Advanced Excel

Background Note –
Need
1.Data is important to all Organizations for their Planning & Control needs and Excel is amongst the finest Spreadsheet Software available to present and manipulate data so that Organizations can make informed decisions or present data to its Stakeholders.

2.The Software is growing in its capabilities with every new version and users are unaware of many of its new capabilities.
3.The data is not the only thing that matters in most cases, as presenting that data in a manner which can be easily understood, influence for action and leave a favourable impression of the presenter is an art as much as it is a science.
It is an imperative skill to possess.
Intended Audience –
1.Anybody in the Corporate Organization, government, student. Entrepreneurs, Self Employed Professionals & Consultants
2.Preferably, the audience should be homogeneous from the perspective of the business function or competency level, professions or industry type; however, I have experience with extremely heterogeneous audience types.
Pedagogy –
1. A meeting with the Stakeholders to discuss the intended outcome of the Program.
2. Discussion with the Team, in part or whole, to discuss their perspective on the program.
3. Training Imparted using
a. Hands-on Workbooks with exercises. Demonstration followed by imitation by the participants.
b. Power-Point for Program Flow.
c. Practice exercises at regular intervals on key Formulas / Concepts, followed by Solutions.

Program Structure –
The Program Structure is decided based on the needs of the Participants, the role that they play and are intended to play within the organization as well as their skill levels and available time frame for the Program. It could include part or all of the below:

  • 1.Aspects of Excel
    • a.Basics
      • i. Menu,
      • ii. Back Office,
      • iii.View – Vertical / Horizontal / Freezing panes / Long Workbooks,
      • iv. Inter-Workbook access,
      • v. Cells Formatting,
      • vi. Printing,
      • vii. Security, etc
    • b. Working with Data
      • i. Data Validation
      • ii. Named Ranges,
      • iii.Advanced Filtering,
      • iv. Advanced Sorting and Custom Lists,
      • v. Grouping
    • c. Data Manipulation with Built-in Functions
      • i. Basics – Auto-sum / Tools / Tips / Formula Bar
      • ii. Conditional & Logical Formulae
      • iii. Referential and Lookup Formulae>
      • iv. Mathematical Functions
      • v. Text Functions
      • vi. Data & Power Functions
      • vii. Date-Time Functions
      • viii. Financial Functions
      • ix. Array Functions
      • x. Information based Functions
    • d. Data Presentation
      • i. Pivots
      • ii. Charts
    • e. Data Analysis

      • i.What-if Analysis
        • i.Goal Seek
        • ii.Multivariate Problem Solving using the Solver Toolkit
        • iii.Scenario Manager
    • f. Advanced Presentation & Interacting with External Data
      • i. Importing from various Sources
      • ii.Power Pivot & Power View
      • iii. DAX Querying
    • g. Statistics with the Analysis Toolkit
    • h. Automation With Macros
      • VBA
        • i.The VBA Object Model
          • i. Modules
          • ii. Forms
          • iii. Controls
          • iv. Objects
          • v. Working with Files, Folders, Workbooks & Worksheets
        • ii. Programming Flow Elements
          • i. Variables and Arrays
          • ii. Loops
          • iii. Conditional Statements
          • iv. Creating Sub-Routines & functions