E5: Maximising your Excel Productivity (1 day)

Hidden shortcuts and techniques that save time and improve productivity.

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What you get from this course

  • Learn the latest Excel features that are used by Excel Experts to get more done in less time.
  • Discover how Dynamic Array Excel has REVOLUTIONISED how you can write formulas
  • XLOOKUP has killed off VLOOKUP – learn why
  • Power Query is the greatest improvement to Excel productivity ever… if you’re not using it you’re probably wasting hours.
  • Revisit and/or learn about Pivot Tables and discover what the more advanced Power Pivot is all about.

Course Outline

Tips and Tricks a recent new formula

  • Data Types
  • Tables
  • Traffic Lights
  • SWITCH & TEXTJOIN
  • Best practices and shortcut techniques
  • Using Autocorrect to generate formula

Power Query

  • Automated data import and clean up with the world’s greatest data washing machine
  • Introduction to Power Query’s capability, that will save hours of manual effort
  • Replaces a lot of functionality previously only solvable with Macros

Dynamic Array Excel and the Amazing new Functions

  • “A complete Game Changer” – Writing formulas that now SPILL
  • FILTER, UNIQUE, SORT, SEQUENCE
  • TEXTSPLIT, TEXTAFTER, TEXTBEFORE
  • VSTACK, DROP, CHOOSECOLS
  • XLOOKUP the VLOOKUP killer

Tables and Databases

  • Sorting techniques
  • Using Autofilter to show top 10 or custom views of the database
  • Flagging and removing duplicate entries

Pivot Tables & Refreshable Dashboards

  • Create your own dashboard using pivot tables and pivot charts
  • Value and Date grouping functionality
  • Top 10 filters
  • Traps to avoid
  • Present your summarised data with interactive connected Slicers
  • A first look at Power Pivot and the Excel Data Model (note we have an entire 2 day course dedicated to Power Query and Power Pivot)

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Who should attend?

All Excel users. Anyone interested in saving huge amounts of time in their daily use of Excel.

Pre-Requisites

This is one step above a basic user course. Users should already be comfortable with day-to-day Excel use.

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Facilitator: Wyn Hopkins

Excel MVP, B.Sc. (Hons) Accounting & Financial Management | LinkedIn | Wyn qualified as a Chartered Accountant with PricewaterhouseCoopers in the UK in 2000, before working as an analyst for the FTSE 100 companies HBOS and Barclays. Microsoft awarded him the status of  Most ValuableProfessional for the 5th year running in 2021. This recognises his expertise and willingness to share his knowledge via blogs, articles and community events Wyn is an experienced Trainer and Excel / Power BI Developer. Since joining Access Analytic in 2007, he has delivered hundreds of amazing solutions for clients including many for Chevron and other leading organisations in Perth.

Facilitator: Yury Tokarev

PhD, Chartered Accountant, Bachelor of Business (Finance and Economics), Microsoft Certified Excel Expert (MCEE) | LinkedIn | Yury is a Director and an International Training Specialist at Access Analytic Solutions. He has over 25 years of experience in corporate finance, chartered accounting, and consulting. Prior to his current role he worked in Business Services and Advisory at WHK Chartered Accountants and Corporate Finance at one of the top European Investment Banks. Yury has wealth of experience having delivered hundreds of Financial Modelling, Power BI and Excel solutions to clients ranging from start-ups to multi-billion corporations, including Chevron, Woodside, Northern Star Resources, Quadrant Energy, TransAlta and many more. Yury is also an international trainer on these subjects, and provides training for companies throughout Australia, Asia, the Middle East, South Pacific and South America.

 

 

Feedback from Previous Participants

Feedback Initials & Position
“Great range of information, clear teaching and not too long in duration.” L.S., Accountant, Cardno
“Many very helpful tips!” C.D., Financial Controller, Boral
“Very interesting; spoken in easy language – very easy to understand.” S.F., Disability Services Commission
“Very practical with notes that are step by step.” C.B., Accountant, Boral
“Very professional training! The tips were of great benefit and the course was very easy to understand. I felt I got more out of this training than attending a whole day previously!” M.S., Finance, Perth Home Care Services
“Great to see what Excel can do – even if we don’t use it all the time, it’s good to know it’s there just in case.” J.S., Senior Accountant, Brearley Quill Kenny Chartered Accountants
“It gave me what I was looking for an insight into what Excel can do for my business.” W.B., Business Owner, Private
“I loved the Excel Training yesterday, I learned lots of things I did not know you could do!” B.D., Finance, Perth Home Care Services
“Fabulous teacher!” N.S., Chevron
“Wyn was very patient and provided content on what was relevant to ua.” M.H., Chevron
“Relevant to what we need at work.” D.R., Chevron
“Brilliant course! Relevant, appropriate timing, skilled facilitator.” V.W., Chevron
“Wyn was a great facilitator. He was engaging and made the topic interesting and relevant to our roles. This was definitely the best Excel course I have been.” S.H., Chevron
“Thank you for your excellent delivery of this Excel course. Made it easy to understand.” L.A., Chevron
“Thank you, Wyn. Wish I had done this course years ago. This was great to make my excel work more efficient.” L. G.-F., Chevron
“Excellent! The best course I have taken and look forward to applying new skills immediately.” T.P., Chevron
“Wyn H. was an amazing trainer. He operated at effective pace and made the class intersting and relevant.” A.H., DG
“Course was very informative and Wyn was an excellent trainer.” L.D., Chevron

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Benefits & Inclusions

Practical: Highly experienced facilitators who actively and regularly consult to clients also.
Applicable: apply what you learn to your job to further your career.
Hands-on: the course is designed to provide maximum hands-on experience.
Passionate: Our facilitators love this subject!
Clear: we specialise in translating complex subjects into concepts that are easy to understand.
On-going help: you can always e-mail the facilitator.
Comprehensive course notes.
Networking: meet industry peers and hear how they approach this subject.
Certificate of completion.
… and much more!

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Clients who have 4 or more people interested in this course normally prefer to run this course on an in-house basis in their offices.

We can bring all the equipment for up to 8-10 people so all you need is a room!

Benefits of In-house Courses

  • Flexibility: we can combine content from multiple courses to create a custom course just for you, add-on a workshop or some mentoring sessions then run everything at the times that suit you.
  • Timing options: if you’re in Perth, we can split courses into half or single days and schedule these at times to suit you
  • No hidden extras: our fixed fee includes all materials and equipment costs for all participants
  • Cost effective: usually 50%+ less than sending the same number of people to a public course

In-House Details & Pricing

  • Structure: half-day or full-day sessions
  • Location: all courses are available in-house, many are also available in open sessions
  • Class size: minimum of 4, maximum of 30
  • Provided: projector, laptops, manual, CD
  • In-house Fees: contact us today to discuss your requirements

In-house Course Fees

Call us on +61 8 6210 8500 to discuss your requirements.

Notes:
– We are happy to customise our courses to suit your requirements
A 10% discount applies when booking 10+ full days of training in any 30 day period
– Many courses can also be split into half-days (please enquire)
– Fees for locations outside of Perth do not include equipment

Calendar

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