In-Person or Video Training
Designed for video during the Covid-19 pandemic, Peltier Tech developed a series of two-hour seminars that can be presented in one day or over weeks or months. Some organizations offer these seminars to their members on a monthly basis, and attendance may earn CPE credits. The seminars are often paired with one-on-one sessions, where attendees can ask questions related to their specific projects.
Peltier Tech can provide training in-person at your facility, over any video platform your organization uses, or using our own Zoom account.
Contact Jon at Peltier Tech for more information about Live Excel Training.
Seminar Topics
Five seminar topics are listed below. Generally, the first four topics are provided: Excel Formulas; Tables, Pivot Tables, and Power Pivot; Excel Charting; and Power Query. Some clients opt into an extra session on Excel Programming with VBA. The objective is to familiarize users with a broad range of features and techniques.
Formulas and Functions, New and Old
Formulas are a worksheet’s backbone. It doesn’t make sense to discuss specific functions, since everyone’s needs are unique, but there are some topics that need to be covered. Lookup formulas, including the new XLOOKUP function. Forecasting techniques. Excel’s new Dynamic Arrays.
Tables, Pivot Tables, and Power Pivot
Tables are useful tools for managing blocks of data in Excel. They include filtering and sorting controls, and when formulas link to a Table, those formulas automatically update as the Table’s size and data change. Pivot Tables are powerful analysis tools, which can slice through data in multiple ways quickly. Power Pivot and the Data Model enable more powerful analysis.
Charting in Excel
Data visualization is an integral part of data analytics. We will cover best practices for chart source data, and techniques for working with chart data. We will discuss proper chart types for different kinds of data, and how to format charts effectively. We will learn techniques for achieving any chart feature and appearance.
An Introduction to Power Query
Data comes from a variety of different sources, in various file formats, boxed into numerous unhelpful layouts. Power Query is a set of tools for importing data and transforming it into the layout and format you need. We will build queries for cleaning up data that already exists in Excel, as well as importing and combining data from external files. Finally we will build a dashboard, using Power Query to get the data, Pivot Tables to analyze the data, Charts to display the data, and Slicers to make the data interactive.
VBA (Visual Basic for Applications)
Excel makes data analysis and manipulation easier, but many Excel tasks are slow and tedious. VBA can be used to automate many tasks, reducing time and errors. This unit will look at VBA starting with simple recorded macros, then examine the programming environment (the VBA editor), and introduce valuable concepts, such as variables, procedures, syntax, objects, and more.
Custom Topics
If your organization has specific Excel topics that you’d like covered, we can modify any existing seminars or create new ones.
