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Mastering Excel Beyond the Basics

The document discusses advanced Excel features such as Power Query, Pivot Tables, and macros that enhance data analysis and automation in the workplace. It emphasizes the importance of mastering these tools for efficient data management and smarter decision-making. Additionally, it includes exercises for vocabulary matching and formula functions to reinforce learning.

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tiagomatheusbz
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2 views

Mastering Excel Beyond the Basics

The document discusses advanced Excel features such as Power Query, Pivot Tables, and macros that enhance data analysis and automation in the workplace. It emphasizes the importance of mastering these tools for efficient data management and smarter decision-making. Additionally, it includes exercises for vocabulary matching and formula functions to reinforce learning.

Uploaded by

tiagomatheusbz
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Mastering Excel: Beyond the Basics

1. Warm-Up

• How often do you use Excel? For what kinds of tasks?

• What’s one trick or shortcut you use in Excel that others may not know?

• Do you prefer working with spreadsheets or presentations? Why?

Mastering Excel: Beyond the Basics

Excel is no longer just a digital calculator. In the modern workplace, it's a dynamic tool for data
analysis, forecasting, and automation. While many users rely on basic formulas and charts,
advanced users harness features like Power Query, Pivot Tables, and macros to streamline
tasks and extract insights.

One underused gem is Power Query, which allows users to import and transform data from
multiple sources without writing a single formula. It automates repetitive data-cleaning steps
and saves hours of manual work.

Pivot Tables remain a powerful feature, enabling users to summarize complex datasets with
just a few clicks. They are particularly useful in business intelligence reporting, where trends
and comparisons matter more than raw data.

For those willing to dive deeper, macros—written in VBA (Visual Basic for Applications)—can
automate entire workflows. Whether it’s sending emails based on spreadsheet values or
generating monthly reports, macros significantly reduce manual effort.

Finally, mastering array formulas and using functions like XLOOKUP, FILTER, or LET can boost
your efficiency and make your spreadsheets smarter and more responsive.

In short, becoming an Excel power user isn’t just about saving time—it’s about making smarter
decisions based on accurate, real-time data.

3. Vocabulary

Match the term with its definition:

Term Definition

A. Power 1. A function that searches a range or array and returns an item


Query corresponding to a match.

B. Pivot Table 2. A way to automate tasks in Excel using a programming language.

C. Macro 3. An advanced tool for importing, cleaning, and transforming data.


Term Definition

D. Array
4. A feature that summarizes large datasets dynamically.
Formula

5. A formula that can perform multiple calculations on one or more items in


E. XLOOKUP
an array.

4. Match the formula with its function:

Formula Function
1. Searches and returns a value in the same row from a
A. XLOOKUP(B3, A2:A10, C2:C10)
different column.
B. FILTER(A2:C100, 2. Extracts only rows where a condition is met (e.g., status
C2:C100="Active") is "Active").
C. LET(x, A1*2, x+10) 3. Stores a value (x) and reuses it in the same formula.
4. Creates a vertical list of 10 numbers, starting from 1,
D. SEQUENCE(10,1,1,2)
increasing by 2.

5. Speaking Practice

• Have you ever used Power Query or Pivot Tables? If yes, in what context?

• What are the benefits of automating tasks using macros or formulas?

• How do Excel skills influence your efficiency and decision-making at work?

• Do you think advanced Excel knowledge should be mandatory in most jobs today? Why
or why not?

A-1, B-2, C-3, D-4


Exercise 4 - Answers:

A-3, B-4, C-2, D-5, E-1


Exercise 3 - Answers:

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