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Course Title: Excel for Professionals: From Basics to Advanced Analytics

PaulMart November 04, 2024

 




Excel for Professionals: From Basics to Advanced Analytics

Course Overview

"Excel for Professionals: From Basics to Advanced Analytics" is a comprehensive training program designed to empower professionals with the essential and advanced skills needed to effectively utilize Microsoft Excel in the workplace. This course takes participants from foundational concepts to complex analytical techniques, enabling them to analyze data, create reports, and enhance productivity.

Course Objectives

  • Understand Excel Basics: Learn fundamental concepts, including navigation, data entry, and basic formulas.
  • Master Data Management: Develop skills to manage and manipulate data efficiently, including sorting, filtering, and organizing datasets.
  • Utilize Advanced Formulas: Gain expertise in advanced functions such as VLOOKUP, INDEX, MATCH, and nested formulas.
  • Create Dynamic Charts and Graphs: Learn how to visualize data using various chart types and effective graphing techniques.
  • Analyze Data with PivotTables: Discover how to summarize and analyze large datasets quickly with PivotTables and PivotCharts.
  • Implement Data Analysis Tools: Explore tools like Goal Seek, Scenario Manager, and Data Tables for decision-making and forecasting.
  • Automate Tasks with Macros: Understand how to automate repetitive tasks and enhance productivity through Excel macros and VBA (Visual Basic for Applications).

Target Audience

This course is ideal for professionals across various industries who want to enhance their Excel skills for better data management, analysis, and reporting. It is suitable for individuals with little to no prior experience in Excel as well as those seeking to deepen their understanding of advanced features.

Course Format

  • Duration: 4 weeks (2 sessions per week, 2 hours per session)
  • Delivery Method: Online (Live sessions) / In-person
  • Materials Provided: Course workbook, access to practice files, and additional resources.

Course Outline

  1. Week 1: Introduction to Excel

    • Navigating the Excel interface
    • Basic data entry and formatting
    • Introduction to formulas and functions

  2. Week 2: Data Management and Analysis

    • Sorting and filtering data
    • Working with tables
    • Introduction to functions: SUM, AVERAGE, COUNT, etc.

  3. Week 3: Advanced Excel Techniques

    • Advanced functions: VLOOKUP, HLOOKUP, INDEX, MATCH
    • Creating and customizing charts
    • Introduction to PivotTables and PivotCharts

  4. Week 4: Data Analysis and Automation

    • Utilizing data analysis tools: Goal Seek, Scenario Manager
    • Introduction to Excel Macros and VBA basics
    • Best practices for data presentation and reporting

FAQ

Q1: Do I need prior experience with Excel to enroll in this course?
A1: No prior experience is necessary. The course is designed to accommodate beginners as well as those with some familiarity with Excel.

Q2: What version of Excel will be used in the training?
A2: The course will primarily use Microsoft Excel 2019 and Microsoft 365. However, the skills taught are applicable to earlier versions as well.

Q3: Will I receive a certificate upon completion of the course?
A3: Yes, participants will receive a certificate of completion at the end of the course.

Q4: How can I access the course materials?
A4: All course materials will be provided electronically, and participants will have access to downloadable resources and practice files.

Q5: What if I miss a session?
A5: Recorded sessions will be available for participants to review at their convenience.

Q6: Is there any support available after the course?
A6: Yes, participants will have access to a support forum for ongoing questions and discussions even after the course has concluded.

Q7: Can this course help me in my current job?
A7: Absolutely! The skills learned in this course can enhance your productivity, improve data analysis capabilities, and support better decision-making in your professional role.

Enrollment Information

To enroll in the "Excel for Professionals: From Basics to Advanced Analytics" course or for more information, please visit our website or contact us at [Click Here]. Join us to unlock the full potential of Excel and elevate your professional skills!


Excel for Professionals: From Basics to Advanced Analytics – Course Titles

📘 Beginner Level: Foundations of Excel

  1. Getting Started with Excel: Interface, Navigation & Shortcuts

  2. Basic Formulas and Functions for Everyday Use

  3. Data Entry, Formatting & Simple Data Management

  4. Working with Rows, Columns, Sheets & Basic Layout Design

  5. Introduction to Charts and Visual Data Representation

📗 Intermediate Level: Power Skills for Office Productivity

  1. Logical & Lookup Functions: IF, VLOOKUP, HLOOKUP, and XLOOKUP

  2. Data Validation, Conditional Formatting & Dynamic Tables

  3. Named Ranges, Relative vs. Absolute References

  4. Sorting, Filtering & Custom Views for Large Data Sets

  5. Using PivotTables and PivotCharts to Summarize Data

📙 Advanced Level: Analytical & Business Intelligence Tools

  1. Advanced Functions: INDEX/MATCH, TEXT, DATE & Array Formulas

  2. Data Modeling with Power Pivot and DAX Basics

  3. What-If Analysis: Scenario Manager, Goal Seek, and Data Tables

  4. Automation with Macros and VBA Essentials

  5. Power Query for Data Transformation and ETL Tasks

📕 Professional Application: Excel in Business Contexts

  1. Dashboard Design: Creating Interactive Executive Dashboards

  2. Financial Modeling & Budgeting Techniques in Excel

  3. Sales, Inventory & HR Analytics with Real-Life Case Studies

  4. Excel for Project Management: Gantt Charts, Resource Planning

  5. Best Practices, Data Accuracy, and Error Checking


📚 Key Titles for Excel from Beginner to Advanced Analytics

Microsoft Excel 2019 Data Analysis and Business Modeling (6th Edition)

Author: Wayne L. Winston
A comprehensive guide covering Excel basics through complex analytics like Power Query, regression, Solver, Monte Carlo simulation, and financial/statistical modeling. Ideal for professionals using Excel 2019 or Office 365. Amazon Australia+11Excel How To+11Everand+11
Publisher: Microsoft Press

Microsoft Excel Data Analysis and Business Modeling (5th Edition)

Author: Wayne L. Winston
Earlier (2016) edition with strong coverage of PivotTables, optimization, probabilistic modeling, and macro basics. Still highly relevant for Excel users. AmazonSolutions Review

Excel Pivot Table Data Crunching

Authors: Bill Jelen & Michael Alexander
Focused on PivotTables and PivotCharts for data summarization and reporting—essential for advanced analytics practitioners. Wikipediathestatisticsassignmenthelp.com

Data Analysis with Microsoft Excel (3rd Edition)

Authors: Kenneth N. Berk & Patrick M. Carey
A step‑by‑step introduction to Excel‑based statistical analysis, complete with tutorials and case exercises. Amazon+3Amazon+3Solutions Review+3

Data Analytics Using Excel® Microsoft® 365

Author: Joseph M. Manzo
Designed around Excel 365, this book includes real‑world datasets and case studies in accounting and finance, suited for learners applying Excel to analytics workflows today. FlatWorld

Data Modeling with Microsoft Excel: Model and Analyze Data Using Power Pivot, DAX, and Cube Functions

Author: Bernard Obeng Boateng
Dedicated focus on data modeling using Power Pivot and DAX—ideal for Excel users moving into BI and analytical modeling. Amazon Australia+1amazon.ae+1

The Definitive Guide to DAX: Business Intelligence for Microsoft Power BI, SQL Server Analysis Services, and Excel (2nd Edition)

Authors: Marco Russo & Alberto Ferrari
Highly recommended for those using Excel's Power Pivot and building DAX-based BI models across Excel and Power BI. Solutions Reviewamazon.ae

🧠 Why These Selections Fit a "Basics to Advanced Analytics" Path

StageBook(s)Key Focus Areas
BasicsBerk & Carey; ManzoCore functions, data cleaning, Excel 365 integration
IntermediateJelen & Alexander; WinstonPivot tables, formulas, macros, data modeling
AdvancedWinston; Boateng; Russo & FerrariPower Query, Power Pivot, DAX, BI applications

🔗 Where to Find Them

Many of these books are published by Microsoft Press, Wiley, or academic publishers (like Duxbury). You can search for them on:

  • Publisher websites (e.g., Microsoft Press)

  • Major book retailers (Amazon, Wiley)

  • Author or series websites (e.g., SQLBI.com for Russo & Ferrari)

📣 Community Picks & Real‑World Recommendations

On data‑analysis forums and Reddit, analysts frequently recommend Winston’s Excel Data Analysis and Business Modeling, praising its practical case studies and real‑world business modeling approach:

“Microsoft Excel Data Analysis and Business Modeling by Wayne L. Winston is a really good book. Lengthy but it covers everything you need to know.”


✅ Top Websites for Learning Excel (Beginner to Advanced Analytics)

Website NameWebsite URLDescription
Microsoft Learnlearn.microsoft.comOfficial Microsoft training platform with Excel learning paths from basics to data analysis.
ExcelJetexceljet.netFocused on formulas, functions, and shortcuts for fast learning.
Chandoo.orgchandoo.orgPopular site for dashboards, Excel analytics, and VBA tutorials.
MrExcelmrexcel.comExcel expert Bill Jelen’s site with books, forums, and tutorials.
Excel Easyexceleast.comBeginner-friendly lessons with examples and charts.
Contexturescontextures.comResources for PivotTables, dashboards, and sample files.
MyExcelOnlinemyexcelonline.comCourses and podcasts for Excel and Power BI professionals.
Spreadsheetospreadsheeto.comStep-by-step training from beginner to advanced Excel.
Excel Campusexcelcampus.comJon Acampora’s blog offers Excel tips, VBA, and analytics.
Trump Exceltrumpexcel.comLearn Excel through free tutorials, advanced functions & dashboards.
Udemy – Excel Coursesudemy.comThousands of structured Excel courses, including analytics and VBA.
Coursera – Excel Skills for Businesscoursera.orgProfessional certificates from universities like Macquarie & Duke.
LinkedIn Learninglinkedin.com/learningVideo-based Excel courses, including advanced analytics with Excel.
Excel Exposureexcelexposure.comFree online course with topics ranging from basics to business tools.

🧠 Specialized for Advanced Analytics in Excel

Website NameURLFocus
SQLBIsqlbi.comPower Pivot, DAX, and BI with Excel – by Alberto Ferrari & Marco Russo.
PowerPivotPro (now P3 Adaptive)p3adaptive.comExcel-based Power BI modeling and training.
Excel Off The Gridexceloffthegrid.comAdvanced Excel with VBA, Power Query, and automation.

 

Here's a curated list of prominent professional institutions in the United States, spanning various fields, along with their official websites:

🏛️ Academic & Research Institutions

  • American Association for the Advancement of Science (AAAS)
    Website: www.aaas.org

  • American Association of University Professors (AAUP)
    Website: www.aaup.org

  • American Association of Colleges and Universities (AAC&U)
    Website: www.aacu.org

💼 Business & Finance

🏥 Healthcare & Medical

🏛️ Legal & Government

🏗️ Engineering & Architecture

🎨 Arts & Humanities

  • American Alliance of Museums (AAM)
    Website: www.aam-us.org

  • National Association for the Education of Young Children (NAEYC)
    Website: www.naeyc.org

  • National Association of Graduate Admissions Professionals (NAGAP)
    Website: www.nagap.org

📚 Education & Student Affairs

  • National Association of Colleges and Employers (NACE)
    Website: www.naceweb.org

  • National Student Employment Association (NSEA)
    Website: www.nsea.info

  • National Association for College Admission Counseling (NACAC)
    Website: www.nacacnet.org

🧪 Science & Technology

  • American Chemical Society (ACS)
    Website: www.acs.org

  • CompTIA (Computing Technology Industry Association)
    Website: www.comptia.org

  • IEEE (Institute of Electrical and Electronics Engineers)
    Website: www.ieee.org

🧠 Social Sciences & Public Policy


Here's an expanded list of professional institutions in the USA, organized by industry, along with their official websites:

1. Business & Finance

2. Healthcare & Medical

3. Legal & Government

4. Engineering & Architecture

  • American Society of Civil Engineers (ASCE) – www.asce.org

  • American Institute of Architects (AIA) – www.aia.org

  • National Architectural Accrediting Board (NAAB) – www.naab.org

  • Institute of Electrical and Electronics Engineers (IEEE) – www.ieee.org

  • American Society of Mechanical Engineers (ASME) – www.asme.org

5. Education & Academic

  • American Association of University Professors (AAUP) – www.aaup.org

  • American Association of Colleges and Universities (AAC&U) – www.aacu.org

  • National Association for College Admission Counseling (NACAC) – www.nacacnet.org

  • National Association of Colleges and Employers (NACE) – www.naceweb.org

  • National Student Employment Association (NSEA) – www.nsea.info

6. Science & Technology

  • American Chemical Society (ACS) – www.acs.org

  • Association for Computing Machinery (ACM) – www.acm.org

  • CompTIA (Computing Technology Industry Association) – www.comptia.org

  • Institute for Operations Research and the Management Sciences (INFORMS) – www.informs.org

7. Arts & Humanities

  • American Alliance of Museums (AAM) – www.aam-us.org

  • National Association for the Education of Young Children (NAEYC) – www.naeyc.org

  • National Association of Graduate Admissions Professionals (NAGAP) – www.nagap.org

  • National Association of Colleges and Employers (NACE) – www.naceweb.org

8. Public Policy & Social Sciences

  • American Evaluation Association (AEA) – www.eval.org

  • Association for Public Policy Analysis & Management (APPAM) – www.appam.org

  • Council on Social Work Education (CSWE) – www.cswe.org

  • American Association for Budget and Program Analysis (AABPA) – www.aabpa.org

9. Education & Student Affairs

  • National Association for College Admission Counseling (NACAC) – www.nacacnet.org

  • National Association of Colleges and Employers (NACE) – www.naceweb.org

  • National Student Employment Association (NSEA) – www.nsea.info

  • National Association for the Education of Young Children (NAEYC) – www.naeyc.org

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