Course
Overview
The Practical Advanced Excel
course is designed to provide hands-on experience in using advanced Excel tools
to solve real-world workplace problems. Participants will work with practical
datasets and business scenarios to develop skills in advanced formulas, data
analysis, PivotTables, dashboards, financial modelling, reporting, forecasting,
Power Query, and Excel automation. The course emphasizes practical application,
problem-solving, and workplace productivity.
Target
Participants
- Finance and accounting professionals
- Business and data analysts
- Managers and supervisors
- Project and programme officers
- Monitoring and evaluation professionals
- Human resource professionals
- Procurement and supply chain professionals
- Administrative and operations professionals
- Entrepreneurs and business owners
- Professionals with intermediate Excel knowledge seeking
practical advanced skills
Course
Objectives
By the end of the course,
participants will be able to:
- Apply advanced Excel formulas to real-world workplace
problems.
- Clean, organize, and analyse complex datasets.
- Use XLOOKUP, INDEX-MATCH, SUMIFS, COUNTIFS, and other
advanced functions.
- Build and analyse PivotTables and PivotCharts.
- Create interactive dashboards and KPI reports.
- Perform financial, operational, and performance
analysis.
- Apply forecasting, scenario, and sensitivity analysis.
- Use Power Query to import, clean, transform, and
combine data.
- Automate repetitive Excel tasks using macros.
- Create professional management and analytical reports.
- Use charts and visualizations to communicate data
insights.
- Develop practical Excel-based decision-support tools.
Course
Outline
Module 1: Advanced Excel in Practice
- Advanced Excel interface and productivity techniques
- Workbook and worksheet management
- Excel tables and structured references
- Named ranges
- Professional spreadsheet design
- Practical Excel shortcuts
Module 2: Advanced Formulas and
Functions
- XLOOKUP
- INDEX and MATCH
- IF and IFS
- SUMIFS and COUNTIFS
- AVERAGEIFS
- Text and date functions
- Dynamic array functions
- Error handling
- Nested formulas
Module 3: Practical Data Cleaning
and Management
- Importing and preparing data
- Removing duplicates
- Data validation
- Sorting and filtering
- Text-to-columns
- Cleaning inconsistent data
- Managing large datasets
Module 4: PivotTables and
PivotCharts
- Creating PivotTables
- Grouping and summarizing data
- Advanced filtering
- Calculated fields
- PivotCharts
- Slicers and timelines
- Practical management reporting
Module 5: Practical Excel Dashboards
- Dashboard design principles
- KPI tracking
- Interactive charts
- Dynamic dashboards
- Performance monitoring
- Management scorecards
- Practical dashboard development
Module 6: Financial and Business
Analysis
- Budget preparation and analysis
- Revenue and expenditure analysis
- Profitability analysis
- Cost analysis
- Budget versus actual analysis
- Variance analysis
- Financial modelling
Module 7: Forecasting and What-If
Analysis
- Trend analysis
- Forecasting
- Goal Seek
- Scenario Manager
- Data Tables
- Sensitivity analysis
- Practical business scenarios
Module 8: Power Query
- Importing data from different sources
- Data transformation
- Merging and appending datasets
- Automated data cleaning
- Refreshable reports
- Practical Power Query exercises
Module 9: Excel Automation
- Introduction to macros
- Recording macros
- Automating repetitive tasks
- Basic VBA concepts
- Automated reporting
- Practical automation exercises


