This training program will familiarize attendees with data layout standards for optimizing data management tools. It will discuss data design tips, data validation, conversion of a list to a table, filter and advanced filter, subtotals and more.
The course will explain the limits of Excel as a data management tool and spells out the design considerations for creating lists, converting them to tables, and focusing on just the important data with filters and slicer.
Why Should You Attend:
Although Excel is not a database software package, it has multiple features and techniques for managing large lists of data and extracting pertinent information efficiently. In this program, attendees can learn the dos and don’ts of structuring data, how to insure accuracy with data validation tools and how to set up pick lists to accelerate data input chores.The course will explain the limits of Excel as a data management tool and spells out the design considerations for creating lists, converting them to tables, and focusing on just the important data with filters and slicer.
Learning Objectives:
- Become familiar with data layout standards for optimizing data management tools.
- Learn when and why to convert lists of data into tables.
- Learn to control data accuracy at creation time using data validation, including the popular pick-list feature.
- Learn to see just the important data at any time using filter, advanced filter, or the powerful and visual slicer feature.
- Learn how to control the order of data with sorting tools, including methods for sorting based on the order of a list, sorting by color or icon, sorting top-bottom and left-right, and sorting in random order.
- Using the subtotal command, learn how to insert automatic totals in a list and collapse/expand the display to show subtotals or details.
Areas Covered in the Webinar:
- Data design tips
- Data validation
- Conversion of a list to a table
- Sorting data
- Filter and advanced filter
- Subtotals
- Removing duplicates
Who Will Benefit:
This webinar will provide valuable assistance to nearly all Excel users - it is not industry specific, but is perhaps more widely used in:- Banking, finance, and related fields
- Marketing
- Sales
- Investments
- Pharmacy
- Accounts and audit
- Credit unions and mortgage firms
Course Provider
Dennis Taylor,
