Here’s a simplified "Advanced Excel for Businesses" course outline
that balances advanced topics with accessibility, ensuring it's practical
and not overly complex:
Course Title:
Advanced Excel for Businesses
Course Objectives:
By the end of this course, participants will:
Use Excel effectively to solve common business problems.
Create simple automation tools for repetitive tasks.
Design professional reports and dashboards with ease.
Apply Excel functions to real-world business scenarios.
Course Outline:
Module 1: Essential Excel Skills Refresher
Customizing Spreadsheets: Formatting, styles, and themes.
Data Sorting and Filtering: Organizing and finding business data.
Basic Formulas Review: SUM, AVERAGE, COUNT, and other useful
functions.
Working with Tables: Creating and formatting tables for easy data
management.
Module 2: Business-Friendly Functions
Logical Functions: Simple IF, AND, OR for decision-making.
Lookup Functions: Practical uses of VLOOKUP and XLOOKUP.
Text Functions: Splitting and joining data (e.g., CONCATENATE,
LEFT, RIGHT).
Date and Time Functions: Calculating deadlines and tracking
timelines.
Module 3: Practical Data Analysis
PivotTables Made Easy: Summarizing and understanding data.
Basic Charts: Creating bar, pie, and line charts for presentations.
Conditional Formatting: Highlighting key business trends (e.g.,
top sales).
Basic Dashboards: Combining simple charts and slicers for
interactive reports.
Module 4: Streamlining Workflows
Shortcuts and Productivity Tips: Speeding up daily tasks.
Data Validation: Creating dropdown lists for easy data entry.
Templates for Business: Setting up reusable templates for
invoices, budgets, and schedules.
Basic Macros: Recording and running small automations.
Module 5: Business Applications
Budgeting Basics: Simple templates for tracking income and
expenses.
Inventory Management: Monitoring stock levels and reorder
points.
Sales Tracking: Calculating sales performance and customer
trends.
Employee Time Tracking: Setting up basic timesheets and
reports.
Module 6: Collaboration and Security
Sharing Workbooks: Collaborating with team members.
Protecting Data: Locking cells and securing worksheets.
Exporting Data: Saving as PDFs or sharing via email.
Basic Integrations: Importing data from CSV files and linking
sheets.
Assessment and Certification:
Practical Exercises: Short tasks for every module.
Capstone Project: A simple dashboard or tool tailored to their
business needs.
Certification: Awarded upon completing the course successfully.
Target Audience:
This course is ideal for business owners, team leaders, and professionals
looking to boost their productivity without diving into overly technical
details.
Let me know if further simplifications are needed!
