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Real-World Excel Cases from Work - Part 2

Created by Lenny Wu, Last Updated 07-Nov-2020, Language:English

Real-World Excel Cases from Work - Part 2

This course serves as a refresher for all professionals who need to sharpen their Excel skills for professional use.

Created by Lenny Wu, Last Updated 07-Nov-2020, Language:English

What Will I Get ?

  • Identify key components in the EXCEL body of knowledge (BOK) created by the instructor.
  • Explore features of TEXT functions in EXCEL.
  • Explore the means of getting file names and sheet names.
  • Explore how to make simple Visual Basic for Applications (VBAs) by using the Macro Recorder.
  • Discover examples to deploy batch processing when working in EXCEL.
  • Explore ways to synchronize charts in dashboard reporting.

Requirements

  • No advanced preparation or prerequisites are required for this course, but completion of the other courses in this series will be helpful.

Description

This course serves as a refresher for all professionals who need to sharpen their Excel skills for professional use. It presents 10 cases which have been collected directly from real working environments. These cases will teach you how to leverage Excel in “the real world”.

For these cases to be relevant and organized, the course first provides a unique view of the Body of Knowledge (BOK) of Excel created by the instructor, which is a first in Excel training and publications. The BOK illustrates the usual learning path of an Excel learner, naturally from basic to intermediate, and then on to advanced to expert levels. The BOK documents the essential components of Excel, such as cells, sheets, files, tables, formulas, commands, macros, pivot tables, and power suite, and is open ended with the top level embracing more esoteric skills and future developments in Excel.

Under the guidance of the BOK, all cases are tailored to the corresponding knowledge level so that the learner may ascertain which areas they are good at and which require a bit more work. For each case, the course illustrates what the issues are, why the issues exist, and how to solve them. The course also encourages contributions from the audience who believe there may be better ways of resolving these issues. Those suggestions from the audience will be shared and acknowledged in future parts of the series.

This course covers the following:

  • Identify key components in the EXCEL body of knowledge (BOK) created by the instructor

  • Explore features of TEXT functions in EXCEL

  • Explore the means of getting file names and sheet names

  • Explore how to make simple Visual Basic for Applications (VBAs) by using the Macro Recorder

  • Discover examples to deploy batch processing when working in EXCEL

  • Explore ways to synchronize charts in dashboard reporting.

If you would like Continuing Education Credit (e.g. CPE, CE, CPD, etc.) for this course, it is available if you take this course on the Illumeo dot com platform under course title: EXCEL Challenges (Part II): Real Cases from Work. Illumeo is certified to provide CPE in over two dozen different professional certifications covering finance, accounting, treasury, internal audit, HR, and more. However, in order to receive CPE credit the courses must be taken on an ‘approved-by-the-governing-body’ CPE platform, and for over two dozen corporate professional certifications, that is the Illumeo platform. Go to Illumeo dot com to learn more.

Course Content

Lenny Wu

Lenny Wu was a Lecturer at Tsinghua University in Beijing, China. He also sat as an Examiner for the International English Language Testing System (or IELTS) in the 1990s. On top of these, he is an exam trainer for various high profile exams, such as GRE (or Graduate Record Examination), GMAT (or Graduate Management Admission Test), TOEFL (or Test of English as a Foreign Language),  and math contests such as Euler, Gauss and Pascal. He has published books on test taking strategies. 

Lenny received his MBA, Finance from The George Washington University in Washington, DC, USA, and currently is a Senior Financial Analyst with an international engineering company in Vancouver, BC, Canada.

Lenny's motto at work is "Don’t work hard, work smart". Lenny has passion in teaching how to build your own "robot" into everyday office work. He has over over 22 years working with Microsoft Excel, and he is a modeling expert in Power Query, Power Pivot, and Power BI.

Lenny is a big proponent of OCR (One-click Reporting), and SSR (Self-service Reporting).