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Course Outline
Day 1: Advanced Excel Functions & Formulas for Sales
- Introduction to Advanced Formulas
- Recap of Basic Formulas (SUM, AVERAGE, COUNT)
- Logical Functions: IF, AND, OR, IFERROR
- Nested Formulas
- Data Lookup and Reference Functions
- VLOOKUP, HLOOKUP
- INDEX-MATCH for flexible lookups
- XLOOKUP (Excel 365 users)
- Date & Time Functions
- EOMONTH, NETWORKDAYS, WORKDAY for sales forecasting and planning
- Text Functions
- CONCATENATE, TEXTJOIN
- LEFT, RIGHT, MID, LEN for managing product codes or client data
- Practical Exercise: Build a dynamic sales pipeline using advanced functions
Day 2: Data Analysis for Sales Performance
- Pivot Tables & Charts
- Creating and customizing Pivot Tables
- Grouping sales data by region, product, and time
- Using slicers and filters
- Creating Pivot Charts to visualize sales performance
- Data Validation & Dynamic Lists
- Creating drop-down lists for easy data entry
- Validating data entries to ensure accuracy
- Conditional Formatting for Sales Insights
- Visualizing high-performing sales regions/products with color scales and icons
- Practical Exercise: Analyze monthly sales data using Pivot Tables and Conditional Formatting
Day 3: Sales Dashboards & Reporting
- Creating Interactive Dashboards
- Introduction to dashboard components
- Using Pivot Tables, Pivot Charts, and slicers in a dashboard
- Dynamic Charting
- Advanced chart types (Funnel, Bullet, Combo)
- Sparklines to show sales trends within a cell
- Power Query for Data Import & Transformation
- Introduction to Power Query for sales data
- Combining multiple data sources
- Data transformation techniques (cleaning, merging datasets)
- Practical Exercise: Create a sales dashboard that updates automatically with new data
Day 4: Advanced Sales Forecasting Techniques
- Sales Forecasting with Excel
- Using TREND and FORECAST functions
- Scenario analysis using Data Tables (1 & 2 variable)
- Goal Seek and Solver for setting sales targets
- What-If Analysis for Sales Scenarios
- Creating multiple scenarios for different sales strategies
- Scenario Manager for revenue growth forecasting
- Power Pivot for Large Sales Datasets
- Introduction to Power Pivot
- Managing relationships between multiple data tables
- Creating calculated fields and measures
- Practical Exercise: Use advanced forecasting techniques to project quarterly sales
Day 5: Automating Sales Reporting & Macros
- Introduction to Macros for Automation
- Recording and editing simple macros for repetitive sales tasks
- Assigning macros to buttons
- Automating Sales Reports
- Automating sales performance reports with macros
- Batch processing sales data from multiple workbooks
- Excel VBA (Optional Advanced Topic)
- Introduction to Excel VBA for automation
- Writing basic VBA scripts for data manipulation
- Practical Exercise: Create a macro to automate sales reporting and data entry
Wrap-Up and Q&A
- Recap of key topics covered
- Final Q&A session for clarification and advanced topics requested by participants
Requirements
Basic Excel Proficiency:
- Participants should have a solid understanding of fundamental Excel functions (SUM, AVERAGE, COUNT, etc.), basic formulas, and data organization.
Sample Sales Data:
- Participants are encouraged to bring sample sales data from their organization (if possible) to practice with real-world scenarios. If unavailable, sample datasets will be provided.
Familiarity with Sales Concepts:
- Understanding basic sales metrics (e.g., revenue, profit margin, customer acquisition cost) is recommended to contextualize the exercises and examples.
Power Query and Power Pivot Add-Ins Enabled:
- Ensure that Power Query and Power Pivot are enabled in Excel (for those using Excel 2016 or later versions) for advanced data analysis tasks.
Willingness to Engage in Hands-On Exercises:
- This course is hands-on and requires active participation during exercises and practical tasks, such as creating dashboards, automating reports, and using advanced formulas.
35 Hours
Testimonials (5)
I was recently struggling with some pivot table issues and the course gave me the knowledge to work with pivot tables quicker, smarter and more efficiently.
Arina Moayed-Dzenisa - Universal-Investment-Gesellschaft mbH Branch Poland Sp. z o. o.
Course - Microsoft Office Excel - poziom średnio zaawansowany
examples and looking for solutions
Monika Lesniewska - Takenaka Europe GmbH Sp. z o.o. Oddzial w Polsce
Course - Excel Data Analysis
The tips for many of the functions that the trainer presented, which we can easily remember and implement in our future work
Emilija Stoilova - EPFL HBP PCO
Course - Analysing Financial Data in Excel
The level of Excel knowledge was great followed by the high volume of material covered.
Humphrey Martino - Kneipp Corporation of America
Course - Excel in One Day
The guy was really helpful and knowledgeable and i really learned a lot in two days.
