Advanced Excel Training

This DIXONTECH course empowers participants to master Advanced Excel techniques for business, finance, and data analysis. It focuses on high level functions, data automation, dynamic dashboards, and modeling tools that drive smart decision making. Participants will learn how to use Excel as a professional analytical platform through hands on exercises, formulas, and automation workflows designed for accuracy, speed, and efficiency.

TRAINING TOPICS

• Advanced Excel formulas and logical functions
• Data validation, conditional formatting, and automation
• PivotTables, Power Query, and Power Pivot
• Financial modeling and what if analysis
• Dashboard design and data visualization

BY THE END OF THIS TRAINING COURSE, DELEGATES WILL BE ABLE TO

•   Apply advanced formulas for dynamic data analysis
•   Create dashboards and automated reporting tools
•   Manage large data sets using Power Query and PivotTables
•   Design accurate and efficient financial models
•   Visualize and communicate results effectively
•   Integrate Excel with business decision making tools
•   Enhance productivity through Excel automation

TRAINING IS TAILORED TO

•   Financial analysts and accountants
•   Business and data analysts
•   Project and operations managers
•   Administrative and reporting professionals
•   Anyone seeking advanced Excel proficiency

TRAINING METHODOLOGY

This course combines live demonstrations, interactive exercises, and real world data scenarios. Participants will use Excel workbooks to practice each skill, applying it to financial modeling, data visualization, and report automation. Every session emphasizes practical, step by step mastery of Excel’s advanced capabilities.

DAY 1

ADVANCED FORMULAS AND FUNCTIONS IN EXCEL

•   Mastering nested formulas and logical operations
•   Using LOOKUP, INDEX, and MATCH combinations
•   Advanced use of IF, IFS, and SWITCH statements
•   Applying text and date functions efficiently
•   Error handling and data consistency checks
•   Working with named ranges and structured references
•   Case study: building dynamic formulas for reports

DAY 2

DATA MANAGEMENT, VALIDATION, AND AUTOMATION

•   Data cleaning and preparation best practices
•   Dynamic validation and list creation
•   Conditional formatting with formulas
•   Automating repetitive tasks with Flash Fill
•   Building custom rules for data accuracy
•   Using advanced sorting and filtering techniques
•   Workshop: setting up an automated data entry template

DAY 3

PIVOTTABLES, POWER QUERY, AND DATA ANALYSIS

•   Building complex PivotTables and PivotCharts
•   Using Power Query for data extraction and transformation
•   Combining multiple data sources in Power Query
•   Creating relationships and data models with Power Pivot
•   Using DAX functions for advanced calculations
•   Performing sensitivity and scenario analysis
•   Practical exercise: merging and analyzing large data sets

DAY 4

FINANCIAL MODELING AND WHAT IF ANALYSIS

•   Structuring dynamic financial models in Excel
•   Using Goal Seek and Scenario Manager
•   Applying data tables and solver functions
•   Building assumption driven projections
•   Linking financial statements and models
•   Auditing and error checking Excel models
•   Workshop: building a financial forecast model

DAY 5

DASHBOARD DESIGN AND VISUAL REPORTING

•   Creating professional Excel dashboards
•   Integrating charts, slicers, and KPIs
•   Dynamic visuals with form controls and macros
•   Building interactive user interfaces
•   Using Power BI style visual elements in Excel
•   Automating updates for dashboards and reports
•   Final project: creating a dynamic business performance dashboard