Who Is This Course For?

• Practitioners who would like to upskill to more intermediate and advanced Excel use
• Job functions including importing, preparing, analyzing, and presenting data in Excel for business insights or internal/external reporting purposes
• Consultants who work with client data and utilize information for making recommendations
• Professionals in Financial Planning & Analysis (FP&A) groups that are responsible for aggregating and presenting information

What’s Included?

You’ll get access to:

• One-on-One Instructor Support
• Excel Templates and Files Dynamic Excel File
• 1 Year Access to the TTS Portal
• Related Self-study courses for additional practice:
  • Excel Best Practices
  • Applied Excel

What You’ll Need

• PDF Reader
• Laptop with Microsoft Excel

Additional Information

Thinking about bringing a Mac? As most corporate environments run Windows, we highly recommend using a PC for this course. Using a Mac presents several issues, including different keyboard shortcuts and overall functionality, which detract from the learning experience. If bringing a Mac is the only option, we recommend installing Windows on your Mac in order to run Windows Excel.

Agenda

Excel Best Practices:

• Basic Excel setup including iterations & calculations settings
• Excel best practices, including common “shortcut” keys and other efficiency tips
• Best practices for building formulas (auto sum, filling, anchoring)
• Customizing toolbars in Excel (including adding icons to your toolbar)
• Auditing formulas and cell references

Working with Client Data:

• Text to columns
• Text functions within Excel: LEFT, RIGHT, UPPER, LOWER, CONCATENATE

Analyzing Data:

• Lookup functions (XLOOKUP, VLOOKUP, HLOOKUP)
• INDEX and MATCH Functions
• Analyzing data using SUMIF, COUNTIF, Nested IF, and SUMPRODUCT
• Pivot Tables

Scenario Analysis:

• Sensitivity analysis including data tables
• Conditional formatting
• Scenario analysis using CHOOSE & OFFSET functions
• Utilizing “named” cells

Introduction to Graphing and Visualizations:

• Introduction to Excel charts
• Basic functionality of charts

Certificate

The TTS Applied Excel Certification

Upon completion of the course, receive the TTS Applied Excel Certification. Enhance your professional profile on LinkedIn and other platforms.

Prerequisites & Cancellations

There are no pre-requisites for this course

Cancellations up to 14 calendar days before the first day of class will receive a full refund. Cancellation within 14 calendar days of the first day of class will not be refunded. Registration fees cannot be applied to other classes, on-line materials or other services.