enables you to connect to and transform data from a variety of sources, allowing you to produce dynamic reports using a library of visualisations. Once you have those reports, the course looks at the seamless process of sharing those with your colleagues by publishing to the online Power BI service. The aim of this course is to provide a strong understanding of the Power BI analysis process, by working with real-world examples that will equip you with the necessary skills to start applying your knowledge straight away. 1 GETTING STARTED * The Power BI process * Launching Power BI Desktop * The four views of Power BI * Dashboard visuals 2 CONNECTING TO FILES * Connect to data sources * Connect to an Excel file * Connect to a CSV file * Connect to a database * Import vs. DirectQuery * Connect to a web source * Create a data table 3 TRANSFORMING DATA * The process of cleaning data * Column data types * Remove rows with filters * Add a custom column * Append data to a table * Fix error issues * Basic maths operations 4 BUILD A DATA MODEL * Table relationships * Manage table relationships 5 MERGE QUERIES * Table join kinds * Merging tables 6 CREATE REPORT VISUALISATIONS * Creating map visuals * Formatting maps * Creating chart visuals * Formatting chart * Tables, matrixes, and cards * Control formatting with themes * Filter reports with slicers * Reports for mobile devices * Custom online visuals * Export report data to Excel 7 THE POWER QUERY EDITOR * Fill data up and down * Split columns by delimiter * Add conditional columns * Merging columns 8 THE M FORMULA * Creating M functions * Create an IF function * Create a query group 9 PIVOT AND UNPIVOT TABLES * Pivot tables in the query editor * Pivot and append tables * Pivot but don't summarise * Unpivot tables * Append mismatched headers 10 DATA MODELLING REVISITED * Data model relationships * Mark a calendar as a date table 11 INTRODUCTION TO CALCULATED COLUMNS * New columns vs. measures * Creating a new column calculation * The SWITCH function 12 INTRODUCTION TO DAX MEASURES * Common measure categories * The SUM measure * Adding measures to visuals * COUNTROWS and DISINCTCOUNT functions * DAX rules 13 THE CALCULATE MEASURE * The syntax of CALCULATE * Things of note about CALCULATE 14 THE SUMX MEASURE * The SUMX measure * X iterator functions * Anatomy of SUMX 15 INTRODUCTION TO TIME INTELLIGENCE * Importance of a calendar table * A special lookup table * The TOTALYTD measure * Change year end in TOTALYTD 16 HIERARCHY, GROUPS AND FORMATTING * Create a hierarchy to drill data * Compare data in groups * Add conditional formatting 17 SHARE REPORTS ON THE WEB * Publish to the BI online service * Get quick insights * Upload reports from BI service * Exporting report data * What is Q&A? * Sharing your reports 18 APPLY YOUR LEARNING * Post training recap lesson