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Using Microsoft Excel for Effective Capacity & Performance Management

The Hatton
51 - 53 Hatton Garden
London, EC1N 8HN
Directions

Topics covered in the workshop includes:

  • Pivot tables: Manipulating data quickly and effectively; Dealing with gaps in data; Summarising; Creating interval records from event records
  • Filtering: Custom filters
  • Batch modelling: Look-up tables; Gantt charts
  • Surface plots: Combining 24 hour profiles with monthly growth
  • Forecasting functions; Moving averages; Linear regression with trendlines and the Data Analysis wizard
  • Creating GIFs: Saving charts separately from the workbook; Creating HTML
  • Automation: Creating Visual Basic modules through keyboard macros
  • Charts: Dealing with too much data; General tips

Tutor

Neil McMenemy, Principal Consultant, Capacitas.

Agenda

Timetable
09:00 - 9:15 Registration
9:15 - 9:30 Introduction
  • Excel - the ultimate modelling tool?
  • Excel Limits
  • Office 2007
9:30 - 10:50 Pivot tables and Filtering
  • Filtering (Auto Filter and Advanced)
  • Pivot Tables
10:50 - 11:10 Coffee/tea
11:10 - 12:30 Batch modelling & Surface plots
  • Surface Plots
  • Batch Modelling
12:30 - 13:30 Lunch
13:30 - 14:50 Forecasting functions & Creating GIFs
  • GIFs and HTML
  • FORECAST
  • GROWTH
  • TREND
  • Linear Regression
  • Moving Averages
14:50 - 15:10 Coffee/tea
15:10 - 16:30 Automation & Charts
  • Conditional Formatting
  • Drawing Graphs without Charts
  • Increase Number of Undo Actions
  • Array Formula
  • Hiding Errors
  • Dealing with “too much” Data
  • Avoid Plotting Zero Values
  • Data in Multiple Sheets
  • User-defined Charts
  • Data Labels Different to Plotted Data
  • Dynamic Ranges
  • Smoothed Lines
  • Automation
16:30 - 16:55 Questions & Answer session
16:55 - 17:00 Summary and closing remarks

Workshop Brief

Capacity and performance practitioners traditionally used SAS to undertake analysis and reporting. However, Microsoft Excel is widely available but its capabilities are often surprisingly underused, especially its ability to analyse and report on capacity and performance data.

This seminar gives practical advice on how to undertake a multitude of tasks using Excel. The workshop is platform independent, using various sources of data in demonstrations, and focuses on providing a value-for-money approach to capacity and performance analytical tools. The workshop includes coffee/tea/juice/pastries on arrival, refreshments throughout the day and lunch.

Prerequisites

  • None

Comments from previous attendees of this workshop:

  • "Greatly extended my Excel knowledge"
  • "Lots of very good information"
  • "Covers all forecasting areas"
  • "Knowledgeable presenter"
  • "Good pace"
  • "Excellent explanation of linear regression"
  • "A good course covering the basic techniques in Excel and giving plenty of examples of how to use"

Feedback Scores for this Workshop

Scores on a range of 1 to 5, where 1 is completely dissatisfied and 5 is completely satisfied.

Workshop
Did the workshop meet your objectives4.3
Level of detail4.3
Quality of visual materials3.9
Quality of printed materials4.1
Relevance of workshop4.5
Pace of workshop4.1
Training facilities3.2
Presenters
Knowledge of material4.6
Quality of communication4.3
Understanding of subject4.6

Testimonials from Previous Attendees

Please see our training feedback web-page for more detailed coverage of our seminars and courses.

Fee

The fee for this workshop is £500+VAT. To register please email Excel for Capacity & Performance Workshop, or call 020 7841 9950. Alternatively, click on the link below to link to our online reservation form.

Or consider an onsite event.
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