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EXPO Katowice S.A.

Excel data import, analysis and presentation


Excel data import, analysis and presentation

The course bridges the gap between substantive knowledge of business data analysis and knowledge related to advanced use of Microsoft Excel spreadsheet. The proposed workshop is two days of intensive classes.

Target group

Excel data import, analysis and presentation is designed for people who use the spreadsheet extensively, and are well versed in the basics of of using Excel.

Training methods

The course is conducted with modern, interactive methods, using a multimedia projector, with the active involvement of participants. All exercises are conducted on the basis of examples taken from practice. The classes, despite the presentation of complex factual knowledge, are conducted in an understandable manner, ensuring the assimilation of the transmitted knowledge by each participant of the course.

Each participant receives a set of materials and electronic copies with all exercises conducted in the course and sample Microsoft Excel worksheets.

Training program

  • Comparison of versions of Excel 2007, 2010, 2013, 2016 to 2019, types of files, development of the program, differences and common features, communication between different versions of the sheet, specific use of the application in the financial services of the company.
  • Optimal “personalization” of the program for work, advanced options for Excel settings.
  • Use of local and global names, declaration of dynamic names, use of names in formulas.
  • Conditional formatting, variants of applications, editing conditional formats.
  • Technologies for retrieving data from external sources (Excel data sources, database queries, use of MS Query module, retrieving data from various sources, use of the Internet – data in XML format).
  • Use of pivot tables as a tool for business data analysis, principles of creating pivot tables.
  • Creating and modifying pivot tables based on different data sources, custom calculation fields, data grouping, custom data formatting in pivot tables, conditional formatting in a pivot table.
  • Use of fragmenters for advanced presentation of business data, presentation of data over time.
  • Database functions, examples of practical applications, selection of criteria, alternative and conjunction of criteria.
  • Importing data from text files into Excel – analysis of text data, automation of data refresh.
  • Automation and streamlining of work by recording macro commands, running and editing macros.
  • Sheet protection, workbook protection, data validation.
  • Consolidation of data from different worksheets, different ways of consolidation.
  • Organization of work with Excel in a computer network: simultaneous work of multiple users on one sheet, linking sheets and workbooks by means of a computer network, merging data from multiple sheets.
  • Graphical presentation of financial data using charts (compound charts, charts presenting multiple data series, trend analysis on a chart, custom charts, charts based on data from pivot tables).

Benefits of training

After completing the training, participants will be able to apply the knowledge they have acquired to creative data analysis and to build models to make decisions based on reliable and accurate data. Learning advanced techniques for using Microsoft Excel will make daily work easier and more efficient.

Upon completion of the training, each participant will be able to:


After the training, the participant will receive a certificate confirming participation in the training and acquired knowledge.


Projekt bez nazwy-41

Janusz Gach

A trainer specialising in MS Excel, he has been providing training for more than 25 years, offering classes of high substantive and practical quality mainly at clients’ premises. The optimum training group is approximately 10-12 people. His individual approach to each group and his ability to adapt the topics to the specifics of the participants are appreciated by both the participants and their supervisors.

Trainings EXPO Katowice S.A.

Individual training

If you have not found a training course in our offer that perfectly suits your company’s needs, we encourage you to contact us. We will create a personalised offer for you, taking into account the specific needs and preferences of your company.