📘 Excel Course – Beginner to
Professional
Introduction
This course is designed to take you from the basics of Excel to advanced
data analysis and automation skills.
It is structured into 14 comprehensive modules covering everything from
simple formulas to Power Query, Power Pivot, and VBA macros.
By the end of this course, you will be able to create professional dashboards,
clean and analyze data, and automate repetitive tasks using Excel's powerful
features.
Course Objectives
• Understand the Excel interface and core functionalities.
• Learn to manage and format data efficiently.
• Master basic and advanced formulas for data analysis.
• Create and manage tables, pivot tables, and charts.
• Clean and transform data using Power Query.
• Build data models and perform advanced calculations using DAX.
• Automate tasks using Macros and VBA.
• Design professional and interactive dashboards.
Module 1: Introduction & Excel GUI
Topics Covered:
• What is Excel? (Applications & importance)
• Excel Interface: Ribbon, Tabs, Quick Access Toolbar
• Workbook & Worksheet navigation
• Rows, Columns, and Cells
• Views (Normal, Page Layout, Page Break Preview)
• File Management: Create, Save, Save As, Print
• File formats (.xlsx, .csv, .xlsm)
• Basic Operations: Entering Data, AutoFill, Copy/Paste
• Undo/Redo, Find & Replace
• Basic Formatting (Font, Colors , Borders)
• Number Formats: General, Currency, Date, Percentage
• Keyboard Shortcuts
Learning Outcomes:
• Understand Excel's interface and navigation tools.
• Know how to create, save, and manage files effectively.
• Perform basic data entry and formatting operations.
• Use number formats and shortcuts to enhance efficiency.
Module 2: Worksheet & Data Management
Topics Covered:
• Insert/Delete Rows, Columns, Sheets
• Freeze Panes, Split, Hide/Unhide
• Sorting & Filtering
• Data Validation (Dropdowns, Rules)
• Remove Duplicates
• Text to Columns & Flash Fill
• Conditional Formatting (Custom rules)
Learning Outcomes:
• Manage worksheet structure and layout efficiently.
• Apply sorting, filtering, and data validation techniques.
• Identify and remove duplicate data.
• Use Flash Fill and Text to Columns for quick data manipulation.
Module 3: Basic Formulas & Functions
Topics Covered:
• Formula Basics: =, Relative & Absolute references
• Arithmetic: SUM, AVERAGE, MIN, MAX
• Counting: COUNT, COUNTA, COUNTIF, COUNTIFS
• Text: CONCAT, LEFT, RIGHT, MID, LEN, TRIM, SUBSTITUTE
• Date & Time: TODAY, NOW, DAY, MONTH, YEAR, DATEDIF
• Logical: IF, AND, OR, NOT, IFERROR
• Lookup: VLOOKUP, HLOOKUP, XLOOKUP, INDEX, MATCH
• Math & Rounding: ROUND, ROUNDUP, ROUNDDOWN
• Dynamic Arrays: UNIQUE, FILTER, SORT
Learning Outcomes:
• Write and troubleshoot basic formulas.
• Use common text, date/time, and logical functions.
• Perform lookups and dynamic array operations.
• Apply rounding and math functions effectively.
Module 4: Tables & Data Structures
Topics Covered:
• Create & Format Excel Tables
• Structured References
• Table Design (Headers, Total Rows)
• Slicers for Tables
Learning Outcomes:
• Organize data using Excel Tables.
• Leverage structured references in formulas.
• Customize table designs for better data presentation.
Module 5: Charts & Visualization
Topics Covered:
• Basic Charts (Column, Bar, Pie, Line)
• Advanced Charts (Combo, Waterfall, Histogram)
• Sparklines
• Custom Chart Formatting
• Trendlines & Forecasting
• Dynamic Charts with Named Ranges
Learning Outcomes:
• Create and customize various chart types.
• Add trendlines and forecast data trends.
• Use dynamic named ranges for interactive charts.
Module 6: Pivot Tables
Topics Covered:
• Create Pivot Tables
• Field Settings (Values, Rows, Columns)
• Value Summaries (Sum, Average, Count)
• Grouping (Date, Number Ranges)
• Calculated Fields
• Pivot Charts
• Slicers & Timelines
Learning Outcomes:
• Build and customize Pivot Tables.
• Summarize and analyze large data sets efficiently.
• Use slicers and timelines for interactive analysis.
Module 7: Advanced Formulas
Topics Covered:
• Nested IF & IFS
• INDEX + MATCH vs XLOOKUP
• INDIRECT, OFFSET, CHOOSE
• Array Formulas & Spill Ranges
• Advanced Date Calculations (e.g., Fiscal Year)
Learning Outcomes:
• Solve complex problems with advanced formulas.
• Use INDEX + MATCH and XLOOKUP effectively.
• Apply array formulas and date-based calculations.
Module 8: Data Cleaning & Power Query
Topics Covered:
• Importing Data (CSV, SQL, Web)
• Query Editor Interface
• Data Transformations (Split, Merge, Change Types)
• Append Queries
• Unpivot Columns
• Automating Refresh
Learning Outcomes:
• Import and clean data from multiple sources.
• Transform and shape data using Power Query.
• Automate data refresh processes.
Module 9: Data Analysis Tools
Topics Covered:
• Goal Seek
• Scenario Manager
• Data Tables
• Solver Add-in
• What-If Analysis
• Forecast Sheet
Learning Outcomes:
• Perform sensitivity analysis and forecasting.
• Use Solver and Scenario Manager for decision-making.
• Work with data tables and goal-seeking techniques.
Module 10: Data Modelling & Power Pivot
Topics Covered:
• Introduction to Data Models
• Creating Relationships
• DAX Basics (SUMX, CALCULATE, FILTER)
• Measures & Calculated Columns
• Dashboards with Power Pivot
Learning Outcomes:
• Build and manage data models in Excel.
• Write basic DAX formulas for calculations.
• Create dashboards with Power Pivot integration.
Module 11: Macros & VBA
Topics Covered:
• Recording Macros
• Editing Macros
• VBA Editor & Modules
• Writing Simple VBA Scripts
• Assigning Macros to Buttons
Learning Outcomes:
• Automate repetitive tasks with macros.
• Edit and create VBA scripts.
• Link macros to buttons for user-friendly automation.
Module 12: Dashboard Design
Topics Covered:
• Dashboard Design Principles
• KPI Indicators (Icons, Sparklines)
• Combining Pivot Tables & Charts
• Interactive Dashboards with Form Controls
Learning Outcomes:
• Design professional dashboards.
• Integrate KPIs, charts, and pivot tables.
• Create interactive and dynamic dashboards.
Module 13: Collaboration & Security
Topics Covered:
• Track Changes & Comments
• Protect Sheets & Workbooks
• Share Workbook & Co-Authoring
• Excel Online & OneDrive
Learning Outcomes:
• Collaborate on Excel files securely.
• Use protection and sharing features effectively.
• Work seamlessly with Excel Online and cloud tools.
Module 14: Professional Tips
Topics Covered:
• Handling Big Data (1M+ Rows)
• Excel + Power BI Integration
• Custom Functions (LAMBDA)
• Dynamic Named Ranges
• Excel Add-ins (ASAP Utilities)
Learning Outcomes:
• Optimize Excel for large datasets.
• Integrate Excel with Power BI workflows.
• Leverage custom functions and add-ins for productivity.
Final Project
Topics Covered:
• Build a Professional Interactive Dashboard using:
• Power Query (Data Cleaning)
• Power Pivot (Modelling)
• Pivot Tables & Charts (Insights)
• Slicers & Timelines (Interactivity)
• Macros (Automation)
Learning Outcomes:
• Apply all learned concepts in a real-world project.
• Build a professional and interactive dashboard.
