To whom:
Managers, finance, sales, marketing, quality leaders and experts, who daily use MS Excel for data processing, tracking, reporting, and analysis.
Challenge:
Inspirational stories about computing's endless capabilities, machine learning and artificial intelligence are often distributed on social media. However, the real life of data processing tends to be much more grounded.
Daily reporting takes an increasing part of the day. Data from different sources must be collected manually. Files received from colleagues require extensive reformat efforts. People in the IT department are friendly, but practical help from them sometimes has to wait for weeks and months.
Good news – these situations can be avoided! But, on the way to a solution, must answer more nuanced questions. What to do with oversize Excel files? How to fix nonfictional links between different file forever? What to do if the data exceeds Excel limits? How to simply automate routine reporting?
ALet us find answers to these and other questions at Elchin Jafarov workshop Power Excel.”.
Gains:
Improved effectiveness of processing participant data in an Excel environment through:
- skills to reduce manual work;
- tools for automated data collection from different sources;
- the ability to optimise the analysis of data that enhances decision-making;
- minimise the risk of miscalculations and erroneous decisions;
- developing the most efficient solutions to your company's challenge.
Form:
- In training, all participants must work with their personal computer.
- The training files and structure are stored in the cloud platform. After lessons, the “solutions” of the tasks will be available on the platform. You will be able to download all files to your personal computer and use them after courses.
- Participant's issues from real practice will be heard and dealt with in practice.
Trainer:
Elchin Jafarov Mg.Sc. (Stockholm University)
- 15 + years of experience in financial management working in General Electric Group (USA) un Citadele Group (USA/Latvia), etc.
- Teaching at Stockholm School of Economics Riga, BA school of Business and Finance/ Swiss Business School, etc.
- Qualifications in mathematical statistics and financial mathematics (Institute of Actuaries of UK).
- Daily using Excel, PowerQuery, Power BI un R programming, noble at R, VBA, DAX, C#, SQL, HTML/CSS other technologies.
- Developed applications, databases, web-solutions, consulting data flow arrangement, automatization and IT system implementation.
- Has conducted seminars for Swedbank, Twino, Latvenergo, UPB, 4Finance, ALTUM, Citadele Bank, Signet Bank, BlueOrange Bank and other teams.
TOPICS |
CONTENT |
EXERCISES
|
---|---|---|
Session I
DATA EXTRACTION
Half day, 4 academic hours |
Automation of data extraction
Data transformation
Quick data table appending
Uncomfortable data table changing
Power Query with M language syntax
|
Exercises: Getting data from IMDB Currency exchange rates from Bank of Latvia webpage Uncomfortable data source transformation to comfortable tables Multiple table merging from different sources |
Session II
ANALYTICS
Half day, 4 academic hours
|
Complicated formula use case scenarios
Measures
KPI (Key Performance Indicators)
Data models and relationships
PowerPivot
|
Exercises: What to create when SUMIFS cannot help? Automation of Lookups Analysing vet clinic |
Session IIII
VIZUALIZATION OF ANALYTICS
Half day, 4 academic hours
|
Building dashboard
Datu ērta un vizuāla filtrēšana
Automatically refreshed charts
OLAP Cube functions
Advanced conditional formatting
|
Exercises: Visualizing a trading business Practice Slicers Making interactive charts Creating my own Dashboard |