Core math and Excel skills are critical to making smart business decisions. However, data indicates these skills are not as strong as many leaders expect. With Excel, there are often 4 to 5 ways to complete the same task – but not all of them are efficient or correct. The Retail Math course focuses on developing math skills so individuals can calculate market share, mix share, opportunity gap, gross margin, and other basic math formulas. The Excel Formulas & Functions and Excel Charts courses are not exhaustive courses on Excel but only those components required in the consumer products industry. The Excel PivotTables course is an exhaustive review of PivotTables and Pivot Charts.
The courses use data, language and Business Management Questions™ (business scenarios) often faced in the retail and foodservice industries.
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Retail Math
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Excel Formulas & Functions
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Excel Charts
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Excel PivotTables
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Retail Math
Build retail math skills essential to everyday business conversations. Answer common Business Management Questions™ (BMQs ®) by breaking down the questions into their parts and identifying what metrics to calculate. Learn to effectively use math to emphasize or de-emphasize your business story. Discover the cautions and tricks of calculating and using market share.
- Time:
22 hours of self-paced online lessons, practices, business applications and quizzes. - Audience:
Anyone who uses everyday retail business metrics.
Topics:
- Percent Change
- Difference, ratio, percent difference
- Share (both mix and market share)
- Opportunity gap
- Average retail price
- Profit (margin, margin percent, margin per unit)
- Markdown
- Tips and tricks:
- Delta Six-Pack®
- Bread Crumb Trail®
Excel Formulas & Functions
Build foundational Excel skills for working with retail data. Efficiently manipulate spreadsheet data to accomplish everyday tasks and answer common Business Management Questions™ (BMQs®). Become comfortable using core Excel functions to assist with basic analysis. Discover additional Excel functions and features that can speed up your analysis and give you more time to allocate to what matters – finding the business insight!
- Time:
16 hours of self-paced online lessons and practices. - Audience:
Anyone who uses Excel more than 20 minutes per week.
Topics:
- Navigation and formatting
- Sort and filter
- Shortcuts and tips and tricks
- Formulas & functions including: SUM, AutoSum, SUBTOTAL, IF, AVERAGE, SUMIF, COUNTIF, VLOOKUP, INDEX, MATCH, IFERROR, text and date functions, etc.
- Lookup and manage data
- Handle formula error messages
- Create tables and slicers, and use names
Excel Charts
Well-designed charts bring your story to life. Learn how to quickly create Excel charts to communicate business insights. Identify what makes a chart easy to read and then create impactful bar, column and line charts. Discover several chart types that allow you to quickly compare two metrics to each other to tell a compelling story.
- Time:
7 hours of self-paced online lessons, practices and business applications. - Audience:
Anyone who creates charts in Excel or PowerPoint.
Topics:
- Column charts
- Bar charts
- Line charts
- Jazz-Hands™ charts
- Overlay/bullet charts
- Chart template creation and usage
- Chart tips and tricks
Excel PivotTables
Unleash the power of Excel PivotTables to work with large retail data sets. Effortlessly use PivotTables to analyze retail data by any attribute (product attribute, geography, time, etc.). Answer challenging Business Management Questions™ based on retail data sets – questions that would be difficult to answer without a PivotTable. Whether you have never heard of a PivotTable or are someone who has experience, you will quickly strengthen your analytical skills.
- Time:
7 hours of self-paced online lessons, practices and business applications. - Audience:
Anyone who uses Excel more than 60 minutes per week.
Topics:
- Create and format PivotTables
- Sort and filter
- Group
- Create calculated fields and items
- Summarize and show values
- Utilize slicers
- PivotChart
- Tips and tricks
