Course Outline
Introduction to Excel
- Overview of Excel and its interface
- Understanding rows, columns, and cells
- Navigation and basic shortcuts
Basic Data Entry and Editing
- Entering data in cells
- Selecting, copying, pasting, and formatting cells
- Basic text formatting (font, size, color, etc.)
- Understanding data types (text, numbers, dates)
Simple Calculations and Formulas
- Basic arithmetic operations (addition, subtraction, multiplication, division)
- Introduction to formulas (e.g., SUM, AVERAGE)
- AutoSum feature
- Absolute vs. relative cell references
Working with Worksheets and Workbooks
- Creating, saving, and opening workbooks
- Managing multiple worksheets (rename, delete, insert, move)
- Basic print settings (page layout, print area)
Basic Data Formatting
- Formatting cells (number, date, currency)
- Adjusting rows and columns (width, height, hide/unhide)
- Cell borders and shading
Introduction to Charts and Graphs
- Creating simple charts (bar, line, pie)
- Formatting and editing charts
Basic Data Sorting and Filtering
- Sorting data by text, numbers, or dates
- Simple data filters
Advanced Formulas and Functions
- Using logical functions (IF, AND, OR)
- Text functions (LEFT, RIGHT, MID, LEN, CONCATENATE)
- Lookup functions (VLOOKUP, HLOOKUP)
- Math & statistical functions (MIN, MAX, COUNT, COUNTA, AVERAGEIF)
Working with Tables and Ranges
- Creating and managing tables
- Sorting and filtering data in tables
- Structured references in tables
Conditional Formatting
- Applying rules for conditional formatting
- Customizing conditional formats (data bars, color scales, icon sets)
Data Validation
- Setting data entry rules (e.g., drop-down lists, number limits)
- Error messages for invalid data entries
Data Visualization with Charts and Graphs
- Advanced chart formatting and customization
- Creating combination charts (e.g., bar and line in one chart)
- Adding trendlines and secondary axes
Pivot Tables and Pivot Charts
- Creating pivot tables for data analysis
- Using pivot charts for visual representation
- Grouping and filtering in pivot tables
- Slicers and timelines for better data interaction
Data Protection
- Locking cells and worksheets
- Password-protecting workbooks
Basic Macros
- Introduction to recording simple macros
- Running and editing macros
Advanced Formulas and Functions
- Nested IF statements
- Advanced lookup functions (INDEX, MATCH, XLOOKUP)
- Array formulas and functions (SUMPRODUCT, TRANSPOSE)
Advanced Pivot Tables
- Calculated fields and items in pivot tables
- Creating and managing pivot table relationships
- Using slicers and timelines in depth
Advanced Data Analysis Tools
- Data consolidation
- What-If analysis (Goal Seek, Scenario Manager)
- Solver add-in for optimization problems
Power Query
- Introduction to Power Query for data import and transformation
- Connecting to external data sources (e.g., databases, web)
- Data cleaning and transformation in Power Query
Power Pivot
- Creating data models and relationships
- Calculated columns and measures using DAX (Data Analysis Expressions)
- Advanced pivot tables with Power Pivot
Advanced Charting Techniques
- Creating dynamic charts with formulas and data ranges
- Customizing charts with VBA
Automation with Macros and VBA
- Introduction to Visual Basic for Applications (VBA)
- Writing custom macros to automate repetitive tasks
- Creating user-defined functions (UDFs)
- Debugging and error handling in VBA
Collaboration and Sharing
- Sharing workbooks with others (co-authoring)
- Tracking changes and version control
- Using Excel with OneDrive and SharePoint for collaboration
Summary and Next Steps
Requirements
- Basic computer knowledge
- Familiarity with Excel basics
Audience
- Data analysts
Testimonials (5)
I was recently struggling with some pivot table issues and the course gave me the knowledge to work with pivot tables quicker, smarter and more efficiently.
Arina Moayed-Dzenisa - Universal-Investment-Gesellschaft mbH Branch Poland Sp. z o. o.
Course - Microsoft Office Excel - poziom średnio zaawansowany
examples and looking for solutions
Monika Leśniewska - Takenaka Europe GmbH Sp. z o.o. Oddział w Polsce
Course - Excel Data Analysis
The tips for many of the functions that the trainer presented, which we can easily remember and implement in our future work
Emilija Stoilova - EPFL HBP PCO
Course - Analysing Financial Data in Excel
The level of Excel knowledge was great followed by the high volume of material covered.
Humphrey Martino - Kneipp Corporation of America
Course - Excel in One Day
The guy was really helpful and knowledgeable and i really learned a lot in two days.