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Advance Microsoft Excel

Transform raw information into strategic insights using dynamic dashboards and sophisticated modeling tools.

Duration

2 Days

Language

English

Delivery Mode

Online/Hybrid/Face-to-Face

Course Overview

Welcome to the Advanced Microsoft Excel course: Unlocking the Power of Data Analysis. Excel is a powerful tool for data manipulation, analysis, and visualization. This course is designed to take your Excel skills to the next level, equipping you with advanced techniques and features to effectively analyze and present data. From complex formulas and functions to data modeling and automation, you will learn how to harness the full potential of Excel for data-driven decision making.

Learning Objectives

  • Construct complex formulas using logical, lookup, and financial functions to solve intricate business problems.
  • Design interactive dashboards and 3D geographical visualizations to communicate data trends effectively.
  • Utilize Power Query and Power Pivot to clean, transform, and model data from multiple external sources.
  • Automate repetitive manual tasks by recording and editing VBA macros to increase daily productivity.
  • Perform “What-If” analysis and use Solver to facilitate strategic decision-making and optimization.
  • Implement advanced data validation and protection techniques to ensure workbook integrity and collaborative security.

Course Outline

Modules

  • Module 1: Excel Data Analysis Fundamentals

    • Review of Excel basics and key functions
    • Understanding data types and data validation
    • Sorting, filtering, and advanced data manipulation techniques
    • Importing and exporting data from external sources

  • Module 2: Advanced Formulas and Functions

    • Working with logical functions (IF, AND, OR)
    • Utilizing lookup functions (VLOOKUP, HLOOKUP, INDEX-MATCH)
    • Mastering text and string manipulation functions
    • Performing advanced calculations with statistical and financial functions

  • Module 3: Data Visualization and PivotTables

    • Creating dynamic and interactive dashboards
    • Utilizing conditional formatting for data visualization
    • Introduction to PivotTables and PivotCharts
    • Analyzing and summarizing data with PivotTables

  • Module 4: Advanced Data Analysis Techniques

    • Performing advanced data analysis using advanced filters
    • Implementing data validation and what-if analysis
    • Using scenario manager and goal seek for decision-making
    • Exploring advanced data analysis tools (Solver, Data Tables)

  • Module 5: Data Modeling and Analysis with Power Query

    • Introduction to Power Query for data transformation
    • Combining and cleaning data from multiple sources
    • Data modeling techniques with Power Pivot
    • Creating relationships and measures for data analysis

  • Module 6: Automation with Macros and VBA

    • Introduction to Excel macros and Visual Basic for Applications (VBA)
    • Recording and editing macros for automation
    • Creating custom functions and user-defined macros
    • Automating repetitive tasks and creating interactive Excel applications

  • Module 7: Advanced Data Visualization with Power View and Power Map

    • Introduction to Power View for interactive data visualization
    • Creating interactive reports and dashboards with Power View
    • Visualizing geographical data with Power Map
    • Exploring 3D visualization techniques with Power Map

  • Module 8: Excel Integration and Collaboration

    • Collaborating on workbooks with multiple users
    • Sharing and protecting workbooks and worksheets
    • Using Excel in conjunction with other Office applications
    • Importing and exporting data with other tools (e.g., SQL Server, SharePoint)

  • Module 9: Excel Tips, Tricks, and Productivity Hacks

    • Advanced formatting techniques and customization options
    • Time-saving tips and keyboard shortcuts
    • Advanced charting and graphing techniques
    • Excel add-ins and resources for further learning

Certification

OrientMCT Certified

Who Should Attend

Financial Analysts

Data Coordinators

Operations Managers

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