Course Overview

This two-day course is designed for professionals working in a technical advisory company specializing in power systems operations and maintenance. It focuses on enhancing Excel skills to improve efficiency and productivity in finance, HR, procurement, and back-end support roles. Participants will learn how to leverage Microsoft Excel 365’s powerful features to streamline their daily tasks and data analysis.

Course Objectives

  • Empower Productivity: Equip participants with advanced Excel skills to increase productivity in their respective roles.
  • Data Management: Teach efficient data organization, manipulation, and analysis techniques relevant to power systems operations.
  • Reporting and Analysis: Enable participants to create dynamic reports and perform data-driven analyses for informed decision-making.
  • Automation: Introduce automation tools and techniques to streamline repetitive tasks.
  • Data Visualization: Enhance data visualization skills for effective communication of insights.
  • Collaboration: Demonstrate collaborative features of Excel 365 for team projects.

Course Outcome

By the end of this course, participants will be able to:

    • Effectively use Excel 365 features for data entry, formatting, and calculations.
    • Organize and manage power systems data efficiently.
    • Create dynamic and interactive reports for financial analysis and decision support.
    • Automate routine tasks using functions, macros, and advanced formulas.
    • Visualize data through charts and graphs for better presentations.
    • Collaborate with team members on shared Excel documents.

Course Content

Session 1: Excel Formulas and Functions Basic.

  • Introduction – Formula Basics
  • Use Cell References
  • Copy Formula Without Changing Cell References
  • Transpose A Formula
  • Copy And Paste Values
  • Perform A Quick Calculation

Session 2: Statistical And Logical Functions

  • Use Countifs To Calculate Survey Results
  • Use Sumifs To Add That Satisfy Condition
  • Use Averagea To Include All Cases
  • Use Iferror Function To Prevent Division By Zero
  • Using The If/Ifs Function
  • Create Multiple Conditions Using Nested IF

Session 3: Lookup & Reference Formulas

  • Use Vlookup/Xlookup To Find Specific Data
  • Use Hlookup To Find Values In Rows
  • Use Index & Match To Retrieve Data
  • Retrieve Unique Items From A Column (Unique)
  • Filter Data Using The Filter Function
  • Sorting Retrieved Information Using The Sort Function
  • Display An Image From A Source Using The Image Function

Session 4:Text Formula

  • Change Case Of Text
  • Join Text From Multiple Columns (Textjoin)
  • Combine Data From Several List (Vstack)
  • Combine Text And Formatted Numbers
  • Convert Imported Text Format Into Numbers (Value)
  • Break Data Into Individual Columns (Textsplit)

Session 5: Date & Time Formulas

  • Add A Number To Current Date To Get New Dates
  • Calculate A Period Of Time Between Two Dates

Session 6: Array and Database Functions

  • Use Array Formulas
  • Find Value In List
  • Use Frequency Function To Count Responses
  • Analyse Data In A Database

Session 7: Efficiency Tips

  • Reduce Formula Recalculation Time
  • Select & Protect Cells Containing Formulas
  • Reduce Data Entry Errors By Using Data Validation
  • Display & Print Formula Syntax
  • Use Auditing Tools To Check For Errors
  • Check Data By Using Trace Precedents

 

Methodology:

  • Lectures
  • Hand Holding Sessions
  • Class Exercises
  • Practical Application

Duration:

2 days

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Microsoft Excel 365 Formulas & Functions

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