Basic to Advanced Excel Session 6

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MS Excel

Basic to Advanced - 6
- by Nikhil
Meet the trainer

Nikhil Rachur
Trainer
Advanced Functions and Features
in Excel

Overview of advanced tools for


efficient data handling
• Master advanced lookup techniques
• Understand and apply array formulas
• Explore advanced filtering options
• Get started with Power Query for data manipulation
Introduction to PivotTables
INDEX Function:
• Purpose: Returns the value at a specific row and column in a defined range.
• Syntax breakdown: =INDEX(array, row_num, [col_num])
• Examples: Basic INDEX formula, and how to select values from a table.

MATCH Function:
• Purpose: Returns the position of a specific value within a range.
• Syntax breakdown: =MATCH(lookup_value, lookup_array, [match_type])
• Examples: Show a simple MATCH formula to find a value in a list.

Combining INDEX and MATCH:


• Show how to use MATCH to dynamically locate row/column references for INDEX.
• Example: Use a practical example with real-world data, like finding a product price based on a product ID.
Introduction to Array
• What Are Array Formulas?
Formulas
• Definition: Formulas that process multiple values at once, returning multiple values or a single result.
• Use cases: Performing complex calculations across ranges (e.g., summing only certain cells based on criteria).

• Basic Array Formula Syntax:


• Enter with Ctrl + Shift + Enter (if applicable).

• Examples of Array Formulas:


• Example 1: Sum of multiple criteria (e.g., total sales for specific products).
• Example 2: Using array formulas to identify unique values.

• Dynamic Arrays (Office 365):


• Briefly introduce new dynamic arrays for Office 365 users (e.g., UNIQUE, FILTER).
Using Advanced Filtering
Techniques
Advanced Filter Overview:
• Explain the benefits of advanced filtering for large data sets (vs. simple filters).
• Describe the option to filter data in-place or to copy filtered data to a new location.
Setting Up Advanced Filters:
• Define criteria ranges and demonstrate how to set up criteria for specific data ranges.
• Examples:
• Filter by multiple criteria (e.g., all sales over $500 in a specific region).
• Show how to use OR conditions in filters.
Tips and Best Practices:
• Emphasize using clearly labeled criteria ranges and organizing data to simplify advanced
filtering.
Introduction to Power
Query Basics
What is Power Query?
• Overview: A powerful tool in Excel for data connection, transformation, and automation.
• Benefits: Simplifies complex data manipulation tasks (cleaning, merging, reshaping).

Getting Started with Power Query:


• How to access Power Query (Data > Get & Transform).
• Steps to load data from different sources (e.g., Excel tables, databases, web).

Basic Power Query Operations:


• Example 1: Remove duplicates.
• Example 2: Split columns (e.g., splitting names into first and last).
• Example 3: Merge tables.

Quick Demo:
• Walk through a short demonstration of a basic transformation task (e.g., loading a dataset,
removing null values, and sorting data).
Practise exercise
• Exercise 1: Use INDEX and MATCH to look up values based on user-specified criteria.
• Exercise 2: Create an array formula to sum data based on multiple conditions.
• Exercise 3: Use an advanced filter to extract a subset of data based on complex criteria.
• Exercise 4: Import and clean data with Power Query (removing duplicates, renaming
columns).
Summary & Key
Takeaways

Recap of Key Points:


• Advanced lookup with INDEX and MATCH for flexible data searches.
• Array formulas for handling multiple calculations in one formula.
• Advanced filtering for enhanced data analysis and reporting.
• Power Query for efficient data manipulation and preparation.
Thank
you

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