
Objectives of Training on Basic to Advanced Excel Course
BASIC MICROSOFT EXCEL OBJECTIVES
· The Basic Excel level introduces students to the Microsoft Excel application and how to use it to do normal day to day spreadsheet tasks in the office.
· To ensure that all participants are familiar with Data handling and storage using the Spreadsheet program.
· To expose participants to the power of using Excel functions and formula for Calculation, performing logical decisions, and data control.
· To enhance participants reporting ability with good knowledge in the use of charts for representing Data.
· To give participants a basic knowledge of how to use Ms-Excel to handle all office tasks that are in spreadsheet or table format, perform calculations on data, format the worksheet, plot charts, do simple data analysis, and many more.
. To work with Images, Charts, Shapes and Smart Arts objects.
. To work with Worksheets; rename, group, delete, colour, hide, lock and perform worksheet - Workbook structure protections.
. To work with the AutoFill Command to automatically fill cells with required values.
. To understand the Excel Keyboard shortcuts, Sort data, filter records, perform quick analysis on a dataset, and worksheet printing commands.
. To understand Microsoft Excel cell referencing and applications.
. To understand Formulas and Functions, use Maths, Statistical Functions in performing calculations on numbers.
. To understand the TEXT and DATE Functions in Excel and applications.
. To understand Excel Worksheet Formatting and Rules (Text, Number, Cell and Worksheet Formattings).
INTERMEDIATE AND ADVANCED MICROSOFT EXCEL OBJECTIVES
This course outline is designed to explore the more detailed features of Excel. It advances the user's knowledge of functions, demonstrates how to manage data with Excel, and explores how Excel is used to present data using tables and charts.
Intermediate to Advanced Excel Training Objectives
· The intention of this training is to further expand participants’ understanding of the working power of the Microsoft Excel application.
· It is also expected that at the end of the training participants will understand how to link, relate, and reference data within a workbook.
· Further understanding of how to graphically represent data without much complexity.
· Enhance participants’ understanding of the usefulness of financial functions for handling mortgage loans.
· Show participants how to sort, extract and filter large data for analysis purposes.
. To understand how to Protect Worksheets, Workbook protection and Excel File encryption.
. To understand how to work with a range of data and convert them into database Tables for extended data analysis.
. To understand the Microsoft Excel Database, Date, Statistical, Maths, Financial, Lookup and Reference Functions at Intermediate Level.
· To show participants how to create organograms, graphics, logos, and background images in excel.
. Participants would learn how to summarize large data using Pivot Table and Chart Tools, Sub Total, and the Filter Tool.
. Consolidate periodic, regional, or departmental reports, generate executive reports from a large set of data.
. Learn Excel Functions from Intermediate to Advanced Level (VLOOKUP, INDEX, MATCH, SUMIF, COUNTIF, SUM, COUNT, AVERAGE, IF, OR, AND, etc).
. To Learn Data Validation Rules, Conditional Formating Rules from Intermediate to Advanced Level.
. To Create links to other worksheets within a workbook.
. To Use the Sparkline Chart Tools within the Excel Cells.
. To Work with Sensitivity analysis using the What-if-Analysis tools (Goal Seek, Solver, Scenarios and Data input Tables).
. To Use the VLOOKUP, MATCH & INDEX Function for Practical Task (Balance Sheet Statement).
. To Use the Financial Functions (PV, FV, NPV & IRR for Project Evaluation Techniques)
. To Work with the SUMIFS, COUNTIFS and AVERAGEIF (Case Study - Income Statement)
. To do Simple Dashboard Creation using the Excel Worksheet.
After completing this course, participants will know how to:
• Start Microsoft Excel and identify the components of the Excel interface; open an Excel workbook; use the Help window; and navigate worksheets.
• Enter and edit text, values, and formulas; insert pictures; use AutoFill; save and update a workbook, and save a workbook as a PDF file.
• Move and copy data and formulas; use the Office Clipboard; work with relative and absolute references; and insert and delete ranges, rows, and columns.
• Use the SUM function, AutoSum, and the AVERAGE, MIN, MAX, COUNT, and COUNTA and other functions to perform calculations in a worksheet.
• Use SUMIF, COUNTIF, VLOOKUP, MATCH, INDEX, IF, OR, AND Functions and many others.
• Generate Executive Reports using the PIVOT TABLE, SUBTOTAL, DATA CONSOLIDATION, FILTER and SORT Tools
• Format cells, rows, and columns; merge cells; apply colour and borders; format numbers; create conditional formats; copy formatting; and apply table styles.
• Check spellings; find and replace text and data; preview and print a worksheet; set page orientation and margins; and create headers and footers.
• Create, format, modify, and print charts based on worksheet data; work with various chart elements; apply chart types and chart styles.
• Freeze panes and split a worksheet; hide and unhide data; set print titles and page breaks to optimize print output; manage multiple worksheets.
. Use the Sparkline Chart Tools within the Excel Cells.
. Work with Sensitivity analysis using the What-if-Analysis tools (Goal Seek, Solver, Scenarios and Data input Tables).
. Use the VLOOKUP, MATCH & INDEX Function for Practical Task (Balance Sheet Statement).
. Use the Financial Functions (PV, FV, NPV & IRR for Project Evaluation Techniques)
. Working with the SUMIFS, COUNTIFS and AVERAGEIF (Case Study - Income Statement)
. Simple Dashboard Creation using the Excel Worksheet.
Explore core Microsoft Excel concepts from the 2016 work environment, including freeze panes, templates, charts, formulas, functions, conditional formatting, and keyboard shortcuts for quick analysis.
Master intermediate Excel topics, from creating and formatting line and bar charts with multiple series to subtotals and data consolidation, plus text and financial functions and amortization schedules.
Explore pivot tables and slicers, dashboards, and data organization. Learn financial analysis with present value, npv, irr, discounted cash flow, and tools like data validation, hyperlinks, vlookup, index, and vba.
Explore the Microsoft Excel work environment, including the quick access toolbar, the ribbon with tabs and grouped commands, and the backstage view for file management and metadata.
Learn to save, save as, and open workbooks using Ctrl+S, Ctrl+O, the quick access toolbar, and backstage browse to name, locate, and update files.
Explore how to insert pictures, clip art, and online pictures, and use shapes and SmartArt to illustrate relationships and create organization charts in Excel.
Learn to manage Excel worksheets by inserting, deleting, renaming, hiding, copying, and moving sheets between workbooks, using templates and tab colors.
Group worksheets in Excel to apply the same data and commands across multiple sheets at once, using Shift-click to select and group sheets.
Learn to freeze panes in Excel to keep the top row or first column visible while you scroll, using the View tab options and header behavior.
Learn to link worksheets for calculations in Excel, using the sum function to consolidate values across multiple sheets into a single consolidated report.
Learn to use Excel's auto fill tools to generate sequences: type initial values, drag the fill handle, and apply series, growth, trend, or flash fill for dates, months, and days.
Master clipboard operations in Excel by learning copy, cut, paste, and the format painter, including keyboard shortcuts ctrl+c, ctrl+x, ctrl+v, and applying formats across cells.
Explore relative and absolute cell references in Excel and how copying formulas alters references. Learn to fix values with dollar signs to keep discounts constant when formulas fill across cells.
Learn essential Excel keyboard shortcuts to speed up tasks, including opening and saving workbooks, undoing and redoing actions, copy-paste, find and replace, and applying formatting like bold, italic, and underline.
Explore the quick analysis tool in Excel to rapidly analyze data with Ctrl+Q, preview options, and apply charts, tables, pivot tables, or conditional formatting for quick insights.
Explore sorting and filtering data in excel using the data tab, sort and filter group, and custom lists; learn to sort by products, dates, and amounts, and apply field filters.
Master printing in Excel with print preview, print areas, and page layout settings. Configure orientation, margins, headers, page numbers, scaling, and fit to page to print data across multiple pages.
Master basic Excel formulas by using arithmetic operators, parentheses to control the order of operations, exponentiation, and percentages, then apply logical operators to compare values and texts.
Learn to navigate the formulas tab in excel, access insert and auto functions, use look-up, text, logical functions, and formula auditing for accurate calculations.
Master the maths functions in Excel, such as round, round down, round up, absolute value, and sqrt, with practical decimal handling and negative number examples for financial analysis.
Create column, pie, bar, and line charts in Excel to represent data, compare categories, and show trends over time with simple, adjustable visuals.
Learn to convert ranges to text in Excel to preserve leading zeros and treat codes and phone numbers as text, using format cells to text and concatenation with the ampersand.
Apply cell formatting in Excel by using cell styles, colors, and font options from the home tab, and adjust columns, rows, and sheets with insert, delete, and shift.
Learn to format a range of data as a table by selecting it and applying a style from Home tab. Discover how tables support analysis, remove duplicates, and add slicers.
master alignments in Excel by merging cells, centering text, and adjusting top, middle, bottom, left, and right alignments; learn text rotation and auto column width for clean data presentation.
Learn to set margins, paper size (A4), and orientation (portrait or landscape) for printing in Excel, and apply headers and page numbers across all pages via the print setup.
Convert data to a table from the insert or home tab to enable automatic calculations across all rows, reference columns by name, and enjoy automatic expansion with scrolling headers.
Protect data in Excel by locking worksheets and protecting workbook structure, and shield selected cells with passwords, using the review tab to manage access.
Learn to collaborate in Excel by adding and managing cell comments, embedding images in comments, and sharing workbooks for multi-user editing with conflict handling and change tracking.
Learn to create and customize column, line, and pie charts in Excel, including single and multiple series, choose 3D and donut designs, and apply formatting options.
Learn to create bar charts (including 3d) for budgets and multiple data series, customize axes and colors, and switch to line charts with markers to show trends.
Explore creating and interpreting scatter and histogram charts in Excel, analyze data distribution and trends, set intervals and bins, and build simple dashboards.
Master auditing workbook formulas and values in Microsoft Excel by tracing precedents and dependents, displaying formulas with show formulas and watch windows, and evaluating formulas to troubleshoot errors.
Master the subtotal tool in Excel to group data by product, sum numeric amounts, and view grand totals with outline for each product.
Learn how to use relative, absolute, and mixed cell references in Excel formulas, and understand how copying formulas affects values, accuracy, and tax calculations with VAT examples.
Apply sumif, countif, and averageif to compute conditional sums, counts, and averages using criteria such as greater than a value and region data in Excel.
Explore how to use vlookup, match, and index (and xlookup in 365) to extract data from tables, with exact matches, absolute references, and unique identifiers.
Explore Excel's financial functions PMT, IPMT, and PPMT to calculate loan payments, interest, and principal across monthly and quarterly schedules with practical examples.
Learn to apply Excel date functions—DATE, EOMONTH, NETWORKDAYS, WORKDAY, TODAY and NOW—to calculate leave days, exclude weekends and public holidays, and determine end dates for projects and leaves.
Explore Excel text functions such as left, mid, right, and find to extract characters, locate positions (case sensitive), join results with ampersand, and build progress bars with repeat and length.
Explore excel database functions DSUM, DCOUNT, DMAX, DMIN, and DCOUNTA to calculate sums, counts, max values, and min values using criteria for a targeted dataset.
Explore multilevel sorting and custom sorting in Excel, including color-based and rule-driven sorts, and learn how to apply left-to-right sorting within a defined data range.
Learn how to filter data in Excel using AutoFilter, CustomFilter, and AdvancedFilter, including wildcards, operators, and date filters to extract and copy results for analysis.
Learn how to insert pictures, use shapes and SmartArt for visuals, and capture and insert screenshots to enrich your Excel workbooks.
Explore how to import external data into Excel from text files and web sources, using the Data tab’s Get External Data tools to parse CSV, delimiters, and tables.
Create and use the data form in Excel to simplify entering records, with headers and quick access via all commands.
Master consolidating multi-sheet data in Excel by using 3D formulas and the function approach to combine 2018 and 2019 figures across quarters.
The Microsoft Excel course exposes students to all available tools, command 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 Beginners to 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 beginner to 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.