Advanced Excel & Data Reporting Course

Description

Module 1: Introduction to Advanced Excel

• Understanding Excel’s role in data analysis and reporting

• Navigating the Excel interface efficiently

• Customizing the ribbon and quick access toolbar

• Best practices for data organization and formatting

Module 2: Advanced Formulas & Functions

• Logical functions (IF, AND, OR, IFERROR)

• Lookup and reference functions (VLOOKUP, HLOOKUP, XLOOKUP, INDEX, MATCH)

• Text functions (LEFT, RIGHT, MID, TRIM, CONCAT, TEXTJOIN)

• Date and time functions (TODAY, NOW, DATEDIF, EOMONTH)

• Array formulas and dynamic arrays (FILTER, SORT, UNIQUE, SEQUENCE)

Module 3: Data Cleaning & Preparation

• Removing duplicates and blanks

• Text-to-columns and Flash Fill techniques

• Using Find & Replace with wildcards

• Data validation rules and dropdown lists

Module 4: Data Analysis with PivotTables

• Creating and customizing PivotTables

• Grouping data and applying calculated fields

• Filtering and sorting within PivotTables

• Using Slicers and Timelines for interactivity

Module 5: Power Query & Data Transformation

• Introduction to Power Query editor

• Importing data from multiple sources (Excel, CSV, web, databases)

• Merging and appending datasets

• Cleaning, reshaping, and transforming large datasets

Module 6: Power Pivot & Data Modeling

• Understanding data models and relationships

• Creating measures and calculated columns using DAX formulas

• Building KPIs within Power Pivot

• Connecting multiple data sources into a single report

Module 7: Data Visualization & Dashboards

• Creating dynamic charts (Column, Line, Pie, Combo, Scatter)

• Conditional formatting for insights

• Using Sparklines for mini visualizations

• Designing interactive dashboards with form controls

Module 8: Automation with Macros

• Introduction to VBA (Visual Basic for Applications)

• Recording and editing macros

• Automating repetitive tasks

• Assigning macros to buttons for ease of use

Module 9: Advanced Reporting Techniques

• Creating professional report templates

• Linking Excel reports to external data sources

• Applying advanced filtering and sorting techniques

• Protecting and sharing workbooks securely

Module 10: Capstone Project

• Clean and prepare a complex dataset

• Create an interactive dashboard with PivotTables, charts, and slicers

• Automate key reporting processes using macros

• Present final report for review and feedback