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Goals


- Define, monitor and revise a commercial action plan

- Create reports

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

Duration

2 days

Price

£ 2495

Audience

Sales representatives – Sales executives – Sales assistants

Prerequisites

Have followed the course « Excel: Fundamentals » or have equivalent knowledge

Reference

BUR952-F

Sessions

Contact us for more informations about session date