Goals
- Acquire the fundamentals of Excel and PowerPoint as part of a commercial activity, define, monitor and revise a commercial action plan
- Create reporting
- Establish activity monitoring matrices
- Manage your client portfolio and your activity
- Create supports and slideshows with PowerPoint in complete autonomy
- Create complete presentations on Powerpoint
- Know how to synthesize your ideas
- Make transitions and animations on Powerpoint
Program
Format a cell Format a
table
Reminders of basic formulas: simple calculations, concatenation, percentages, …
Printing tools
Workshop: Create a simple sales table
Import of text and CSV files
Management of international parameters
Formatting of imported data
Use the convert tool on an Excel database
Workshop: Implementing your file via external data
The essential functions: SUM, AVERAGE, MAX, MIN, SUMPROD…
Conditional and logical functions: IF, AND, OR, NB.SI.EN, SUM.SI.EN …
Search functions: VLOOKUP, INDEX and MATCH
Complex functions: nested functions and matrix functions (SOMMEPROD…)
Workshop: Create a document serving as a dashboard
Manage the display of databases: freeze panes, split, new window …
Remove duplicates and create drop-down menus
Apply conditional formatting
Format in table
Use sorting and filter (simple and advanced)
Use the
Generate sparklines subtotal tool
Use the Pivot Tables: Setting up tables, grouping, filter, segment
Use the pivot charts
Use the links sheets or workbooks to summarize the sales of a particular product
Workshop: Create your reporting file
Adapt the result of a calculation via the target value
Perform simulations using the scenario manager
Constraints management using the solver
Workshop: Perform simulations according to customers
Date functions: TODAY, DATE, DATEDIF …
Complex calculations with date functions: OFFSET MONTH, WORKDAY SERIES, OPEN DAY (nesting of functions) …
Use predefined and personalized time formats
Workshop: Sound management planning
Adapt the result of a calculation via the target value
Carry out simulations using the scenario manager
Constraints management using the solver
Workshop: Carry out simulations according to the customers
Duration
4 days
Price
£ 2495
Audience
Sales representatives – Sales executives – Sales assistants
Prerequisites
Have followed the course « Excel: Fundamentals » or have equivalent knowledge, mastering the use of a PC
Reference
BUR100675-F
PowerPoint presentation, examples of realization with PowerPoint
Description of the interface (Ribbon, Quick Access Toolbar, etc.)
Structure of a file (slideshows, sections, slides)
Create a new slide show
Using slide show templates
Add / remove slides Slide
layouts
Group your slides into sections
Move a slide
Reserved areas
Insert and format text
Insert and customize shapes
Insert and customize images
Insert tables
Graphics and organization charts
Organize inserted content
Use slide themes
Add a background
Create your own theme
Animating content
Personalizing your animation
Timing of animations (start, duration, delay)
Transitions between slides
Timing of transitions
Launching the slideshow mode
Creating a personalized slideshow
Configure the slideshow
The other display modes
Inserting a header and footer
Adding comments
Definition of presentation objectives
Creation and organization of the plan
Layout of the presentation
Creation of the mask
Creation of standard slides (new part, contents)
Creation of the presentation and animations
Proofreading and corrections
Workshop: Creation of a commercial presentation
Sessions
Contact us for more informations about session date