Advanced Microsoft Excel for Data Analysis & Dashboards

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About Course

Unlock the full potential of Microsoft Excel with this Advanced Microsoft Excel for Data Analysis & Dashboards course. Designed for professionals, analysts, and business owners, this course takes you beyond the basics to master data-driven decision-making using advanced Excel tools and techniques.

You will learn how to analyze, clean, and transform large datasets, create interactive dashboards, and use powerful formulas and functions to simplify complex tasks. With hands-on examples, you’ll gain practical skills in PivotTables, Power Query, Power Pivot, advanced charting, conditional formatting, and dynamic reports that deliver actionable insights.

By the end of this course, you will be able to:

  • Work confidently with advanced Excel formulas & functions for analysis.

  • Automate data preparation and transformation with Power Query.

  • Create dynamic and interactive dashboards for business reporting.

  • Build visualizations and charts that communicate insights effectively.

  • Apply real-world data analysis techniques to make informed decisions.

Whether you are aiming to boost your career prospects, streamline business reporting, or stand out as an Excel expert, this course equips you with the tools and confidence to work smarter and faster.

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What Will You Learn?

  • Master Advanced Excel Formulas – Use INDEX-MATCH, XLOOKUP, TEXT, LOGICAL, and nested functions for complex calculations.
  • Analyze Large Data Sets – Apply filtering, sorting, and summarizing techniques for meaningful insights.
  • Create Powerful PivotTables & PivotCharts – Summarize and visualize data with interactive reports.
  • Automate Data Cleaning & Transformation – Use Power Query for efficient data preparation.
  • Build Interactive Dashboards – Design user-friendly dashboards with slicers, timelines, and dynamic charts.
  • Use Power Pivot & DAX – Perform advanced calculations and manage data models effectively.
  • Apply Conditional Formatting – Highlight trends, patterns, and anomalies in your data.
  • Design Professional Charts & Graphs – Create visually appealing reports that tell a story.
  • Work with Dynamic Named Ranges & Data Validation – Improve flexibility and accuracy in reports.
  • Implement Real-World Business Case Studies – Apply skills to solve practical data analysis problems.

Course Content

Topic 1: Advanced Excel Formulas & Functions
This topic covers advanced Excel formulas and functions, including logical, lookup, text, and date/time functions, as well as combining multiple formulas. By mastering these, you can perform complex calculations, retrieve data efficiently, and automate tasks in Excel.

  • Lesson 1.1 – Introduction to Advanced Formulas & Functions
  • Lesson 1.2 – Logical Functions (IF, AND, OR, IFERROR)
  • Lesson 1.3 – Nested IF Statements
  • Lesson 1.4 – Conditional Functions (SUMIF, COUNTIF, AVERAGEIF)
  • Lesson 1.5 – Advanced Conditional Functions (SUMIFS, COUNTIFS, AVERAGEIFS)
  • Lesson 1.6 – Date & Time Functions (TODAY, NOW, DATEDIF, EOMONTH, NETWORKDAYS)
  • Lesson 1.7 – Financial Functions (PMT, FV, NPV, IRR)
  • Lesson 1.8 – Lookup Functions (VLOOKUP, HLOOKUP, XLOOKUP, INDEX, MATCH)
  • Lesson 1.9 – Text Functions (LEFT, RIGHT, MID, LEN, TRIM, PROPER, UPPER, LOWER, CONCAT, TEXTJOIN)
  • Lesson 1.10 – Array Formulas & Dynamic Arrays (FILTER, SORT, UNIQUE, SEQUENCE)
  • Lesson 1.11 – Advanced Error Handling Functions (IFERROR, ISERROR, ISNA, ERROR.TYPE)
  • Lesson 1.12 – Practical Examples & Exercises

Topic 2: Data Analysis & Pivot Tables
This topic covers essential Excel tools for analyzing and summarizing large datasets effectively. You will learn sorting, filtering, data cleaning, and subtotal techniques to prepare data for analysis. The topic also introduces Pivot Tables and Pivot Charts—powerful features to summarize, group, and visualize data for better decision-making. By the end, you’ll be able to create dynamic, interactive reports from raw data with ease.

Topic 3: Advanced Data Visualization in Excel
Topic Overview Advanced Data Visualization in Excel focuses on creating insightful and interactive charts to present data effectively. Students will learn how to use dynamic charts, combo charts, sparklines, conditional formatting, and dashboard techniques to make reports visually appealing and easy to understand. Key Learning Points: Understand different types of charts and when to use them Learn to create dynamic and interactive charts Apply conditional formatting for visual insights Use sparklines for compact trend visualization Build dashboard components for presenting multiple data metrics Outcome: By the end of this topic, students will be able to turn raw data into professional, interactive, and visually appealing Excel reports that support decision-making.

Topic 4: Advanced Excel Functions for Data Modeling
Topic Overview Advanced Excel Functions for Data Modeling focus on complex formulas, lookup techniques, dynamic calculations, and scenario analysis. This topic equips students with the ability to analyze, model, and predict data efficiently. Key Learning Points: Master advanced lookup and reference functions (INDEX, MATCH, XLOOKUP) Work with dynamic arrays and array formulas Apply logical, statistical, and financial functions for modeling Perform what-if analysis using Goal Seek and Scenario Manager Build interactive models for data-driven decision-making Outcome: By the end of this topic, students will be able to create robust Excel models for finance, sales, operations, or any analytical task, enhancing their professional skill set.

Topic 5: Advanced Dashboard & Reporting Techniques
Topic Overview Advanced Dashboard & Reporting Techniques teach students how to design interactive, visually appealing, and professional dashboards for data-driven decision-making. This topic focuses on combining charts, pivot tables, conditional formatting, slicers, sparklines, and dynamic ranges into dashboards suitable for management reporting. Key Learning Points: Create interactive dashboards using Pivot Tables, Pivot Charts, and Slicers Use dynamic charts, sparklines, and conditional formatting for insights Implement advanced chart types like Waterfall, Combo, and Funnel Charts Learn dashboard layout best practices for clarity and readability Automate reporting with dynamic ranges and linked data Outcome: By the end of this topic, students will be able to build fully functional, professional dashboards that summarize large datasets and allow quick analysis for business decisions.

Topic 6: Data Validation, Protection & Collaboration
Topic Overview Data Validation, Protection, and Collaboration techniques are crucial for ensuring accuracy, security, and teamwork in Excel projects. This topic teaches students how to restrict inputs, prevent errors, protect sensitive data, and collaborate efficiently in shared workbooks. Key Learning Points: Implement data validation rules to maintain data integrity Protect worksheets and workbooks with passwords and permissions Use shared workbooks and co-authoring for team collaboration Track changes and manage versions to prevent data conflicts Combine validation and protection for robust, error-free dashboards Outcome: By the end of this topic, students will be able to secure Excel workbooks, enforce data rules, and collaborate effectively while maintaining data integrity and accuracy.

Topic 7: Advanced Excel Tools & Add-ins
Topic Overview Advanced Excel Tools & Add-ins enhance your productivity and analytical capabilities. This topic teaches students how to leverage Power Query, Power Pivot, Power BI integration, and useful Excel add-ins to perform advanced data analysis and automation. Key Learning Points: Import, clean, and transform data efficiently using Power Query Analyze large datasets using Power Pivot and Data Models Use Excel Add-ins to extend functionality Integrate Excel with Power BI for advanced reporting Automate repetitive tasks with Macros and VBA add-ins Outcome: By the end of this topic, students will be able to handle large datasets, automate tasks, and build advanced analytics dashboards using Excel’s powerful tools and add-ins.

Topic 8: Dashboard & Data Visualization
Topic Overview: Dashboards and Data Visualization are critical for turning raw data into actionable insights. This topic teaches students how to design professional dashboards, use advanced charts, slicers, and interactive elements to make data easy to interpret. Key Learning Points: Principles of effective dashboard design Creating interactive charts and visuals Using Slicers, Timelines, and Pivot Charts Combining multiple data sources for consolidated dashboards Best practices for layout, formatting, and user experience Outcome: By the end of this topic, students will be able to create interactive, insightful, and visually appealing dashboards that can be used in reports, presentations, and business analysis.

Final Test – Comprehensive Assessment
The Final Test evaluates students on all 8 topics of the course. It ensures learners have understood advanced Excel formulas, data analysis, visualization, dashboards, Power Query, Power Pivot, macros, and add-ins. Covers theoretical knowledge and practical application. Designed for students to demonstrate their ability to create dashboards, use advanced formulas, and analyze data effectively. Passing marks: 70% or above. Students who pass get access to certificate download.

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