Advance Excel

Course Overview

Excel Mastery:

From Basics to Advanced Techniques is an intensive 25-day program designed to equip participants with comprehensive Excel skills essential for professional success. This course covers a wide range of topics, starting from fundamental Excel functionalities to advanced techniques such as data analysis, visualization, and automation.

Getting Started with MS Excel

Day 1: Introduction to Excel (2 hours)

  • Overview of Excel interface
  • Understanding workbooks and worksheets
  • Introduction to ribbon and quick access toolbar

Day 2: Navigating Excel efficiently (2 hours)

  • Keyboard shortcuts for efficient navigation
  • Using scroll bars and navigation tools
  • Customizing Excel settings for personal preferences

Day 3: Data Entry Techniques (2 hours)

  • Best practices for entering and formatting data
  • Managing data using autofill and flash fill
  • Formatting options for cells and text
  • Renaming, inserting, deleting, and organizing sheets
  • Grouping and ungrouping worksheets
  • Using color codes and tabs for better organization

Working with Data

Day 4: Sorting and Filtering Data (2 hours)

Sorting data:

Learn how to sort data alphabetically, numerically, and by color to organize information effectively.

Filtering data:

Explore Excel’s filtering options to display specific data subsets and analyze information based on criteria.

Day 5: Data Validation (2 hours)

Setting up drop-down lists:

  • Create drop-down lists to standardize data entry and ensure consistency.

Restricting data entry:

  • Implement data validation rules to prevent incorrect data entry and maintain data integrity.

Input message creation:

  • Provide users with helpful input messages to guide them during data entry and ensure accurate input.

Day 6: Advanced Filtering (2 hours)

Utilizing advanced filter criteria:

  • Learn how to apply complex filter criteria to extract specific data subsets from large datasets.

Filtering unique records:

  • Discover techniques for filtering unique records based on specific criteria to identify distinct data entries.

Handling complex filter scenarios:

Explore strategies for addressing complex filtering scenarios involving multiple criteria and logical operators.

Tables

Day 7: Introduction to Excel Tables (2 hours)

Creating tables:

  • Understand the benefits of using Excel tables and how to create them to organize and manage your data efficiently.

Benefits of using tables:

  • Explore the advantages of using Excel tables, including automatic expansion, structured references, and built-in features.

Managing table data:

  • Learn how to add, remove, and modify data within Excel tables while maintaining data integrity and consistency.

Day 8: Structured References (2 hours)

Understanding structured references:

  • Explore the concept of structured references in Excel formulas and functions, allowing for dynamic referencing within tables.

Advantages of structured references:

  • Learn how structured references enhance formula readability, adaptability to table changes, and error reduction.

Using structured references in formulas:

  • Discover how to leverage structured references in various Excel formulas for efficient data analysis and manipulation within tables.

Day 9: Sorting and Filtering Tables (2 hours)

Sorting tables:

  • Learn how to sort table data using table-specific sorting options to organize information effectively.

Filtering tables:

  • Explore advanced filtering techniques within Excel tables to analyze and extract specific data subsets based on user-defined criteria.

Utilizing slicers:

  • Understand how slicers can enhance data filtering and visualization within Excel tables, providing an intuitive interface for data exploration.

Power Query

Day 10: Introduction to Power Query (2 hours)

Importing data:

  • Learn how to import data from various sources into Excel using Power Query, including external databases, text files, and online sources.

Transforming data:

  • Explore Power Query’s transformation capabilities to clean, reshape, and manipulate imported data for analysis and reporting purposes.

Cleaning data:

  • Discover techniques for cleaning and standardizing data within Power Query, including removing duplicates, handling errors, and formatting data types.

Working with Formulas (Basic & Advanced)

Day 11: Review of Basic Formulas (2 hours)

  • Recap of basic formulas including SUM, AVERAGE, MAX, MIN, COUNT, etc.

Working with Pivot Tables

Day 17: Introduction to PivotTables (2 hours)

  • Learn how to create PivotTables, select data, and understand PivotTable structure.

Day 18: PivotTable Layout and Design (2 hours)

  • Format PivotTables, change layout options, and apply styles for effective presentation of data.

Day 19: Filtering and Sorting in PivotTables (2 hours)

  • Use slicers, filters, and sorting options in PivotTables for data analysis..

Day 20: Calculated Fields and Items (2 hours)

  • Add calculated fields and items to PivotTables for custom analysis.

Working with Charts & Graphs

Day 21: Introduction to Charts & Customizing (2 hours)

  • Creating charts, selecting data, and understanding chart types.
  • Charts: Formatting chart elements, adding titles, labels, and legends.

Day 22: Advance Charting Techniques & Interactive Charts (2 hours)

  • Using secondary axes, trendlines, and data labels.
  • Creating dynamic charts using form controls and dynamic ranges.
  • Review and Practice: Hands-on exercises to reinforce charting skills.

Working with Macros

Day 23 : Automation with Macros

  • Introduction to Excel macros.
  • Recording and editing macros.
  • Assigning macros to buttons and shortcuts.
  • Basic VBA programming concepts.

Excel Tips and Project Work

Day 24: Advanced Excel Tips and Tricks

  • Advanced data validation techniques.
  • Customizing Excel with personalized settings and templates.
  •  Collaboration features.
  •  Excel tips for efficiency and productivity.
  • Q&A session and course review.

 

Day 25: Project Work (2 hours)

  • Apply skills learned in real-world scenarios through project work.

This Course Include

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