Advanced Excel

Advanced Formula Auditing & Logic

  • Logical Functions: Mastering nested IF, IFS, AND, OR, and XOR statements.

  • Lookup & Reference: Beyond VLOOKUP—using XLOOKUP, INDEX, and MATCH for dynamic data retrieval.

  • Text & Date Magic: Using TEXTJOIN, MID, FIND, and advanced Date/Time calculations for cleaning messy data.

  • Array Formulas: Introduction to Dynamic Arrays (FILTER, UNIQUE, SORT, and SEQUENCE).

Data Management & Cleaning

  • Advanced Data Validation: Creating dependent drop-down lists and custom input rules.

  • Power Query Essentials: Connecting to external data, merging tables, and automating the “Clean & Transform” process.

  • Advanced Sorting & Filtering: Using the “Advanced Filter” tool and multi-level sorting.

  • Flash Fill & Text-to-Columns: Rapid data manipulation techniques.

PivotTables & Data Modeling

  • Mastering PivotTables: Calculated fields, grouping data, and custom “Show Values As” calculations.

  • Slicers & Timelines: Creating interactive filters for user-friendly reports.

  • Introduction to Power Pivot: Handling “Big Data” and creating relationships between multiple tables.

  • DAX Basics: Simple measures like SUM, AVERAGE, and COUNT within the Data Model.

Professional Data Visualization

    • Dynamic Charts: Creating charts that update automatically when new data is added.

    • Specialty Charts: Waterfall, Funnel, Sunburst, and Histogram charts.

    • Conditional Formatting: Using icon sets and formula-based rules to highlight trends.

    • Dashboard Design: Combining Slicers, Sparklines, and Charts into a one-page executive summary.

Automation & Productivity

    • Intro to Macros: Recording simple tasks to save hours of repetitive work.

    • VBA Basics: Understanding the “Developer” tab and editing basic code.

    • What-If Analysis: Using Goal Seek, Scenario Manager, and Data Tables for financial forecasting.

    • Protecting & Sharing: Workbook encryption, locking specific cells, and collaborative editing.

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