Microsoft Excel – Advanced Level

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Microsoft Excel is a powerful tool for data analysis, automation, and business intelligence. This Advanced Level Excel course is designed to help professionals master complex formulas, automate tasks, analyze large datasets, and create insightful dashboards. The course provides hands-on training in advanced functions, pivot tables, VBA programming, and Power Query, enabling participants to enhance productivity and make data-driven decisions.

Microsoft Excel – Advanced Level objectives

By the end of this course, participants will:

•  Master advanced Excel functions for data analysis and automation.
•  Use Pivot Tables & Pivot Charts to summarize and visualize data effectively.
•  Learn Power Query & Power Pivot for handling large datasets efficiently.
•  Automate repetitive tasks with Macros and VBA programming.
•  Create interactive dashboards using dynamic charts and slicers.
•  Apply data validation and conditional formatting to improve data integrity.
•  Understand financial modeling and forecasting techniques.
•  Learn advanced troubleshooting and error handling in Excel.

Who Should Attend

This course is ideal for:

• Business Analysts & Data Professionals.
• Finance & Accounting Professionals.
• Project Managers & Consultants.
• Administrative & Office Managers.
• Marketing & Sales Analysts.
• Anyone looking to enhance their Excel proficiency.

Course Outline

Day 1: Advanced Functions & Formulas

• Nested IF, IFS, and SWITCH functions.
• LOOKUP functions: VLOOKUP, HLOOKUP, XLOOKUP, and INDEX-MATCH.
• Text functions: LEFT, RIGHT, MID, LEN, TRIM, CONCATENATE, TEXTJOIN.
• Date & Time functions: DATEDIF, NETWORKDAYS, EOMONTH.
• Logical and error handling functions: IFERROR, ISERROR, ISNA, IFNA.
• Hands-on Exercises: Real-world formula applications.

Day 2: Data Analysis with Pivot Tables & Charts

• Creating and customizing Pivot Tables.
• Grouping, filtering, and sorting data dynamically.
• Calculated Fields & Calculated Items in Pivot Tables.
• Creating Pivot Charts and Slicers for interactive dashboards.
• Using GETPIVOTDATA for advanced reporting.
• Hands-on Practice: Generating interactive reports.

Day 3: Power Query & Power Pivot for Data Modeling

• Introduction to Power Query: Data cleaning & transformation.
• Merging & Appending multiple datasets.
• Creating relationships between tables in Power Pivot.
• Building Data Models & DAX (Data Analysis Expressions) formulas.
• Using KPIs & Measures for business intelligence.
• Hands-on Exercise: Building a data model with Power Pivot.

Day 4: Advanced Charting & Data Visualization

• Dynamic Charts using OFFSET & Named Ranges.
• Waterfall, Funnel, and Gantt Charts in Excel.
• Conditional Formatting with formulas for insightful visuals.
• Sparkline’s & Heat Maps for quick trend analysis.
• Building an interactive Excel Dashboard with slicers.
• Workshop: Creating a real-world business dashboard.

Day 5: Macros & VBA Programming for Automation

• Introduction to VBA: Writing your first Macro.
• Recording & Editing Macros for automation.
• Understanding VBA Variables, Loops & Conditional Statements.
• Creating User Forms & Buttons for interactive applications.
• Error handling & Debugging techniques in VBA.
• Hands-on Project: Automating repetitive Excel tasks.

Day 6: Data Validation, Protection & Security

• Using Data Validation for dropdowns & error-proofing.
• Protecting Sheets, Workbooks, and formulas from tampering.
• Setting up User Permissions & Restricted Editing.
• Encrypting Workbooks for data security.
• Hands-on Exercise: Implementing data protection strategies.

Day 7: Advanced Financial & Statistical Functions

• Financial functions: NPV, IRR, PMT, FV, XIRR, XNPV.
• Statistical functions: RANK, QUARTILE, PERCENTILE, STDEV.
• What-If Analysis: Goal Seek, Scenario Manager, and Data Tables.
• Solver Add-in for optimization problems.
• Hands-on Project: Financial forecasting model.

Day 8: Excel Integration with Other Tools

• Linking Excel with PowerPoint & Word.
• Exporting data to PDFs & CSVs efficiently.
• Connecting Excel with Power BI for advanced visualization.
• Excel and Outlook integration for automation.
• Workshop: Creating an integrated reporting system.

Day 9: Advanced Troubleshooting & Performance Optimization

• Handling large datasets efficiently without crashing Excel.
• Fixing formula errors & debugging complex functions.
• Using Named Ranges & Tables for better organization.
• Optimizing workbook performance using best practices.
• Workshop: Resolving real-world Excel errors & performance issues.

Day 10: Final Project, Certification & Course Wrap-Up

• Capstone Project: Creating an Automated Reporting System.
• Final Assessment & Expert Feedback.
• Certification Ceremony.
• Q&A and Course Wrap-Up.