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Microsoft Excel

This training focuses on mastering the powerful features of Microsoft Excel for data analysis and spreadsheet management. Participants will learn how to create and format spreadsheets, use formulas and functions, create charts and graphs, and perform data analysis using pivot tables and other advanced tools. This course emphasizes the ability to organize, analyze, and present data effectively.

Training Outlines

Module 1: Getting Started with Excel
• Overview of Microsoft 365 Excel Interface
• Exploring the Ribbon, Tabs, and Command Groups
• Customizing the Quick Access Toolbar
• Opening, Saving, and Organizing Workbooks
• Understanding Excel File Types and Compatibility Modes

Module 2: Entering and Formatting Data
• Inputting Text, Numbers, Dates, and Formulas
• AutoFill, Flash Fill, and AutoCorrect
• Custom Number Formats and Data Validation
• Using Cell Styles, Themes, and Conditional Formatting
• Applying Borders, Shading, and Color Coding
• Setting Date and List Validation Rules
• Circling Invalid Data and Preventing Incorrect Entries

Module 3: Managing Worksheets
• Inserting, Deleting, and Renaming Sheets
• Grouping, Hiding, and Moving Worksheets
• Freezing Panes, Splitting Windows, and Navigating Large Data
• Linking Data Across Worksheets and Workbooks
• Using 3D References Across Sheets

Module 4: Core Formulas and Functions
• Writing Basic Arithmetic Formulas
• Understanding Absolute, Relative & Mixed References
• Order of Operations and Formula Syntax
• Defining and Managing Named Ranges
• Introduction to Common Functions: SUM, AVERAGE, MIN, MAX, COUNT, COUNTA
• IF, IFERROR, ROUND, CEILING, FLOOR
• Nesting Functions Effectively

Module 5: Tables and Visual Structure
• Creating Excel Tables and Applying Table Styles
• Sorting & Filtering Table Data
• Structured References in Formulas
• Total Row and Dynamic Range Behavior
• Advanced Filters and Wildcards
• Creating Lists of Unique Values
• Customizing the Sort Function

Module 6: Visualizing Data with Charts
• Inserting Basic Charts: Column, Bar, Line, Pie
• Customizing Chart Elements (Legends, Labels, Axes, Titles)
• Combo Charts and Dual Axis Charts
• New Chart Types: Waterfall, Treemap, Funnel, Sunburst
• Power Maps and Map Charts for Geographic Data
• Creating Dynamic Charts with Named Ranges
• Using Sparklines for Trend Visualization

Module 7: Logical, Text, and Lookup Functions
• Advanced Use of IF, AND, OR, IFS, SWITCH
• Text Functions: LEFT, RIGHT, MID, LEN, TRIM, CONCAT, TEXTJOIN
• Lookup Functions: VLOOKUP, HLOOKUP, XLOOKUP, INDEX, MATCH, LOOKUP, CHOOSE, INDIRECT
• Combining Multiple Criteria in Lookups
• Building Relationships Between Tables Using the Data Model
• Using IFERROR, ISNA, and ISNUMBER for Clean Data

Module 8: Working with Date and Time
• Understanding Excel Date/Time Format
• Functions: TODAY, NOW, DATEDIF, WORKDAY, NETWORKDAYS, TEXT
• Calculating Age, Deadlines, and Working Days
• Creating Time-Tracking Sheets

Module 9: Data Analysis & PivotTables
• Creating and Customizing PivotTables
• Using Recommended PivotTables and PivotCharts
• Grouping, Filtering, and Drilling Down Data
• Collapsing and Expanding Fields
• Applying Conditional Formatting in PivotTables
• Changing the Data Source and Refreshing Data
• Using Slicers and Timelines for Filtering
• Creating Multiple Worksheets from Report Filter Pages
• Summarizing Data using % of Total, Difference From, Running Totals
• Building Relationships to Analyze Multiple Tables Together

Module 10: Data Tools & Simulations
• Data Consolidation from Multiple Sheets
• Consolidating by Position, Category, or Using 3D Formulas
• Removing Duplicates & Using Subtotals
• Goal Seek, What-If Analysis, and Scenario Manager
• Forecast Sheet and Data Tables for Projections
• Creating Lists of Unique Values and Advanced Filtering Options
• Flash Fill and Power Query Basics

Module 11: Advanced Charting and Dashboards
• Dynamic Charts with Form Controls (Scroll Bar, Drop-downs)
• Creating Interactive Dashboards Linking Charts and KPIs
• Using Tables to Build Relationships and Update Reports
• Applying Conditional Formatting in Dashboards
• Best Practices in Dashboard Layouts

Module 12: Power Query and Data Transformation (Intro)
• Connecting to External Data Sources (CSV, Web, Databases)
• Cleaning and Shaping Data in Power Query Editor
• Transforming Data to Meet Specifications
• Merging & Appending Queries
• Refreshing Connected Data Sources

Module 13: Macros and Automation (Intro)
• Understanding Macro Recorder
• Recording and Editing Simple Macros
• Editing and Deleting Macros
• Copying VBA Code and Assigning Shortcut Keys
• Assigning Macros to Buttons or Controls
• Creating Basic Automation for Repetitive Tasks

Module 14: Collaboration & Security in Microsoft 365
• Sharing Workbooks and Co-authoring in the Cloud
• Adding Comments and Notes
• Protecting Worksheets and Workbooks
• Applying Digital Signatures and Password Protection
• Track Changes and Compare Documents

Module 15: Printing, Exporting & Finalization
• Setting Print Area, Page Layout, and Scaling
• Using Headers and Footers for Branding
• Creating Professional Printouts and PDF Reports
• Exporting Reports for Non-Excel Users

Tell us about your enquiry today

Why 4D?

At The Fourth Dimension Training & Consultancy, we don't believe in one-size-fits-all solutions. Each course we offer is carefully tailored to meet the unique goals, industry challenges, and team dynamics of your organization. Our expert trainers bring decades of hands-on experience and guide participants using real-world case studies, practical tools, and interactive methods. This ensures not only theoretical understanding but also direct relevance to the day-to-day work of your employees. We collaborate closely with your team to adjust content, language, and examples so that the training resonates deeply and delivers lasting impact.

Frequently asked questions

Trainings FAQs

We provide a tailor-made offer for each requirement. For example, if you're a company wanting to train multiple people, we provide a special offer per person and might charge per day rather than per person for large numbers, which would be more beneficial for you. If you are an NGO with a big number of participants, we can also significantly reduce the price per person. If you want the training in a specific venue (like a hotel or event space), we take that into consideration and would be responsible for all arrangements. Rest assured, our prices are among the most competitive in the market and we never like to lose a client. Register your interest and our team will be in contact within 24 hours.

Absolutely! We strongly recommend and provide pre and post-training assessments to ensure the tangible impact and effectiveness of our programs. For instance, we can deploy a mystery shopper experience both before and after a training initiative. This allows us to gather objective data on how the training has influenced real-world performance, customer interaction, and overall skill application within your team. This direct comparison provides invaluable insights into the return on your training investment and helps fine-tune future development strategies.

Our tailor-made trainings are designed to ensure direct applicability to your daily work. We achieve this by incorporating examples, interactive games, practical exercises, and relevant case studies that truly resonate with the trainees. This approach helps them bridge the gap between theory and real-world application. Our consultants don't just present information; they draw from their extensive experience, and crucially, from yours, to develop and apply customized solutions that truly work.

The duration of our 4D's programs is finely tuned to their specific objectives. For training designed to culminate in an international certification from a recognized entity, we adhere to the protocols and timeframes mandated by the certifying body. However, for our bespoke, tailor-made solutions aimed directly at enhancing performance and organizational capabilities, the duration is highly flexible, ranging from intensive one-day workshops to comprehensive two-week programs, all designed to deliver optimal impact and tangible results.