- Regulatory, financial, risk and ethics frameworks - Know the regulatory, financial, risk and ethics frameworks (Sarbanes-Oxley, AMF and SEC regulations, etc.).
- Data analytics, statistics, data analysis - Fundamental knowledge of statistics, data analysis (including correlation, regression and segmentation) and forecasting methods - Growth (decay), index calculations
- Modeling, simulation, scenarios - Modeling, simulation, scenarios
Understanding and implementing
Target audience
- Accountants
- Consolidators
- Chartered accountants, statutory auditors
- Finance, consolidation and accounting managers
1 day
Excel training - Organize and analyze your data efficiently
Improve your efficiency with Excel! This Excel data management training course is designed for professionals who want to structure, sort, filter and analyze their business data quickly. You'll learn how to use Excel's essential functions (tables, formulas, crosstabs, dynamic graphs, etc.) to transform your files into decision-making tools.
Based on real-life business cases, this course will give you the right reflexes to handle data smoothly and professionally. Whether you work in finance, controlling, logistics or administration, you'll discover how to make your figures speak for themselves.
Prerequisites
A good knowledge of Excel is required.
Objectives
◗ Quickly extract significant elements from a large Excel database
◗ Produce dynamic summaries and relevant analyses
◗ Exploit Excel's powerful new features
Training program
◗ Preparing and structuring data for analysis
- Identify upstream sources and organize extractions, data table
- Clean up data: duplicates, replacements, explode data
- Document, secure and structure analysis files, export data
✔ UNDERSTAND | Illustration: architecture of a typical file with intermediate and versioned zones
✔ APPLY | Case study: automatic calculation of cumulative financial data
(YTD) by selecting the current year and month
✔ ASSESS | Quiz: in your opinion... Why document business analysis files?
◗ Use key functions to cross-reference and extract information
- SEARCHV(), SEARCHX(), INDEX(), EQUIV(), SHIFT()
- Construction of search keys and dynamic zones
- Advanced string extraction (LEFT, RIGHT, STXT...)
✔ APPLY | Case study: building a cross-extraction with SEARCH.X
and exception handling
✔ EXPERIMENT | Workshop: processing complex labels to create grouping keys
keys
✔ ASSESS | Quiz: what do you think... What's the difference between SEARCHV and INDEX/EQUIV?
◗ Synthesize, group and filter data
- SUM.IF(), NB.IF(), FILTER(), FREQUENCY() functions
- Efficient use of pivot tables
- Create categories, slices and analyze distributions
- 14 tips for advanced use of pivot tables
✔ APPLY | Case study: create a dynamic multi-criteria synthesis with TCD + segment
✔ EXPERIMENTATE | Workshop: frequency analysis and segmentation of a customer file
✔ EVALUATE | Quiz: what do you think... What can the FILTER function do in combination with CHOOSE.COLUMNS and SORT?
◗ Simulate and optimize with advanced tools
- How to judge data dispersion?
- Using normal distribution in management
- Scenario analysis, target values and the Table tool
- Presenting results: choosing the right graphics,
- Designing graphs: capturing attention and conveying a message
✔ APPLY | Case study: building a simulation to determine the break-even point
✔ EXPERIMENT | Case study: optimizing a margin constraint with the Solver
✔ EVALUATE | Quiz: in your opinion... When to use Target Value rather than a classic formula?
Why train in Excel for data management?
The mass of information available to organizations is constantly growing.
In particular, data extraction from information systems (ERP, for example) is easy and almost immediate. The main challenge is to ensure that everyone is able to quickly grasp this information and put it to relevant use. This training offers a highly practical approach, based on the use of advanced Excel functions.
Teaching and assessment methods
Before: self-assessment quiz
During the session: interactive illustrations of techniques adapted to each context and systematic application in Excel. Complete final case study representative of the company's reality. Numerous role-playing exercises to ensure knowledge acquisition.
After: the participant keeps the Excel template, and the trainer remains available to answer any questions relating to the training.
General training | FinHarmony Conseil & Formation
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Price
1 295 € EXCL. TAX
Testimonials
Excel data management training
Excel data management training
Excel data management training
Jonathan C.
Company
Training