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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
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 guy was really helpful and knowledgeable and i really learned a lot in two days.
Francesca Maggiolo - Bettzeit GmbH
Course - Excel Basics
There was a good amount of information for the time of training. Also the trainer was very engaged with the group, especially when people were having troubles or asking questions. It was very nice of him to offer help in case of future ideas.
