Advanced Excel Course
Excel Associate
This exam measures competency in the fundamentals of creating and managing worksheets and workbooks, creating cells and ranges, creating tables, applying formulas and functions, and creating charts and objects. The exam covers the ability to create and edit a workbook with multiple sheets and use a graphic element to represent data visually. Workbook examples include professional-looking budgets, financial statements, team performance charts, sales invoices, and data entry logs.
Excel Expert
Excel Expert Course: Our Excel Expert course comprises of Advanced Formulas and Functions, V Lookup, H LookUp, Validations, Using Conditional Formatting. This exam covers the ability to work in the core Finance Field like CFA, Fianancial modeling, etc.
Level 1: Manage workbook options & settings
- Import Data into Workbooks: Import data from .txt files • Import data from .csv files
- Navigate within Workbooks: Search for data within a workbook • Navigate to named cells, ranges, or workbook elements • Insert and remove hyperlinks
- Format Workbooks & Worksheets: Modify page setup • Adjust row height and column width • Customise headers and footers
- Customise Options & Views: Customise the Quick Access toolbar • Display and modify workbook content in different views • Freeze worksheet rows and columns • Change window views • Modify basic workbook properties • Display formulas
- Configure Content for Collaboration: Set a print area • Save workbooks in alternative file formats • Configure print settings • Inspect workbooks for issues
- Manage Workbooks: copy macros between workbooks •reference data in other workbooks • enable macros in a workbook • manage workbook versions Fundamentals of Accounting
- Prepare Workbooks for Collaboration: restrict editing • protect worksheets and cell ranges • protect workbook structure • configure formula calculation options • manage comments
- Use & Configure Language Options: configure editing and display languages • use language-specific features
Level 2: Manage & Format Data Cells & Ranges
Level 2: Manage & Format Data Cells & Ranges
- Manipulate data in worksheets: Paste data by using special paste options • Fill cells by using Auto Fill • Insert and delete multiple columns or rows • Insert and delete cells
- Format cells & ranges: Merge and unmerge cells • Modify cell alignment, orientation, and indentation • Format cells by using Format Painter • Wrap text within cells • Apply number formats • Apply cell formats from the Format Cells dialog box • Apply cell styles • Clear cell formatting
- Define & reference name ranges: Define a named range • Name a table
- Summarise Data Visually: Insert Sparklines • Apply built-in conditional formatting • Remove conditional formatting
- Fill cells based on existing data: fill cells by using Flash Fill • fill cells by using advanced Fill Series options
- Format & Validate Data: create custom number formats • configure data validation • group and ungroup data • calculate data by inserting subtotals and totals • remove duplicate records
- Apply Advanced Conditional Formatting & Filtering: create custom conditional formatting rules • create conditional formatting rules that use formulas • manage conditional formatting rules
Level 3: Manage Advanced charts & table data
Level 3: Manage Advanced charts & table data
- Create & Modify Charts: Create charts • Create chart sheets • Add data series to charts • Switch between rows and columns in source data • Add and modify chart elements
- Format Charts: Apply chart layouts • Apply chart styles • Add alternative text to charts for accessibility
- Create & format tables: Create Excel tables from cell ranges • Apply table styles • Convert tables to cell ranges
- Modify tables: Add or remove table rows and columns • Configure table style options • Insert and configure total rows
- Filter & Sort Table Data: Filter records • Sort data by multiple columns
- Create & Modify Advanced Charts: create and modify dual axis charts • create and modify charts including Box & Whisker, Combo, Funnel, Histogram, Map, Sunburst, and Waterfall charts
- Create & Modify Pivot Tables: create PivotTables • modify field selections and options • create slicers • group PivotTable data • add calculated fields • format data
- Create & Modify Pivot Charts: create PivotCharts • manipulate options in existing PivotCharts • apply styles to PivotCharts • drill down into PivotChart details
Level 4: Perform Operations Using Formulas & Functions
Level 4: Perform Operations Using Formulas & Functions
- Insert References: Insert relative, absolute, and mixed references • Reference named ranges and named tables in formulas
- Calculate & Transform Data: Perform calculations by using the AVERAGE(), MAX(), MIN(), and SUM() functions • Count cells by using the COUNT(), COUNTA(), and COUNTBLANK() functions • Perform conditional operations by using the IF() function
- Perform & Modify Text: Format text by using RIGHT(), LEFT(), and MID() functions • Format text by using UPPER(), LOWER(), and LEN() functions • Format text by using the CONCAT() and TEXTJOIN() functions
- Perform Logical Operations in Formulas: perform logical operations by using nested functions including the IF(), IFS(), SWITCH(), SUMIF(), AVERAGEIF(), COUNTIF(), SUMIFS(), AVERAGEIFS(), COUNTIFS(), MAXIFS(), MINIFS(), AND(), OR(), and NOT() functions
- Look Up Data by using Functions: look up data by using the VLOOKUP(), HLOOKUP(), MATCH(), and INDEX() functions
- Use Advanced Data & Time Functions: reference date and time by using the NOW() and TODAY() functions • calculate dates by using the WEEKDAY() and WORKDAY() functions
- Perform Data Analysis: summarize data from multiple ranges by using the Consolidate feature • perform what-if analysis by using Goal Seek and Scenario Manager • forecast data by using the AND(), IF(), and NPER() functions • calculate financial data by using the PMT() function
- Troubleshoot formulas: trace precedence and dependence • monitor cells and formulas by using the Watch Window • validate formulas by using error checking rules • evaluate formulas
- Create & Modify simple Macros: record simple macros • name simple macros • edit simple macros