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Advanced Microsoft Excel

BOOSTUAE.COM

BLOG.BOOSTUAE.COM

+971 2 449 6000

+971 50 412 3294

[email protected]

Duration:

Three Days

Location:

TBD

Date:

TBD

(2)

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COURSE OVERVIEW

TRAINING COURSE INTRODUCTION

Without any doubts, all companies and ministries in our current era are totally dependent on computers and systems to finish all their daily tasks which used to take hundreds of hours to be done manually. More specifically, when we talk about data management and reports, things become more and more complicated to avoid human mistakes which incur additional work hours.

With the presence of software like Microsoft Excel, things have become more and more easier, the workflow has become smoother, and the revenues generated are much more higher. Using Microsoft Excel, you can now easily automate all your tasks, generate data reports automatically, derive daily and weekly budget tables within seconds. In this course, we will go through all the tweaks in Microsoft Excel to improve our productivity and accuracy at work.

TRAINING METHODOLOGY:

This training course is designed to be interactive and participatory, and includes various learning tools to enable the participants to operate effectively and efficiently in a multifunctional environment.

LEARNING OBJECTIVES:

BY THE END OF THIS LEARNING EXPERIENCE, THE PARTICIPANTS WILL BE ABLE TO:

✓ Help the trainee become experienced in Microsoft Excel ✓ Gain the necessary data management skills in Excel ✓ Easily automate all daily and weekly reporting ✓ Replicate all data with other departments at work ✓ Create customized charting for reporting

✓ Smoothly generate formulas for data management

✓ Quickly backup and restore data and reports in case of any data

Duration:

Three Days

Location:

TBD

Date:

TBD

(4)

Session 1

✓ Understanding the Advanced part of Microsoft Excel

✓ How to use the IF condition to properly display our formula results

✓ How to use the nested IF condition to apply multiple conditions at the same time

✓ What is the advantage of the IFERROR and when to use it?

✓ How to use the SUMIFS to calculate the sum when certain conditions are applied ✓ What is Average IFS and how does it differ from the Average IF only?

✓ What is the usage of the COUNTIFS? How to make our report and the result dynamic

✓ How to use the various text functions in Microsoft Excel and how to apply the Left, Right, Mid, Len, and Find functions

✓ How to use the Date functions to easily calculate the number of working days without holidays for a certain report

Session 2

✓ What is VLOOKUP? How is it used?

✓ What is the difference between finding an exact match and an approximate match in our data

✓ What is the difference between VLOOKUP and HLOOKUP?

✓ When are the times that we use HLOOKUP instead of VLOOKUP?

✓ What are the Match and Index functions?

✓ What are the scenarios in which we are obliged to use the Match and Index instead of VLookup

✓ How to combine both Match and Index in one cell instead of having them in two different cells ✓ How to create Data Tables to easily fill data for various cases and scenarios

Session 3

✓ What is Data Validation and How to apply proper data validation

✓ How to validate data for a specific range number and how to prevent the user from entering invalid data

✓ How to setup data validation errors

✓ How to create data validation rule and take the input from other cells

✓ How to create a drop-down list menu and take the values from other sheets and columns

Advanced Microsoft Excel

Three Days

Location:

TBD

Date:

(5)

Course Outline

Session 1

✓ Understanding Advanced Charts

✓ How to change the Chart Scale

✓ How to modify the data shown on the X axis and the Y axis ✓ How to format the data points and modify the increments

✓ How to use the combination charts (Combo Chart) and add two charts at the same time

✓ How to add trendlines in our charts

✓ What is the difference between a normal chart and Sparklines?

✓ When do we use Sparklines? What are their advantages

✓ How to create our own custom chart template

Session 2

✓ How to understand the proper structuring of organized data ✓ How to apply the basic and advanced sorting of data ✓ What are the various ways to sort data

✓ What are the mistakes that are usually done in sorting which mess the whole data and how to prevent them?

✓ How to apply the basic and advanced filtering ✓ How to use advanced criteria to filter data

✓ How to create tables to easily apply formatting and calculations

✓ How to enable the structured references in tables, and how to allow the auto formula fill for new rows

Session 3

✓ What are PivotCharts?

✓ How to add a pivot chart and how to add their various fields ✓ How to insert slicers to filter data

✓ How to group data in a pivot table and how to move files ✓ How to refresh pivot table data

✓ How to insert calculated fields in a picot table ✓ How to properly format a pivot table

✓ How to change the PivotTable field settings and how to add a currency

✓ How to add Pivot Charts and how to move them from one sheet to another and

keep them linked and synchronized and updated

Duration:

Three Days

Location:

TBD

Date:

TBD

(6)

Course Outline

Session 1

✓ How to export / import data from / to excel

✓ How to remove duplicates

✓ How to highlight duplicates

✓ How to convert text to various columns in one click

✓ How to get external data and link them automatically to excel ✓ How to extract data from a web page and add them to excel ✓ How to use the Goal Seek functionality to find our goal

✓ How to use various Scenarios in excel to better represent and visualize our data

Session 2

✓ How to save the Excel report as a web page that gets automatically updated online whenever we modify or update our data

✓ How to properly use the hyperlinks to link them to a certain sheet, a certain email address or a certain web page

✓ How to share your workbook with your colleagues at work and how to give various permissions

✓ How to apply the auditing features by tracing cell values

✓ How to add comments in cells and workbooks

✓ How to protect a certain range of cells while allowing another range of cells to be edited by the user

✓ How to protect our file using a password for opening or editing

✓ How to activate the track changes button and how to anonymously view who

manipulated our data

✓ How to merge 2 workbooks in a professional way and without doing it manually

Advanced Microsoft Excel

Three Days

Location:

TBD

Date:

(7)

Course Name

Advanced Microsoft Excel

Course Duration

3 Days

For any clarification or information. Please do not hesitate to contact us

Phone: + 971 2 449 6000 / +971 50 412 3294

Email: [email protected]

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