Mastering Excel

Course Description 

Participants In this course will work with lists, tables, and charts along with other useful  data structures. They will create formulas that use built-in functions to perform  advanced analysis. Also, participants will explore numerous topics while being introduced to a wide range of capabilities regarding calculation, data management,  data analysis, visualization and reporting. Students will participate in creating various  worksheet models as guided by the instructor.  

Audience 

The course is designed for individuals who are seeking to learn the ever-increasing  capabilities of Microsoft Excel. This course provides great value for participants seeking  personal growth opportunities, improving their workplace performance, others transitioning from older versions of Excel, or anyone wishing to increase their  competence using Excel. 

Prerequisites 

Prospective students should have experience using Excel. Generally, 6 months or more  is optimal. However, students who have experience in other Microsoft applications  such as Outlook or Word will likely adapt quickly. The 365 version of Excel with  integrated CoPilot is required. 

Topics and Course Content 

This course will cover numerous topics such as: 

• Lists and Tables
• PivotTables and PivotCharts
• Introduction to Power Query and Power Pivot
• Advanced Functions:
  • Lookups (VLOOKUP, XLOOKUP, INDEX, MATCH, etc.) 
  • Database Statistical (DSUM, DAVERAGE, DGET, etc.) 
  • Logical (IF, AND, OR) 
  • Text (UPPER, LOWER, CONCAT, etc.) 
  • Date Functions (TODAY, NOW, NETWORKDAYS, etc.) 
  • LET, LAMBDA 
  • Tables
• Range Naming
• Workbook Auditing (Formula Evaluation, Error Checking)
• Conditional Formatting
• Charts (Column, Bar, Pie, Pareto)
• What If Analysis (Data Tables, Scenario Manager, Goal Seek, Solver) • Custom Function Creation (LAMBDA, LET)
• Create Compound functions (combining two or more Excel functions) • Templates
• Macros (Keyboard Recorded and VBA)

Learning Goals and Results 

At the conclusion of the course, the participants will be able to: 

• Design and create their own Worksheet models
• Audit workbooks to avoid errors
• Extract, Transform, and Load external data into Excel
• Create and Distribute templates as shared workflow assets
• Present data in visual form
• Export data
• Customize Excel to fit their work style
• Create and edit Macros

Time Investment 

The class is 60 hours of instruction taken in 2-hour sessions over the course of 15 weeks. 

Please Note: Course content and time investment can also be customized to an individual  company’s needs.