excel pro brochure.pdf

8/14/2019 Excel Pro brochure.pdf

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The

Excel Pro

Brochure

The

Excel Pro

Brochure


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INTRODUCTION

Excel

Enthusiasts (www.ashishmathur.com) is a website dedicated to Ashishs work in

Microsoft (MS) Excel. Commissioned in July 2006, this website is dedicated toanswering

questions of users who mail their Excel queries to Ashish Mathur.

Ashish has written articles for Microsoft Office Online and the PC Quest magazine.

Additionally, Ashish has also conducted Excel webcasts.

The hallmark of a good professional/would be professional is possession of an optimal

blend of technical and soft skills. Good software skills can, to a very great extent, assist

in speedier execution of projects. Additionally, individuals with a good blend of these

skills tend to be more confident in their work.

With this basic tenet, Excel Enthusiasts would like to introduce itsSelfdesigned and

conceptualised session (Excel Pro) on MS Excel which is geared towardsprofessionals who are regular users of this application
http://www.ashishmathur.com/http://www.ashishmathur.com/knowledge-base/http://www.ashishmathur.com/knowledge-base/http://www.ashishmathur.com/knowledge-base/http://www.ashishmathur.com/


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Ashish Mathur, Founder Excel

Enthusiasts has been a Finance

professional who has worked in the

Business Advisory Group of PulsarKnowledge Centre (PKC) (a Consultancy

firm based in Gurgaon, Haryana, India)

from March 2004 to August 2008. In

addition to the other M&A and advisory

assignments which Ashish has worked on,

one of the prominent assignments in

which he was involved was the sale of

Wataniya Telecom (a Mobile Telecom

operator with operations in six countries

across the MENA region) to Qtel in March2007 for US$3.7 billion. In April 2007,

Ashish was awarded the KIPCO Group

Excellence award. He was the only one

of the 12,000 employees across the KIPCO

Group of Companies to receive this award.

Prior to working in PKC, Ashish worked

with KPMG India (in the Audit and

Assurance practise) for three years. In

2001, Ashish was felicitated, by KPMG,with the title ofExceptional Performance

for the year.

Ashish is an avid spreadsheet user

To share his knowledge with other Excel

users, Ashish manages his own website

He also written articles for magazines (PC

Quest) andMicrosoft Office Online

Microsoft has been conferring the yearly

Most Valuable Professional (MVP) title to

Ashish since March 2003. In India,

Ashish is the first MS Excel MVP

Ashishs profile can also be viewed on the

Microsoft website and on LinkedIn

Globally, there are less than 200 MS ExcelMVPs

He interacts with the Excel development

team at Microsoft and provides

feedback/suggestions to them on current

and future versions of Excel

Since April 2003, Ashish has been invited

by Microsoft to Redmond, Washington,

(U.S.A.) (Microsofts headquarters) to

attend a four day Global MVP Summit. In

April 2007 and March 2008 he, along with

other MVPs, spent two days with the

Microsoft Excel development team

discussing product development plans of

Excel

He was also abeta testerof Office 2007

and other MS products/services

In 2004, Ashish Post Graduated with an

MBA Degree from Management

Development Institute (MDI), Gurgaon.

Ashish completed his Graduation andSchooling from Shri Ram College of

Commerce, New Delhi and Welham

BoysSchool, Dehradun respectively.

Ashish Mathur

Founder - Excel Enthusiasts

[email protected]

www.ashishmathur.com

(91) 98110 41988

LinkedIn profile

Follow me on Twitter

Blog

PROFILE
http://www.pulsarkc.com/http://www.pulsarkc.com/http://www.pulsarkc.com/http://www.pulsarkc.com/http://video.msn.com/video.aspx?vid=99b41573-2bb0-4074-8bc0-da1d4aa52448http://www.ashishmathur.com/https://mvp.support.microsoft.com/communities/mvp.aspx?product=1&competency=Excel&page=3http://www.linkedin.com/profile?viewProfile=&key=1869201mailto:[email protected]://www.ashishmathur.com/http://www.linkedin.com/in/excelenthusiastshttp://twitter.com/http://www.ashishmathur.com/knowledge-base/http://www.ashishmathur.com/knowledge-base/http://twitter.com/http://www.linkedin.com/in/excelenthusiastshttp://www.ashishmathur.com/mailto:[email protected]://www.linkedin.com/profile?viewProfile=&key=1869201https://mvp.support.microsoft.com/communities/mvp.aspx?product=1&competency=Excel&page=3http://www.ashishmathur.com/http://video.msn.com/video.aspx?vid=99b41573-2bb0-4074-8bc0-da1d4aa52448http://www.pulsarkc.com/


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OBJECTIVE OF THESESSION

Discuss solutions to MS Excel problems which end users face in their day to day

working;

The emphasis of the session would be on discussing the most commonly used

functions/formulas in a fair bit of detail such that seasoned as well as

unseasoned Excel users can derive maximum value;

The focus would be on the application rather than theoretical use of functions

and formulas.

Since the objective of this session is to solve practical problems, I prefer not to

categorise this as a Basic/Intermediate/Advanced level session. As mentioned

later on, this session is suited for all regular MS Excel users.

We will discuss solutions beyond Excels Help menu.


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Unanswered

questions can be

routed to other MS

Excel Consultants

The

Excel Enthusiasts

Edge

Discuss functions

and formulas

which are well

researched

Discuss

unknown tips

and tricks

Adopt a problem solving, participative

style approach

Discuss solutions to real life MS Excel

problems

Focus on the application of formulas and

functions

THE EXCELENTHUSIASTS EDGE

Simple to

understand,

layman solutions

approach

Suitable for

professionals

working across

industries/

functional

specialisations


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VALUE ADDITION

- Better return on investment Learn to use MS Excel better and thereby get

maximum return on your software investment

- Effective time management Learn efficient ways of solving Excel related problems

and thereby reduce time spent on project/task execution

- Gather the confidence to deal with a cross section of Excel related problems

- Improve the existing Microsoft Excel skill set

The agenda as outlined in the next two slides has been decided/is regularly updated

with reference to:

- Questions which Ashish has received (through his website) from end users;

- Questions raised during Excel sessions conducted so far

- Questions discussed in various online Excel forums


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Basics of referencing (absolute, relative and mixed), IF()/nested IF(), AND(), OR() functions Lookup techniques and nuances such as:

Making the column index in a VLOOKUP() function dynamic; Auto expanding the table array in a VLOOKUP() formula when new rows get added; Looking up data within upper and lower limits;

Performing a look up operation where the look value is not the first column of the table array; Looking up instances where lookup values appear in multiple columns; Lookup last value (by position) in a horizontal/vertical range

Looking up data in large datasets while satisfying one/multiple conditions with and nuances such as: Overcoming Excels (2003 and prior versions) limitations of 7 nested IFs; Filtering databases on multiple AND/OR conditions in/across worksheets/workbooks;

Extracting unique values from a range

Extracting repeated values based on conditions Nuances of auto filtering such as: Filtering data without manually selecting the data point in the auto filter drop down; Running more than one auto filter on one worksheet;

Dealing with date related problems such as: Converting non dates to dates;

Displaying non dates as dates; Retaining date/number formatting when concatenating with data in cells

Working with data validation and nuances such as:

Creating dependent validation lists Validating across worksheets

Basics of graphing and nuances such as Dealing with dates in the x-axis; Auto aligning data labels in a pie chart where data labels are lengthy; Customising data labels on charts; Presenting data in Bar of Pie and Doughnut charts; Getting total labels in stacked column charts/hiding zero data labels in stacked column charts Showing breaks in line charts for missing data points

Colouring columns/bars based on their values

AGENDA(DAY1)


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Basics of SUMIF() and COUNTIF() functions and nuances such as: Dealing with one and multiple conditions Summing values in a range which has error values (without sorting/filtering/deleting);

Summing values (based on one/multiple conditions) from another workbook even whetherthe other workbook is closed

Count unique values Performing YTD/MTD calculations with year/month as user input

Performing a scenario analysis (or What-if analysis/Sensitivity analysis) on key performanceindicators by changing: Once variable; Two variables; Multiple variables; and

Impact of a change in key assumptions under various scenarios across multiple years Impact of y-o-y change in key assumptions under various scenarios across multiple years

Basics of pivot tables and nuances such as: Performing calculations and addressing issues when writing formulas in pivot tables

Creating a pivot table from multiple worksheets in same workbook (without copying andpasting) where rows are well in excess of 300,000;

Creating a pivot table from multiple worksheets of multiple workbooks (without copying andpasting);

Resolving problems when grouping numeric data/dates in a pivot; Retain pivot table formatting after pasting a pivot tables as Paste Special > Values; and

Specifying different grouping criteria for different Pivot Tables created on the same database

Database approach to solving MS Excel problems (where using native MS Excel functions wouldcause the workbook to become very slow) Counting unique values where number of records are very large with and without conditions; Summing based on conditions across workbooks where the number of records are very large.

Consolidating date from multiple worksheets/workbooks that do not have the same structure Discussion on various Excel short cuts and tips & tricks;

AGENDA(DAY2)


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We will take a cursory glance (with some example) over VBA* but will not discuss it

in depth. Rationale for the same is:

Before learning programming in Excel i.e. writing macros and coding in VBA, it is

imperative to understand the capabilities of the inbuilt functions and formulas of

Excel. This session is designed to give you a fair level of expertise in solving

problems using Excels inbuilt functions and formulas

VBA is not something which participants (especially non developers) can

understand/facilitators can cover in 2 days. To understand and gain significant

working knowledge in writing macros and coding in VBA, a fair amount of time

has to be invested by participants.

There are ample online resources available which share free VBA code for

solving common problems in Excel. For business/end users, it is more important

to know where these sources are than learn programming

Mathematical, Statistical, Financial functions

ASPECTSNOTCOVERED IN THESESSION

VBA is the programming language used to customise/automate Excel


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After the session, i encourage all participants to contact me for seeking assistance

on solving their practical MS Excel problems via the MS Excel forums ofwww.merawindows.com.

POSTSESSIONINTERACTION


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WHOSHOULD ATTEND/TEAMSIZE

The target audience of this session are regular Excel users users who are aware of

basic features and functionalities such as

Linking cells in and across worksheets;

Writing a basic IF() function;

Writing basic AND()/OR() functions;

Preparing a simple pivot table;

Creating a simple bar, line, column and pie chart

The maximum number of participants should be 20.


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OTHER ASPECTS

Venue and Duration

The entire session (as outlined underAgenda) would be covered in two days

The session could be conducted at any venue which suits your organisation

Infrastructure Requirements

One projector and white screen display

A flip chart/white board and marker

One laptop/desktop per participant

MS Excel 2007/2010/2013

Adequate power points to operate desktops/charge laptops

Each laptop/desktop should have the DVD/CD drive enabled

One writing pad and pen/pencil per participant


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REQUEST FORPROPOSAL

Ashish Mathur

[email protected]

http://www.ashishmathur.com

(91) 98110 41988

If you are interested in organising the Excel Pro session in your organisation,

please contact Ashish Mathur

If you choose to write an e-mail, then please do so from your official e-mail address

clearly mentioning your official address and contact details (mobile, landline and

extension number)

LinkedIn profile

Microsoft profile

Follow me on TwitterBlog
mailto:[email protected]://ashishmathur.com/contactus.aspxhttps://mvp.support.microsoft.com/communities/mvp.aspx?product=1&competency=Excel&page=3http://twitter.com/http://www.ashishmathur.com/knowledge-base/http://www.ashishmathur.com/knowledge-base/http://twitter.com/https://mvp.support.microsoft.com/communities/mvp.aspx?product=1&competency=Excel&page=3http://www.linkedin.com/profile?viewProfile=&key=1869201&locale=en_US&trk=tab_prohttp://ashishmathur.com/contactus.aspxmailto:[email protected]


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Thank YouPlease check http://www.ashishmathur.com/corporate-interventions/

for further updates to this brochure and other products/services

Version: February 12, 2013
http://www.ashishmathur.com/corporate-interventions/http://www.ashishmathur.com/corporate-interventions/

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