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Advanced_Excel_Roadmap

The Advanced Excel Learning Roadmap outlines six stages for mastering Excel, starting from core functions and formulas to advanced topics like Power Query and VBA. Each stage includes specific goals, key topics, practical exercises, and valuable resources for learning. The roadmap is designed to help users progressively enhance their Excel skills for data analysis and reporting.

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Qudus Lawal
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15 views3 pages

Advanced_Excel_Roadmap

The Advanced Excel Learning Roadmap outlines six stages for mastering Excel, starting from core functions and formulas to advanced topics like Power Query and VBA. Each stage includes specific goals, key topics, practical exercises, and valuable resources for learning. The roadmap is designed to help users progressively enhance their Excel skills for data analysis and reporting.

Uploaded by

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

Stage 1: Core Functions & Formulas


Goals: Master logical, lookup, and text functions. Learn nested formulas and dynamic arrays.
Topics:
- IF, IFS, AND, OR, IFERROR
- VLOOKUP, HLOOKUP, INDEX, MATCH, XLOOKUP
- TEXT, LEFT, RIGHT, MID, CONCAT, TEXTJOIN
- FILTER, SORT, UNIQUE, SEQUENCE
Exercises:
- Create a student grade sheet using nested IF
- Build a product lookup tool with INDEX + MATCH
- Filter and sort customer data dynamically
Resources:
- ExcelJet: https://exceljet.net/
- Leila Gharani YouTube: https://www.youtube.com/channel/UCJtUOos_MwJa_Ewii-R3cJA
- Microsoft Functions List: https://support.microsoft.com/en-us/excel

Stage 2: Data Cleaning & Validation


Goals: Automate cleaning repetitive data. Set rules and constraints on input.
Topics:
- Remove duplicates, Flash Fill
- Text to Columns
- Data Validation (lists, custom formulas)
- Named ranges
Exercises:
- Clean a list of emails and extract domains
- Validate input for form fields (e.g., phone numbers)
Resources:
- ExcelIsFun Channel: https://www.youtube.com/user/ExcelIsFun
- Chandoo.org Data Cleaning: https://chandoo.org/wp/excel-data-cleaning/

Stage 3: PivotTables & Charts


Goals: Summarize data interactively. Create dynamic charts.
Topics:
- Create PivotTables and PivotCharts
- Use slicers, timelines, filters
- Combine charts, use secondary axes
Exercises:
- Create a sales dashboard with slicers
- Track monthly expenses with a PivotChart
Resources:
- MyExcelOnline PivotTable Course: https://www.myexcelonline.com/free-pivot-table-webinar/
- Microsoft Support - PivotTables: https://support.microsoft.com/en-us/excel

Stage 4: Power Query & Power Pivot


Goals: Automate ETL processes. Perform data modeling and advanced calculations.
Topics:
- Import and transform data using Power Query
- Merge and append tables
- Build data models with relationships
- DAX formulas
Exercises:
- Combine multiple CSVs into one cleaned table
- Create a data model linking orders, customers, and products
Resources:
- Leila Gharani Power Query Playlist:
https://www.youtube.com/playlist?list=PLmHVyfmcRKyyuGHhM-QugOzJY4V1NldGZ
- Radacad DAX & Power Pivot Tutorials: https://radacad.com/blog

Stage 5: Dashboards & Interactivity


Goals: Create professional dashboards. Use dynamic named ranges and controls.
Topics:
- Interactive charts, dynamic ranges
- Form controls (dropdowns, checkboxes)
- Camera tool, conditional formatting
Exercises:
- Build a financial KPI dashboard
- Create a project status tracker with visual cues
Resources:
- Excel Campus Dashboard Series:
https://www.excelcampus.com/charts/create-interactive-dashboard/
- Chandoo Dashboard Examples: https://chandoo.org/wp/excel-dashboards/
Stage 6 (Optional): Macros & VBA
Goals: Automate tasks with recorded or written code.
Topics:
- Record and run macros
- Write basic VBA procedures
- Automate form submissions or reports
Exercises:
- Create a macro to clean and format raw data
- Automate sending Excel reports
Resources:
- Wise Owl VBA Playlist:
https://www.youtube.com/playlist?list=PLNIs-AWhQzcmPg_uV2BZi_KRG4LKs6cRs
- Automate Excel VBA Tutorials: https://www.automateexcel.com/vba/

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