Learn how to analyse and summarise raw data in a meaningful way using some key Excel functions, including Lookups, Indexes and PivotTables.
Description
In this recorded webinar, you will learn about lookup functions and how they're important for data analysis. You'll learn about different ways to lookup information, from exact matches to approximations. The webinar will also teach you how to combine data analysis with PivotTable functionality to generate meaningful summaries of raw data. Additionally, you'll learn advanced lookup formulas like XLOOKUP, XMATCH, and SUMIFs functions and how to use them effectively. You'll also discover how to create pivot tables, add percentages, format and create calculated fields, and filter pages, making your data analysis more efficient.
Using a practical exercise and segmented into short lessons for ease of learning, this webinar will help you develop and enhance the technology skills that are important for financial professionals.
Key topics:
- Develop a lookup formula which accepts multiple criteria without resorting to concatenation or array formula
- Perform an appropriate match with wildcard characters
- Develop a formula which looks through a list, detects a match, then matches that word in a string of words and performs a lookup
- Create a calculated field in Excel, learn how it works and what the limitations are with calculated fields
- Use the Pivot Table as a template to create a range of summary reports instantly
As part of this webinar you will receive,
- Downloadable worksheets with practical tasks to embed the knowledge
- A learning manual with step-by-step instructions
This recorded webinar is delivered by Excel expert and trainer, Marcus Small. Click here for Marcus' biography.
Course updated: May 2023
Learning objectives
- Use INDEX, MATCH, INDEX combination to lookup multiple criteria and return a text field
- Use lookup to create data bins and improve data analysis
- Apply a calculated field in an Excel PivotTable
- Organise raw data into a meaningful report
