Advanced Excel

Course details

The Advanced Excel course provides an in-depth exploration of Excel’s advanced capabilities, allowing participants to master complex formulas, automate tasks, and create dynamic reports. With a structured curriculum covering everything from data validation to macros, the course is ideal for professionals seeking to optimize their Excel skills and efficiently manage large datasets, perform advanced analyses, and present data effectively.

Participants will delve into new features like Flash Fill, Quick Analysis, and advanced PivotTable capabilities, learning to maximize Excel’s full potential. The comprehensive course also covers data validation, conditional formatting, and charting techniques, ensuring that users can present and manage data with professionalism.

Curriculum

Course Outline

1. Introduction

• History and Overview of Spreadsheets
• Data Loss Prevention and Recovery Techniques
• Recovering Unsaved Workbooks

2. Basic Formula & Function

• Introduction to Basic Formulas and Functions
• Advanced Excel Functions
• Applying Relative, Absolute & Mixed Referencing
• Defining Names and Using Them in Functions

3. Formatting Techniques

• Advanced Formatting Tools and Customized Number Formatting
• Working with Pictures, Objects, and SmartArt

4. Dates & Times

• Understanding Date and Time Functions in Excel
• Preparing Daily and Monthly Schedules

5. Efficient Handling of Data

• Quick Data Selection and Entry Techniques
• Special Paste and Data Management
• New Features: Flash Fill & Quick Analysis
• Data Summarization: Sorting, Filtering, and Advanced Find & Replace

6. Analyzing Data with Conditional Formatting

• Highlighting Values Based on Criteria
• Applying and Managing Formatting Rules
• Using Data Bars, Icon Sets, and Color Scales

7. Charts & Graphs

• Creating and Formatting Charts Quickly
• Advanced Charting Techniques

8. Working with Tables

• Exploring Excel Tables and Creating Dynamic Ranges
• Applying IF Functions with AND & OR Conditions

9. Lookup Functions

• VLOOKUP, HLOOKUP, and Alternatives: INDEX-MATCH
• Advanced Functions: SUMIF, AVERAGEIF, COUNTIF & INDIRECT
• Advanced SUMIFS, AVERAGEIFS, COUNTIFS & OFFSET Functions

10. Pivot Tables

• Utilizing Pivot Tables for Reporting and Data Analysis
• Report Builder Layout and Pivot Chart Integration
• New Features: Slicers & Timeline

11. Data Validation

• Creating Drop-down Lists and Managing Data Entry
• Custom Input Messages and Error Alerts

12. What-If Analysis

• Using Goal-Seek, Data Tables, and Scenario Manager

13. Auditing Spreadsheet

• Identifying Source Cells and Tracking Changes

14. Managing Worksheets

• Consolidating Data and Linking Workbooks
• Using 3-D Formulas and Creating Hyperlinks

15. Printing & Security

• Advanced Printing Techniques and Restricting Data Editing

16. Macros

• Understanding Macros, Recording & Executing Macros
• Assigning Macros to Objects and Adding Interactive Controls

At the end of this course, you will be able to:

• Apply advanced formatting and data validation techniques
• Use advanced formulas like VLOOKUP, INDEX-MATCH, SUMIF, COUNTIF, and more
• Create and manage pivot tables and pivot charts
• Implement conditional formatting and visualize data using charts and tables
• Automate repetitive tasks with macros
• Perform data analysis and “what-if” scenarios for decision-making
• Work with time and date functions efficiently

Who Is This Course For?

This course is ideal for:

• Accountants and Financial Analysts
• Business Professionals and Project Managers
• Data Analysts and Marketing Professionals
• Administrative Staff and Educators
• Anyone Looking to Master Advanced Excel Features

Course Benefits

• Gain in-depth knowledge of advanced Excel features
• Improve productivity and efficiency in data analysis and reporting
• Learn to automate repetitive tasks using macros
• Master pivot tables and dynamic charting techniques
• Enhance your data management skills with advanced validation tools

How Will I Be Assessed?

Participants will complete practical exercises and assessments to demonstrate their understanding of the advanced Excel tools and techniques covered in the course.

Entry Requirements

• Participants should have a basic understanding of Excel before joining the course.
• No prior knowledge of advanced modeling or programming is necessary.