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03/07/2021

Use conditional formatting for tabular data to give visual clues on data

28/06/2021

Organize your data efficiently to auto update formulas, pivot tables, charts as you import, add new data to the source data set / range.

14/05/2021

KPIs tell the current state of the department. We cover possible set of KPIs and bring the most important ones on an interactive Dashboard using aggregate formulas, validation, conditional formatting features of Excel. Check on the session and identify the KPIs for your business, case study and bring them on an interactive Dashboard.

09/05/2021

Data needs to be prepared for visualization. In this tutorial, we bring in data on to our Sales transaction worksheet from master table and add the computed fields to have a dataset for creating a Sales KPI Dashboard.

05/05/2021

Excel is a data management tool. Analysis and other situations require you to import or connect to data-sources which are not on Excel workbook. Excel provides an extensive set of tools to import data efficiently. Check this tutorial to get familiar with tools for import. We import a Sales dataset which is on CSV file into our Excel workbook and prepare it for analysis in subsequent tutorials.

05/05/2021

Data needs to be related. There will be situations where transaction data has codes and the master data has the information describing the code like categories, product lines, products, etc. Lookup functions in Excel provide ability to relate the data and prepare it for analysis. Check this tutorial in which we bring product line information from master sheet on transaction sheet and prepare for analysis.

05/05/2021

Array formulas are used when the range which is an input to a function needs to be manipulated. For example: VLookup formula has an array which has a code which needs to be trimmed to ensure that lookup value matches. Go through this tutorial to understand the concept which is used extensively in many situations.

05/05/2021

Data needs to be looked in a holistic manner to derive insights. It needs to answer fundamental questions like total sales in a quarter, average order value, number of customers, customers with maximum business etc to create action plans. Watch this tutorial to get an understanding of common functions used to get these answers which help in analysis and creating powerful dashboards.

01/05/2021

Analysis requires us to identify patterns and summary using values in a column. At times the data in a column needs to be manipulated based on conditions. For example: Depending on potential order value, a deal can be large, medium or small. Logical functions in Excel help us create right values in our columns for such situation.

01/05/2021

Getting started with Excel
Understand and apply concept of relative versus absolute referencing, mathematical expressions to compute values, manipulate strings and dates using string, date functions.
It gives you a set of most used formulas.

09/04/2021

Creating Dashboard in Excel: Part 1. Steps to create Dashboard:
1. Visualize the Dashboard based on audience and objectives
2. Identify the summary data to power the Graph, KPIs
3. Organize Pivot tables to summarize data for graphs, KPIs using same data-table, range
4. Create slicers. Connect the Pivot tables to slicers
5. Bring together graphs and slicers on Dashboard page

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