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
 28 Hours

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