Home

Shows you how to build automated reports using Excel without programming knowledge.


Participants will explore various automation solutions to each common business reporting problem. The result would be significant productivity gains in business reporting. We will show you how to reduce a 30min reporting process to 3 seconds!


Stages of Business Reporting

  • Extract Records
  • Field Calculations
  • Format Report
  • Archive Report


More How-To topics

  • How to automate database imports.
  • How to replace manual pivot tables in reporting.
  • How to systematically archive your reports.


Prerequisites

  • The great thing about this program is you do not need to have any IT background. You do need to have basic proficiency in Excel and an open mind to learn new ideas.


Training Objectives


This workshop will address common business reporting problems that analysts face:

无需编程，即可轻松实现用Excel自动生成商务报告！


我们将向您展示：如何将制作报告所耗费的时间，由原有的30分钟缩短至3秒钟！课堂中所探讨的各种自动化解决方案，完全可以应对常见商业报告所面临的问题。学习并掌握这些内容，可以帮您大大提高制作报告的效率。


制作商务报告的阶段

  • 提取记录
  • 字段计算
  • 美化报告
  • 报告存档


更多"如何解决问题"：

  • 如何自动导入数据库信息？
  • 如何替代手动创建数据透视表？
  • 如何有条不紊的将报告存档？


前提条件

  • 无需任何IT专业背景，更不需要有编程相关经验。只要对Excel基本功能比较熟悉，并且乐于接受新观点、新想法就非常适合报名参加本课程。


培训目标

  • 本课程为常见商务报告提供解决方案，主要分析探讨以下问题：

Session Outline

EXCEL data analysis practice


Module 1: Define analytical thinking

The primary task of a valuable and results-oriented business analysis report is to clearly define the analytical thinking, build an analytical framework, and improve the logic.

  • Introduction of the overall process of sales data analysis.
  • Resolve the sales data analysis methods.


Module 2: Organize list data

If the list of business data has irregular formatting, merged cells, and unclear classification problems, the list will not be analyzed quickly. Therefore, the data should be cleaned and organized first. List specification requirements.

  • Quickly format different types of data.
  • Quickly clear the error values, null values in the list.
  • Quickly unmerge cells and repeat content.


Module 3: Improve data analysis capabilities

Efficient, multi-dimensional, and dynamic analysis of business data with pivot tables.

  • Quickly get growth and fluctuations in the time dimension of the month and quarter.
  • Quickly get statistics on growth rates over the same period.
  • Quickly get product structure information.


Module 4: Professional, intuitive and efficient data query

Visual business dashboards make queries more professional, intuitive and efficient.

  • Apply color matching to make data presentation more professional.
  • A valuable weapon：Slicer.
  • Pie chart, plotting and histogram diagram to be retained.
  • Waterfalls and bubble charts can interpret data more comprehensively.


Module 5: Macro application and repeated operation process

  • Understanding the concept of macro.
  • Simple recording macro.
  • Assign a button to the macro.
  • VBA case analysis such as split table and merge table.

EXCEL 数据分析实战


模块一：明确分析思路

以结果为导向，有价值的业务分析报告的首要任务是明确分析思路，搭

建分析框架，提升逻辑力。

  • 销售数据分析的总体流程
  • 解析销售数据分析方法

 

模块二：整理列表数据

如果业务数据的列表存在格式不规范、有合并单格、分类不明确等问

题，那么将无法快速对列表进行分析，所以，首先应清洗、整理数据。

  • 列表规范要求1.2.3…
  • 快速对不同类型的数据统一格式
  • 快速清除列表中的错误值、空值等
  • 快速取消合并单元格并重复内容

 

模块三：提升数据分析能力

利用数据透视表，高效、多维度、动态地分析业务数据。

  • 快速得到月、季度等时间维度上的增长、波动情况
  • 快速得到同期增长率统计
  • 快速得到产品结构信息等

 

模块四：数据查询专业、直观、高效

  • 可视化的业务看板，让查询更专业、直观、高效。
  • 应用颜色搭配，数据呈现更专业
  • 切片器是看板利器
  • 折线、饼图、柱形传统图表要保留；
  • 瀑布、气泡图可以更全面的解读数据

 

 模块五：宏的应用，重复操作过程

  • 了解宏的概念
  • 简单录制宏
  • 为宏指定按钮
  • 拆分表、合并表等经典VBA案例解析
Who should attend?

This is a career enhancing training program for business analysts, statisticians, business intelligence executives, reporting analysts, accountants.


无需任何IT专业背景，更不需要有编程相关经验。只要对Excel基本功能比较熟悉，并且乐于接受新观点、新想法就非常适合报名参加本课程。

Agenda

08:45 Registration & Networking
09:00 Morning Session
10:30 Morning Session Coffee Break
10:45 Morning Session
12:00 Lunch
13:00 Afternoon Session
15:30 Afternoon Session Coffee Break
15:45 Afternoon Session
17:00 Session Ends

Refreshments will be served during the coffee break for the attendees. Lunch at a nearby restaurant is also included with the ticket price.

Speakers

  • 胡芸芸

    胡芸芸

    易迪思金牌讲师 微软认证讲师（MCT） 微软认证OFFICE专家（MOS） 微软认证技术专家（MCITP） 《PPT变形记—从低质到高质呈现的华丽转变》作者

    微软认证讲师，9年教学经验
    微软认证技术专家，通过微软全球技术测试获得微软技术认证，成为微软认证技术专家（MCITP）
    网易云课堂—企业版 签约讲师
    《PPT变形记—从低质到高质呈现的华丽转变》作者
    三茅人力资源网专栏作家
    致力于企业办公效率与办公技能提升的培训与知识分享

    With 9 years’ experience as a Microsoft Certified Trainer
    MCTS/MCITP Get the Microsoft technology certification through its global test.
    Contracted lecturer in Study.163
    Author of book 《PPT变形记—从低质到高质呈现的华丽转变》
    Columnist for hrloo.com
    Devote to sharing the experience in the upgrading of office efficiency and office skills

    view more

Tickets

A prepayment is required for all full-day training sessions. 

Member Ticket
Member Price RMB 2,650
Member Company Employee Ticket
Standard Price RMB 3,650
Non-Member Ticket
Standard Price RMB 4,650
Member Ticket + Redeem 500 RMB Voucher

This ticket is only eligible for members who have a RMB 500 voucher for FULL-DAY TRAININGS. Failure to present the voucher will result in paying the full price for the session.

If you have any questions about this ticket, please contact ivette.corominas@amcham-shanghai.org

Member Price RMB 2,150
Member Company Employee Ticket + Redeem 500 RMB Voucher

This ticket is only eligible for member company employees who have a RMB 500 voucher for FULL-DAY TRAININGS. Failure to present the voucher will result in paying the full price for the session.

If you have any questions about this ticket, please contact ivette.corominas@amcham-shanghai.org

Standard Price RMB 3,150

Registration

  • All registrations shall be made online before the session. For full-day sessions, payment also shall be made before the session.
  • For half-day sessions, AmCham Shanghai members are eligible to attend free of charge with Training Credit*; AmCham Shanghai members without Training Credit are eligible to attend at “Member Rate”; Employees who work at AmCham Shanghai member companies are eligible to attend at "Employee Rate".
  • For full-day sessions, AmCham Shanghai members are eligible to attend at “Member Rate”; Employees who work at AmCham Shanghai member companies are eligible to attend at “Employee Rate”; Non-members are eligible to attend at “Non-Member Rate”.
  • Limited spaces are available and attendance will be given on a first-come, first-served basis.
  • Members please bring your membership card and non-members bring your business card upon check-in at the training session.
Walk-in and Cancellation Policy
  • This session requires confirmation of attendance in advance. If you attend this session without prior registration, you will be charged an RMB50 "walk-in" fee as member and RMB100 as employee.
  • Cancellation: If you need to cancel your registration for a half-day session, please notify Ivette Corominas at (86 21) 6279 7119 ext. 5671 or email ivette.corominas@amcham-shanghai.org no less than 24 hours in advance. If you need to cancel your registration for a full-day session, please notify Ivette Corominas at least two weeks prior to the session for a full refund. Cancellation made within two weeks before the session will not be refundable.
  • To ensure that you have a seat, please come to the session on time. Open seats will be released to other guests 15 minutes after the session starts.

Venue

AmCham Shanghai Conference Center

Suite 568, Shanghai Centre, 1376 Nanjing Road West
Shanghai, China

If you have any questions please contact

Contact Organizer

Show on map