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Digital Transformation with Excel

Digital Transformation
with Excel

J.D. Landgrebe, Course Author

President of DataDelve Engineer LLC Consulting; Formerly Principal Engineer, Procter and Gamble R&D

About this Course

This course teaches driving digital transformation and modeling in organizations –universally valued skills that enable decision making and business growth. This course deals with many peoples’ current reality of important data existing in “scraps” of spreadsheets, isolated models and in non-structured email communications. We teach a combination of targeted skills and spreadsheet design choices to unlock a personal and team revolution in working with data and models across software platforms. This works whether data and models start out in Excel or are downloaded from other tools. The course teaches a four-part framework that informs training modules on specific skills and techniques:

  • How to be fluent in Excel to enable working well with large and small data sets and models (Example skill: Built-in, no memorization shortcut system)
  • How to structure data for extensibility and portability (Example skill: Building multi-table models with VLOOKUP/MATCH functions)
  • How to curate data to maximize personal and collaborator/customer useful life of data (Example skill: Cell and Range naming to curate calculation model formulas)
  • Designing excellent user interfaces in Excel to encourage use of data and calculation models for collaboration and decision-making (Example skills: Column Outlines and Conditional Formatting techniques for working comfortably with large models)

What you will learn

  • learn how to make data collaborative and portable across applications
  • learn how to build structured, curated models and business process applications
  • gain personal, data and modeling skills
  • learn how to encourage digital transformation culture
  • learn how to better curate your personal work
  • build skills for engaging internal customers
  • build skills for creating order with your organization’s business data
  • build skills for engaging internal customers with data products they can pick up and use for their work
  • Gain insights on when to use Excel versus non-Microsoft tools

Who Should Attend

Functional experts, Managers and Leaders, Modeling, statistics and data science experts, Administrators, Analysts.

Duration
6 hours (with breaks)

Prerequisites

Previous, basic familiarity with Microsoft Excel on an accessible laptop

Desktop Mac or Windows Excel installed on computer (not online/Sharepoint/Teams version!)

Pricing
Individual and corporate pricing available on request

Instructors

Instructor

J.D. Landgrebe

Specialist in data analytics, empirical modeling and optimization.

President of DataDelve Engineer LLC Consulting; Formerly Principal Engineer, Procter and Gamble R&D

Course Syllabus

6 Hours

Course Theme Syllabus Topic Description
Big Picture Intro course and Instructor
Fluency Excel Fluency Intro
Fluency Issuing commands efficiently
Structuring Definition of “structured” rows/columns for data and models
Structuring Making a pivot table from structured data
Structuring Structured Scenario Models –an alternate structured template for calculation models
Fluency Navigating within and between workbooks
Fluency Navigating dialog boxes
Fluency Selecting data efficiently
Curating Curating data and models
Commands Intro to Trainings on Excel Commands: Cost Model and Roll Length Model overviews and exploration
Commands Skill modules for curating variables and models: Find/Replace, Filtering, Sorting, Naming Ranges
Commands Named Cells
Commands Naming Ranges
Commands Find and Replace
Aesthetics – UI Skill modules for Calculation Model User Interface Design: Arranging columns by granularity, Column Outlines, Freeze Panes, Conditional Formatting
Commands The VLOOKUP/MATCH combo for multi-table models
Big Picture Wrap-up

Knowledge you can put to work