1. - with Nick Cederlind

3. San Francisco Certified Microsoft Office Trainer  Teaching for 7 years Founder: Underdog Training  Training numerous Bay Area small businesses Nick Cederlind

4.  Overwhelmed  Do everything yourself  Never enough time

5.  How can I reduce expenses?  Where can I find new customers?  How can I analyze and improve my sales?

6. Organize overwhelming information. Save time. Fix errors and reduce data entry. Track, analyze & improve sales & production. Locate new customers & sales opportunities.

7. Answer important questions: Where can I reduce my expenses? Which of my products is the most popular? When and where are most of my customers coming from? Where do I find new customers? How many sales do I need to make in order to stay in business?

8.  Create budgets  Track inventory  Analyze sales  Visually communicate value

9. Organization Tools: o Tables o Sort o Filter o Auto-fill Visual Analysis Tools: o Graphs o Charts o Pivot Tables

10. Data Analysis Tools: o Conditional formatting. Calculation Tools: o Formulas o Functions

11. Kim’s Cupcakes

13. Objectives: o Track expenses. o Calculate over/underspending. o Adjust budget.

14. Examples: Where should Kim make adjustments? What’s Kim’s projection/cost ratio? How much revenue does Kim need to break even?

15. Data Analysis Tools: o Conditional formatting Organization Tools: o Auto-fill Calculation Tools: o Formulas

16. Formulas: o Calculate values (financial, chronological, items, etc.). Why is this important? o Determine important results. o Calculate efforts, resources, results. o Analyze performance totals. o Track expenditures, data, locate and minimize errors. Example: o Calculating profit.

17. Conditional Formatting: o Highlight important information based on criteria of your choice. Why is this important? o Make important information stand out. o Simplify data analysis. o Track important data. o Make data analysis visual. Example: o Highlight sales revenue according to break even ratio.

18. Auto-fill: o Replicate data or calculations based on new input/context. Why is this important: o Save time on data entry and creating new formulas. Example: o Calculate profit for one month, auto-fill calculates profit for remaining months.

20. Objectives: o Analyze customer purchase habits. o Refine target audience. o Discover how to find new customers.

21. Examples: Who are your best customers? How did they hear about us? Easily locate a customer’s purchase history.

22. Data Analysis Tools: o Table Organization Tools: o Sort o Filter o “Find” feature

23. Filtering: o Filter out extraneous data for comparison and analysis. Why is this important: o Quickly and easily isolate information to simplify analysis. Example: o Sort customers by zip code, then filter out one-time buyers.

24. Sorting: o Sort information alphabetically or numerically. Why is this important: o Quickly locate and analyze information according to your criteria for analysis. o Organize information into lists. Example: o Sort customers by zipcode, city, etc.

26. Objectives: o Analyze product performance. o Adjust sales efforts.

27. Examples: Which cupcakes sold more than, for example, $60.00/month? Where are customers coming from? o On which date? o How did they hear about Kim?

28. Calculation Tools: o Formulas Data Analysis Tools: o Conditional formatting Visual Analysis Tools: o Pivot table

29. Pivot Table: o Cross reference information in multiple ways. Why is this important? o Analyze data relationships o Discover trends, strengths, weaknesses. Example: o Cross reference product sales in multiple ways: by date, location, product type, etc.

31. Objective: o Create a visual analysis of sales performance.

32. Examples: How did each product perform over time?

33. Visual Analysis Tools: o Charts Calculation Tools: o Formulas

34. Charts: o Visually represent data to show trends and relationships. Why is this important? o Make sense of overwhelming data. o Increase understanding of performance. o Discover trends, strengths, weaknesses. Example: o Sales growth

35. Organize overwhelming information. Save time. Fix errors and reduce data entry. Track, analyze & improve sales & production. Locate new customers & sales opportunities. Reduce expenses.

36. - with Nick Cederlind ExcelWithUnderrdog.com nickcederlind1@gmail.com

38. Functions: Figure out averages, maximums, minimums, etc. Why is this important? o Determine capacities and limits. o Simplify data entry. o Fix errors. Examples: Calculate highest day of sales, find and return information.

39. Links: o Make data from one cell appear in another location. Why is this important: o Saves time on data entry and allows for data from one sheet to feed calculations in another. Example: o Make individual sales totals appear in aggregate analysis.

40. Objectives: o Track products. o Monitor resource needs. o Direct sales efforts.

41. Examples: Which cupcakes did Kim make the most of? o Which cupcakes should Kim sell hardest? When should Kim reorder ingredients? o How long can each product stay viable? How are specific product categories doing? o What’s Kim’s ROI?

42. Organization Tools: o Table  Sort  Filter Calculation Tools: o Formulas o Links o Auto-fill