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Microsoft Excel advanced

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Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

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Faster work in Excel - You will use shortcuts, autofill, series and efficient copying techniques to handle everyday Excel tasks faster, more accurately and with far fewer repetitive clicks.

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More reliable formulas - You will master logical, lookup, statistical and text functions, plus nested formulas, so you can build dependable spreadsheets for analysis, reporting and routine calculations.

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Stronger data analysis - You will learn to use Quick Analysis, tables, references, Goal Seek and forecasting tools, helping you draw conclusions faster and make better decisions based on your data.

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Cleaner data handling - You will sort, filter, split text, fill blank cells and validate entries more effectively, so you can prepare data for further work without confusion, inconsistency or avoidable errors.

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Clear reports and outputs - You will practice conditional formatting, charts, pivot tables and print settings, allowing you to create clear reports that look professional on screen, on paper and in PDF files.

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Data import and merging - You will explore Power Query and importing data from sheets, files, PDFs, the web and databases, which will reduce the time you spend manually combining information from sources.

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Fewer spreadsheet errors - You will trace formulas, check dependencies, work with references and protect worksheets, helping you reduce mistakes and keep much better control over calculation accuracy.

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A better start with VBA - By strengthening your skills in formulas, data work and worksheet structure, you will be better prepared for VBA and understand the logic behind future automation improvements.

Training programme

1. Microsoft Excel – review

  • 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

  • formatting cells and values,
  • creating custom value formats.

3. Go To Tool

  • 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

  • performing calculations and formatting data located in different worksheets,
  • calculations using *.

5. Calculations – formulas and functions

  • 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 COUNTIFSUMIF, AVERAGEIF, ROUND, SUMPRODUCT, COUNTIFS, SUMIFS etc.,
  • nesting functions.

6. Calculations using array functions

  • 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

  • seek the result,
  • forecast sheet,
  • circular references.

8. Text processing

  • text splitting - Text to Columns tool,
  • text functions: LEFT, RIGHT, MID, LOWER, CONCAT, TEXTJOIN, FIND, SUBSTITUTE etc.,
  • flash fill.

9. Conditional formatting

  • 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

  • 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

  • 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

  • protection against entering incorrect values,
  • creating simple and multi-level lists,
  • formulas and functions when defining your own validation rules.

13. Data security

  • securing file access with a password,
  • protecting sheets against changes,
  • protecting some cells in a sheet, hiding formulas.

14. Sorting and filtering

  • 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

  • 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

  • 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

  • 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.

What are the prerequisites for participating in the training?

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Basic Excel skills - You should be comfortable moving around a worksheet, entering and editing data, selecting ranges and saving files so you can focus on the more advanced topics in the course.

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Simple formulas and references - You should know how to enter simple formulas, use basic operators and understand cell references, because the training builds further on these practical skills.

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Working with data tables - You should have experience working with lists or tables in Excel, for example sorting data and using filters, because the course develops analysis based on such datasets.

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Readiness for hands-on work - You should be ready to complete exercises on a computer and test solutions on your own in worksheets, because the training is practical and strongly workshop-based.