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Power Query and Power Pivot in Microsoft Excel: A Quickstart Guide Course Description Copyright Ross Maynard 2022 Course Description Power Query and Power Pivot are two tools available in Microsoft Excel. If you are serious about data analysis, then you need to know how to use these tools. This Quickstart guide will give you the skills you need to get started with these powerful features. The Power Query tool allows you to import external data and then modify it to meet your needs, before loading it into Excel. These editing tasks are all things you can do manually in Excel, but Power Query greatly speeds things up when you have a large volume of data. The Power Pivot tool allows you to connect multiple data tables in an extended pivot table. Power Pivot also introduces new analysis and query tools to further enhance data analysis. If data analysis is your thing, then this course will help you get up to speed with these feature-filled tools. Through screen-capture video, the course provides a step-by-step guide to the foundation skills needed to use both Power Query and Power Pivot effectively. The course is designed to make your first steps into Power Query easy and to build your confidence to use them on your own. Both Power Query and Power Pivot are also available in Microsoft Power BI – the data visualisation suite. Once you have learned how to use Power Query and Power Pivot in Excel with this course, you’ll have a head start in getting to grips with Power BI Get up to speed with Power Query and Power Pivot in Microsoft Excel with this Quickstart guide. Key Learning Points On completion of the course, delegates will be able to: Use Power Query to load data from an external source into Microsoft Excel Clean and manipulate external data before loading it into Excel Consolidate separate files with Power Query Update Excel tables with new data in the same format Use Power Query to “unpivot” report tables to prepare the data for analysis Explain the core functionality of Power Pivot Link data tables together in the Power Pivot data model Create pivot tables that draw data from several source data tables Create performance measures and new analysis in the Power Pivot data model Use the most popular DAX query language functions in Power Pivot Curriculum Lesson 1: Power Query Quickstart Lesson 2: Consolidating Files with Power Query Lesson 3: Unpivoting a Table Lesson 4: Power Pivot Quickstart Lesson 5: Power Pivot – Adding Data and Functionality Lesson 6: Key DAX Functions for Power Pivot Lesson 7: The DAX CALCULATE Function Lesson 8: Key Learning Points Pre-Course Requirements There are no pre-course requirements Additional Resources Starter spreadsheets for each lesson are provided so that learners can follow the steps presented. Course Tutor Your tutor is Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants in the UK and has 30 years’ experience as a process improvement consultant specialising in business processes and organisation development. Ross is also a professional author of online training courses. Ross lives in Scotland with his wife, daughter and Cocker Spaniel Questions What is the main feature of Power Query? The ability to link data tables together to create pivot tables that allow data to be drawn from any and all of the source tables The ability to clean and manipulate large volumes of external data efficiently and to load the result into Microsoft Excel The removal of Microsoft Excel’s restrictions on file sizes and the number of rows of data allowed The ability to visualise data in dashboards and management reports What is the main feature of Power Pivot? The ability to link data tables together to create pivot tables that allow data to be drawn from any and all of the source tables The ability to clean and manipulate large volumes of external data efficiently and to load the result into Microsoft Excel The removal of Microsoft Excel’s restrictions on file sizes and the number of rows of data allowed The ability to visualise data in dashboards and management reports Which of the following actions cannot be performed within Power Query? Split text into multiple columns Trimming text and removing spaces Creating calculated columns using DAX functions Make date based calculations Which of the following statements is true? You can use Power Query to combine files that have the same format and open them all in the same spreadsheet You can use Power Query to link data tables and create pivot tables that pull data items from all the linked tables You can use Power Query to create interactive dashboard reports You can use Power Query to export data files to Microsoft Access and other databases Which of the following provides a compelling case to use Power Pivot in Microsoft Excel? The data visualisation and presentation features of Power Pivot are much more powerful than those in Excel Power Pivot offers the ability to clean large files of data imported from other systems quickly Existing reports and tables can be “reverse engineered” (unpivoted) to create data tables for more advanced analysis Files sizes in Power Pivot are smaller than in Excel and there is no limit on the number of rows of data that can be stored. This makes it much faster and more efficient to use Power Pivot for large data sets Power Pivot uses analysis functions from the DAX formula language. What does “DAX” stand for? Digital Architecture Extraction Data Arbitrage Extrapolation Display Analytics Extension Data Analysis Expressions Deeply Annoying Exercise The DAX CALCULATE function is one of the most powerful and useful functions available in Power Pivot. Which statement best describes it? It performs row by row calculations defined by the user and adds the total of them all together for a specified table It performs row by row calculations defined by the user and displays the maximum result for a specified table It performs a defined calculation and then applies filters specified by the user It filters the data in a specified table according to criteria set by the user As well as in Power Pivot in Microsoft Excel, in what application are DAX functions also available? Microsoft PowerPoint Microsoft Forms Microsoft Teams Microsoft Power BI How do DAX functions differ from Microsoft Excel functions? DAX functions are designed specifically for use with SQL based data sources DAX functions are completely new and provide additional functionality within Microsoft Excel DAX functions never take a cell reference or a range as reference, but instead take a column or table as reference DAX date and time functions return a date as a serial number, whereas Excel date and time functions return a datetime data type
Selling Skills for Professionals: Part 2 Making the Sale Course Description Copyright Ross Maynard 2021 Course Description Welcome to Selling Skills for Professionals: Part 2 Making the Sale. In Part 1 of Selling Skills for Professionals I covered prospecting, that is identifying potential future clients and making the initial approach. In this course, Part 2 of Selling Skills for Professionals, I cover the sales process – converting a prospect into a client. In Selling Skills for Professionals: Part 2 Making the Sale, I look at the skills you need for selling professional services and how to create a series of webinars to build prospects’ interest. I then cover a five-step sales process in detail: Understand the current situation Surface the pain points Exploring the impacts of the pain points Shape the future state Close the sale The course also covers why people buy professional services, and why they might not buy; and it shows how to deal with objections. Selling professional services is not like selling a car, or solar panels. It’s about building a relationship with a prospect as a professional advisor; coaching them through the challenges facing them; and offering services tailored to their needs which will help the prospect make tangible improvements. If you want to know how to sell professional services successfully, this is the course for you. I hope you enjoy the course. Key Learning Points On completion of the course, delegates will be able to: Describe a five-stage sales process for professional services Identify the core skillset needed for selling professional services Deploy best practice when creating webinars to engage prospects Explore a prospect’s current situation on an online video call Identify a prospect’s pain points and explore their root causes and impacts Coach a prospect to visualise the future state they would like to get to be resolving the problems identified Handle objections surfaced as the prospect moves towards closing the sale Understand why people buy professional services, and why they don’t buy Reduce buyer’s remorse and plan to develop the client relationship after the sale Curriculum Module 1: The Foundations for Selling Professional Services Lesson 1: The Purpose of Prospecting Lesson 2: The Selling Professional Services Skillset Lesson 3: Moving Beyond Prospecting Lesson 4: Script for the Webinar Follow-Up Call Module 2: Building a Case for the Sale Lesson 5: No Pain No Gain Lesson 6: Building a Case: Initial Diagnosis Lesson 7: Building a Case: Root Causes Lesson 8: Building a Case: Impacts Lesson 9: Building a Case: Shaping the Future State Lesson 10: Building a Case: The Gap Module 3: Closing the Sale Lesson 11: Selling is about Change Lesson 12: A Time to Close Lesson 13: Closing (At Last) Module 4: Evasion and Objections Lesson 14: Evasion Lesson 15: Handling Objections Lesson 16: Specific Example of Objections Part 1 Lesson 17: Specific Example of Objections Part 2 Module 5: After the Sale Lesson 18: Aftercare Lesson 19: Key Learning Points Pre-Course Requirements There are no pre-course requirements Additional Resources None Course Tutor Your tutor is Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants in the UK and has 30 years’ experience as a process improvement consultant specialising in business processes and organisation development. Ross is also a professional author of online training courses. Ross lives in Scotland with his wife, daughter and Cocker Spaniel
Selling Skills for Professionals: Part 1 Prospecting Course Description Copyright Ross Maynard 2021 Course Description Welcome to Selling Skills for Professionals: Part 1 Prospecting. If you are an accountant, a lawyer, a consulting engineer, a surveyor, an actuary, a management consultant, an events organiser, an HR professional or any other form of professional businessperson, and you need to identify and develop new clients, then this course is for you This is part 1 of a two-part course on selling skills for professionals. In Part 1 I cover prospecting, that is identifying potential future clients and making the initial approach. In Part 2 of Selling Skills for Professionals I cover the sales process once you have a make contact with a potential client. Selling Skills for Professionals covers high involvement purchases where the commitment is a significant one for the purchaser. This covers relatively expensive business investments, but also purchase agreements which the purchaser feels will have a significant impact on their business – for example engaging an accountant or a lawyer, or a management consultant, and so on. With a high involvement purchase, the client typically will consider a range of alternatives; will review a variety of information sources; and will evaluate product and service attributes in detail. This means that there is a relatively high barrier to surmount to get the potential client’s attention. A solid approach to prospecting and a well-structured sales process can increase that conversion rate and enhance your success in securing clients who will remain with you for the long term. That is the purpose of this course. I hope you enjoy the course. Key Learning Points On completion of the course, delegates will be able to: Describe the scope and purpose of sales prospecting for professional services Understand the five rules of selling professional services Develop a branding statement for themselves and their organisation Define the criteria for the clients they wish to target Appreciate the importance of client pain points and how to identify them Prepare materials for prospecting Create a cold calling script for prospecting Write a cold email or LinkedIn message to prospects including a strong subject line Understand the sorts of questions they can use to stimulate client engagement in a discussion Move prospects onto the next stage of the selling process Curriculum Module 1: First Principles in Selling Professional Services Lesson 1: The Five Rules of Selling Professional Services Lesson 2: The Five Rules of Selling Professional Services Lesson 3: Branding Module 2: Getting Ready to Prospect Lesson 4: Identifying Prospects Lesson 5: Client Pain Points and the Purpose of Prospecting Lesson 6: Preparing to Prospect Module 3: Making the Approach Lesson 7: Seven Seconds to make an Impact Lesson 8: Crafting the Message: Cold Calling Lesson 9: Crafting the Message: Cold Email Lesson 10: Sample Scripts for Cold Email Lesson 11: Trigger Questions Lesson 12: Getting Ready to Sell: The Next Stage Lesson 13: Key Learning Points in Prospecting Pre-Course Requirements There are no pre-course requirements Additional Resources None Course Tutor Your tutor is Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants in the UK and has 30 years’ experience as a process improvement consultant specialising in business processes and organisation development. Ross is also a professional author of online training courses. Ross lives in Scotland with his wife, daughter and Cocker Spaniel
An Introduction to Payroll Accounting Course Description Copyright Ross Maynard 2021 Course Description Welcome to an Introduction to Payroll Accounting. This course provides an overview of payroll accounting. It is aimed at accountants and business managers and owners new to payroll accounting and looking for straightforward coverage of the key elements and features of payroll. In this course we will cover the core elements of payroll; how gross pay is calculated; and issues when dealing with tips and benefits in kind. We’ll also look at tax-exempt deductions and the statutory deductions from pay. We’ll review the main elements of payroll taxation and social security contributions including the terminology used in the United States, Canada and the United Kingdom. And we’ll cover the calculation of Net Pay – that is the amount that the employee actually receives in their bank account. Finally we’ll explore the main journal entries required in the accounts. The principles and structure of payroll accounting are common across many jurisdictions, and the learning in this course applies in many countries of the world. For this reason, the course does not go into the detail of any country-specific legislation or regulations, and does not cover the particular tax rates, tax bands or deduction rates that apply in different jurisdictions. This course provides a grounding in the principles and structure of payroll accounting whatever your country of operation. I hope you enjoy it. Key Learning Points On completion of the course, delegates will be able to: Describe the main components of payroll including allowances, taxes and deductions. Explain the terms Gross Pay, Taxable Pay and Net Pay Identify the statutory taxes and deductions applicable in the United States, Canada and the United Kingdom Complete the main Journal Entries required to process payroll Describe the elements recorded in a Payroll Register Curriculum Lesson 1: First Principles in Payroll Accounting Lesson 2: Getting to Gross Pay Lesson 3: Allowances and Deductions Lesson 4: Income Taxes and Social Security Contributions Lesson 5: The Calculation of Net Pay Lesson 6: Specific Payroll Terminology for the United States, Canada and the United Kingdom Lesson 7: Payroll Journal Entries Lesson 8: Final Thoughts on Payroll Accounting Appendix: The Payroll Register Pre-Course Requirements There are no pre-course requirements Additional Resources None Course Tutor Your tutor is Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants in the UK and has 30 years’ experience as a process improvement consultant specialising in business processes and organisation development. Ross is also a professional author of online training courses. Ross lives in Scotland with his wife, daughter and Cocker Spaniel
Business Communication Skills: Communicating effectively in the workplace Course Description Course Description Poor communication and presentation of business information breeds poor decisions. We may be masters of the spreadsheet and wizards with a project plan, but we are not always brilliant at communicating or presenting the results of our work Management meetings can, sometimes, be tedious and uninspiring, where managers compete for excuses to avoid attending! A good manager is someone who understands performance and can present information in a way that enables others to understand what the issues are and make correct decisions. A good manager can cut through the fog of numbers to make a clear point and assist others to make effective decisions. In “Business Communication Skills” we present tools and structures that will help you plan and deliver your message effectively and facilitate group meetings to achieve a useful outcome. Topics covered include the principles of good communication; planning your communication; structuring your message; and facilitating business meetings, including online meetings. We hope you enjoy it. Key Learning Participants in this course will learn: The principles of effective communication Planning your communication – message, audience, medium, structure, call to action. How to structure your communication Language patterns to help get your message across How to facilitate Business Meetings The Skills of a good facilitator The rules for a well-structured meeting Planning your meeting agenda How to facilitate an online meeting What to look for when facilitating a session Tools you can use in facilitation. Evaluating your Facilitation Curriculum L1 Effective Communication L2 Planning your Communication 1 L3 Planning your Communication 2 L4 Planning your Communication 3 L5 Exercise: Stakeholder Analysis L6 Facilitating Business Meetings L7 Planning your Meeting Agenda L8 As a facilitator what should I look for? L9 Tools you can use in facilitation L10 Facilitation Tools L11 Exercise: Planning your Agenda Resource: Tools to help you communicate and facilitate Pre-Course Requirements None Additional Resources None Course Tutor Your tutor is Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants in the UK and has 30 years’ experience as a process improvement consultant specialising in business processes and organisation development. Ross is also a professional author of online training courses. Ross lives in Scotland with his wife, daughter and Cocker Spaniel