Intermediate to Advanced Excel 365 Skills Training

Course.

In today’s fast-paced business environment, advanced Excel skills are essential for
administrators who need to manage data efficiently and make informed decisions. This
course designed to empower participants with the expertise required to handle complex
data tasks, streamline processes, and enhance productivity. This course offers in-depth
training on intermediate to advanced Excel functions, data analysis, and automation
techniques that can significantly reduce time spent on routine tasks and improve accuracy.

Participants will delve into a variety of advanced features, including pivot tables, advanced
formulas, and macros, which are crucial for managing large datasets and generating
insightful reports. The training will also cover data visualization tools, such as charts and
graphs, enabling participants to present information clearly and effectively to
stakeholders. Additionally, attendees will learn how to use Excel for scenario analysis and
forecasting, equipping them with the skills to support strategic decision-making within
their organizations.

This course is ideal for administrators looking to elevate their Excel proficiency and take on
more complex responsibilities in their roles. By mastering these advanced Excel
techniques, participants will be better equipped to handle the challenges of data
management, contributing to more efficient and effective office operations.

Ultimately, this course will provide attendees with the confidence and capability to utilize
Excel at a high level, making them indispensable assets to their teams and organizations.

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Who Should Attend this: Intermediate to Advance Excel Skills
Training Course .

Whether you’re looking to enhance your current skill set or take on new responsibilities,
this course offers valuable insights that will elevate your Excel proficiency to the next level.
It is an essential investment for anyone looking to excel in their administrative career.

• Office Administrators
• Executive Assistants
• Data Analysts
• Operations Managers
• Administrative Coordinators
• Project Managers
• HR Administrators
• Finance Assistants
• Administrative Assistants
• IT Support Staff
• Team Leaders
• Office Managers

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Course Duration for the Intermediate to Advanced Excel Skills
Training Course.

❖ The Intermediate to Advanced Excel Skills Training Course offers flexible duration
options: Course Duration:
2 Full Days
Time: 9:00 AM – 5:00 PM each day

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Course Benefits of Intermediate to Advanced Excel Skills
Training Course.

This offers numerous benefits to help you become proficient in using Excel for advanced
administrative tasks.

• Improved data management and analysis skills

• Enhanced ability to use advanced Excel functions and formulas

• Better understanding of data visualization and reporting techniques

• Development of efficient data handling practices

• Increased confidence in using Excel for complex tasks

• Utilization of best practices for data analysis and reporting

• Enhanced organizational and problem-solving skills

• Techniques for automating repetitive tasks using Excel

• Improved overall Excel proficiency

• Development of a personal plan for continuous improvement in Excel skills

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Course Objectives for Intermediate to Advanced Excel Skills
Training Course

This Course is designed to empower administrative professionals with advanced

techniques for data management, analysis, and reporting using Excel. Through this course,
participants will enhance their ability to utilize Excel’s powerful features, improving
efficiency and accuracy in their administrative tasks.

• Master complex formulas and functions for data analysis.

• Learn advanced data filtering and sorting techniques.

• Gain expertise in creating and managing pivot tables and charts.

• Develop skills in automating tasks using macros.

• Improve proficiency in managing large datasets effectively.

• Learn to use Excel for advanced financial modeling and budgeting.

• Enhance abilities in using conditional formatting for data visualization.

• Acquire techniques for consolidating data from multiple sources.

• Develop skills in performing what-if analysis and scenario planning.

• Learn to secure and protect sensitive data within Excel workbooks.

• Gain expertise in integrating Excel with other Office applications.

• Understand how to customize Excel’s interface and settings for optimal productivity.

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Course Content for Intermediate to Advanced Excel 365 Training
Course.

Module 1: Advanced Data Management - Formatting text output dynamically

1. Working with Large Data Sets with TEXT function
- Managing large datasets efficiently 4. Date and Time Functions
- Sorting and filtering large tables - DATE, TIME, TODAY, NOW, EDATE,
- Advanced Custom Filters WORKDAY
2. Data Validation - Working with dynamic date ranges
- Setting up drop-down lists (e.g., next 30 days, last 7 days)
- Custom data validation rules (using - Networkdays, calculating working days
formulas) between two dates
- Preventing errors and improving data 5. Error Handling Functions
entry - IFERROR, IFNA
3. Working with Named Ranges - Combining error handling with other
- Creating and managing named ranges advanced functions
- Using named ranges in formulas and 6. Array Formulas
charts - Introduction to dynamic arrays in Excel
4. Advanced Excel Tables 365
- Creating structured tables - FILTER, SORT, UNIQUE, SEQUENCE
- Table references (structured - SUMPRODUCT and ARRAYFORMULA
references) for multi-condition calculations
- Table formulas and calculated Module 3: Data Analysis and Business
columns Intelligence
Module 2: Advanced Formulas and 1.Data Cleaning,Analysis and
Functions Transformation
1. Logical Functions -Transformation
- Advanced use of IF, AND, OR, NOT -Statistics
- Nested IF statements and dynamic -Analysis
decision-making -Dashboards
2. Lookup and Reference Functions 2. PivotTables and PivotCharts
- VLOOKUP, HLOOKUP, XLOOKUP (with - Creating PivotTables from scratch
differences between them) - Grouping and ungrouping data in
- INDEX & MATCH for advanced lookup PivotTables
- CHOOSE, OFFSET, and INDIRECT for - Calculated fields and items in
dynamic references PivotTables
3. Text Functions - Using PivotCharts to visualize
- TEXT, CONCATENATE, TEXTJOIN, LEFT, PivotTable data
RIGHT, MID 3. What-If Analysis
- Advanced string manipulations using - Scenario Manager
FIND, SEARCH - Goal Seek
- Data Tables for sensitivity analysis
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 Module 5: Automation with Excel
Module 4: Advanced Charting and Data Macros and VBA
Visualization 1. Introduction to Macros
1. Advanced Charts - Recording and running macros
- Dynamic Charts using named ranges - Saving workbooks with macros (Excel
and formulas Macro-Enabled Workbook)
- Combination Charts (line and column 2. Introduction to VBA (Visual Basic for
in the same chart) Applications)
- Sparklines for trend analysis in a small - Understanding the VBA environment
space - Writing simple VBA code to automate
2. Interactive Dashboards tasks
- Creating interactive dashboards using - Creatig custom functions and
Slicers and Timeline automation scripts
- Linking PivotTables to dynamic charts 3. Advanced VBA Techniques
for reporting - Looping through data and sheets with
- Using form controls (sliders, VBA
checkboxes, buttons) to enhance - Automating data imports and exports
dashboards - Error handling in VBA
3. Conditional Formatting 4. Creating User Forms
- Advanced rules for visualizing trends - Designing user input forms with VBA
(e.g., heat maps, data bars) - Handling form input and automating
- Using formulas in conditional tasks based on user input.
formatting for complex rules
- Cross-sheet conditional formatting
4. Custom Number Formatting
- Using custom number formats for
dynamic displays - Creating formats for
financial reports, dates, and custom text
formats.

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*Important Note to All Participants

This study guide is an essential resource intended to support your learning journey
through the Intermediate to Advanced Excel 365 Skills Training Course. However, it is
imperative to understand that the core of your learning experience lies within the
accompanying Excel workbook. That workbook is not just a supplement—it is the
primary practical tool through which the knowledge shared in this guide will be
mastered and applied.

Each topic covered in this manual is reinforced by **hands-on exercises** embedded

in the Excel file, designed to simulate real-world business and analytical tasks. Your
progress and skill development will depend heavily on your engagement with that
workbook.

Additionally, the course is accompanied by a comprehensive PowerPoint

presentation, which visually reinforces key concepts, methodologies, and
demonstrations. Together, these three elements—the Study Guide, the Excel
Workbook, and the PowerPoint Presentation—form a complete and integrated
learning system.

Do not treat this guide as a stand-alone resource. To fully benefit from this training, it
is critical that you follow the workbook practically and attend to the instructional
insights provided in the presentation slides.

Your commitment to actively engage with all provided materials will determine the
depth of skills you develop and the value you derive from this training.

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Intermediate to Advanced Excel 365
Skills training Course Study Guide.

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