• Course
  • Vendor
  • Guaranteed To Run

  • Course Start Date: 2020-08-25
  • Time: 09:00:00 - 16:00:00
  • Duration: 1 Day(s)
  • Location: Virtual
  • Delivery Method(s): Instructor Led

Course Outline

Lessons

Course Length: 6hrs (1 Day)

Excel 2013 has many new features that can be used to quickly analyze large amounts of financial information. Power Pivot enables users to combine data from multiple sources; Power View allows users to generate professional looking maps that indicate the location of data.

Learning Objectives:
In this course, you will interpret, analyze, and display data using the most up to date features designed to produce accurate financial statistics. You will:
- Create Scenarios, Use Data Analysis Tools such as Goal Seek and Solver
- Create Pivot Tables, Format Pivot Tables and Generate Charts Using Pivot Tables
- Use Recommended Pivot Tables, Use Timeline and Slicer to filter Pivot Tables,
- Use Groups and Subtotals
- Create Scenarios and Use Solver with Multiple Constraints and Options
- Learn Why Macros are Useful
- Create and Edit Basic Macros
- Delete Macros

Target Student:
This course is for users are familiar with Excel, and who wish to expand their knowledge and use of advanced, time-saving features.

Course Outline:
Section 1: Managing Data
Consolidating Information
Removing Duplicates
Configuring Data
Validation
Transposing Data

Section 2: Outlining and Grouping Data
Outlining Data
Showing and Hiding Outline Details
Grouping Data
Creating Subtotals
Removing Outlining and Grouping

Section 3: Working with Scenarios
Creating Scenarios
Loading Scenarios
Merging Scenarios
Editing Scenarios
Creating a Scenario Summary Report
Deleting Scenarios

Section 4: Using Solver
Setting up the Worksheet
Running Solver
Generating Reports and Scenarios with Solver
Modifying Constraints
Setting Solver Options

Section 5: Using Conditional Formatting
Applying Conditional Formatting
Applying Multiple Rule Sets
Creating Custom Rule Sets
Viewing and Managing Rules
Clearing Custom Rules

Section 6: Working with Slicers
Inserting and Using a Slicer
Renaming the Slicer
Changing Slicer Settings
Formatting a Slicer
Clearing the Slicer

Section 7: Using Custom AutoFill Lists
Creating a Custom AutoFill List
Using a Custom AutoFill List
Modifying a Custom AutoFill List
Deleting a Custom AutoFill List

Section 8: Tracking Changes
Tracking Changes
Reviewing Changes
Setting Options for Tracking Changes
Stopping Tracking Changes

Section 9: Linking, Consolidating, and Combining Data
Linking Workbooks
Consolidating Workbooks
Consolidating Worksheets
Pivoting Consolidated Data

Section 10: Advanced Pivot Table Features
Creating a Basic Pivot Table
Creating a Basic Pivot Chart
Using the Pivot Table Fields Pane
Adding Calculated Fields
Sorting Pivoted Data
Filtering Pivoted Data

Section 11: Using Macros
Recording a Macro
Writing a Macro using the Visual Basic Editor
Editing a Macro
Running a Macro

Cancellation Policy

JN Software Cancellation Policy
JN Software works hard to schedule our training and other services around your convenience. With that in mind we have the following cancellation policy for all booked training.  Notice of cancellation must be received by JN Software 10 working days prior to the confirmed date for a no financial penalty to be incurred.  Registrants who wish to reschedule their course may do so at least 10 working days before the commencement of their course providing the course fee is paid within 30 days following the originally scheduled date of the course.   

Training Location

Virtual
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About JN Software Consulting

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Since 2002, JN Software Consulting has been a forerunner in providing training and consulting services across Canada.

Training Services Include:

The Benefits of Working with JN Software are:

  • Fast, quality customer service
  • Highly skilled, experienced and professional trainers
  • A public class schedule, with guaranteed-to-run classes that run often
  • Learn or Come Back Free policy on all public classes
  • 24/7 After Training Support for all software training
  • Both Software and Professional Skills training

We offer a variety of FREE tools and training. We invite you to subscribe to our YouTube Channel, register for one of our free webinars, and stay up-to-date on our regular Blog posts.   

For special WORKING FROM HOME TRAINING RESOURCES, please visit our Covid-19 Resource Page where we constantly update all the training and free tools we have to offer in order to help you thrive and be productive even during the Covid-19 Pandemic.

Training Provider Rating

This vendor has an overall average rating of 4.46 out of 5 based on 38 reviews.

one on one training at my office.
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Excellent course. Even my most advanced excel users came away with valuable new ways to use excel. I highly recommend this course.
The course was well organized and I recieved lots of attention during the planning phase to make sure we designed the course appro ... Read more
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The course was well organized and I recieved lots of attention during the planning phase to make sure we designed the course appropriately for our team I would definately recommend JN Software.

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Philippe was really good at catering the training to our needs. He figured out what our prior knowledge was on the topic and went ... Read more
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Philippe was really good at catering the training to our needs. He figured out what our prior knowledge was on the topic and went from there istead of having us go over things we already knew. If we had been in a group setting this would not have been possible. He also was helpful in letting us know how the 2003 version was different from the 2010. We therefore purchased an additional training manual for the 2010 version as we recently had it installed on our workstations.

There was a little mix up with the time the course was to be held. The website said 9-4 but it should have been 10-5, so when I ar ... Read more
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There was a little mix up with the time the course was to be held. The website said 9-4 but it should have been 10-5, so when I arrived no one was there. However, it was dealt with quickly after a call and the trainer arrived quickly. I was the only person attending the course, it was very informative and it allowed us to touch on all of the questions I had specifically.

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The instructor was excellent - she was very knowledgeable, patient, and really tried to tailor the course and specific examples to ... Read more
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The instructor was excellent - she was very knowledgeable, patient, and really tried to tailor the course and specific examples to each student. The room was bit too cold in the morning and quite warm in the afternoon, so I would recommend wearing layers for comfort! I would highly recommend this course.

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The instructor used real situations from the participants, so it was extremely relevant to what we were doing. She was very knowle ... Read more
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The instructor used real situations from the participants, so it was extremely relevant to what we were doing. She was very knowledgable and answered all questions.

Very informative session focused on all my concerns regarding advanced QuickBooks. Carolyn was helpful and very pleasant to learn ... Read more
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Very informative session focused on all my concerns regarding advanced QuickBooks. Carolyn was helpful and very pleasant to learn from. I would reccomend her highly and might want to work with her again in the future.

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