Excel Training for Intermediate L-3

Objectives:

• Enhance participants’ skills in using intermediate Excel functions and features for data analysis and management.
• Develop proficiency in creating dynamic reports and dashboards using Excel.
• Equip participants with techniques to automate tasks and streamline workflows using Excel tools.
• Enable participants to understand and apply various data visualization techniques.
• Improve participants’ ability to work with large datasets and perform advanced data operations.

Course Content:

Day 1: Data Management and Intermediate Functions

Objectives:

• Understand how to manage data efficiently in Excel.
• Learn to use intermediate functions for data analysis.
• Explore techniques for cleaning and organizing datasets.

Outline:

1. Introduction to Intermediate Excel Features:
   • Overview of the course structure and goals.
   • Recap of basic Excel skills (brief review).
2. Data Management Techniques:
   • Data formatting and conditional formatting.
   • Sorting and filtering large datasets.
   • Using Data Validation for input restrictions.
3. Intermediate Functions:
   • Logical functions: IF, AND, OR, and nested IFs.
   • Lookup functions: VLOOKUP, HLOOKUP, and XLOOKUP.
   • Text functions: CONCATENATE, LEFT, RIGHT, MID, TRIM.
4. Data Cleaning Techniques:
   • Removing duplicates.
   • Using Find and Replace effectively.
   • Text-to-Columns and Flash Fill.
5. Practical Exercises:
   • Applying functions to solve data analysis scenarios.
   • Hands-on practice with real-life data management cases.

 Day 2: Data Analysis and Visualization

Objectives:

• Gain proficiency in using Excel tools for data analysis.
• Learn to create various types of charts and graphs for data visualization.
• Explore PivotTables and PivotCharts for dynamic data reporting.

Outline:

1. Data Analysis Tools:
   • Using What-If Analysis (Goal Seek, Data Tables, and Scenario Manager).
   • Introduction to Excel’s Analysis ToolPak.
2. PivotTables and PivotCharts:
   • Creating and customizing PivotTables.
   • Grouping data and using calculated fields.
   • Designing interactive PivotCharts.
3. Charting and Data Visualization Techniques:
   • Types of charts: Line, Bar, Pie, Area, Scatter, and Combo charts.
   • Advanced charting techniques: Sparklines, Histograms, Waterfall charts.
   • Using Conditional Formatting for visual data insights.
4. Practical Exercises:
   • Building PivotTables for data summarization.
   • Creating dynamic charts and dashboards.
   • Applying visualization techniques to enhance reports.

 Day 3: Automation, Macros, and Advanced Data Handling

Objectives:

• Learn to automate repetitive tasks using macros.
• Understand advanced data handling techniques, including Power Query and data connections.
• Explore techniques for protecting and securing Excel workbooks.

Outline:

1. Introduction to Macros:
   • Understanding macros and the basics of VBA (Visual Basic for Applications).
   • Recording and running macros.
   • Editing macro code for customization.
2. Advanced Data Handling:
   • Introduction to Power Query for data transformation.
   • Connecting and importing data from external sources (e.g., CSV, databases).
   • Data consolidation techniques.
3. Workbook Protection and Security:
   • Password protecting sheets and workbooks.
   • Using data protection features (locking cells, hiding formulas).
   • Managing workbook versions and tracking changes.
4. Practical Exercises:
   • Automating tasks using recorded macros.
   • Performing data transformations with Power Query.
   • Securing a workbook and managing data permissions.