DIPLOMA IN ADVANCED EXCEL ( V-007 )

Advanced Excel Course Syllabus

I. Excel Basics Review

Foundational Reinforcement: This section provides a comprehensive review of fundamental Excel skills. Participants will revisit basic functions, such as SUM, AVERAGE, and COUNT, ensuring a solid grasp of essential formulas. The focus is on honing data manipulation techniques, including sorting, filtering, and formatting, to establish a robust foundation for advanced concepts.

Excel Tables and Named Ranges: Participants will dive into the power of Excel tables and named ranges, understanding how to organize and reference data efficiently. The module covers the benefits of structured data and how named ranges enhance formula readability and maintenance.

Advanced Charting Techniques: Beyond the basics, participants will explore advanced charting options in Excel. This includes creating combination charts, trendlines, and using 3D charts. The goal is to empower participants to visualize data in diverse and compelling ways.

Data Validation for Accuracy: Ensuring data accuracy is crucial. This section will cover advanced data validation techniques, including custom formulas and dynamic dropdown lists. Participants will learn to create robust data entry systems.

Optimizing Worksheet Navigation: Efficient worksheet navigation is key to productivity. Participants will explore advanced navigation techniques, including hyperlinks, cell comments, and using the Name Box effectively. This ensures seamless movement within large datasets.

II. Advanced Formulas and Functions

Logical Functions and Advanced IF Statements: Building on basic logical functions, participants will delve into advanced IF statements, nested IFs, and the use of logical operators. This module aims to equip participants with the skills to handle complex decision-making scenarios in formulas.

Array Formulas and Functions: Participants will master the art of array formulas and functions, understanding how to perform calculations on multiple items simultaneously. The module covers array constants, operations, and advanced array functions.

Lookup and Reference Functions: Explore advanced lookup functions such as INDEX-MATCH, VLOOKUP with wildcards, and HLOOKUP. Participants will gain insights into selecting the most appropriate lookup function for different scenarios.

Statistical Functions for Analysis: This section focuses on advanced statistical functions in Excel. Participants will learn to use functions such as AVERAGEIF, COUNTIFS, and SUMIFS for in-depth data analysis. Practical examples will involve extracting insights from large datasets.

Mathematical Functions Beyond Basics: Participants will go beyond basic arithmetic and delve into advanced mathematical functions. This includes trigonometric functions, logarithmic functions, and complex mathematical operations.

III. Data Validation and Analysis

Advanced PivotTable Techniques: Building on basic PivotTable knowledge, participants will explore advanced PivotTable features. This includes grouping and ungrouping data, creating calculated fields and items, and utilizing Power Pivot to handle larger datasets.

Power Query for Data Transformation: Introduction to Power Query for efficient data transformation. Participants will learn to connect to various data sources, perform data cleansing, and shape data for analysis. The focus is on automating the data preparation process.

Power Pivot for Data Modeling: Explore Power Pivot for creating data models and performing advanced data analysis. Participants will understand relationships, hierarchies, and the DAX (Data Analysis Expressions) language for enhanced data modeling.

Dynamic Dashboards with Slicers: Participants will learn to create dynamic dashboards using PivotTables and Pivot Charts. This section covers the use of slicers for interactive data filtering, enhancing the user experience in dashboard navigation.

Advanced Data Analysis Tools: Delve into advanced data analysis tools such as scenarios, goal seek, and Solver. Participants will learn to perform complex what-if analyses and optimization scenarios, turning Excel into a strategic decision-making tool.

IV. Data Visualization with Excel

Dynamic Charting with Data Tables: Explore dynamic charting techniques using data tables. Participants will understand how to create data-driven charts that automatically update based on changes in the underlying data.

Advanced Chart Formatting: Beyond the basics, this module covers advanced chart formatting options. Participants will learn to customize chart elements, apply intricate color schemes, and use advanced chart features for a polished visual presentation.

Creating Interactive Forms and Controls: Participants will learn to create interactive forms using Excel's form controls. This includes checkboxes, radio buttons, and drop-down lists. The module covers how to link form controls to cells for dynamic interactivity.

Data Visualization Best Practices: Understand best practices in data visualization. Participants will explore principles of effective storytelling through data, choosing the right chart types, and presenting data in a visually appealing manner.

Advanced Conditional Formatting: Go beyond basic conditional formatting and explore advanced techniques. Participants will learn to apply conditional formatting based on formulas, create heatmaps, and visually highlight key insights in their data.

V. Power Query and Power Pivot

Efficient Data Transformation with Power Query: This module delves into advanced Power Query features for efficient data transformation. Participants will explore merging queries, dealing with errors, and advanced transformation steps to prepare data for analysis.

Advanced Data Modeling with Power Pivot: Building on Power Pivot fundamentals, participants will delve into advanced data modeling techniques. This includes handling many-to-many relationships, using advanced DAX functions, and optimizing data models for performance.

Integrating Power Query and Power Pivot: Explore the seamless integration of Power Query and Power Pivot. Participants will understand how to combine these tools for a comprehensive approach to data transformation and analysis.

Advanced DAX (Data Analysis Expressions): This module covers advanced DAX formulas for intricate data analysis. Participants will gain proficiency in creating calculated columns, tables, and measures to derive meaningful insights from complex datasets.

Utilizing Power BI for Enhanced Insights: Participants will understand how to leverage Power BI in conjunction with Excel for enhanced data visualization and insights. This includes importing data from Power Pivot to Power BI and creating interactive dashboards.

VI. Advanced Data Analysis with Excel

Scenario Analysis for Decision-Making: Participants will explore advanced scenario analysis techniques. This includes creating multiple scenarios, analyzing the impact of various variables, and using scenario manager for strategic decision-making.

Goal Seek and Solver for Optimization: Delve into the use of Goal Seek and Solver for optimization problems. Participants will learn to set and achieve goals, solve complex equations, and optimize decision variables for improved outcomes.

Advanced Data Analysis Tools: Explore additional advanced data analysis tools in Excel. Participants will learn to use data tables, analyze correlations, and apply regression analysis for predictive modeling.

Advanced Filtering Techniques: Beyond basic filtering, participants will explore advanced filtering techniques. This includes creating custom filters, working with date filters, and using advanced filter options for precise data extraction.

Advanced PivotTable Calculations: Building on PivotTable basics, participants will master advanced calculations within PivotTables. This includes creating calculated fields and items, using DAX measures, and optimizing PivotTable layouts for specific analyses.

VII. Automation and Macros

Introduction to Macros and VBA: Participants will be introduced to the world of macros and VBA (Visual Basic for Applications). This module covers the basics of recording and running macros, understanding the VBA environment, and writing simple VBA code.

Creating Custom Macros: Delve into the creation of custom macros using VBA. Participants will learn to write and edit VBA