Learn Advanced Formulas and Data Analysis in Microsoft Excel

Name: Learn Advanced Formulas and Data Analysis in Microsoft Excel
Rating: 4.3 (49 reviews)

Microsoft Excel Intermediate to Advanced Level Tools

Created byAbraham Eninla

Last updated 7/2020

English

English [Auto],

What you'll learn

Working with SUM, COUNT, MAX and MIN Functions
Understand the POWER of SUMIF, SUMIFS, COUNTIF, COUNTIFS, VLOOKUP, INDEX & MATCH for Data and Financial Analysis
Understand the Power of Data Analysis using Microsoft Excel Master how to use PIVOT TABLE and PIVOT CHART to create Dynamic Reports and Charts
Working with Images (Pictures, Shapes, Screenshots and Smart Art objects) in Excel
Using SUB TOTAL tool for creating Subtotals Calculation for grouped Items
Working with Charts (Column, Pie, Bar, Line Chart and lot more. Editing Charts and working on Chart Designs
Understand how to handle Large Data, Manipulate, Summarized and Generate Reports
Understanding Project Evaluation Techniques using Financial Functions (PV, FV, NPV & IRR)
Creating Sensitivity Analysis using the What-If-Analysis Tools (Goal Seek, Data Table, Solver and Scenarios)
Working with Logical Functions (IF, AND & OR and NESTING the IF Functions)
Combining Periodic or Regional Report using Data Consolidation Tool
Validating and Ensuring data entry correctness using the Data Validation Tools and Rules
Creating a Simple Dashboard for Data Presentation
Creating Links to Worksheets and external files using the Hyperlink Tool
Working with Spark line Chart tool for In-Cell Data Analysis and Presentation
Introduction to Excel Macros and VBA Automation (Macros Recording, codes, User Form creation, VBA Controls and Objects)
Case Study: Creating Income & Balance Statements from Raw data & Consolidating yearly reports.
Working with Names and using names in Formulas
Working with ranges and creating Tables from range of data
Understanding data protection in Excel
Using the Collaboration tools (Comments & Workbook sharing)
Working with Financial Function - PMT, PPMT & IPMT
Working with DATE Functions (EOMONTH, TODAY, NOW, NETWORKDAYS, WORKDAY)
Working with DATABASE Functions (DSUM, DCOUNT, DMIN, DMAX & DAVERAGE)
Working with SORTING, FILTERING (AutoFilter, CustomFilter etc), and Conditional Formatting Tool.
Working with External Data (Learn how to input Text File and Data Table from Web into Excel)
Working with Excel In-built Data Entry Form
Performing Calculations and consolidating worksheets using 3D Formulas and Functions

Course content

12 sections • 45 lectures • 12h 44m total length

Introduction12:35
Explore intermediate to advanced Excel features to manage data, create tables and charts, and apply formulas, names, and ranges while learning data protection, collaboration, dashboards, and pivot tables.
A Quick Tour of the Course and Expectations - Intermediate6:33
Explore intermediate Microsoft Excel topics, from advanced formulas and financial functions to building dynamic charts, dashboards, and data analysis workflows.
Second Course Tour and Expectations - Advanced Level6:23
Explore advanced excel techniques for data analysis, dashboards, and financial modeling, including pivot tables and slicers, timelines, income statements, NPV/IRR, data validation, and VBA macros.

Working with Names in Excel (Cell and Range Names)12:46
Name cells and ranges in Excel using the name box, with names available across all worksheets, and edit or reuse them in formulas via the defined names group.
Working with Table in Excel (Create a Table of Data from Range)14:20
Create and convert data into Excel tables from the Insert or Home tab, then leverage automatic row calculations, name-based column references, and fixed headers to simplify data analysis.
How to Protect a Worksheet data & Workbook Structure13:38
Learn how to protect worksheets and workbook structure in Excel, set passwords, and selectively lock cells to manage data access and edits.
How to use the Excel Collaboration Tools (Comments & Workbook Sharing)15:09
Learn to enhance collaboration in Excel by using comments to annotate cell content and by sharing workbooks to allow simultaneous edits and track changes.
Module One Quiz Section

Working with Excel Charts - Column and Pie Chart16:57
Explore intermediate excel charts by creating column and pie charts and customizing colors, styles, and data series for analysis. Learn to format and arrange charts, multi-series, 3d, and donut options.
Working with Charts - Bar and Line Charts8:54
Explore creating and customizing bar and line charts in Excel to analyze budgets, regions, and sales trends, including adding data series, adjusting axes, colors, and 3D options.
Working with Charts - Scatter Chart and Histogram10:59
Explore how to visualize data with scatter charts and histograms in Excel, compare line charts for trends, highlight data points, and build effective charts using data ranges and frequency analysis.
Auditing values and Formulas using Trace Precedent and Dependent Commands9:59
Audit values and formulas in Excel by tracing precedents and dependents, displaying formulas, checking errors, and evaluating formula steps with the watch window for clear dependency insight.
Module Two Quiz Section

Creating Datasets calculations using the Subtotal Tools5:27
Learn to create subtotals by grouping products, apply the subtotal (sum) function to the amount column, and use the outline view to toggle grand totals and item details.
Working with Cell Referencing (with Practical example)6:34
Explore relative, absolute, and mixed cell references in Excel formulas, with practical examples showing how to lock references and apply them across rows and columns.
Understanding the Microsoft Excel Insert Function Tool20:02
Master advanced formulas in Excel by using the insert function tool, naming ranges with name manager, and nesting sum and count functions for complex calculations.
Practical Approach to SUM, MAX, MIN, AVERAGE, COUNT, LARGE & SMALL Functions19:54
Apply sum, max, min, average, count, large, and small functions to real score data in Excel to compute averages, highs, lows, and rankings.
Module Three Quiz Section

Working with the SUMIF, COUNTIF and AVERAGEIF Functions - Data Analysis Tools24:56
Learn to apply sumif, countif, and averageif to analyze data by criteria, specify sum ranges, use quoted criteria, and lock ranges with absolute references for reliable copying.
Understanding the VLOOKUP Function8:08
Master the vlookup function in Microsoft Excel to look up values in the first column of a table and return corresponding data from another column, using exact or approximate match.
Understanding VLOOKUP (further example), & INDEX and MATCH Functions19:54
Learn to use vlookup, index, and match to extract revenue data from named ranges and tables in Excel with exact matches. Explore xlookup as a modern alternative.
Understanding how to use the Excel Logical Functions (IF, AND & OR Functions)11:19
Learn to apply the excel if function and logical tests with and or to calculate bonuses based on performance relative to target and duration.
Microsoft Excel Function Class Quiz

Working with Financial Functions (PMT, PPMT & IPMT) - plus Amortization Schedule12:03
Explore how to use PMT, PPMT, and IPMT in Excel to build an amortization schedule, calculating monthly payments, principal, and interest on a loan.
Working with DATE Functions - for schedules and project management tasks18:03
Explore advanced Microsoft Excel date functions, including workdays, end of month, today and now, plus day, and nested if logic to compute leave allowances and tax-based calculations.
Understanding the Excel TEXT Functions28:16
Explore Excel text functions such as left, right, find, and length to extract, count, and concatenate text, build dynamic visuals, and prepare for database functions.
How to handle Database calculations and analysis using the DATABASE Functions12:41
Learn to use database functions in Excel to perform counts, maximum, minimum, and other analyses with criteria, and build criteria ranges with absolute references.
Microsoft Excel Financial, Date, Text and Database functions Quiz Section

How to Sort Data in Excel (Custom Sort & other Sort Criteria)12:52
Apply multi-level sorting in Excel, sorting groups by product then customer, and use left-to-right, color, column, and rule-based criteria for precise data organization.
How to Filter Dataset in Excel (Custom Filter, Advanced Filter & using Wildcards28:52
Master filtering datasets in Excel with auto filter, custom filter, advanced filter, and wildcards to extract, copy, and analyze data.
How to Create Conditional Formatting Rules in Excel29:21
Explore how to create and manage conditional formatting rules in Excel, using data bars, icon sets, color scales, and custom formats to highlight top values, duplicates, and outliers.
Working with Images (Pictures, Screenshots, SmartArt & Shapes)13:42
Learn to insert and manage images in Excel, including pictures, screenshots, and SmartArt. Create and customize illustrations, shapes, flowcharts, and organizational charts to visualize data and processes.
Module Six Quiz Section

Importing External data from Text file and Web data into Excel Worksheet14:29
Learn how to import external data from text files and web data into an Excel worksheet.
Working with Excel Data Entry Form - How to use Data Form to enter data8:23
Discover how to employ the data form in Excel for efficient data entry into worksheets, using a header, the quick access toolbar, and adding new records.
Learn how to use 3D Formulas and Functions in Excel9:05
Learn how to consolidate data across multiple worksheets in Excel using 3D formulas and the sum function, linking 2018 and 2019 data by product and quarter.
Module Seven Quiz section

Advanced Data Consolidation using SUMIFS, COUNTIFS & AVERAGEIFS (Case Study)28:49
Master advanced data consolidation in excel by applying sumifs, countifs, and averageifs to build income statements across 2017–2019, using account classifications and robust formula practices.
Combining Periodic or Divisional Reports using the Data Consolidation Tool12:20
Learn to consolidate four regional reports—the European division, African nation, Canadian division, and United States division—into a summary sheet using Excel's data consolidation tool, ensuring data consistency.
Creating Executive Summary Worksheets using PIVOT Table and Chart25:45
Create executive summary worksheets in Excel by building pivot tables and charts to summarize sales by product and country, with monthly or quarterly groupings for clear presentations.
Working with Slicer and Timeline Tools in Excel11:52
Learn to filter data in Excel with slicers and timelines linked to pivots and tables, then build dashboards and charts for date- and category-based analysis.
Module Eight Quiz Section - Data Consolidation and Analysis Tasks

Dashboard Creation (Introduction Level)21:08
Create an introduction level dashboard in Microsoft Excel by building pivot tables, charts, and timelines to summarize product and country data for insightful analysis.
Financial Analysis using PV and FV Functions10:55
Explore how to calculate present value and future value in Excel using PV and FV functions, including discounting, compounding, rate, periods, and payment timing.
Performing Project Evaluation using NPV and IRR Functions12:14
Apply discounted cash flow methods in Excel to compute net present value and internal rate of return, compare them to the cost of capital, and assess project profitability.
Using the Data Validation Tool to set Data entry Rules24:50
Learn to apply data validation in Excel to enforce data entry rules for staff data, including text length limits, list-based values, and date validations with helpful error messages.
Module Nine Quiz - Data Visualization, Analysis and Financial Analysis Test

Requirements

This Course was Created with Microsoft Excel 2016 version. However, participants with Versions 2010, 2013, 2016, 2019 and Office 365 can participate Conveniently.
A basic knowledge of Microsoft Excel is required as this course seek to upgrade learners from a beginner level to Advanced users.
Students more importantly needs the operational knowledge of a Computer System.

Description

The Microsoft Excel course exposes students to all available tools, commands, and Functions in the application. The training is carefully structured to take care of the learning needs of students, who are really yearning to know how to use Excel to carry out tasks in their workplaces. The course is also prepared to help regular users of the application, who want to upgrade their knowledge and upskill.

The Intermediate topics capture the most frequently used command for day to day tasks. The Advanced level is also to help students learn the most advanced formulas, functions, and Tools. The advanced Excel training course builds on the intermediate course and is designed specifically for spreadsheet users who are already proficient and looking to take their skills to an advanced level.

The advanced excel tutorial will help you start a career in the area of data and financial analysis especially in the following fields; investment banking, private equity, corporate development, and equity research. By watching the instructor build all the formulas and functions right on your screen, you can easily pause, replay, and repeat exercises until you have mastered them.

Who this course is for:

Accountants, Financial Analyst, Data Analyst, Human Resource Managers, Project Managers and Trainers
Any person who desires to know Microsoft Excel and use it for Day to Day office Task.
Regular Microsoft Excel users who seek an upgrade.

Learn Advanced Formulas and Data Analysis in Microsoft Excel

What you'll learn

Explore related topics

Course content

Introduction3 lectures • 26min

Module One - Microsoft Excel Intermediate Lectures4 lectures • 56min

Module Two - Microsoft Excel Charts & Formula Auditing Tools4 lectures • 47min

Module Three - How to use Excel Functions and References4 lectures • 52min

Module Four - Microsoft Excel Functions (Learning Various Functions)4 lectures • 1hr 4min

Module Five - Microsoft Excel Functions - Financials, Date, Text & Database4 lectures • 1hr 11min

Module Six - Working with Data Sorting, Filtering, Formating Data & using Images4 lectures • 1hr 25min

Module Seven - Working with External Data and using Data Entry Tool3 lectures • 32min

Module Eight - Advanced Excel Data Consolidation, Analysis & Summary task4 lectures • 1hr 19min

Module Nine - Data Visualization, Validation and Financial Analysis4 lectures • 1hr 9min

Requirements

Description

Who this course is for: