Duration 3 days – 21 hrs
Overview
This intensive course is designed for experienced Excel users who want to master advanced Excel features to analyze data, automate tasks, and build dynamic reports. Participants will learn how to use complex formulas, pivot tables, advanced charting, and macros to streamline their workflow and make data-driven decisions. The course also introduces Excel’s data tools, scenario analysis, and integration with other systems for business productivity.
Objectives
- Use advanced formulas and functions to solve complex data problems
- Create and customize PivotTables and PivotCharts
- Analyze data using What-If tools and scenario analysis
- Build dashboards and professional reports
- Automate repetitive tasks using macros and basic VBA
- Use data validation, conditional formatting, and advanced filtering techniques
Audience
- Finance and Accounting Professionals
- Business Analysts and Data Analysts
- Operations and HR Managers
- Administrative Staff using Excel for reporting
- Any Excel users aiming to work more efficiently and professionally
Pre- requisites
- Basic to intermediate proficiency in Microsoft Excel
- Familiarity with formulas, formatting, and basic functions
Course Content
Module 1: Advanced Formulas and Functions
- Logical functions (IF, IFS, AND, OR, NOT)
- Lookup and reference functions (VLOOKUP, HLOOKUP, INDEX, MATCH, XLOOKUP)
- Text and date functions
- Array formulas and dynamic arrays (FILTER, SORT, UNIQUE)
- Error handling with IFERROR and ISERROR
Module 2: Data Analysis and Decision-Making Tools
- Goal Seek and Scenario Manager
- Data Tables (one-variable and two-variable)
- Solver add-in for optimization problems
- Working with external data sources (importing CSV, databases)
Module 3: Advanced Data Management
- Custom sorting and filtering
- Advanced use of Excel Tables
- Data validation techniques and list creation
- Removing duplicates and cleaning data
Module 4: PivotTables and PivotCharts
- Creating and modifying PivotTables
- Grouping and slicing data
- Calculated fields and custom summaries
- Visualizing data using PivotCharts
- Using Slicers and Timelines for interactivity
Module 5: Advanced Charting Techniques
- Combo charts and dual axis charts
- Sparklines for trend visualization
- Chart customization and design
- Conditional formatting with charts
Module 6: Introduction to Macros and VBA
- Recording and editing simple macros
- Assigning macros to buttons
- Basic VBA structure and syntax
- Automating repetitive tasks
Module 7: Excel Dashboards and Reporting
- Dashboard design principles
- Using formulas and charts to build dashboards
- Linking data across worksheets and workbooks
- Protecting and sharing reports
Module 8: Best Practices and Troubleshooting
- Tips for file size optimization
- Protecting worksheets and locking cells
- Troubleshooting common Excel errors
- Creating reusable Excel templates
