Advanced Excel

Course Overview

The Advanced Excel course is designed to develop practical and advanced skills for analysing data, automating tasks, creating professional reports, and supporting business decision-making. Participants will learn advanced Excel functions, data analysis techniques, PivotTables, dashboards, data visualization, what-if analysis, and automation. The course emphasizes hands-on application using real-world business and organizational datasets.

Target Participants

  • Finance and accounting professionals
  • Business analysts and data analysts
  • Managers and supervisors
  • Project and programme officers
  • Human resource professionals
  • Procurement and supply chain professionals
  • Monitoring and evaluation officers
  • Administrative professionals
  • Entrepreneurs and business owners
  • Professionals who already have basic or intermediate Excel knowledge

Course Objectives

By the end of the course, participants will be able to:

  • Apply advanced Excel functions and formulas to solve complex business problems.
  • Analyse and interpret large datasets efficiently.
  • Use PivotTables and PivotCharts for advanced data analysis.
  • Create interactive dashboards and management reports.
  • Apply advanced data-cleaning and data-management techniques.
  • Use conditional formatting and data validation effectively.
  • Perform what-if analysis, forecasting, and scenario modelling.
  • Apply advanced lookup and reference functions.
  • Use Excel tables, named ranges, and structured references.
  • Import, transform, and combine data using Power Query.
  • Automate repetitive tasks using Excel tools and basic VBA concepts.
  • Develop professional financial, operational, and analytical reports.
  • Present data using effective charts and visualizations.

Course Outline

Module 1: Advanced Excel Fundamentals

  • Advanced Excel interface and productivity techniques
  • Workbook and worksheet management
  • Excel tables and structured references
  • Named ranges
  • Advanced formatting and professional worksheet design

Module 2: Advanced Excel Formulas and Functions

  • Logical functions
  • Lookup and reference functions
  • INDEX and MATCH
  • XLOOKUP
  • SUMIFS, COUNTIFS and AVERAGEIFS
  • Text and date functions
  • Dynamic array functions
  • Error-handling functions
  • Nested formulas

Module 3: Advanced Data Management

  • Data cleaning and preparation
  • Removing duplicates
  • Text-to-columns
  • Data validation
  • Sorting and filtering
  • Advanced filtering techniques
  • Working with large datasets

Module 4: PivotTables and PivotCharts

  • Creating and customizing PivotTables
  • Grouping and filtering data
  • Calculated fields
  • PivotCharts
  • Slicers and timelines
  • Interactive management reports

Module 5: Data Analysis and Visualization

  • Selecting appropriate charts
  • Advanced chart techniques
  • Combination charts
  • Dynamic charts
  • Conditional formatting
  • KPI reporting
  • Interactive dashboards
  • Dashboard design principles

Module 6: What-If Analysis and Forecasting

  • Goal Seek
  • Scenario Manager
  • Data Tables
  • Forecasting techniques
  • Trend analysis
  • Sensitivity analysis
  • Business scenario modelling

Module 7: Power Query and Data Transformation

  • Introduction to Power Query
  • Importing data from different sources
  • Cleaning and transforming data
  • Merging and appending datasets
  • Refreshing queries
  • Creating reusable data workflows

Module 8: Advanced Financial and Business Analysis

  • Financial modelling in Excel
  • Budgeting and forecasting
  • Variance analysis
  • Cost and profitability analysis
  • Investment analysis
  • Financial reporting
  • Management decision-support models

Module 9: Excel Automation

  • Automating repetitive tasks
  • Introduction to macros
  • Recording and using macros
  • Basic VBA concepts
  • Automating reports and workflows

 

Course Schedules:

Dates Fees Location Apply