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Hi there,
Welcome to my Excelapalooza 2014. Thank you so much for enrolling in my dashboards session. I am eager to meet you in Dallas this September & help you become awesome in your work.
In order to gain the most from this hands-on workshop, I want you to complete below preparatory course work before attending the classes in September (22 or 23).
How much time this prep-course takes?
It should take no more than 8 hours of your time. Please aspire to finish it all to gain most from the hands-on workshop.
If you have not enrolled in the Excelapalooza yet, Please click here to enroll.
Material for Dashboards Workshop
Please go thru this material.
Absolute vs. Relative References in Excel [30 mins]
Understanding various reference styles is very important to develop simple, repeatable & useful formulas. And formulas are the engine of any successful dashboard.
Please go thru below links to learn about various referencing styles in Excel.
IF formula & its variations [45 mins]
IF formulas help us build various real-life conditions & scenarios in Excel. Learning how to use IF formula is critical to building your formula knowledge.
Please go thru below links to learn about IF formulas:
SUMIFS Formula [45 mins]
SUMIFS (along with its cousins – COUNTIFS, SUMIF, AVERAGEIF etc.) plays a vital role in quickly summarizing data and getting answers to our questions.
Please go thru below link to learn more:
VLOOKUP formula [60 mins]
VLOOKUP formula helps us answer questions like what is the price of product PR1234-01? by looking up data. Along with other powerful functions like MATCH & INDEX, VLOOKUP helps us do many useful things when building dashboards. Please note that we will be learning about MATCH & INDEX in the Masterclass. So, just brush up on your VLOOKUP for now.
Learn how to use VLOOKUP formula.
[optional, takes another 60-90 mins] Comprehensive guide to Excel LOOKUP formulas
Excel Tables [30 mins]
Excel Tables help us structure our data & write simpler formulas. They are vital for creating dashboards that have ever-changing data.
[Optional, takes another 30 mins] How to use VLOOKUP with Tables
Conditional Formatting [30 mins]
Conditional formatting is a quick & easy way to add wow-factor to your reports, analysis & dashboards. Learn the basics now. We will learn advanced stuff in the Masterclass.
Introduction to Pivot Tables [30 mins]
Pivot tables form the core of Power Pivot. So get a good understanding of what they are and how to use them.
Thank you and see you at the conference
Thanks again for taking the preparatory course. I am eager to meet you at the conference in Dallas.