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Advanced+Excel.pptx

The document outlines an Advanced Excel course offered by the Institute of Management Technology & Finance, covering modules on advanced formulas, data analysis, data management, automation with macros, and data import/export. Each module includes exercises that teach practical skills such as using logical functions, creating pivot tables, and automating tasks with VBA. The course aims to enhance participants' Excel capabilities for professional applications.

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mbathanaledi057
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6 views24 pages

Advanced+Excel.pptx

The document outlines an Advanced Excel course offered by the Institute of Management Technology & Finance, covering modules on advanced formulas, data analysis, data management, automation with macros, and data import/export. Each module includes exercises that teach practical skills such as using logical functions, creating pivot tables, and automating tasks with VBA. The course aims to enhance participants' Excel capabilities for professional applications.

Uploaded by

mbathanaledi057
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 24

JANUARY 2025

Advanced Excel

SCIENTIA ET
PRATIQUE
Advanced Excel

Course: Advanced Excel

Institution: Institute of Management Technology & Finance


(MTF)

Lecturer: Alex, Product Researcher, Research Consultant


and Lecturer; PhD in Health Anthropology

2
Advanced Excel
Course overview

● Module 1: Advanced Formulas and Functions


● Module 2: Data Analysis and Visualisation
● Module 3: Data Management and Cleaning
● Module 4: Automation with Macros and VBA
● Module 5: Advanced Data Import and Export
● Module 6: Advanced Filtering, Sorting, and Dynamic
Arrays

3
Advanced Excel
Module 1: Advanced Formulas and Functions

Exercise 1: Logical Functions

IF syntax:

IF(logical_test, value_if_true, value_if_false)

AND syntax:

=AND(condition1, condition2, …, value_if_true, value_if_false)

OR syntax:

=OR(condition1, condition2, …, value_if_true, value_if_false)

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Advanced Excel
Module 1: Advanced Formulas and Functions

Exercise 2: Lookup and Reference Functions

VLOOKUP syntax:

=VLOOKUP(lookup_value, table_array, col_index_num,


[range_lookup])

INDEX syntax:

=INDEX(A2:C5, 2, 3)

MATCH syntax:

=MATCH(lookup_value, lookup_array, [match_type])

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Advanced Excel
Module 1: Advanced Formulas and Functions

Exercise 3: Text Functions


TEXT syntax:
=TEXT(value, “format_text”)

LEFT syntax:
=LEFT(text, num_chars)

RIGHT syntax:
=RIGHT(text, num_chars)

MID syntax:
=MID(text, start_num, num_chars)

LEN syntax:
=LEN(text)

SUBSTITUTE syntax:
=SUBSTITUTE(text, old_text, new_text, [instance_num])

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Advanced Excel
Module 2: Data Analysis and Visualisation

Exercise 4: Pivot Tables

● Creating a Pivot Table


● Customising the Pivot Table
● Using Slicers

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Advanced Excel
Module 2: Data Analysis and Visualisation

Exercise 5: Advanced Charting

● Dynamic charts
● Combination charts
● Custom visualisations

8
Advanced Excel
Module 2: Data Analysis and Visualisation

Exercise 6: Conditional Formatting

● Rules
● Custom rules

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Advanced Excel
Module 2: Data Analysis and Visualisation

Exercise 7: Data Tables

● Creating Data Tables


● Managing Data Tables
● Using Table Features

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Advanced Excel
Module 3: Data Management and Cleaning

Exercise 8: Data Validation

● Creating Drop-Down Lists


● Custom Rules
● Handling Invalid Data

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Advanced Excel
Module 3: Data Management and Cleaning

Exercise 9: Text to Columns

● Splitting Text
● Combining Text

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Advanced Excel
Module 3: Data Management and Cleaning

Exercise 10: Removing Duplicates

● Identifying Duplicates
● Removing Duplicates

13
Advanced Excel
Module 4: Automation with Macros and VBA

Essential VBA Commands and Concepts

● Sub and End Sub


● Variables (Dim)
● Control Structures
○ If...Then...Else
○ For...Next
○ Do...Loop
● Working with Ranges
○ Range("A1").Value
○ Cells(row, column)
● Message Boxes (MsgBox)
● Input Boxes (InputBox)
● Error Handling (On Error)
● Functions
● Objects and Methods
● Events

14
Advanced Excel
Module 4: Automation with Macros and VBA

Exercise 11: Recording Macros

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Advanced Excel
Module 4: Automation with Macros and VBA

Exercise 12: Editing Macros

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Advanced Excel
Module 4: Automation with Macros and VBA

Exercise 13: Automating Tasks

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Advanced Excel
Module 4: Automation with Macros and VBA

Exercise 14: Debugging Macros

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Advanced Excel
Module 5: Advanced Data Import and Export

Exercise 15: Using Downloaded JSON Data for Data


Connections

Types of External Data Sources in Excel:

● Databases: SQL Server, Access, MySQL, Oracle, etc.


● Web Data: APIs or live web pages (e.g., JSON, XML).
● Files: CSV, XML, JSON, and other Excel workbooks.
● Cloud Services: SharePoint, OneDrive, or Power BI.
● Other Tools: OData feeds, Azure, or custom
connectors.

19
Advanced Excel
Module 5: Advanced Data Import and Export

Exercise 16: Importing data

Objective: Use Get & Transform to import and transform


data.

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Advanced Excel
Module 5: Advanced Data Import and Export

Exercise 17: Data Integration with SQLite and Excel

Objective:

● Learn how to create and manage a database in SQLite


using SQL commands.
● Populate an SQLite database with structured data.
● Execute SQL queries to retrieve, filter, and aggregate
data.
● Export data from SQLite to a CSV format that can be
seamlessly opened in Excel.

21
Advanced Excel
Module 6: Advanced Data Import and Export

Exercise 18: Advanced Filtering and Sorting with Dynamic


Arrays

Objective: Learn how to use advanced filters, multi-level


sorting, and dynamic array formulas to analyse and organize
complex datasets.

22
Advanced Excel
Unlock Your Potential in Advanced Excel

Next steps:

● Apply Your Skills

● Continue Learning

● Stay Connected

Sources
SCIENTIA ET
PRATIQUE

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