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Half Day | Max. 20 Participants
Workshop Outcomes
- Learn how to collaborate effectively in real time
- Understand how to use comments and notes effectively
- Apply sheet/workbook protection and permissions
- Know how and why to use What-If Analysis tools for scenario planning
Topics Covered
- Advanced functions for Business Data Analysis (SUMIF, LOOKUP, Financial, Text Functions)
- Data analysis to summarise and visualise data using pivot tables and charts
- Using What-If Analysis tools for scenario planning
- Collaborating on workbooks and protecting sensitive data
Location
- Willing to work remote
How can this workshop be delivered?
- Face to Face
- Virtual
Overview
Many people have been working with Microsoft Excel for years without ever really going beyond the basics of tables, formatting etc. This session covers the importance of Excel functions for business data analysis, delving into financial analysis functions, data management functions, data analysis and visualisation functions, and exploring how to leverage collaborative features. Learn to use advanced functions, analyse data with pivot tables & What if analysis as well as how to safely and securely share Excel workbooks. Note that the content can be customised to the requirements of the client, as needed.
Workshop Outcomes
- Learn how to collaborate effectively in real time
- Understand how to use comments and notes effectively
- Apply sheet/workbook protection and permissions
- Know how and why to use What-If Analysis tools for scenario planning
Topics Covered
- Advanced functions for Business Data Analysis (SUMIF, LOOKUP, Financial, Text Functions)
- Data analysis to summarise and visualise data using pivot tables and charts
- Using What-If Analysis tools for scenario planning
- Collaborating on workbooks and protecting sensitive data
Who is this workshop for
This session is designed for intermediate to advanced Excel users who want to move beyond basic functions and gain insights from their data, while collaborating effectively, efficiently and securely.
Handouts/materials provided
Participants are provided with access to a digital Quick Reference Guide (QRG)
What to bring
Laptop (if necessary)
Note taking tool (notepad and pen, or favourite note taking app on your device)
Facilitator
About the facilitator
Sue has been a professional educator, trainer, and facilitator for over 30 years. She is passionate about helping people and organisations build their capabilities and solve their own problems. Sue also has a passion for Business Analysis and Business Intelligence, and how these two disciplines can come together to deliver business value and enable businesses to make better strategic and tactical decisions moving forward.
Sue was a consultant and facilitator for nearly 17 years. During that time, she developed and delivered training and consulting across a range of subjects, including Business Analysis, Business Intelligence, Project Management, Database Management, Office 365/Microsoft 365, SharePoint, and IT Service Management.
Sue’s most recent role was as Productivity Lead. In this role, she developed a consulting framework for Microsoft 365 to help ensure that organisations undergoing digital transformation could achieve their desired levels of productivity and collaboration. Sue was the developer and lead consultant for the Lumify Microsoft 365 Good Practice Framework (GPF). The GPF defines three pillars that enable all aspects of a successful implementation of Microsoft 365: Process and Product Training, Guidance and Governance, all underpinned by Change Management.
Before this role, Sue was the Process Portfolio Manager, responsible for the full catalogue of process products. In the classroom, Sue specialised in SQL Server, Business Analysis, Business Intelligence, SharePoint, Office 365/Microsoft 365, Project Management, and IT Service Management. This combination enabled her to take a very business-focused view of technology, the value it delivers, and how to deploy it.
Sue is a Microsoft Certified Trainer (MCT) and a Microsoft Certified Solutions Expert (MCSE) in SQL Server Data Management and Analytics. She was previously a long-term volunteer with the International Institute of Business Analysis (IIBA) Australian Chapter, including three years as Chair of the Perth Branch, and holds a first-class honours degree in Computer Science.
Key Expertise
- Digital Transformation
- Collaboration
- Productivity
- Business Intelligence
- Business Analysis
- Project Management
- IT Service Management
- Facilitation
- Microsoft 365
- SharePoint
- Microsoft Teams
Industry Focus
- Government
- Not for Profits
- Resources and Mining
- Education
- Information Technology
Based in:
About the facilitator
Sue has been a professional educator, trainer, and facilitator for over 30 years. She is passionate about helping people and organisations build their capabilities and solve their own problems. Sue also has a passion for Business Analysis and Business Intelligence, and how these two disciplines can come together to deliver business value and enable businesses to make better strategic and tactical decisions moving forward.
Sue was a consultant and facilitator for nearly 17 years. During that time, she developed and delivered training and consulting across a range of subjects, including Business Analysis, Business Intelligence, Project Management, Database Management, Office 365/Microsoft 365, SharePoint, and IT Service Management.
Sue’s most recent role was as Productivity Lead. In this role, she developed a consulting framework for Microsoft 365 to help ensure that organisations undergoing digital transformation could achieve their desired levels of productivity and collaboration. Sue was the developer and lead consultant for the Lumify Microsoft 365 Good Practice Framework (GPF). The GPF defines three pillars that enable all aspects of a successful implementation of Microsoft 365: Process and Product Training, Guidance and Governance, all underpinned by Change Management.
Before this role, Sue was the Process Portfolio Manager, responsible for the full catalogue of process products. In the classroom, Sue specialised in SQL Server, Business Analysis, Business Intelligence, SharePoint, Office 365/Microsoft 365, Project Management, and IT Service Management. This combination enabled her to take a very business-focused view of technology, the value it delivers, and how to deploy it.
Sue is a Microsoft Certified Trainer (MCT) and a Microsoft Certified Solutions Expert (MCSE) in SQL Server Data Management and Analytics. She was previously a long-term volunteer with the International Institute of Business Analysis (IIBA) Australian Chapter, including three years as Chair of the Perth Branch, and holds a first-class honours degree in Computer Science.
Key Expertise
- Digital Transformation
- Collaboration
- Productivity
- Business Intelligence
- Business Analysis
- Project Management
- IT Service Management
- Facilitation
- Microsoft 365
- SharePoint
- Microsoft Teams
Industry Focus
- Government
- Not for Profits
- Resources and Mining
- Education
- Information Technology
Based in:
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