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Excel foundations, interface and workbook structure
Navigate the ribbon, worksheets and workbooks and enter and edit data efficiently.
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- Navigate the ribbon, worksheets and workbooks
- Enter and edit data efficiently
- Understand cells, ranges, rows and columns
- Organize a workbook with a clear structure
- Use the appropriate Excel file formats
- Apply sound saving practices
Essential formulas and cell references
Build formulas with basic operators and use sum, average, min, max and count.
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- Build formulas with basic operators
- Use SUM, AVERAGE, MIN, MAX and COUNT
- Understand relative and absolute references
- Copy formulas without creating errors
- Diagnose common formula errors
- Document important calculations
Formatting, sorting, filtering and printing
Apply consistent number formats and create readable table styles.
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- Apply consistent number formats
- Create readable table styles
- Sort by one or more criteria
- Filter and search data quickly
- Configure print areas and repeating titles
- Prepare an accessible professional workbook
Logical and lookup functions
Build conditions with IF and combine and, or and iferror.
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- Build conditions with IF
- Combine AND, OR and IFERROR
- Use XLOOKUP to connect tables
- Use INDEX and MATCH when appropriate
- Handle exact and approximate matches
- Test and validate results
Data validation, cleaning and control
Create drop-down lists and input rules and find duplicates, blanks and inconsistencies.
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- Create drop-down lists and input rules
- Find duplicates, blanks and inconsistencies
- Clean text with the appropriate functions
- Convert and standardize dates and numbers
- Use conditional formatting as a control
- Establish a verification method
PivotTables and charts
Prepare an analysis-ready data source and create and modify a pivottable.
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- Prepare an analysis-ready data source
- Create and modify a PivotTable
- Group dates, categories and values
- Add slicers and timelines
- Choose a chart suited to the message
- Refresh and distribute the report
Excel collaboration in Microsoft 365
Share a workbook with the right permissions and co-author and track changes.
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- Share a workbook with the right permissions
- Co-author and track changes
- Use comments and mentions
- Manage versions and restoration
- Protect sheets, cells and structure
- Avoid file and copy conflicts
Power Query and automated data preparation
Import files, folders and common sources and clean and transform data.
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- Import files, folders and common sources
- Clean and transform data
- Merge and append multiple queries
- Create reusable parameters and steps
- Manage types, errors and missing values
- Refresh a repeatable process
Dynamic formulas and advanced models
Use FILTER, UNIQUE, SORT and SEQUENCE and build formulas with let.
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- Use FILTER, UNIQUE, SORT and SEQUENCE
- Build formulas with LET
- Create reusable functions with LAMBDA
- Use SUMIFS and COUNTIFS efficiently
- Structure scalable models
- Optimize readability and performance
Dashboards, auditing and automation
Define indicators and reading flow and build a dashboard layout.
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- Define indicators and reading flow
- Build a dashboard layout
- Combine charts, slicers and formulas
- Audit dependencies and sensitive cells
- Introduce macros and Office Scripts safely
- Document, test and hand off the model