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.
