MS-Excel as Business Reporting Tool 1. Understanding the worksheet and workbook structure 2. Professional ways of Data Storage and Data Management in Excel 3. Setting up Data Properly 4. Create Each Sheet with the Purpose 5. Plan your headings in all worksheets 6. Input must be Separate from Output MS-Excel as Business Reporting Tool
7. Have Control Sheet for all workbooks
8. Add Instructions in worksheets 9. Keep File Backups 10. Visual Design of datasheets 11. Consistent Color Coding, Quiz / Questions / Case / Activity for Self Learning 1. List Validation can be used for ……column data a. Age of Employee b. Education field c. Sales Region Field d. None of the above
2. Wrong data in Employee ID data can be easily prevented using …….
a. Formula b. Pivot Table c. Data Validation d. Conditional Formatting Quiz / Questions / Case / Activity for Self Learning 3. ……………. Is a popular function for using multiple conditions to get result in datasheet. a. IF function b. SUM Function c. VLookup d. CountA Function
True/False (State whether the statement is true or false).
• Data validation is useful for formatting datasheet.
• We can use 3 if function maximum to get results. • Repeat tasks like daily reports can be created quickly using pivot tables. Quiz / Questions / Case / Activity for Self Learning Kindly approach any one of the following business units and try to upgrade their daily/weekly/monthly business reports using EXCEL as TOOL with the knowledge you have received from this unit. 1. Wholesaler of any Grocery items 2. Large 24x7 operating medical store 3. Dealer of Four-Wheeler vehicle /CAR 4. Big Brand Cloth / Fashion STORE 5. Business-like Spare Part Trader
Questions to Answer (with 200 to 500 words).
List the different IT tools/software used by the business unit you visited is using for their reports. List the Type of Reports the business unit is currently using/creating for understanding and analyzing profits/costs/losses etc. Session Outcomes In this session, you learned about: 1. Excel Data Validation. 2. Formula and functions with Types of references 3. Conditional Formatting for Dynamic Reports 4. Pivot table and Charts for Quick Reports Thank You