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

 

Course Schedules:

Dates Fees Location Apply