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Advanced Excel Notes

The document provides advanced Excel techniques including formulas, functions, data tools, and automation methods. Key topics include logical and lookup functions, pivot tables, advanced charting, array functions, what-if analysis, Power Query, Power Pivot, and macros. Additionally, it lists useful keyboard shortcuts for efficient Excel usage.

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valorantnitin956
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3 views3 pages

Advanced Excel Notes

The document provides advanced Excel techniques including formulas, functions, data tools, and automation methods. Key topics include logical and lookup functions, pivot tables, advanced charting, array functions, what-if analysis, Power Query, Power Pivot, and macros. Additionally, it lists useful keyboard shortcuts for efficient Excel usage.

Uploaded by

valorantnitin956
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 Notes

1. Advanced Formulas & Functions


Logical Functions:
- IF(): =IF(A1>100, "High", "Low")
- IFS(): =IFS(A1>100, "High", A1>50, "Medium", TRUE, "Low")
- AND(), OR(), NOT()

Lookup Functions:
- VLOOKUP(): =VLOOKUP(1001, A2:C10, 2, FALSE)
- HLOOKUP(): =HLOOKUP("Price", A1:D3, 2, FALSE)
- INDEX() + MATCH(): =INDEX(B2:B10, MATCH("ProductX", A2:A10, 0))
- XLOOKUP(): =XLOOKUP("Apple", A2:A10, B2:B10, "Not Found")

Text Functions:
- LEFT(), RIGHT(), MID(), LEN(), TRIM(), TEXT(), CONCAT(), TEXTJOIN(), SUBSTITUTE()

Date & Time:


- TODAY(), NOW(), NETWORKDAYS(), WORKDAY()
- Example: =NETWORKDAYS(A1, A2)

2. Data Tools & Automation


Data Validation:
- Create dropdowns or restrict data entry

Conditional Formatting:
- Highlight duplicates
- Use formulas e.g. =A1>AVERAGE($A$1:$A$10)

Named Ranges:
- Assign a name to a range and use it in formulas: =SUM(Sales)
3. Pivot Tables & Charts
- Summarize large data with drag and drop fields
- Use slicers, grouping, calculated fields
- Create dynamic dashboards

4. Advanced Charting
- Combo charts, Sparklines, Waterfall charts
- Use secondary axis, custom labels, and conditional coloring

5. Array & Dynamic Array Functions


- TRANSPOSE(), SEQUENCE(), SORT(), FILTER(), UNIQUE()
- Example: =FILTER(A2:B10, B2:B10>50000)

6. What-If Analysis & Scenario Tools


- Goal Seek: Set target by changing input
- Scenario Manager: Save different inputs
- Data Tables: For sensitivity analysis

7. Power Query
- Import/Clean/Merge data from multiple sources
- Automate data transformations

8. Power Pivot & Data Modeling


- Create data models and relationships
- DAX examples: CALCULATE(), RELATED()

9. Macros & VBA


- Record Macros for automation
- Basic VBA Example:
Sub HelloWorld()
MsgBox "Hello, Excel!"
End Sub

10. Keyboard Shortcuts


| Task | Shortcut |
|------|----------|
| AutoSum | Alt + = |
| Insert Row | Ctrl + Shift + "+" |
| Delete Row | Ctrl + - |
| Filter | Ctrl + Shift + L |
| Create Table | Ctrl + T |
| Format as Currency | Ctrl + Shift + $ |
| Select column/row | Ctrl + Space / Shift + Space |

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