Session Outline

  1. Master the skills of using Excel to improve working methods and working efficiency.
  2. Design pleasing and professional data reports.
  3. Use three or more nested functions to solve complex work problems.
  4. Create excellent professional charts. 
  5. Easily sort, filter, and summarize data.
  6. Use PivotTables to write any kind of report you want.

1.  表格根基：高级操作技巧

1.1. 分列与快速填充

1.2. 条件格式

1.3. 标记和删除重复值

1.4. 数据验证

1.5. 数据保护密码设置


2.  列表管理：数据整理之道

2.1. 合并计算

2.2. 高级筛选

2.3. 排序和筛选的联合使用


3.  表格灵魂：函数公式魅力

3.1. 你必须知道的函数公式基础

3.2. 公式的分布计算与调试技巧

3.3. 文本函数

3.4. 统计求和函数

3.5. 逻辑查找函数


4.  表里如一：智能表格

4.1. 快速美化表格

4.2. 冻结首行

4.3. 自动汇总

4.4. 公式自动填充


5.  表格利器：透视规划分析

5.1. 单表和多表创建透视表

5.2. 自动分组和手动分组

5.3. 切片器联动

5.4. 值汇总方式

5.5. 动态数据透视表


6.  Power Query

6.1. 工作簿自动汇总

6.2. 文件夹自动汇总

6.3. 数据分组

6.4. 合并及追加查询


7.  表格印象：图标演示之道

7.1. 各种图表简介

7.2. 图表类型选择建议

7.3. 制作美观专业的图表

7.4. 迷你图、双Y轴图、复合饼图等制作

7.5. 图表美化三部曲


8. 总结提高：学以致用，整体答疑

1.   Table Basis: Advanced Skills

1.1.  Text to columns and flash fill

1.2.  Conditional formatting

1.3.  Mark and delete the duplicates

1.4.  Data validation

1.5.  Data protection


2.   Table Management: Data Consolidation

2.1.  Group calculation

2.2.  Advanced filtering

2.3.  Sorting and filtering


3.   Soul of Table: The Charming of Formulas

3.1.  Formulas basis you need to know

3.2.  Formulas evaluating and debugging

3.3.  Text formulas

3.4.  Statistical formulas

3.5.  Lookup &reference formulas


4.   AI Excel: Smart Table

4.1.  Quickly beautifying table

4.2.  Header freezing

4.3.  Automatically summing up

4.4.  Automatically filling up formulas


5.   The Weapon of Table: PivotTable

5.1.  Creating PivotTable from single and multiple worksheets

5.2.  Date, number and text grouping

5.3.  Slicer connection

5.4.  Summarized value type

5.5.  Dynamic PivotTable


6.   Power Query

6.1.  Automatic summarizing of workbook

6.2.  Automatic summarizing of file

6.3.  Data grouping

6.4.  Queries merging and appending


7.   The Impression of Table：Business charts

7.1.  Brief Introduction of charts

7.2.  Suggestion on choosing charts

7.3.  Making professional and beautiful charts

7.4.  Sparklines, combo charts and pie of pie, etc.

7.5.  3 steps to beautify charts


8.   Q&A


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.

Who Should Attend?

This Excel training course is suitable for people who use data frequently in the areas such as marketing, administration, human resources, financial accounting, warehousing logistics, and etc. Attendees should have the ability to use IF, VLOOKUP, and other common worksheet functions, as well as the experience of making simple charts.

Speakers

  • Grace Yan (Trainer)

    Grace Yan

    Trainer

    Grace Yan is a Microsoft Certified Office Master who has taught over 10,000 trainees. Her previous clients include Chevron, ANZ bank, and many other global top 500 companies. Additionally, Ms Yan’s teaching style is lively, interesting, and humorous, allowing her to easily garner praise and great reviews from her students.

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Tickets

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

全天培训课程需要提前付款。


Half-day session training vouchers cannot be used for full-day training programs.

全天会员培训无法使用"半天会员培训免费"券。

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 Ivette Corominas

Contact Organizer

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