Microsoft Excel for Professionals

                     Facilitator: Mr. Enayet Ullah, ACCA
Number of Sessions: 8
      Session Duration: 3 hours
   Total Duration: 24 hours
     Course Length: 2 Months

Course Contents:

Session 1: Performance Optimization & Power User Setup

• Excel Performance Optimization
• Customizing the Ribbon & Quick Access Toolbar
• Advanced Paste Special techniques for formatting, values, and operations
• Named Ranges for structured data management
• Introduction to Lookup functions (VLOOKUP, HLOOKUP & XLOOKUP essentials)
• Essential financial calculations for structured datasets
• Filter Functions (Advanced filtering techniques for quick data analysis)

Tips & Tricks:

         Quick navigation shortcuts
         Formula auditing techniques
         Smart selection and auto-fill tricks
         Speeding up large datasets
         Workbook-saving best practices

Session 2: Lookup & Conditional Functions for Structured Data Processing

• XLOOKUP vs. VLOOKUP vs. INDEX-MATCH (best use cases)
• Handling multi-criteria lookups with INDEX-MATCH
• Using IFERROR & IFNA to prevent formula errors
• Multi-level dependent dropdown lists for organized inputs
• Conditional Formatting for highlighting key trends

Tips & Tricks:

         Wildcard searches in lookup functions
         Data validation for structured inputs
         Applying color-coded categorization
         Removing duplicates efficiently
         Speeding up lookups for large datasets

Session 3: Page Layout, Tables & Graphs for Professional Reports

• Adjusting margins, orientation, and print settings for structured reports
• Creating and formatting Excel Tables for dynamic data management
• Applying Table Styles and structured references
• Chart types: Column, Line, Pie, Bar, and Area charts
• Creating dynamic charts with slicers and dropdowns
• Best practices for professional report presentation

Tips & Tricks:

         Quick formatting shortcuts for tables and charts
         Linking charts to dynamic data ranges
         Converting raw data into structured reports
         Printing large datasets efficiently
         Customizing templates for reusable reports

Session 4: Pivot Tables & Data Summarization

• Creating Pivot Tables for financial and analytical reporting
• Grouping data by categories for enhanced insights
• Using calculated fields for advanced computations
• Automating Pivot Table refresh for seamless updates
• Designing Pivot Charts for interactive analysis
• Advanced Filtering in Pivot Tables (Filtering reports dynamically using slicers, timelines & calculated fields)

Tips & Tricks:

         Shortcut for inserting Pivot Tables
         Using GETPIVOTDATA for referencing Pivot data
         Sorting Pivot Tables dynamically
         Creating slicers for better navigation
         Fixing common Pivot Table errors

Session 5: Power Query for Data Cleaning & Automation

• Importing and consolidating data from multiple sources
• Automating data cleaning for structured reporting
• Merging datasets efficiently for seamless calculations
• Transforming unstructured information into usable formats

Tips & Tricks:

         Removing duplicates dynamically
         Automating repetitive data-cleaning tasks
         Merging multiple datasets without formulas
         Speeding up processing with automated workflows
         Using Power Query to streamline periodic reports

Session 6: Financial Structuring & Forecasting Tools

• Best practices for structuring financial reports
• Goal Seek & Solver for scenario-based calculations
• Forecasting future values using trend analysis
• Creating rolling forecasts for dynamic models
• Automating tax and deduction adjustments
• Mail Merge with Excel & Word (Generating bulk personalized documents such as invoices, payslips, and reports from Excel datasets using Mail Merge in Word)

Tips & Tricks:

         Quick tax computation techniques
         Slicers for interactive trend analysis
         Automating adjustments with logical functions
         Bulk updates using structured formulas
         Visualizing trends with built-in tools

Session 7: Dashboard & Visualization Techniques

• Designing professional reports with interactive elements
• Creating dynamic charts with slicers & dropdowns
• Using conditional formatting for insightful visual reports
• Integrating Sparklines for trend representation
• Automating updates for key metrics

Tips & Tricks:

         Optimizing dashboards for quick insights
         Using heat maps for trend identification
         Creating interactive filtering options
         Enhancing reports with professional formatting
         Hidden sheet techniques for better organization

Session 8: Process Automation with VBA & Final Project

• Introduction to Excel VBA & Macros for automation
• Writing simple scripts to streamline repetitive tasks
• Looping through datasets for structured calculations
• Building user-friendly input forms for data entry
• Debugging & handling errors efficiently
• Final Project: Implementing a Structured Financial Reporting System
  Automating workflows for efficiency
         Analyzing trends using dynamic visual tools
         Creating an interactive reporting dashboard

Tips & Tricks:

        Recording and modifying macros for automation
        Using buttons for one-click operations
        Automating periodic reports
        Debugging common VBA errors
        Protecting VBA code from unwanted changes

Certification

• Certificate of Participation: Awarded upon course completion.
• Certificate of Excellence: Awarded to top performers who pass the final assessment.