Category Archives for "General"

January 6, 2020

3 skills you need to Excel in Reporting

1. Data source

Not all the data comes nicely in an Excel worksheet. Some come in csv format, text or linked to some data sources. If you are lucky and there is IT support, you can get the IT guys to organize the data nicely for you. If not, there is a bit of moving around to get the data in the right layout. Splitting and grouping of the data is usually done within Excel and you probably have to
know some Excel formulas or functions to get this done efficiently. If not, good
luck to your copying and pasting.

2. Analysis

Once you have gotten the data in the right format, you are ready to analyze it. Pivot Table is usually the tool for you to perform your analysis. If it is not good enough because there are some
calculations to do, then you have to use PowerPivot for this.

Analyzing also means organizing the data and find meaningful patterns that help you understand the data better. For example, you can identify the top 5 sellers, top 5 products, top 5 categories, etc. Analysis involves knowing the finer details of the top 5.

3. Reporting/Presentation

Your audience, usually the management, is not interested to know everything about the data. They are more interested in your findings and the key points of the data. Presenting interesting charts to catch your audience attention and the key statistics so that they could remember the numbers easily is the main focus of this section. If you can achieve this, the time you spent analyzing the numbers will not be wasted.

November 14, 2019

We are changing our focus

We have always positioned ourselves as an Excel course provider, although we do not offer basic, intermediate and advanced Excel courses. Business professionals like our courses because we showed them shortcuts and how to save time working with Excel. They learnt how to use a Pivot Table, VLOOKUP and charting.

It is always our aim to help business professionals who attend our courses solve their problem by showing them solution that they could take and implement immediately after completing the course. Most of them love us and we are glad that they did.

At the beginning of this year, we started review our courses, the feedback, the objectives of what our learners hope to achieve and what they learnt at the end. We realised that the root cause of their problem is not about understanding Pivot Table or VLOOKUP. It is caused data source setup, not being able to organize their data in an optimized manner that allow them to perform their analysis fast and presenting a simple report for meeting and review.

With that understanding, we are re-calibrating our courses and focus on 3 core competencies which are the foundation to use business data collected to optimize their business performance. The 3 core competencies are building a scalable data source, setting up a report for fast analysis and generating tables and charts for simple reporting.

And to better reflect what we do all these while, we are changing our training courses to group coaching program in 2020. We want our learners to ask questions and get answers when they come for our programs.

Hidden Secrets of Data Analysis in Excel continue to be our core program which offers business professionals a good solid foundation in building a scalable data source, setting up a report for fast analysis and generating tables and charts for simple reporting. Using this framework, they will be able to analyze any business data they have.

Learning the Power of PowerPivot will be focussing more on reporting so that they are able to update their reports almost instantly.

Learning the Magic of Macros is focussed on building a scalable data source so that it can be used for Fast Analysis and Simple Reporting.

November 13, 2019

Is your team optimized for growth?

It doesn't matter whether you are from small company or a big multi-national corporation (MNC). If your team is spending hours preparing their reports, it is a sign that your team’s performance is not optimized. Generating a report should not take more than 5 mins. The hours they spent on reporting right now is probably taken from the time they should be using to review performance and execute their plans for growth. If you find that your team is displaying such symptoms, they probably lack one or more of these 3 key competencies (designing a scalable data source, developing a dynamic analytical report, summarizing their findings)