Introduction

Microsoft Excel for Human Resource (HR) professionals focuses on the use of various functions and formulas in different HR scenarios. Excel is a perfect tool for the Human Resources department. Most companies may use specially designed software such as Oracle or SAP and QuickBooks to manage payroll employee data. However, it is possible to export mnost of such data to Excel in order to perfroms trend analyses, compilation of company expenses, and scrutinizing the company’s productivity. This assists companies to make decisions that are tailored specifically for its employees. HR professionals who are planning on easing their work with the use if ICT will find this course particularly beneficial.

Duration

5 days

Course objectives 

On completion of the course, the participants will:

• Write complex formulae with ease

• Present HR data with accurate and better interpretation

• Handle excel situations confidently 

• Have high comfort working with Excel which will lead to high turnaround time

• Use the right formulas in the right scenarios

Course content

Level 1 - Basic Excel

INTRODUCTION:

• A overview of the screen, navigation and basic spreadsheet concepts

• Understanding workbooks, worksheets, rows, columns, cells

• Various selection techniques

ENTERING DATA

• Entering, Editing and Deleting Text, Numbers, Dates

• Inserting, Deleting and Hiding Rows & Columns

• Inserting, Deleting, Moving and Copying Sheets

• Moving and Copying data

• Using Auto Lists

• Using navigation techniques

CUSTOMIZING EXCEL

• Changing Excel’s Default Options

• Creating a Custom AutoFill List

• Creating a Custom Number Format

• Customizing Excel Review

• Customizing the Quick Access Toolbar

• Customizing the Ribbon

• Using and Customizing AutoCorrect

MANAGING AND NAVIGATING LARGE WORKBOOKS

• Creating a Template

• Creating Headers and Footers

• Hiding Rows, Columns, Worksheets, and Windows

• Managing Workbooks Review

• Selecting and Switching Between Worksheets

• Splitting and Freezing a Window

• Using Workbook Views

• Working with Multiple Workbook Windows

CREATING AND EDITING FORMULAE

• Applying Absolute (Fixed) Referencing

• Bodmas : Mathematical Order

• Concept of Formulae

• Copying Formulae

• Creating Formulae, Editing Formulae

• Using Functions - Sum, Average, Count, Counta,Max,Min

REFERENCING TECHNIQUES

• Absolute Reference

• Mixed Reference

• Moving Range Reference

• Relative Reference

FORMATTING AND PROOFING

• Basic conditional formatting

• Copying and Clearing Formats

• Formatting Cells with Font formats, Number formats, Alignment, Borders, etc

• Spell Check, Find & Replace and AutoCorrect

• Working with Styles

Level 2 - Intermediate Excel

MATHEMATICAL FUNCTIONS

• AverageIf, AverageIfs

• CountIf, CountIfs

• SumIf, SumIfs

• SumProduct, Subtotal

LOOKUP FUNCTIONS

• Creating Smooth User Interface Using Lookup

• Dynamic Two Way Lookup

• Dynamic Worksheet linking using Indirect

• Index

• Match

• Offset

• Vlookup / HLookup

LOGICAL FUNCTIONS

• Alternative Solutions for Composite IF Conditions

• And, Or, Not

• Nested If (Or Conditions, And Conditions)

TEXT FUNCTIONS

• Concatenate

• Find, Substitute

• Left, Mid, Right

• Trim, Len

• Upper, Lower, Proper

DATE AND TIME FUNCTIONS

• Date, DateDif, DateAdd

• Day, Month, Year

• EOMonth, Weekday

• Today, Now

ROUNDING FUNCTIONS

• MRound

• Round

• RoundDown

• RoundUp

ERROR HANDLING FUNCTIONS

• isErr

• isError

• isNa

ADVANCED PASTE SPECIAL TECHNIQUES

• Add / Subtract / Multiply / Divide

• Merging Data using Skip Blanks

• Paste Conditional Formats

• Paste Formats

• Paste Formulas

• Paste Validations

• Transpose Tables

SORTING

• Bringing Back to Ground Zero following Multiple Sorts

• Dynamic Sorting of Fields

• Sorting on Multiple Fields

FILTERING

• Advanced Filters

• Copy Paste while filter is on

• Custom AutoFilter

• Filtering on Colors

• Filtering on Text, Numbers & Date

PRINTING WORKBOOKS

• Adding Print Titles

• Branding with Backgrounds

• Customizing Headers & Footers

• Fitting the print on to specific defined sizes

• Printing Selection

• Setting Up Print Area

• Working with Themes

Level 3 - Advanced Excel

IMPORT & EXPORT OF INFORMATION

• Creating Dynamic Reports and Dashboards Using Data on Other Applications

• Exporting to XML

• From Web Page

• Using Text To Columns

WHAT IF ANALYSIS

• Data Tables

• Goal Seek

• Scenario Analysis

GROUPING & SUBTOTALSDATA VALIDATION

• Dynamic Dropdown List Creation using Data Validation

• Handling Invalid Inputs

• List Validation

• Number, Date & Time Validation

• Text Validation

PROTECTING EXCEL

• File Level Protection

• Setting Permissions for Specific Tasks

• Sheet & Cell Level Protection

• Track changes

• Workbook Level Protection

CONSOLIDATION

• Consolidating data with different layouts

• Consolidating data with different Sheets

• Consolidating data with identical layouts

CONDITIONAL FORMATTING

• Creating Basic Conditional Formats

• Dynamic Formatting using Formulas in Conditional Formatting

• Managing Conditions Created

PIVOT TABLES

• Basic and Advanced Value Field Setting

• Calculated Field & Calculated Items

• Creating Simple Pivot Tables

• Drill-Down of Data

• Filtering based on Labels and Values

• GetPivotData Function

• Grouping based on numbers and Dates

• Sorting based on Labels and Values

CHARTS & PIVOT CHARTS

• Bar Charts / Pie Charts / Line Charts

• Dual Axis Charts

• Dynamic Charting

• Other Advanced Charting Techniques

EXCEL DASHBOARD

• Adding Charts to Dashboard

• Adding Dynamic Contents to Dashboard

• Adding Tables to Dashboard

• Bar Charts / Pie Charts / Line Charts

• Planning a Dashboard