1. Microsoft Excel – review
Excel fundamentals are revisited here from the perspective of efficient day-to-day work. The section brings together keyboard shortcuts, quick analysis, copying data and formats, table-based calculations, tracing precedents and dependents, AutoFill, series, and relative versus absolute references.
- shortcuts facilitating work with the program,
- quick data analysis,
- copying data, formats, creating references, etc.,
- data formatting and calculations using the Table object,
- tracing formulas, precedents and dependencies,
- autofill and series,
- relative and absolute references.
2. Data formatting
Cell presentation affects both readability and the interpretation of values in reports. Participants work with formatting options for cells and numbers, and then create custom number formats to control how dates, amounts, codes or other values are displayed without changing the underlying data.
- formatting cells and values,
- creating custom value formats.
3. Go To Tool
Go To is used to locate and act on specific cell types without manual scanning. The section focuses on finding cells by content or calculation characteristics, selecting blanks efficiently, and then filling or formatting those empty cells with text or numeric values.
- searching for and selecting cells with specific data types and calculations,
- formatting and filling empty cells with text or numbers.
4. Working on multiple worksheets
Calculations do not have to stay within one sheet when workbook data is distributed across tabs. This section shows how to reference, format and calculate across multiple worksheets, including the use of the asterisk pattern for operations spanning sheet ranges.
- performing calculations and formatting data located in different worksheets,
- calculations using *.
5. Calculations – formulas and functions
Formula work expands from basic syntax to combining multiple function categories in one model. Participants practice logical functions, lookups with INDEX and MATCH, VLOOKUP or XLOOKUP, reference functions such as INDIRECT and OFFSET, conditional aggregations, rounding and nested expressions.
- logical functions: IF, OR, AND, IFNA, IFERROR,
- lookup functions: INDEX and MATCH and VLOOKUP or XLOOKUP (depending on the Excel version you have),
- reference and lookup functions: INDIRECT, OFFSET, CELL,
- statistical and mathematical functions COUNTIF, SUMIF, AVERAGEIF, ROUND, SUMPRODUCT, COUNTIFS, SUMIFS etc.,
- nesting functions.
6. Calculations using array functions
Array formulas change the way calculations are built, especially in newer Excel versions. The section explains where array-based solutions are useful, how formulas and functions operate over ranges in a single expression, and which dynamic array functions require Excel 365 or 2021.
- array solutions - discussion of what they are and where to use them,
- using formulas and functions in array calculations,
- discussion of functions using array solutions (Excel 365 or 2021 version required).
7. Analysis
Analytical tasks often begin with a target value or a need to estimate future results. In this part, learners use Goal Seek, create a Forecast Sheet, and discuss circular references to understand how Excel behaves when formulas depend on each other.
- seek the result,
- forecast sheet,
- circular references.
8. Text processing
Text cleanup and restructuring are handled with both built-in tools and worksheet functions. The section includes Text to Columns, Flash Fill, and functions for extracting, joining, locating and replacing fragments so imported or inconsistent text can be prepared for further analysis.
- text splitting - Text to Columns tool,
- text functions: LEFT, RIGHT, MID, LOWER, CONCAT, TEXTJOIN, FIND, SUBSTITUTE etc.,
- flash fill.
9. Conditional formatting
Conditional formatting helps expose patterns and exceptions directly in the worksheet. The material includes highlighting values that meet criteria, using data bars and icon sets with custom rules, identifying minimum and maximum results, and building formula-based formats for cases like attendance lists or Gantt charts.
- highlighting with color data meeting the criteria,
- creating data bars, an icon set, and defining custom conditions for them,
- highlighting the lowest/highest values from a range,
- advanced creation of conditional formats using formulas and functions,
- examples of applications: e.g. attendance list, Gantt chart.
10. Dates
Date and time calculations in Excel require understanding how both values are stored and combined. Participants calculate intervals between dates and times, work with mixed date-time entries, and apply functions such as WORKDAY, DATEDIF, WEEKNUM, TIME, HOUR and MINUTE.
- reminder of what date and time are in Excel,
- calculations of the number of days between dates and between time entries,
- calculations on the combined date and time entry,
- date functions: WORKDAYS, WORKDAY, DATEDIF, WEEKNUM, WEEKDAY etc..
- time functions: TIME, HOUR, MINUTE, SECOND.
11. Charts
Charts are used here as a reporting tool matched to the structure of the data. The section covers selecting appropriate chart types, modifying them with built-in layout and style options, working with dual axes, changing displayed series, and preparing time-based and geographic visualizations.
- selection of the chart for the presented data,
- modification of charts using Chart Style, Quick Layout and Change Colors,
- column, bar, line, pie, doughnut charts, etc.,
- creating charts with two axes,
- advanced settings for layout, color, scale, etc.,
- manipulation of displayed data,
- creating charts of changes over time and editing them,
- creating charts based on geographic data.
12. Validation of entered data
Accurate input depends on rules that stop errors before they enter the worksheet. The section explains how to restrict invalid values, build simple and dependent multi-level lists, and use formulas and functions to define custom validation conditions.
- protection against entering incorrect values,
- creating simple and multi-level lists,
- formulas and functions when defining your own validation rules.
13. Data security
Protecting workbook content requires separating file access from editing permissions. Here the focus is on password protection, sheet protection against unwanted changes, locking selected cells and hiding formulas so calculation logic remains inaccessible to other users.
- securing file access with a password,
- protecting sheets against changes,
- protecting some cells in a sheet, hiding formulas.
14. Sorting and filtering
When large lists need to be organized quickly, correct ordering and selection become essential. This part focuses on simple and two-level sorting, horizontal sorting and sorting by format, along with filtering numeric, text and date values and building advanced criteria with wildcards.
- simple sorting and by two criteria,
- sorting data horizontally and by formats,
- filtering numerical, text, and date-containing data,
- advanced filtering by several criteria and with the use of *.
15. Pivot Table
Pivot tables turn raw datasets into structured summaries for reporting and review. The section includes aggregations such as sums, averages and counts, sorting and filtering, grouping, custom calculated fields and items, and dashboard-style presentation with slicers, timelines and pivot charts.
- creating basic calculations: sums, averages, data counting,
- sorting and filtering data in a pivot table,
- creating and calculations in grouped data,
- creating custom calculated fields and items,
- Manager Dashboard – managing data display using slicers, timelines, and pivot charts.
16. Power Query
Working with external data starts from connecting Excel to multiple sources. Participants use Power Query to import records from worksheets, text and Excel files, PDFs, databases and web pages, and then perform basic transformations in the query editor interface.
- retrieving data from a worksheet, TXT/CSV/XLSX/PDF files and databases,
- retrieving data from the internet,
- Power Query interface and basic data transformations.
17. Printing
Print setup in Excel is organized around controlling layout before output. The section covers print area definition, scaling data to paper size, margins, page orientation and repeated headers or first columns, then adds page numbering and exporting sheets to PDF.
- defining the print area and fitting the data range to the paper size,
- setting margins, page orientation, size, etc.,
- repeating headers /the first column of the table on each page,
- creating page numbering,
- printing to PDF.