Course Objective & Scope
Excel remains the most widespread analysis tool in organisations, yet many users lose time with nested formulas and manual copy-paste. The programme teaches table structure, XLOOKUP and INDEX/MATCH, the SUMIFS family, dynamic array functions such as FILTER, UNIQUE, SORT and LET, and PivotTables and PivotCharts hands-on.
Goal Seek, Data Tables and Scenario Manager are used for scenario analysis, followed by an introduction to Power Pivot for multi-table analysis. Participants build an end-to-end analysis workbook on a sales or cost dataset adapted from the organisation.
Who Should Attend?
- Specialists in finance, sales, HR and operations
- Executive assistants and coordinators preparing regular Excel reports
- Employees moving into analytical roles
- Prerequisite: basic Excel formula knowledge
Key Takeaways
- Structure and clean data with Excel tables
- Build flexible formulas with XLOOKUP and dynamic arrays
- Create multi-dimensional summaries and slicers with PivotTables
- Run scenario and sensitivity analysis with What-If tools
- Relate multiple tables with Power Pivot
Curriculum
Structuring and Cleaning Data
- Excel tables, data validation and duplicates
- Fixing data with text and date functions
Lookup and Conditional Calculation Functions
- XLOOKUP, INDEX/MATCH
- SUMIFS, COUNTIFS, AVERAGEIFS
Dynamic Array Functions
- FILTER, UNIQUE, SORT and SEQUENCE
- Readable formulas with LET
PivotTables and PivotCharts
- Grouping, calculated fields and percentage views
- Slicers and timelines
What-If and Scenario Analysis
- Goal Seek, Data Tables and Scenario Manager
- Sensitivity tables
Introduction to Power Pivot and Case Study
- Data model and relationships
- End-to-end analysis workbook
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