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Advanced Excel Training Syllabus

This Advanced Microsoft Excel Course Syllabus is designed by Industry Experts. Our Advanced Excel Course Syllabus covers in-depth knowledge of pivot tables, audit and analyze worksheet data, VBA Macro, utilize data tools, collaborate with others, and create and manage macros with live Projects.

This advanced Excel course syllabus is designed for the intermediate Excel user who desires to learn more advanced skills. Learn the most advanced formulas, functions, charts and types of financial analysis to be an Excel power user.

Excel Course Syllabus — Accordion

Overview & Basics
  • An overview of the screen, navigation and basic spreadsheet concepts
  • Various selection techniques
  • Shortcut Keys

Custom UI & Options
  • Customizing the Ribbon
  • Using and Customizing AutoCorrect
  • Changing Excel’s Default Options

Functions & Referencing
  • Using Functions – SUM, AVERAGE, MAX, MIN, COUNT, COUNTA
  • Absolute, Mixed and Relative Referencing

Cell & Number Formats
  • Currency Format
  • Format Painter
  • Formatting Dates
  • Custom and Special Formats
  • Formatting Cells with Number formats, Font formats, Alignment, Borders, etc.
  • Basic conditional formatting

Common Conditional Math
  • SUMIF, SUMIFS
  • COUNTIF, COUNTIFS
  • AVERAGEIF, AVERAGEIFS
  • NESTED IF
  • IFERROR statement
  • AND, OR, NOT

Security Features
  • File Level Protection (password protect on open)
  • Workbook/Worksheet Protection (locking cells, protecting structure)

Text Manipulation
  • UPPER, LOWER, PROPER
  • LEFT, MID, RIGHT
  • TRIM, LEN, EXACT
  • CONCATENATE (and CONCAT/TEXTJOIN modern variants)
  • FIND, SUBSTITUTE

Date & Time Basics
  • TODAY, NOW
  • DAY, MONTH, YEAR
  • DATE, DATEIF, DATEADD (use via formulas / Power Query)
  • EOMONTH, WEEKDAY

Paste Special
  • Paste Formulas
  • Paste Formats
  • Paste Validations
  • Transpose Tables

Modern Features & Charts
  • New Charts – Tree map & Waterfall
  • Sunburst, Box and Whisker Charts
  • Combo Charts – Secondary Axis
  • Adding Slicers to Pivot & Tables
  • Power Map / 3-D Map, Power View
  • Forecast Sheet
  • Sparklines (Line, Column & Win/Loss)
  • New Controls in Pivot Table – Field, Items and Sets
  • Various Time Lines in Pivot Table
  • Auto complete a data range and list
  • Quick Analysis Tool
  • Smart Lookup and Office Add-ins (Store)

Sort & Filter
  • Filtering on Text, Numbers & Colors
  • Sorting Options
  • Advanced Filters on 15–20 different criteria(s)

Print Setup
  • Setting Up Print Area
  • Customizing Headers & Footers
  • Designing the structure of a template
  • Print Titles – Repeat Rows / Columns

What If Analysis
  • Goal Seek
  • Scenario Analysis
  • Data Tables (PMT Function examples)
  • Solver Tool
Logical Functions
  • IF function
  • How to fix errors — IFERROR
  • Nested IF
  • Complex IF with AND/OR
Data Validation
  • Number, Date & Time Validation
  • Text and List Validation
  • Custom validations based on formulas
  • Dynamic Dropdown List Creation using Data Validation — Dependent lists
Lookup Functions
  • VLOOKUP / HLOOKUP
  • INDEX and MATCH
  • Creating smooth UI using lookup
  • Nested VLOOKUP
  • Reverse Lookup using CHOOSE
  • Worksheet linking using INDIRECT
  • VLOOKUP with Helper Column
Pivot Tables
  • Creating Simple Pivot Tables
  • Basic & Advanced Value Field Settings
  • Classic Pivot Table
  • Choosing & Filtering Fields
  • Modifying PivotTable Data
  • Grouping (numbers / dates)
  • Calculated Field & Calculated Items
Array Functions
  • What are array formulas?
  • Examples using Ctrl+Shift+Enter (legacy arrays)
  • Arrays with IF, LEN, MID, and lookup functions
  • Advanced formula uses with arrays
Charts and Slicers
  • Various charts – Bar, Pie, Line
  • Using SLICERS to filter data
  • Managing primary and secondary axis
Excel Dashboard
  • Planning a dashboard
  • Adding tables and charts to dashboard
  • Adding dynamic content (linked ranges, named ranges)
VBA Macro
  • Introduction — What is VBA, what can you automate, recording macros
  • Procedures & Functions — Sub vs Function
  • Variables — types, using Const, Option Explicit
  • MsgBox & InputBox — customizing prompts and responses
  • If / Select — simple If, ElseIf, Select Case
  • Looping — For/Next, For Each, Do While/Until, exiting loops
  • Mail Functions — Outlook Namespace, automated emails (MAPI / Outlook object model)
  • Worksheet / Workbook Operations — copy, move, merge worksheets, merge multiple files into one sheet, split worksheets using filters

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