International experts in Excel

Your power-packed agenda  

Planning & reporting

• Create maintainable advertising budget, actual and variance reports.
• Discover IF, AND, OR and INDEX formulae.
• Total across sheets.

Import from marketing databases

• Import different types of text files.
• Solve problems with dates, multiple record types, negatives on right.
• Split existing data into columns.

Data manipulation

• Complete missing entries.
• Remove replicated entries.
• Transpose.
• Convert numbers to text and vice-versa.
• Sort by more than 3 columns.
• Sort by custom lists.
• Divide by 1000.
• Format part codes.
• Splitting parts of addresses. E.g postcode into separate column.
• Check for new or missing records.
• Locate duplicates.
• Use AutoFilter and AdvancedFilter.
• Delete unwanted records.
• Insert subtotals.
• Master PivotTables; includes calculated fields and grouping.
• Total data with SUMIF and DSUM functions.

Macros

• Record and tidy up simple macros for formatting and printing.
• Create and modify a larger macro.
• Create a macro that imports a text file, fills in missing data and inserts a total column.
• Find out how to shorten long formulas by creating custom functions.
• Use If…Then…Else to make the macro-flow dependent on conditions.
• Easily calculate breakeven point with custom function.
• Process many cells in a simple loop.

User-friendly spreadsheets

• Make it easy for your sales force to input data.
• Allow entries into certain cells only.
• Use Data Validation to check inputs as they are made.
• Have user choose from a list.

Charting

• Create Bar, Pie, Line, XY and Bubble charts.
• Add a trend line.
• Discover useful charting tips.

Linking to Word

• Link Excel data into Word and PowerPoint documents for board reports and presentations.
• Know the pro’s and con’s of various techniques.

Who should attend:

• Marketing Managers, Brand Managers, Product Managers, Marketing Analysts, Sales Analysts, Market Researchers, Marketing Assistants and other Marketing personnel.
• Excel users who prepare spreadsheets for the Marketing department will also benefit.
• You should be a regular Excel user.
• You should know all of the basics such as formula construction, formatting, printing and working with sheets.
• There is no need to know macros or advanced formulae.
• Typically the attendees have a variety of abilities and, though some benefit more from certain sections than others, everyone finds much of great use.