JANUARY 2025
Advanced Excel
SCIENTIA ET
PRATIQUE
Advanced Excel
Course: Advanced Excel
Institution: Institute of Management Technology & Finance
(MTF)
Lecturer: Alex, Product Researcher, Research Consultant
and Lecturer; PhD in Health Anthropology
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Advanced Excel
Course overview
● Module 1: Advanced Formulas and Functions
● Module 2: Data Analysis and Visualisation
● Module 3: Data Management and Cleaning
● Module 4: Automation with Macros and VBA
● Module 5: Advanced Data Import and Export
● Module 6: Advanced Filtering, Sorting, and Dynamic
Arrays
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Advanced Excel
Module 1: Advanced Formulas and Functions
Exercise 1: Logical Functions
IF syntax:
IF(logical_test, value_if_true, value_if_false)
AND syntax:
=AND(condition1, condition2, …, value_if_true, value_if_false)
OR syntax:
=OR(condition1, condition2, …, value_if_true, value_if_false)
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Advanced Excel
Module 1: Advanced Formulas and Functions
Exercise 2: Lookup and Reference Functions
VLOOKUP syntax:
=VLOOKUP(lookup_value, table_array, col_index_num,
[range_lookup])
INDEX syntax:
=INDEX(A2:C5, 2, 3)
MATCH syntax:
=MATCH(lookup_value, lookup_array, [match_type])
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Advanced Excel
Module 1: Advanced Formulas and Functions
Exercise 3: Text Functions
TEXT syntax:
=TEXT(value, “format_text”)
LEFT syntax:
=LEFT(text, num_chars)
RIGHT syntax:
=RIGHT(text, num_chars)
MID syntax:
=MID(text, start_num, num_chars)
LEN syntax:
=LEN(text)
SUBSTITUTE syntax:
=SUBSTITUTE(text, old_text, new_text, [instance_num])
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Advanced Excel
Module 2: Data Analysis and Visualisation
Exercise 4: Pivot Tables
● Creating a Pivot Table
● Customising the Pivot Table
● Using Slicers
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Advanced Excel
Module 2: Data Analysis and Visualisation
Exercise 5: Advanced Charting
● Dynamic charts
● Combination charts
● Custom visualisations
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Advanced Excel
Module 2: Data Analysis and Visualisation
Exercise 6: Conditional Formatting
● Rules
● Custom rules
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Advanced Excel
Module 2: Data Analysis and Visualisation
Exercise 7: Data Tables
● Creating Data Tables
● Managing Data Tables
● Using Table Features
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Advanced Excel
Module 3: Data Management and Cleaning
Exercise 8: Data Validation
● Creating Drop-Down Lists
● Custom Rules
● Handling Invalid Data
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Advanced Excel
Module 3: Data Management and Cleaning
Exercise 9: Text to Columns
● Splitting Text
● Combining Text
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Advanced Excel
Module 3: Data Management and Cleaning
Exercise 10: Removing Duplicates
● Identifying Duplicates
● Removing Duplicates
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Advanced Excel
Module 4: Automation with Macros and VBA
Essential VBA Commands and Concepts
● Sub and End Sub
● Variables (Dim)
● Control Structures
○ If...Then...Else
○ For...Next
○ Do...Loop
● Working with Ranges
○ Range("A1").Value
○ Cells(row, column)
● Message Boxes (MsgBox)
● Input Boxes (InputBox)
● Error Handling (On Error)
● Functions
● Objects and Methods
● Events
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Advanced Excel
Module 4: Automation with Macros and VBA
Exercise 11: Recording Macros
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Advanced Excel
Module 4: Automation with Macros and VBA
Exercise 12: Editing Macros
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Advanced Excel
Module 4: Automation with Macros and VBA
Exercise 13: Automating Tasks
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Advanced Excel
Module 4: Automation with Macros and VBA
Exercise 14: Debugging Macros
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Advanced Excel
Module 5: Advanced Data Import and Export
Exercise 15: Using Downloaded JSON Data for Data
Connections
Types of External Data Sources in Excel:
● Databases: SQL Server, Access, MySQL, Oracle, etc.
● Web Data: APIs or live web pages (e.g., JSON, XML).
● Files: CSV, XML, JSON, and other Excel workbooks.
● Cloud Services: SharePoint, OneDrive, or Power BI.
● Other Tools: OData feeds, Azure, or custom
connectors.
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Advanced Excel
Module 5: Advanced Data Import and Export
Exercise 16: Importing data
Objective: Use Get & Transform to import and transform
data.
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Advanced Excel
Module 5: Advanced Data Import and Export
Exercise 17: Data Integration with SQLite and Excel
Objective:
● Learn how to create and manage a database in SQLite
using SQL commands.
● Populate an SQLite database with structured data.
● Execute SQL queries to retrieve, filter, and aggregate
data.
● Export data from SQLite to a CSV format that can be
seamlessly opened in Excel.
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Advanced Excel
Module 6: Advanced Data Import and Export
Exercise 18: Advanced Filtering and Sorting with Dynamic
Arrays
Objective: Learn how to use advanced filters, multi-level
sorting, and dynamic array formulas to analyse and organize
complex datasets.
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Advanced Excel
Unlock Your Potential in Advanced Excel
Next steps:
● Apply Your Skills
● Continue Learning
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