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Advanced Excel Training Course Outline

This 4-day, 16-hour advanced MS Excel training course covers a wide range of Excel topics including formulas and functions, formatting, dates and times, data handling, tables, charts, text functions, IF statements, lookup functions, conditional formatting, pivot tables, data validation, what-if analysis, auditing, worksheets, printing, security, and macros. The course is taught by Ahmad Iqbal, an ACCA and CMA certified trainer, and is split into daily sections covering different Excel skills and concepts.

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Ahmad Iqbal
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100% found this document useful (2 votes)
2K views4 pages

Advanced Excel Training Course Outline

This 4-day, 16-hour advanced MS Excel training course covers a wide range of Excel topics including formulas and functions, formatting, dates and times, data handling, tables, charts, text functions, IF statements, lookup functions, conditional formatting, pivot tables, data validation, what-if analysis, auditing, worksheets, printing, security, and macros. The course is taught by Ahmad Iqbal, an ACCA and CMA certified trainer, and is split into daily sections covering different Excel skills and concepts.

Uploaded by

Ahmad Iqbal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Advanced MS Excel

Training Outline

Course Duration: 16 Hours, 2 Days


Course Trainer: Ahmad Iqbal, ACCA, CMA

Learnings for Day 1

Introduction
o History & Introduction of Spreadsheets & Excel
o Benefits of Excel to Business

Basic Formula & Function


o Difference between a Formula & Function
o How to Write a Formula & Function?
o Core Excel Functions
o How to Nest Functions
o Relative, Absolute & Mixed Referencing
o Defining Names and Using them in Functions
o Working with Name Manager

Formatting Techniques
o Basic & Advanced Formatting Tools
o Using the Format Dialog to Maximum Use
o Basic Dates & Time Formatting
o Customized Number Formatting
o Appling Predefined Styles & Themes
o Inserting Pictures, Objects & Smart Art
o Formatting & Designing Tips for Pictures, Objects & Smart Art

Dates & Time


o The Science of Dates in Excel
o Dates Formatting in Detail
o Calculations for finding Due Date etc.
o Very Useful Date Functions
o Working of Time in Excel
o Time Formatting in Detail
o Useful Time Functions
Learnings for Day 2

Efficient Handling of Data


o Quick Data Selection Techniques Use of Ctrl & Shift Keys
o Quick Data Entry Techniques
o Use of Paste Special
o Using the Fill Handle
o Accelerating Copy Paste
o Managing a Large Quantity of Data
o Excel Advanced New Feature:
Flash Fill & Quick Analysis
o Advanced Sorting Techniques
o Advanced Filtering Techniques
o Advanced Use of Find & Replace

Working with Tables


o Performing Calculations with Tables
o Creating Dynamic Data Range with Tables
o Using Tables in Formulas & Functions
o Working with Table Tools
o Using Slicers in Tables

Charts & Graphs


o Creating a Chart in no time!
o Most Commonly used Charts
o Understanding & Using Chart Elements
o Working with Chart Design & Layout
o Learning to Use Chart Tools
o Creating a Dynamic Chart

Text Functions
o UPPER, LOWER, PROPER Function
o TRIM, REPT & CONCATENATE Function
o Using the Text to Column Feature

Learnings for Day 3

IF Function with AND & OR


o Performing a Simple IF Calculation
o Assessing more than one criteria with Nested IF Function
o Using the AND Function
o Nesting AND Function with IF Function
o Using the OR Function
o Nesting OR Function with IF Function
o Nesting AND & OR Function with IF Function

Lookup Functions
o VLOOKUP and HLOOKUP
o VLOOKUP Limitations
o Combining INDEX & MATCH Function for Complex Lookup Problems
o Learning SUMIF, AVERAGEIF, COUNTIF
o Learning SUMIFS, AVERAGEIFS & COUNTIFS Functions
o Learning OFFSET and CHOOSE Function

Conditional Formatting & Tables


o Highlighting Positive/Negative Values
o Highlighting Top/Bottom 10 Values
o Highlighting Dates, Specific Text and Duplicates
o Using Icon Sets, Data Bars & Color Scales
o Applying & Managing Specific Formatting Rules

Pivot Tables
o Analyzing Data with Pivot Tables
o Walking through Report Builder Layout
o Performing Calculations with Pivot Table Data
o Managing & Presenting Pivot Tables Data
o Working with Pivot Charts
o Excel Advanced New Feature: Slicers & Timeline

Learnings for Day 4

Data Validation
o Creating Drop Down List
o Regulating & Managing the Entry of Data
o Regulating Data Entry with Custom Validations
o Creating a Custom Input Message
o Creating a Custom Error Alert
o Finding Invalid Data in Validation Process
o Managing & Processing Invalid Data

What-IF Analysis
o Using the brilliant Goal-Seek Feature
o Use of Data Tables to Display Probable Results
o Using Scenario Manager to Summarize Results of Varying Scenarios
o A Sneak Peak of Excel Solver Model!

Auditing Spreadsheet
o Identifying the Source Cell
o Tracking Changes made to Data

Managing Worksheets
o Using the 3D Formula
o Creating a Hyperlink
o Managing Worksheets and Workbook

Printing
o Printing Layouts & Tools
o Working with Margins & Scaling

Security
o Protecting Workbook with Password
o Protecting Your Data with a Password
o Restricting Editing in Data

Macros
o What is a Macro?
o Automating Tasks with Macros
o Recording & Running/Executing a Macro
o Creating Buttons to Run a Macro

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