KNOWLEDGE INFORMATION TECHNOLOGY

Introduction to the Book

This book, titled Advanced Excel, is written in Bangla, specifically tailored
for students, professionals, and data analysts in Bangladesh. It is
designed to help readers master Excel, starting from basic concepts to
advanced data analysis, reporting, and automation skills.
What You Will Learn from This Book:
• How to use Excel’s basic features to advanced tools.
• Solve complex problems using formulas and functions.
• Create charts and pivot tables for data visualization.
• Automate processes using VBA (Visual Basic for Applications).
• Practical applications of Microsoft Excel to simplify office tasks.
Who Can Read This Book?
• Beginners who are new to Excel.
• Those with basic Excel knowledge looking to learn advanced
features.
• Office employees, business owners, and entrepreneurs who want
to simplify data analysis and reporting.
• Individuals interested in freelancing or remote jobs involving Excel.
Message from the Author:
“There aren’t many comprehensive books on advanced Excel in Enlish.
To meet the needs of readers, this book has been written in simple
language with practical examples. I hope it will help you enhance your
Excel skills.”

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Advance Microsoft Excel Topics

1. Chapter – 01: Formulas and Functions
• Arry Formulas ------------------------------ Page No. 04
• IF Function ------------------------------------------ 04
• VLOOKUP and HLOOKUP ------------------------ 04
• INDEX-MATCH ------------------------------------------ 05
• SUMIF ------------------------------------------------ 06
• COUNTIF ------------------------------------------------ 06
• LEFT, RIGHT, MID, and LEN ------------------------- 07
• CONCATENATE ------------------------------------ 07
• AND, OR, NOT ------------------------------------ 08

2. Chapter – 02 : Data Analysis Tools

• Short and Filter ------------------------------------ 09
▪ Shorting ------------------------------------------ 09
▪ Conditional Fromating ------------------------- 09
▪ What-if Analysis ------------------------------------ 11
▪ Goal Seek ------------------------------------------ 11
• PivotTables and PivotCharts ------------------------ 12
• Data Validation ------------------------------------ 16
• Data Consolidation ------------------------------------ 18
• Removing Duplicates ------------------------------ 19
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3. Chapter – 03 : Data Visualization

• Introduction to Data Visualization ------------------ 19
• Types of Charts in Excel ------------------------------- 19
▪ Column Chart ------------------------------------- 19
▪ Pie Chart ------------------------------------------ 20
▪ Line Chart ------------------------------------------ 21
▪ Scatter Plot ------------------------------------------ 22
• Slicers ------------------------------------------------ 22
• Sparklines ------------------------------------------ 23
• Interactive Dashboard ------------------------------- 24
• Creating an Interactive Dashboard ----------------- 25
• Tips for Effective Visualization ---------------------- 27

4. Automation and Macros

• Introduction to Automation ------------------------- 28
• Understanding Macros ------------------------------- 28
• Recording Macros ------------------------------------- 29
• Running and Managing Macros ------------------- 30
• Editing Macros with VBA ------------------------- 31

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Chapter 1: Formulas and Functions
1. ARRY Formulas
What is an Array Formula?
An array formula allows you to perform multiple calculations in one
formula. An array is a group of values, and with array formulas, you can
perform operations on each value in the array at once.

Example: =SUM(A1:A5 * B1:B5)

This multiplies each corresponding pair of values in A1:A5 and B1:B5,
and then adds the results.

2. IF Function
The IF function allows you to perform a test and return one value if
true, and another value if false.
Syntax: =IF(condition, value_if_true, value_if_false)
Example: =IF(A1 > 10, “Yes”, “No”)
If the value in A1 is greater than 10, it returns "Yes". Otherwise, it
returns "No".
Nested IF: =IF(A1 > 10, “High”, IF(A1 > 5, “Medium”, “Low”))

3. VLOOKUP and HLOOKUP

VLOOKUP (Vertical Lookup):

Used to search for a value in the first column of a range and return a value
in the same row from another column.
Syntax: =VlOOKUP(lookup_value, table_array, col_index_num,
[range_lookup])

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Example: A B
1 Product Price
2 Apple 50
3 Banana 30
4 Orange 40

Use: =VLOOKUP(“Apple”, A2:B4, 2, FALSE)

This will look for "Apple" in the first column of the range A2:B4 and return
the corresponding value from the second column.
HLOOKUP (Horizontal Lookup):
The HLOOKUP function works the same way as VLOOKUP, but it
searches for data in rows instead of columns.

4. INDEX-MATCH
INDEX and MATCH together are a more flexible alternative to VLOOKUP.
While VLOOKUP only works when the lookup column is on the left of the
return column, INDEX-MATCH can look up values anywhere in the table.

Syntax: =INDEX(return_range, MATCH(lookup_value, lookup_range, 0))

Example: A B
1 Product Price
2 Apple 50
3 Banana 30
4 Orange 40

Use: =INDEX(B2:B4, MATCH(“Apple”, A2:A4, 0))

This will look for "Apple" in A2:A4 and return the corresponding value
from B1:B10.

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5. SUMIF
SUMIF:
The SUMIF function adds up values based on a single condition.
Syntax: =SUMIF(range, criteria)
Example: A B
1 Product Quantity
2 Apple 10
3 Banana 5
4 Orange 12
5 Mango 20

Use: =SUMIF(A1:A5, “>10”)

This will sum the values in B1:B5 where the corresponding values
in A1:A5 are greater than 10.

6. COUNTIF
COUNIF:
The COUNTIF function counts the number of cells that meet a
specific condition.
Syntax: =COUNTIF(range, criteria)

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Example: A B
1 Name Sales
2 John 200
3 Alice 500
4 Bob 100
5 Charlie 400

Use: =COUNTIF(B2:B5, “>300”)

This will count the number of cells in B2:B5 that are greater
than 300.

7. LEFT, RIGHT, MID, and LEN

• LEFT: Extracts the leftmost characters from a text string.
• RIGHT: Extracts the rightmost characters from a text string.
• MID: Extracts characters from the middle of a text string.
• LEN: Returns the length of a test string.
Example: =LEFT(“Hello World”, 3)
This returns Hel.

8. CONCATENATE
• CONCATENATE: Joins multiple text strings into one.
Example: =CONCATENATE(“Hello”, “ ”, “World”)

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9. AND, OR, NOT
These functions allow you to perform logical test.
• AND: Check both conditions, if both conditions true it’s
return TRUE else return FALSE.
• OR: Check both conditions, if any condition true it’s return
TRUE else return FALSE.
• NOT: If condition not true then it’s return TRUE else FALSE.

Example:
A B C
1 Name Sales Experience
2 John 600 4
3 Alice 400 5

Use 1|AND : =AND(B2>500,C2>3)

This will return TRUE for John and FALSE for Alice.

Use 2|OR : =OR(B2>500,C2>3)

This will return TRUE for John and also TRUE for Alice.

Use 3|NOT : =AND(B2>500,C2>3)

This will return FALSE for John and TRUE for Alice.

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Chapter 02: Data Analysis Tools
(Techer will discuss about each and every topic in details.)

1. Short and Filter

Sorting and filtering don't directly involve formulas, but they are
preparation steps for data analysis using formulas. You can use sorting to
organize data for subsequent calculations.
❖ Shorting
Example:
You have a dataset of students with their scores:
A B
1 Name Score
2 Saddam 85
3 Nick 90
4 Shanto 40
5 Kamal 45

Sorting Formula:
Sorting doesn’t use a direct formula but helps prepare data for
analysis. After sorting by Score (descending):
Filter the table to show scores greater than 50 using the
following steps:
1. Go to Data > Filter.
2. Use the filter dropdown to select rows where Score > 50.

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❖ Conditional Formatting
Example: Highlight Scores Below 50
Objective: Highlight all scores below 50 in red.
Step-by-Step Process:
1. Select the Range:
o Highlight the cells in the Score column (e.g., B2:B5).
2. Go to Conditional Formatting:
o Navigate to the Excel ribbon: Home > Conditional Formatting
> New Rule.
3. Select a Rule Type:
o Choose "Use a formula to determine which cells to format".
4. Enter the Formula:
o Input the following formula: =B2<50
Explanation:
This checks if the value in cell B2 is less than 50. Excel will apply
formatting to all matching cells in the range.
5. Set the Format:
o Click Format and choose a red fill color from the Fill tab.
o Click OK.
6. Apply the Rule:
o Click OK in the Conditional Formatting dialog box.
Result:
Only Shanto (40) is highlighted in red because their score is below 50.

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❖ What-If Analysis
Example: Goal Seek
Goal Seek is an advanced tool in Excel that allows you to find the input
value needed to achieve a specific goal for a formula.
How Goal Seek Works
1. Identify a formula that depends on one variable.
2. Set a "goal" for the result of the formula.
3. Use Goal Seek to adjust the input value automatically to achieve
the desired goal.
Example: Sales Volume to Achieve Target Profit
A company wants to calculate the sales volume needed to achieve a
profit of $10,000.
Dataset
A B
1 Description Value
2 Selling Price per unit $50
3 Fixed Cost $2,000
4 Profit (Target) $10,000
5 Sales Volume (to determine) (to be found)

Profit Formula: =(Sales Volume * Selling Price) – Fixed Cost

1. Set Up the Formula: Enter the formula in cell B4: =B5*B1-B2
2. Open Goal Seek:
o Go to Data > What-If Analysis > Goal Seek.
3. Define Parameters:

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o Set Cell: Select the formula cell (B4).
o To Value: Enter the target value (10000).
o By Changing Cell: Select the input cell (B5).
4. Run Goal Seek:
o Click OK to calculate the result.

Result:
Cell Updated Value

B5 Sales Volume = 240 units

Explanation:
You need to sell 240 units at $50 each to achieve a $10,000 profit with a
fixed cost of $2,000.

2. PivotTables and PivotCharts

Pivot Table:

1. Summarizes large datasets efficiently.

2. Enables quick data analysis (e.g., totals, averages, counts).
3. Offers flexibility with grouping, filtering, and sorting data.
4. Provides dynamic interaction to change views without altering raw
data.

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Dataset: Sales Data

A B C D E F
Total
Order Units
1 Region Product Selesperson Sales
ID sold
($)
2 101 North Laptop Saddam 5 5000
3 102 South Tablet Shanto 3 1200
4 103 East Laptop Nick 7 7000
5 104 West Smartphone Kamal 10 5000
6 105 North Tablet Saddam 2 800

Objective:

1. Summarize total sales by Region.

2. Find the total Units Sold by each Salesperson.

Step-by-Step Process:

1. Select the Dataset:

o Highlight the table range (A1:F6).

2. Insert Pivot Table:

o Go to Insert > Pivot Table.

o In the dialog box:

▪ Select New Worksheet or Existing Worksheet.

▪ Click OK.

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3. Build the Pivot Table:

o Drag fields into the following areas:

▪ Rows: Drag Region to see sales by region.

▪ Values: Drag Total Sales ($) to calculate total sales.

Region Total Sales ($)
4. Result:
East 7000
North 5800
South 1200
West 5000

❖ Pivot Chart
A Pivot Chart is a graphical representation of data from a Pivot Table. It
allows for dynamic interaction and visualization of summarized data,
making it easier to identify trends and insights.

1. Visualizes data from a Pivot Table dynamically.

2. Updates automatically when the Pivot Table changes.
3. Offers flexible filtering and sorting for detailed analysis.
4. Supports various chart types (e.g., Column, Bar, Pie, Line).

Objective:
1. Create a Pivot Chart to show total sales by Region.
2. Use a Pie Chart to visualize sales distribution by Product.

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Step-by-Step Process
1. Create a Pivot Table:
1. Select the dataset.
2. Go to Insert > Pivot Table.
3. Place it in a new worksheet.
4. Add fields to the Pivot Table:
o Rows: Drag Region.

o Values: Drag Total Sales ($).

2. Insert a Pivot Chart:

1. Select the Pivot Table.
2. Go to Insert > Pivot Chart.
3. Choose a chart type:
o For this example, select Column Chart.

4. Click OK.

Result:
Total
8000
7000
6000
5000
4000 Total
3000
2000
1000
0
West South North East

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3. Data Validation
Scenario:
You want to restrict the entry to dates between January 1, 2023 and
December 31, 2023 for cell C1.

Steps:
1. Select the cell (e.g., C1).
2. Go to Data > Data Validation.
3. In the Settings tab, select Date from the Allow drop-down.
4. In the Data drop-down, select between.
5. Set the Start Date to 01/01/2023 and the End Date to 12/31/2023.
6. Click OK.

Result:
Now, only dates between January 1, 2023, and December 31, 2023, can
be entered into cell C1. Excel will display an error message if a date
outside of this range is entered.

Error Alert Messages

1. Input Message (Optional):
o You can provide a message that appears when the user selects

a cell. This can be useful to guide users on what type of data

to enter.
o Example: In the Input Message tab, you can enter "Enter a

product category from the list" for a list validation.

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2. Error Alert:
o You can customize the error message that appears when

invalid data is entered.

o Example: In the Error Alert tab, you can set a custom message

like "Please enter a value between 1 and 100" for a whole

number validation.

❖ Text-to-Columns and Flash Fill

Example:
Extract first and last names using Flash Fill or manual formulas
Enter full name in “A1” cell (Saddam Hossen)
For first name type the formula in “B1” cell:
=LEFT(A1,FIND(“ ”,A1)-1)

For last name type the formula in “C1” cell:

=RIGHT(A1, LEN(A1)-FIND(“ ”, A1)

5. Data Consolidation
Example: Combining Monthly Sales

A B C
1 Name Region Sales
2 January East 1500
3 January West 2000
4 February East 1800
5 February West 2200
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Steps:
1. Go to Data > Consolidate.
2. Use SUM to combine sales by region.

A B
1 Region Total
2 East 3300
3 West 4200

6. Remove Duplicates
This function used for removing duplicate data from the dataset.

Example: A B
1 Name Sales
2 Saddam 200
3 Shanto 300
4 Saddam 200

Steps:

• Select the range.

• Go to Data > Remove Duplicates.

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Chapter 03: Data Visualization

(Techer will discuss about each and every topic in details.)
1. Introduction to Data Visualization
Data visualization helps communicate information in an
understandable and impactful way. It is particularly useful
when working with large datasets.
Importance:
• Summarizes complex data.
• Highlights key trends and insights.
• Supports decision-making.
2. Types of Charts in Excel
Excel provides various chart types to represent different kinds
of data effectively.
2.1 Column Chart
• Use: Comparing values across categories (e.g., monthly
sales performance).

Month Sales
January 1000
February 1500

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• Example: Month Sales
Dataset: March 1200

Steps to Create:
1. Select the dataset.
2. Go to the Insert tab.
3. Choose Column Chart > Clustered Column.
The chart will display bars for each month’s sales.

2.2 Pie Chart

• Use: Showing proportions or percentages.
• Example:
Dataset: Market
Product
Share (%)
A 40
B 30
C 20
D 10
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Steps to Create:
1. Select the dataset.
2. Go to the Insert tab.
3. Choose Pie Chart.
The pie chart will represent the market share
distribution.

2.3 Line Chart

• Use: Showing trends over time.
• Example:
Dataset: Month Revenue
January 2000
February 1800
March 2200

Steps to Create:
1. Select the dataset.
2. Go to the Insert tab.
3. Choose Line Chart.

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2.4 Scatter Plot
• Use: Analyzing relationships between two variables.
• Example:
Dataset: Study Hours Test Score
2 50
4 60
6 80

Steps to Create:
1. Select the dataset.
2. Go to the Insert tab.
3. Choose Scatter Plot.
3. Slicers
Slicers are visual filters for PivotTables and PivotCharts. They
allow users to interactively filter data.

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Example: Region Sales Product
Dataset
North 5000 A
South 3000 B
East 4000 C
West 2000 A

Steps:
1. Create a PivotTable with Region as rows and Sales as
values.
2. Go to the Insert tab > Slicer.
3. Select a field (e.g., Product).
4. Use the slicer to filter PivotTable data by product.

4. Sparklines
Sparklines are mini-charts that fit in a single cell to show trends.

Month Sales
January 1000
February 1500

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Example: Month Sales
Dataset
March 1200

Steps:
1. Select a cell next to the data range.
2. Go to the Insert tab > Sparklines.
3. Choose a sparkline type (e.g., line, column, or win/loss).
4. Select the data range for the sparkline.
5. Interactive Dashboard
Features of an Interactive Dashboard
• Dynamic Filtering: Users can filter data interactively using
slicers or drop-down menus.
• Real-Time Updates: Dashboards can automatically update
when the underlying data changes.
• Multiple Data Views: Users can view data in various
formats, such as charts, tables, and summaries.
• Customizable: Dashboards can be tailored to meet specific
business needs.

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Components of an Interactive Dashboard
1. PivotTables: Summarize large datasets into a manageable
format.
2. PivotCharts: Visualize summarized data dynamically.
3. Slicers: Provide an easy way to filter data in PivotTables and
PivotCharts.
4. Form Controls: Include buttons, combo boxes, or drop-down
menus for added interactivity.
5. Conditional Formatting: Highlight important data points
directly on the dashboard.

Let’s create an Interactive Dashboard: Step-by-Step

Step 1: Prepare the Data
• Ensure your dataset is clean and structured.
• Use a table format for the dataset (e.g., Insert > Table) to ensure
dynamic referencing.
Example Dataset:

Region Product Month Sales

North A January 5000

South B February 3000

East C March 4000

West A April 2000

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Step 2: Create PivotTables
1. Insert PivotTables:
o Select the dataset.
o Go to Insert > PivotTable.
o Place it on a new worksheet.

2. Customize the PivotTable:

o Add Region to Rows.
o Add Sales to Values.
o Repeat for other analyses, such as monthly or product-
wise sales.
Step 3: Add PivotCharts
1. Select a PivotTable.
2. Go to Insert > Charts and choose an appropriate chart type
(e.g., column chart, line chart).
3. Repeat for additional PivotTables as needed.
Example:
• Create a bar chart for Region-wise Sales.
• Create a line chart for Monthly Sales.
Step 4: Add Slicers
1. Select a PivotTable.

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2. Go to Insert > Slicer.
3. Choose fields (e.g., Region, Product).
4. Position slicers on the dashboard and format them for clarity.
How Slicers Work:
• Clicking a slicer filters all linked PivotTables and PivotCharts
simultaneously.
Step 5: Add Interactivity with Form Controls
• Use drop-down menus or combo boxes for additional filtering.
• Example: Create a drop-down to switch between different metrics
(e.g., Sales, Profit).
1. Go to Developer > Insert > Form Controls.
2. Add a Combo Box or Drop-Down List.
3. Link it to a cell and use it to control formulas or PivotTable filters.
Step 6: Design the Dashboard
• Arrange PivotCharts, slicers, and form controls neatly.
• Add headings and labels for clarity.
• Use consistent colors and fonts to enhance readability.
6. Tips for Effective Visualization
• Choose the right chart for your data.
• Keep charts simple and avoid clutter.
• Use consistent colors for clarity.
• Add labels and legends for context.

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Chapter 04: Automation and Macros
(Techer will discuss about each and every topic in details.)
1. Introduction to Automation
Automation eliminates repetitive manual tasks by running
predefined steps with a single click or keystroke.
Why Automate?
• Saves time and effort.
• Reduces errors.
• Increases productivity.

2. Understanding Macros
A macro is a series of actions recorded in Excel to perform tasks
automatically. These actions can include formatting cells,
copying and pasting data, and creating formulas.
Key Components:
• Recording Macros: Capture tasks without writing code.
• Running Macros: Execute recorded actions.
• VBA Editor: Customize and create advanced macros using
VBA.
3. Recording Macros
Recording macros is a beginner-friendly way to automate tasks.

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Steps to Record a Macro:
1. Enable the Developer Tab:
o Go to File > Options > Customize Ribbon and check
Developer.
2. Start Recording:
o Go to the Developer Tab and click Record Macro.
o Provide a name, shortcut key (optional), and storage location
(This Workbook or Personal Macro Workbook).
3. Perform Actions:
o Complete the tasks you want to automate (e.g., formatting
cells or creating formulas).
4. Stop Recording:
o Click Stop Recording on the Developer tab.

Example: Formatting a Sales Report

Task: Apply bold formatting, change font color, and add borders to a
sales table.
Dataset:

Product Sales Profit

A 5000 1500
B 3000 800
C 4000 1200

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Steps:
1. Start recording the macro.
2. Select the table and apply bold formatting.
3. Change font color to blue.
4. Add borders to the table.
5. Stop recording the macro.

4. Running and Managing Macros

Once a macro is recorded, you can run it to perform the task
instantly.
Steps to Run a Macro:
1. Go to Developer > Macros.
2. Select the macro name and click Run.
3. Use the assigned shortcut key (if applicable).

5. Editing Macros with VBA

Advanced users can edit macros using VBA (Visual Basic for
Applications).
Accessing the VBA Editor:
1. Go to Developer > Visual Basic.

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2. Locate the macro under Modules in the workbook’s
project tree.

Example: Editing a Macro to Add a Message Box

Sub FormatTable()
MsgBox "Formatting the Sales Report"
Range("A1:C4").Font.Bold = True
Range("A1:C4").Borders.LineStyle = xlContinuous
End Sub

<RESEARCH YOUR SELF BY GETTING HELP FROM ONLINE>

The End

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