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OUTLINE
OUTLINE
DURATION: 2 DAYS (16 HOURS)
DIFFICULTY LEVEL: INTERMEDIATE
1. Main Excel objects
1. Main Excel objects
Excel platforms, data types & formula structures
The Formula Bar and the Insert Function tool
The Name Box, naming and editing cell ranges
Undo & redo
Important shortcut keys
2. Important excel aspects
2. Important excel aspects
Cutting, copying, & pasting features
LivePreview
Clearing contents & format
Dragging & dropping cells
Autofilling & Flash filling
3. Finding & replacing data
3. Finding & replacing data
The Find command
The Replace command
The Go to command
4. The new Array formula platform
4. The new Array formula platform
Evaluating array formulas v normal formulas
Spilled array behavior of formulas
What’s best?
5. Formula references
5. Formula references
Absolute & relative references
References when copying formulas in an array
6. Formula Auditing
6. Formula Auditing
Tracing Precedent Cells
Tracing Dependent Cells
Displaying Formulas
Error Checking, cells with missing dependents and tracing errors
Calculation options
7. Logical functions
7. Logical functions
IF, IFS, AND
8. Sum and Count functions
8. Sum and Count functions
SUMIF, SUMIFS, DSUM
COUNT, COUNTA, COUNTBLANK
9. Text functions
9. Text functions
CONCATENATE, CONCAT, TEXTJOIN, TEXTAFTER
LEFT, RIGHT, MID
LOWER, UPPER, PROPER
TRIM
TEXT
10. Date and Time functions
10. Date and Time functions
The date format and value of date cells
EDATE, EOMONTH
DAYS, DAYS360
NETWORKDAYS, NETWORKDAYS.INTL
NOW, TODAY
11. Lookup-related functions
11. Lookup-related functions
VLOOKUP
XLOOKUP
12. Apply number formats
12. Apply number formats
Number formats
Excel number formats
Customizing number formats
13. Sorting & Filtering
13. Sorting & Filtering
Working with lists
Applying Sorting and Filtering to a list
Simple sorting
Sorting by multiple columns
Using AutoFilter
Using custom filter
Using Advanced Filter
SORT, FILTER
14. Removing duplicates
14. Removing duplicates
Removing duplicates from data
UNIQUE
15. Transposing & stacking
15. Transposing & stacking
TRANSPOSE
VSTACK, HSTACK
16. Introduction to Excel charts
16. Introduction to Excel charts
Types of Excel charts
Data ranges and selecting data
The bar graph
The pie chart
Advanced chart formatting
Sparklines
17. Conditional Formatting
17. Conditional Formatting
Conditional formatting and its purpose
Applying conditional formatting in individual cells and entire rows/columns
Preset rules & customizing rules
Common mistakes to avoid
18. Splitting text & columns
18. Splitting text & columns
Using Text to Columns
TEXTSPLIT
19. Using Copilot for simple tasks
19. Using Copilot for simple tasks
What's Copilot?
Hands-on exercises in utilizing Copilot for finance tasks
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