Mastering Data Analysis in MS Excel: Customer Sale Analytics



Master Data Analysis: Sales Insights, Date Analysis with Advanced Formulas, Charts, Pivot Tables, and Visualization

What you will learn

Gain a deep understanding of the core concepts and principles of Pivot Tables

How to create and customize pivot tables to analyze large data sets

Tips and tricks for optimizing pivot table performance

Real-world examples and case studies of pivot table usage in various industries and scenarios.

Sales Data Analytics

Start by explaining what VLOOKUP/HLOOKUP is and why it’s important.

Troubleshooting common errors and problems with VLOOKUP/HLOOKUP

Emphasize the practical benefits of taking the course. Students will learn a valuable skill that can improve their efficiency and effectiveness in their job.

Description

Course Description:

The Sales Analytics: Mastering Pivot Tables and Lookup Functions course is designed to equip participants with the essential skills and knowledge required to leverage the power of pivot tables and lookup functions for effective sales analysis. In today’s data-driven business landscape, understanding how to analyze and interpret sales data is crucial for making informed decisions and driving revenue growth.

Throughout this comprehensive course, participants will gain hands-on experience in using Microsoft Excel, a widely used spreadsheet application, to perform advanced data analysis techniques specifically tailored for sales professionals. The course will focus on two powerful Excel features: Pivot Tables and Lookup Functions (VLOOKUP and HLOOKUP), which are widely recognized as indispensable tools for sales analytics.

Key Learning Objectives:


  1. Understand the fundamentals of sales analytics and its significance in driving business growth.
  2. Explore the functionality and capabilities of Pivot Tables to effectively summarize and analyze sales data.
  3. Master the art of creating dynamic Pivot Tables to gain actionable insights into sales trends, patterns, and performance metrics.
  4. Learn how to customize Pivot Tables to present data in a visually appealing and understandable manner.
  5. Acquire a deep understanding of VLOOKUP and HLOOKUP functions and their applications in sales analysis.
  6. Discover advanced techniques for combining VLOOKUP and HLOOKUP with other Excel functions to solve complex sales data challenges.
  7. Develop skills in data cleansing and preparation to ensure accurate and reliable sales analysis results.
  8. Learn best practices for creating interactive dashboards and reports using pivot tables and lookup functions.
  9. Apply the acquired knowledge to real-world sales scenarios and solve practical business problems using Excel.

Course Structure: The Sales Analytics course is structured to provide a comprehensive learning experience that combines theoretical concepts with practical hands-on exercises. Participants will engage in a variety of learning activities, including:

  1. Interactive Lectures: Engage with expert instructors who will explain key concepts, methodologies, and real-world applications of sales analytics.
  2. Live Demonstrations: Observe live demonstrations of how to leverage pivot tables and lookup functions effectively for sales analysis in Excel.
  3. Hands-on Exercises: Apply the concepts learned through guided, hands-on exercises to reinforce understanding and build practical skills.
  4. Case Studies: Analyze real-world sales scenarios and develop solutions using pivot tables and lookup functions.
  5. Q&A Sessions: Interact with instructors and fellow participants to clarify doubts and discuss best practices.

Target Audience: The Sales Analytics: Mastering Pivot Tables and Lookup Functions course is designed for sales professionals, business analysts, data analysts, sales managers, and anyone who is involved in sales data analysis or interested in enhancing their analytical skills using Microsoft Excel. Participants should have a basic understanding of Excel functionalities and familiarity with sales data concepts.

By the end of this course, participants will have the confidence and expertise to leverage the power of pivot tables and lookup functions to transform raw sales data into meaningful insights, enabling them to make data-driven decisions and drive sales growth. Join us in this course and unlock the potential of sales analytics in Excel!

English
language

Content

Introduction

Overview
Dataset

MS Excel Interface Tour & Overview

Menu Tabs & Ribbons
Rows & Columns
Sheets – How Does It Works?
Data Entry
Save The File

Formatting Functions

Font Bold / Italic / Underline
Cell Color Change/Update

Hyperlink / Find / Replace / Create, Hide, Unhide, Rename Sheets

Find Your Values / Text In Your Workbook
Moving Sheet within Workbook
Hide / Unhide – Sheet Tabs

Date Cleaning – PRO LEVEL

Data Cleaning – Flash Fill
Data Cleaning – TRIM FUNCTION
Date Formatting – Using Power Query
Remove Duplicate Records

Filter & Data Sorting

Filter Your Data
Data Sorting

Text To Column – How To Split Your Data

Text to Column – Data Split

Pivot Tables – Intro and Data set

Download – Dataset for Pivot Table – Live Practice

Why Pivot Table Is Important?

What is Pivot Fields – Rows / Columns / Values / Filter

Create Your First Pivot Table – Quickly

Create Your First Pivot Table – with Default Options

Pivot Charts – Boost Your Presentation

Create Your First Chart – Simple Way

Slicer – Change Your Old Reporting Style

Create Impressive Pivot Report – with Slicer Options

FINAL – Pivot Table Calculation – SUM / Average / MIN / MAX

Get Count – Pivot Table
Get Average
Get MIN & MIX Data Range

Top 5 – Pivot Table Tricks

Trick – 1
Trick – 2
Trick – 3
Trick – 4
Trick – 5

Vlookup / Hlookup – Intro

Download Vlookup / Hlookup Practice Dataset

3 Different Ways To Create Your Vlookup

Apply Your First Vlookup – Very Simple Steps
How To Lock Data Range – USE $ Absolute References

Exact Match V/s Approximate Match

Example For Exact Match – False/Zero for Range Lookup
Example For Approximate Match – True/Blank for Range Lookup

Double Vlookup – IFERROR

First Vlookup Example – Before IFERROR Syntax
Second Vlookup Example – With IFERROR Syntax

HLOOKUP – MATCH Function – 2 Different Ways

Learn Simple Trick to apply HLOOKUP
Apply HLOOKUP with MATCH Function

PRO Vlookup Lesson – EXPERT LEVEL

Vlookup using Drop Down List

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