Microsoft Office
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.
Objectives
- Master the Excel interface, navigation, and workbook organization.
- Enter, format, and validate data efficiently using Excel tools.
- Use formulas, functions, and tables to structure and analyze data.
- Create charts, PivotTables, and dashboards to visualize insights.
- Apply logical, text, lookup, and date functions for dynamic reporting.
- Utilize data tools like Goal Seek, Scenario Manager, and Power Query.
- Explore macros, automation, and secure collaboration features.
- Customize Excel for finance, HR, supply chain, and admin tasks.
Target audience
- Business analysts, accountants, data entry professionals, and anyone who needs to work with data in spreadsheets.
Program outline
A clear structure for the learning journey.
Program outline
Outline points are grouped in one designed block instead of being treated as separate module cards.
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
Materials provided
- â—‹ Slides used during the sessions
- â—‹ Group activities and exercises
- â—‹ Worksheets and templates
- â—‹ Case studies relevant to the course
- â—‹ 4D Certificate of Completion issued by The Fourth Dimension Training & Consultancy
- â—‹ Post-course support for technical queries and guidance
Training Options
Programs can be delivered in-house, online, or in a blended format depending on your team's schedule, location, and learning objectives. When an external certificate or exam is included, certification rules and fees remain under the relevant awarding body's policies, while 4D provides the training and preparation support.
Why choose 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.
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