EV
H
16
D PER L
CPE
R S GAI
NE
EL
LIMITED
SEATS
OU
CERTIFICATE IN
DATA ANALYSIS
UTILISING EXCEL
FOR MANAGEMENT REPORTING
DATE
LEVEL 1:
Basic to Intermediate
LEVEL 2:
Intermediate
LEVEL 3:
Advanced
VENUE
17 & 18 May 2017
(Wednesday & Thursday)
5 & 6 July 2017
(Wednesday & Thursday)
9 & 10 August 2017
(Wednesday & Thursday)
22 & 23 May 2017
(Monday & Tuesday)
10 & 11 July 2017
(Monday & Tuesday)
14 & 15 August 2017
(Monday & Tuesday)
24 & 25 May 2017
(Wednesday & Thursday)
12 & 13 July 2017
(Wednesday & Thursday)
16 & 17 August 2017
(Wednesday & Thursday)
Berjaya Times Square Hotel,
Kuala Lumpur
Evergreen Laurel Hotel, Penang
Pullman Kuala Lumpur Bangsar
“Customer is King” has now taken a step
back to the new era, “Data is King”. In
today’s world of big data, companies
can achieve real results with their
analytical models based on improvised
new data sources. However, big data
requires specialised tools and highly
skilled professionals. Companies can now
achieve similar results on small data using
tools such as Microsoft Excel, which can
be used to analyse, gather information,
and interpret raw data meaningfully.
The average person can learn to become
a data analyst quickly be mastering the
ability to analyse large amounts of data
to discover trends and patterns that can
influence the decision making processes.
These highly hands-on practical
workshops are specifically designed
to help anyone master these skills of
understanding of comprehending data and
how best it can be used to make quick
decisions, grow one’s business, and look
into areas of cost cutting measures.
METHODOLOGY
Lectures accompanied by practical examples and
mini cases.
FACILITATOR
PALANI MURUGAPPAN
Palani is a HRDF-certified trainer who shares
with participants his knowledge and experience
from over 20 years of involvement in the
software application training industry. Known
as “The Interpreter” for his ability to converge
data into information, he applies the VERIIFYTM
technique as his training methodology i.e.
Validate, Encapsulate and Rationalise raw data in
Identifying Information for Future Yield.
Over the years he has trained Sales & Marketing
personnel to forecast future sales patterns;
Human Resources personnel to perform KPIs,
and setup simplified payroll systems for SMEs;
Finance personnel to perform various WhatIf situations; Production personnel to create
meaningful scenarios from movement of raw
material; Medical professionals to increase
understanding on analysing lab and test results;
and other employees to improve their general
reporting and presentation skills. Palani is a
frequent contributor to business magazines and
has authored 51 books on his this subject, and
holds an MBA (Majoring in Electronic Commerce)
from the Charles Sturt University, Australia.
ENJOY 5% or 10% DISCOUNT
on total programme fee when you register
for any 2 levels or all 3 levels respectively.
Certificate in Data Analysis will only be
given upon completion of assessment
and full attendance of level 2 & 3 or
all of 3 levels.
Participants are required to bring their
own laptop installed with Microsoft
Excel 2010/2013/2016.
LEVEL
1
WHO SHOULD ATTEND
Anyone desiring an understanding of spreadsheets, and
how to apply MS Excel’s built-in functions and formatting
features.
Pre-requisite: a basic understanding of Excel and its
capabilities, with some knowledge on spreadsheets.
OBJECTIVES
This programme seeks to:
• Equip participants with an understanding of the
capabilities of spreadsheets and MS Excel
• Provide the necessary knowledge to use spreadsheets for
reporting and simple data analysis
• Enable participants to apply MS Excel’s built-in functions
and features, to gather useful information from raw data
PROGRAMME OUTLINE
FORMATTING WORKSHEETS
• Creating and modifying a worksheet
• Understanding formatting of numbers (IC No, leading
zeros, etc)
• Changing cell formatting
• Applying numeric formats
• Changing data alignment
• Moving around a sheet using the double click approach
LEVEL
• Modifying chart layouts
• Converting one type of chart to another
OTHER FEATURES
• Inserting comments
• Sorting data
• Applying headers and footers
• Modifying page properties
• Changing default options
PIVOT TABLE
• Introduction to Pivot Table
• Enhancing appearance of Pivot Table
• Performing Data Analysis using Pivot Table
ANALYSING RAW DATA
• Basic analysis of raw data using functions and features
covered above
• Case Study on Introduction to Data Analysis
• Presenting the data
• Absolute cell referencing (appropriate use of the $ sign
in formulas)
• Changing text orientation
• Creating a watermark
UNDERSTANDING THE USE OF LOGICAL FUNCTIONS
• Applying the IF statement for comparison purposes
• Applying the Nested IF statement for more than a single
condition
SEARCHING SPECIFIC VALUES USING LOOKUP FUNCTION
• Applying VLOOKUP and HLOOKUP functions to search
specific values from a database
• Calculating bonuses for multi-tier payment scheme
ANALYSING DATA USING PIVOT TABLE
• Use of Pivot Table
• Updating and modifying Pivot Table
• Changing calculated fields in Pivot Table
• Rearranging Fields in a Pivot Table
• Explaining the Report Layout options
• Using the Report Filters feature
• Using Top 10 & Date filters
• Handling blank cells
• Sorting a Pivot Table
• Formatting a Pivot Table
• Creating custom formats
• Adding Formulas to a Pivot Table
• Changing a calculation in a Pivot Table
• Counting with a Pivot Table
APPLICATION OF TEXT FUNCTIONS
• Comparing contents of one cell with another
• Replacing specific text with another
• Removing unwanted spaces within a cell content
• Combining contents of various cells
• Finding length of text within a cell
DATE CALCULATIONS
• Calculating differences of two dates and converting it to
years and months
• Understanding various date formats and performing
calculations accordingly
FORECASTING AND ANALYSIS USING STATISTICAL
FUNCTIONS
• Performing various “What-if” calculations
• Understanding types of charts for forecasting for linear
and exponential growth
• Forecasting future values based on previous results (e.g.
sales forecasting, market analysis, etc.)
OTHER EXCEL FUNCTIONS
• Ranking variables in descending or ascending order
• Performing calculations based on a given condition
PROGRAMME OUTLINE
• What are Excel dashboards?
• Improving data visualisations using dashboards
• Managing functions to create dashboard objects
• Mastering the OFFSET function for dynamic chart purposes
CREATING POWERFUL FORMULAS
• Applying Goal Seek in a What-if analysis
• Converting Text to Numbers and vice versa
• Using various Date and Time Functions
• Using INDEX, MATCH, and OFFSET Functions
• Using the CONVERT Function
• Using the RAND and RANDBETWEEN Functions
• Working with Regression Analysis
• Ranking & Sorting Formulas
• General purpose IFERROR function
• AVERAGEIF; AVERAGEIFS Functions
• COUNTIFS; SUMIFS Functions
• Determining the sign of a number
• Using further Text Functions
• Applying Database Functions with criteria to extract
information from databases
• Statistical Analysis using Statistical Functions
APPLYING ADD-INS IN EXCEL
• Applying Add-Ins to use non-standard features and
functions in Excel
2
WHO SHOULD ATTEND
Anyone with basic understanding of Excel wanting to know
the finer points in formatting and solving calculation issues
using Excel’s functions and features.
Pre-requisite: a basic understanding of formatting numbers
and applying functions such as SUM, MAX, MIN, AVERAGE,
COUNT and simple IF statements.
OBJECTIVES
This programme seeks to:
• Equip participants with the relevant skills to perform
spreadsheet tasks by combining functions in Excel.
• Provide an understanding of and to master Excel’s
various functions taught in this programme.
PROGRAMME OUTLINE
USEFUL TIPS, TECHNIQUES, AND FEATURES OF EXCEL
• Learn various shortcuts and techniques in formatting
• Validate a specific range of cells
• Applying conditional formatting
• Password protect a range of cells and workbook
• Applying filters and advanced filter
• Perform calculations using subtotals
• Convert text to numbers from external data file
LEVEL
• Shortcut keys to accomplish tasks quickly
• Other techniques to enhance the appearance of a
spreadsheet
WORKING WITH FORMULAS
• Basics of the SUM, MAX, MIN, AVERAGE and COUNT
formulas
• Incorporating above formulas within different sheets
and files
• Counting cells with and without data
• Combining functions within functions
• Highlighting specific values using Conditional Formatting
FUNCTIONS FOR DATA ANALYSIS
• Why Data Analysis?
• Introducing the IF function for “what-if” analysis
• Combining IF function based on given conditions with
other functions
• Introducing SUMIF, AVERAGEIF, and COUNTIF functions
for single conditions on data analysis
CREATING CHARTS FOR VISUAL DISPLAYS
• All you need to know about charts in a simplified way
• How charts can help you analyse data for better business
decision making
• Understanding Pie Charts, Bar Charts, Column Charts,
Line Charts
3
WHO SHOULD ATTEND
Proficient Excel users wanting to learn to apply Excel’s more
advanced functions and features.
Pre-requisite: an understanding of formatting numbers &
text, and applying functions. Advisable to have attended
the “Microsoft Excel Tips and Techniques for Management”
programme.
OBJECTIVES
This programme seeks to provide participants with an:
• Understanding of the more advanced functions on
features of what Excel offers
• Ability to perform various statistical analysis using the
statistical functions
• Ability to analyse data using some of the more advanced
built-in features
• Understanding of the more advanced text functions and
its applications
• Ability to perform date and time calculations for a given
period, or time
• Ability to perform incorporate multiple charts and
understand the use of Histogram
• Ability to use and invoke the Add-Ins
• Understanding of how best to apply a what-if analysis
using the Solver
SUMMARISING AND ANALYSING DATA
• Advanced Subtotals
• Formatting the Subtotal rows
• Adding and copying with Subtotals
• Consolidating data
• Using array formulas
• Applying different Scenarios for best, worst, and most
likely situations
• Working with various aspects of Tables
• Finding cells containing data for a given period
• Highlighting specific row and every other row
• Preventing formulas from being displayed
• Protecting entire worksheet except selected columns or
rows
WORKING WITH ADVANCED CONDITIONAL FORMATTING
• Visualising data using customised Data Bars, Color
Scales, and Icons
• Using Stop if True in Conditional Formatting
• Comparing Dates with Conditional Formatting
• Highlighting cells by applying formulas within Conditional
Formatting
CREATING COMPLEX ADVANCED CHARTS TO DASHBOARDS
• Creating Gantt Charts
• Working with Histograms
Certificate in Data Analysis Utilising Excel
for Management Reporting
REGISTRATION FORM
PARTICIPANTS' DETAILS
PROGRAMME FEES
Please o the appropriate checkboxes.
Participant 1 Full name as per I/C (Dato' / Datin / Dr / Mr / Mrs / Ms):
o Vegetarian Meal
Fees (RM)
Membership No.:
Level
(MIA/ACCA)
Designation:Email:
*o Member
*o Non-member*o Sponsored Staff1
(Sponsoring MIA member’s name & membership no.)
Participant 2 Full name as per I/C (Dato’ / Datin / Dr / Mr / Mrs / Ms):
*o Non-member*o Sponsored Staff
1 or 2
1,590
1,696
1,908
3,021
3,127
3,339
1, 2 & 3
4,293
4,399
4,611
Please tick where applicable:
Participant
Designation:Email:
*o Member
Nonmember
1 & 2 or 2 & 3
o Vegetarian Meal
Membership No.:
Member
Firm’s Staff or
Sponsored
Staff 1
Member
1
2
3
Level
Total (RM)
1
1
2
(Sponsoring MIA member’s name & membership no.)
Participant 3 Full name as per I/C (Dato’ / Datin / Dr / Mr / Mrs / Ms):
1&2
o Vegetarian Meal
2&3
1, 2 & 3
Membership No.:
Designation:Email:
*o Member
Programme fee for registering all 3 levels is inclusive
of the assessment.
*o Non-member*o Sponsored Staff1
(Sponsoring MIA member’s name & membership no.)
ORGANISATION'S DETAILS
The above programme fees are already discounted
and inclusive of 6% GST.
PROGRAMME DETAILS & REGISTRATION
Organisation:
DATE
Industry:
Contact Person:
Level 1
o
17 & 18
May 2017
o
5&6
July 2017
o
9 & 10 August 2017
Level 2
o
22 & 23
May 2017
o
10 & 11
July 2017
o
14 & 15
August 2017
Level 3
o
24 & 25
May 2017
o
12 & 13
July 2017
o
16 & 17
August 2017
VENUE
Berjaya Times
Square Hotel,
Kuala Lumpur
Evergreen
Laurel Hotel,
Penang
Pullman
Kuala Lumpur
Bangsar
Address:
Email:
Tel:Fax:
TAX INVOICE to be issued under:
o Company
o Individual
Signature & Company Stamp:
PAYMENT DETAILS
Payment by Cheque
Bank & Cheque No.:
Amount RM:
Payment by Credit Card
o Visa
o Master
Cardholder's Name:
Card No.:
Expiry Date:
I Authorise Payment of RM:
Contact :Fara
Tel
:03 2722 9194
Fax
:03 2722 9009
Email
:[email protected]
Address :Malaysian Institute of Accountants
Dewan Akauntan
Unit 33-01, Level 33
Tower A, The Vertical
Avenue 3, Bangsar South City
No. 8, Jalan Kerinchi
59200 Kuala Lumpur
Contact :Sylvia Anthony
Tel
:04 261 3320
Fax
:04 261 3321
Email
:[email protected]
Address :Malaysian Institute of Accountants
Suite 3.4, Level 3, Wisma Great Eastern 25 Lebuh Light, 10200 Penang
GST No. : 0 00955203584
Cardholder's Signature:
Date:
Our programmes can be customised to meet your in-house training requirements. Please call for details.
PROGRAMME FEE
• Fee is payable to MALAYSIAN INSTITUTE OF ACCOUNTANTS
• Fee includes course materials, lunch and 2 tea breaks per day.
• Full payment of the above amount shall be made within thirty (30) days from the date of the
Payment Advice or on the day of the event, whichever earlier.
• Admittance may be denied upon failure to make full payment as per the above requirement.
CANCELLATION/ TRANSFER
Upon registering, participant(s) are considered successfully enrolled in the event. Should participant(s)
decide to cancel/transfer their enrolment, a cancellation/transfer policy shall be applied as follows.
a) Written cancellation/ transfer received less than seven (7) days from the date of the event:
- A refund (less administrative charge of 20%) will be made
- Unpaid registrations will also be liable for 20% administrative charges
b) Written cancellation/no show on the day of the programme:
- No refund will be entertained
- Unpaid registrations will also be liable for full payment of the registration fee
- Partial cancellation is not allowed
You can substitute an alternate participant if you wish to avoid cancellation/transfer charges.
Any difference in fees will be charged accordingly.
IMPORTANT NOTES:
Registration is on a first-come-first-served basis.
Only fully completed registration form will be processed.
*Please select the participant classification carefully as it determines the fee payable. No alteration will
be allowed after the registration is accepted. Terms and conditions apply.
1
The Sponsored Staff must report directly to the sponsoring MIA member in his/her firm or company.
CERTIFICATE OF ATTENDANCE AND CPE HOURS
• Upon full attendance of the programme, participants will be issued an “E-certificate”. Participants will
receive an email with a download link and are required to download the e-certificate within 30 days. For this
purpose, it is COMPULSORY to fill in the email address clearly.
• For MIA members, the CPE hours will be credited into the Membership System within 2 weeks of the event.
DATA PROTECTION
Personal Data is gathered in accordance with the Personal Data Protection Act 2010 (Act 709).
DISCLAIMER
Malaysian Institute of Accountants (MIA) reserves the right to change the speaker(s), date(s) and to cancel the
programme should circumstances beyond its control arises. MIA also reserves the right to make alternative
arrangements without prior notice should it be necessary to do so. Upon signing the registration form, you
are deemed to have read and accepted the terms and conditions.