Certificate Course in Advanced Excel

  • Course Duration:6 Months
  • Course Objective:
  • This 6-month course is designed to provide participants with in-depth knowledge and hands-on experience in Microsoft Excel. The course will cover advanced functions, data analysis, visualization techniques, and automation using Excel. By the end of the course, participants will be able to use Excel efficiently for complex data tasks and business processes.
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  • Course Structure:
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  • Month 1: Excel Basics and Intermediate Functions
  • Week 1-2: Introduction and Excel Basics
    • • Course Overview and Objectives
    • • Navigating Excel Interface
    • • Basic Functions and Formulas (SUM, AVERAGE, COUNT, etc.)
    • • Cell Referencing (Relative, Absolute, and Mixed)
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  • Week 3-4: Intermediate Functions and Data Management
    • • Logical Functions (IF, AND, OR, NOT)
    • • Lookup Functions (VLOOKUP, HLOOKUP, INDEX, MATCH)
    • • Text Functions (LEFT, RIGHT, MID, CONCATENATE, TEXT)
    • • Data Validation and Conditional Formatting

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  • Month 2: Advanced Functions and Formulas
  • Week 5-6: Advanced Lookup and Reference Functions
    • • Advanced VLOOKUP and HLOOKUP
    • • Using MATCH and INDEX together
    • • Understanding and Using INDIRECT and OFFSET
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  • Week 7-8: Array Formulas and Advanced Conditional Functions
    • • Introduction to Array Formulas
    • • Using SUMPRODUCT, AGGREGATE, and TRANSPOSE
    • • Nested IF Statements and Conditional Functions

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  • Month 3: Data Analysis and Visualization
  • Week 9-10: Data Analysis Techniques
    • • Using PivotTables and PivotCharts
    • • Data Summarization and Grouping
    • • Calculated Fields and Items in PivotTables
    • • Data Analysis Toolpack
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  • Week 11-12: Data Visualization
    • • Creating and Customizing Charts (Bar, Line, Pie, etc.)
    • • Advanced Charting Techniques
    • • Using Sparklines
    • • Conditional Formatting for Data Visualization

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  • Month 4: Advanced Data Management
  • Week 13-14: Managing Large Datasets
    • • Sorting and Filtering Techniques
    • • Advanced Data Validation
    • • Using Tables and Structured References
    • • Working with Multiple Worksheets and Workbooks
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  • Week 15-16: Advanced PivotTable Techniques
    • • Creating PivotTables from Multiple Ranges
    • • Using Slicers and Timelines
    • • Advanced Calculations in PivotTables
    • • Power Pivot Basics

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  • Month 5: Automation with Excel
  • Week 17-18: Introduction to Macros and VBA
    • • Recording and Running Macros
    • • Introduction to VBA (Visual Basic for Applications)
    • • Understanding the VBA Editor
    • • Writing Simple VBA Scripts
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  • Week 19-20: Advanced VBA Techniques
    • • Variables, Data Types, and Operators
    • • Control Structures (If, Loop, Case)
    • • Working with Excel Objects (Workbook, Worksheet, Range)
    • • User Forms and Dialog Boxes

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  • Month 6: Integrating and Securing Excel
  • Week 21-22: Integrating Excel with Other Applications
    • • Importing and Exporting Data (CSV, Text, and XML)
    • • Linking Excel with Word and PowerPoint
    • • Introduction to Power Query
    • • Connecting to External Data Sources
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  • Week 23-24: Excel Security and Best Practices
    • • Protecting Workbooks and Worksheets
    • • Using Data Encryption
    • • Creating and Managing Digital Signatures
    • • Best Practices for Data Management and Reporting

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  • Assessment and Certification
  • Week 25-26: Final Project and Assessment
    • • Practical Project involving real-world data analysis and reporting
    • • Written and Practical Exam covering all course modules
    • • Feedback and Review Sessions

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  • Prerequisites
    • • Basic understanding of Microsoft Excel
    • • Familiarity with basic computer operations and internet browsing
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  • Certification
    • Upon successful completion of the course, participants will receive a Certificate in Advanced Excel.

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  • References
  • 1. Excel 2019 Bible
    • • Author: Michael Alexander, Richard Kusleika, John Walkenbach
    • • Description: This comprehensive guide covers everything from Excel basics to advanced features, including data analysis, VBA, and PivotTables.
    • • Publisher: Wiley
  • 2. Excel 2019 Power Programming with VBA
    • • Author: Michael Alexander, Dick Kusleika
    • • Description: This book is a great resource for learning how to automate tasks in Excel using VBA. It covers advanced programming techniques and best practices.
    • • Publisher: Wiley
  • 3. Excel 2019 for Dummies
    • • Author: Greg Harvey
    • • Description: A beginner-friendly guide that also delves into more advanced Excel features. It's a good starting point for anyone looking to build a solid foundation before moving on to more complex topics.
    • • Publisher: For Dummies
  • 4. Excel Data Analysis For Dummies
    • • Author: Paul McFedries
    • • Description: Focuses on data analysis techniques in Excel, including advanced formulas, PivotTables, and data visualization.
    • • Publisher: For Dummies
  • 5. Microsoft Excel 2019 Data Analysis and Business Modeling
    • • Author: Wayne Winston
    • • Description: This book offers practical, real-world examples of how to use Excel for data analysis and business modeling. It covers a wide range of topics, including advanced functions, data analysis tools, and VBA.
    • • Publisher: Microsoft Press
  • 6. Advanced Excel Reporting for Management Accountants
    • • Author: Neale Blackwood
    • • Description: This book focuses on creating advanced Excel reports and dashboards for business and financial data analysis.
    • • Publisher: Wiley
  • 7. Excel 2019 All-in-One For Dummies
    • • Author: Greg Harvey, Michael Alexander, and Dick Kusleika
    • • Description: An all-encompassing guide that covers a wide range of Excel topics, including advanced data analysis, VBA, and more.
    • • Publisher: For Dummies
  • 8. The Excel Analyst's Guide to Access
    • • Author: Michael Alexander, Jared Decker, Bernard Wehbe
    • • Description: A valuable resource for those looking to integrate Excel with Access for more powerful data management and analysis capabilities.
    • • Publisher: Wiley
  • 9. Excel Macros For Dummies
    • • Author: Michael Alexander
    • • Description: This book focuses on automating repetitive tasks in Excel using macros. It's a great resource for learning how to save time and increase efficiency.
    • • Publisher: For Dummies
  • 10. Excel Dashboards and Reports For Dummies
    • • Author: Michael Alexander, John Walkenbach
    • • Description: A practical guide for creating visually appealing and informative Excel dashboards and reports.
    • • Publisher: For Dummies