Level 1 - Basic Excel
EXCEL INTRODUCTION :
- A overview of the screen, navigation and basic spreadsheet concepts
- Understanding workbooks, worksheets, rows, columns, cells
- Various selection techniques
ENTERING DATA
- Entering, Editing and Deleting Text, Numbers, Dates
- Using Auto Lists
- Moving and Copying data
- Inserting, Deleting and Hiding Rows & Columns
- Inserting, Deleting, Moving and Copying Sheets
- Using navigation techniques
Customizing Excel
- Customizing the Ribbon
- Customizing the Quick Access Toolbar
- Using and Customizing AutoCorrect
- Changing Excel’s Default Options
- Creating a Custom AutoFill List
- Creating a Custom Number Format
- Customizing Excel Review
Managing and Navigating large Workbooks
- Using Workbook Views
- Selecting and Switching Between Worksheets
- Splitting and Freezing a Window
- Creating Headers and Footers
- Hiding Rows, Columns, Worksheets, and Windows
- Working with Multiple Workbook Windows
- Creating a Template
- Managing Workbooks Review
Creating and Editing Formulae
- Concept of Formulae
- Creating Formulae, Editing Formulae
- Bodmas : Mathematical Order
- Copying Formulae
- Using Functions - Sum, Average, Max,Min, Count, Counta
- Applying Absolute (Fixed) Referencing
Referencing Techniques
- Relative Reference
- Absolute Reference
- Mixed Reference
- Moving Range Reference
Formatting and Proofing
- Formatting Cells with Number formats, Font formats, Alignment, Borders, etc
- Basic conditional formatting
- Copying and Clearing Formats
- Working with Styles
- Spell Check, Find & Replace and AutoCorrect
Level 2 - Intermediate Excel
MATHEMATICAL FUNCTIONS
- SumIf, SumIfs
- CountIf, CountIfs
- AverageIf, AverageIfs
- SumProduct, Subtotal
LOOKUP FUNCTIONS
- Vlookup / HLookup
- Match
- Dynamic Two Way Lookup
- Creating Smooth User Interface Using Lookup
- Offset
- Index
- Dynamic Worksheet linking using Indirect
LOGICAL FUNCTIONS
- Nested If ( And Conditions , Or Conditions )
- Alternative Solutions for Complex IF Conditions to make work simple
- And, Or, Not
TEXT FUNCTIONS
- Upper, Lower, Proper
- Left, Mid, Right
- Trim, Len
- Concatenate
- Find, Substitute
DATE AND TIME FUNCTIONS
- Today, Now
- Day, Month, Year
- Date, DateDif, DateAdd
- EOMonth, Weekday
ROUNDING FUNCTIONS
- Round
- RoundUp
- RoundDown
- MRound
ERROR HANDLING FUNCTIONS
- isNa
- isErr
- isError
ADVANCED PASTE SPECIAL TECHNIQUES
- Paste Formulas
- Paste Formats
- Paste Validations
- Paste Conditional Formats
- Add / Subtract / Multiply / Divide
- Merging Data using Skip Blanks
- Transpose Tables
SORTING
- Sorting on Multiple Fields
- Dynamic Sorting of Fields
- Bring Back to Ground Zero after Multiple Sorts
FILTERING
- Filtering on Text, Numbers & Date
- Filtering on Colors
- Copy Paste while filter is on
- Advanced Filters
- Custom AutoFilter
PRINTING WORKBOOKS
- Working with Themes
- Setting Up Print Area
- Printing Selection
- Branding with Backgrounds
- Adding Print Titles
- Fitting the print on to a specific defined size
- Customizing Headers & Footers
Level 3 - Advanced Excel
IMPORT & EXPORT OF INFORMATION
- From Web Page
- Exporting to XML
- Creating Dynamic Dashboards and Reports Using Data on Other Applications
- Using Text To Columns
WHAT IF ANALYSIS
- Goal Seek
- Scenario Analysis
- Data Tables
GROUPING & SUBTOTALS
DATA VALIDATION
- Number, Date & Time Validation
- Text Validation
- List Validation
- Handling Invalid Inputs
- Dynamic Dropdown List Creation using Data Validation
PROTECTING EXCEL
- File Level Protection
- Workbook Level Protection
- Sheet & Cell Level Protection
- Setting Permissions for Specific Tasks
- Track changes
CONSOLIDATION
- Consolidating data with identical layouts
- Consolidating data with different layouts
- Consolidating data with different Sheets
CONDITIONAL FORMATTING
- Creating Basic Conditional Formats
- Managing Conditions Created
- Dynamic Formatting using Formulas in Conditional Formatting
PIVOT TABLES
- Creating Simple Pivot Tables
- Basic and Advanced Value Field Setting
- Sorting based on Labels and Values
- Filtering based on Labels and Values
- Grouping based on numbers and Dates
- Drill-Down of Data
- GetPivotData Function
- Calculated Field & Calculated Items
CHARTS & PIVOT CHARTS
- Bar Charts / Pie Charts / Line Charts
- Dual Axis Charts
- Dynamic Charting
- Other Advanced Charting Techniques
EXCEL DASHBOARD
- Bar Charts / Pie Charts / Line Charts
- Planning a Dashboard
- Adding Tables to Dashboard
- Adding Charts to Dashboard
- Adding Dynamic Contents to Dashboard
COURSE DURATION: 8 HRS
Annual Financial Projections
- Profit and Loss Projection
- Balance Sheet
- Cash Flow Statements
- Working Capital planning
- Capital Budgeting
Financial Analysis
- Variance Analysis
- ROI analysis
Operational Reports
- Daily Cash Reports
- Bank Reconciliation statement
- Inter-company reconciliations
Finance Dashboards