Duration

3 Days

Time Schedule

Time - 9:00am to 5:00pm 

Break - 10:30am to 10.45am and 3:15pm to 3:30pm 

Lunch - 1:00pm to 2:00pm

Prerequisites

None / minimal Excel exposure

Learning Objectives

▪ Participants will build confidence in using Excel for basic data handling and reporting. (Microsoft Excel: Basic)

▪ Enable participants to clean, process, and analyze data effectively (Microsoft Excel: Intermediate)

▪ Equip participants with tools to analyze data, automate workflows, and build decision-support models (Microsoft Excel: Advance)

Learning Outcomes

1.Basic

▪ Enter, format, and organize data

▪ Use basic formulas

▪ Create simple charts

2.Intermediate

▪ Use key functions for automation

▪ Clean messy datasets

▪ Organize and summarize data

▪ Create meaningful report

3.Advance

▪ Analyze large datasets

▪ Build dynamic reports

▪ Automate calculations

▪ Perform scenario analysis

Methodology

▪ 30% explanation

▪ 70% hands-on (Personal expense tracker)

Target Audience

This course is designed for Clerks, Officers, Executives, Supervisors, Administrators, Managers of all levels; and personnel who already know and understand basic concept of Microsoft Excel.

Course Outline

Day 1 – Microsoft Excel: Basic

9.00AM – 10.30AM

LESSON 1 – Excel Basics & Interface

•Understanding the Excel interface

•Workbook and worksheet concepts

•Basic navigation and shortcuts

10.45AM – 11.45AM

Lesson 2 – Basic Functions (Simplified)

•Entering functions

•AutoSum

•SUM, AVERAGE, MIN, MAX

11.45AM – 1.00PM

Lesson 3 – Formatting Essentials

•Text formatting

•Row & column formatting

•Number formatting

2.00PM – 3.00PM

Lesson 4 – Cell Referencing

•Relative vs Absolute ($) 

3.00PM – 4.00PM

Lesson 5 – Organizing Data (Basic)

•Sorting

•Basic filtering 

4.00PM – 5.00PM

Lesson 6 – Charts (Basic)

•Creating column / Pie charts

•Basic chart elements

Day 2 – Microsoft Excel: Intermediate

9.00AM – 10.15AM

Lesson 1 - Functions Refresher

•Entering functions

•AutoSum (quick recap)

10.30AM – 11.30AM

Lesson 2 - Core Functions (The Real Intermediate Core)

❖Logical

•IF, IF + AND/OR

❖Text

•LEFT, RIGHT, MID

•TRIM

❖Date & Time

•TODAY, NOW

❖Lookup

•VLOOKUP

•XLOOKUP (intro)

11.30AM – 1.00PM

Lesson 3 - Working with Tables

•Create & format tables

•Structured references

•Using functions in tables

2.00PM – 3.15PM

Lesson 4 - Sorting, Filtering & Subtotal

•Multi-level sort

•Advanced filter basics

•Subtotals 

3.30PM – 4.00PM

Lesson 5 - Conditional Formatting

•Highlight rules

•Logic-based formatting 

4.00PM – 4.30PM

Lesson 6 - Charts for Reporting

•Combo charts

•Chart customization 

4.30PM – 5.00PM

Lesson 7 - Named Ranges & Cross-Sheet Calculations

•Naming ranges

•Basic cross-sheet formulas

Day 3 – Microsoft Excel: Advance 

9.00AM – 10.00AM

Lesson 1 – Pivot Tables & Pivot Charts (CORE)

•Creating PivotTables

•Field layout

•Grouping

•Slicers

•Pivot Charts 

10.00AM – 11.00AM

Lesson 2 – Advanced Data Analysis Tools

❖Trend Analysis

•Trendlines

•Sparklines

11.00AM – 12.00PM

Lesson 3 – Data Validation & Workflow Control

•Dropdown lists

•Input restriction 12.00PM – 1.00PM

Lesson 4 – What-If Analysis (Curated, not overloaded)

•Goal Seek

•Scenario Manager

•Data Tables (basic) 

2.00PM – 3.00PM

Lesson 5 – Working with Multiple Workbooks

•Linking workbooks

•Consolidating data 

3.00PM – 3.30PM

Lesson 6 – Importing Data

•From text files

•From web

3.45PM – 4.15PM

Lesson 7 – Auditing & Error Checking

•Trace precedents/dependents

•Watch window 

4.15PM – 4.30PM

Lesson 8 – Protection & Collaboration

•Protect worksheets/workbooks 

4.30PM – 5.00PM

Lesson 9 – Macros

•What is a Macro?

•Recording a simple Macro