Advanced MS-Excel Workshop

Name:

Outline of Topic coverage:

Formatting
Advanced Conditional Formatting File Formats

Advanced Formulas and Functions

Named Ranges Industry Known and Financial Formulas (NPV,IRR....) Lookup Formulas

Charting
Advanced Charting Techniques and Data Visualisation Dynamic Charts with Form Controls

Data Analysis Tools

Statistical Tools Pivot Tables Goal Seek and Scenario Manager

Other Features
Basic Understanding of Macros What IF Analysis Tools Managing and Sharing Workbook

Class Projects:
Marketing 1. 2. BCG Matrix for leading FMCG Sales Reports Dashboards

Finance 1. Financial Accounting - Balance Sheet - Profit and Loss Statement Corporate Finance - NPV, IRR Calculation

2.

Operations - Product Mix by LPP - Operations research problems

Marketing Project
Project 1:

You are a Brand Manager of a leading FMCG company and have to make a presentation about the growth of current product portfolio to the Business Head. So how would you most effectively utilize the 2 minutes provided to you to show your analysis? BCG matrix will come to your rescue: 1. Market Share 2. Growth Rate
Excel Techniques used:

Secondary Research

1. Advanced Charting Bubble Chart 2. Advanced Formatting

(Please refer sheet 1 for the Data)

Project 2:

Area Sales Manager (ASM) of Multiproduct Company,

Day to Day Task: To analyze the monthly sales data and monitor the performance of sales representatives across the area. So what does the ASM need? - Excellent Data Visualized Chart for decision making - Comparative Sales Analysis
Excel Techniques Used:

1. Pivot Tables and Pivot Charts 2. Advanced Formulas and Charting 3. Slicer
(Please refer sheet 2 for the Data)

Finance Project
Project 1: Prepare a Profit and Loss Statement for a Multi-Location Retail company operating in India.
P&L Statement Deliverables:

- Quarterly Report - Monthly Report - Location wise Report

Excel Techniques Used:

Advanced Pivot Table Functions Formatting

(Please refer sheet 3 for the Data)

Operations Project
Project 1: Forecasting on Excel You are the head of the production and planning department of an Automobile major. The plant head requires you to give an estimate for the monthly number of vehicles to be produced. You can very effectively utilize the Forecasting techniques to arrive at the estimate.
Forecasting Techniques

- Exponential Smoothing - Moving Average

Excel Techniques

Analysis Tool Pack

(Please refer sheet 4 for the Data)

Project 2: Linear Programming Problem You are the Product Manager of a Consumer Durables company. As part of yearly planning, you are supposed to give a product mix to be produced as to maximize the profit for the year.
Excel Technique Used:

Solver
(Please refer sheet 5 for the Data)