EXCELLING WITH
EXCEL
COURSE ON BASIC & ADVANCED EXCEL
CA Kuldeep Sharma
Why is Excel important?
o Spreadsheet software remains one of the most ubiquitous pieces of
software used in workplaces across the world.
o We use it every day in finance. One reason for Excel’s success is due to
the success of the Microsoft Office suite.
o Excel has become the preferred tool for creating dynamic financial
models.
o Excel is really comprehensive as it goes beyond finance: business
development, marketing, human resource, personal finance and others.
The Power of Excel
o Easy and effective tool
o Powerful analytical ability to analyze large amount of data
o Ability to organize and structure your data
o Graphing capabilities to summarize data
o Powerful filtering, sorting and search tools
o VBA enhances Excel capabilities further.
WHO SHOULD PURSUE THIS COURSE?
This Program is intended for anyone who seeks to develop one of the most critical
and fundamental digital skills today.
BEGINNERS MODERATE USERS
• Build solid foundation • Enhance Productivity
• Reach Advanced level • Reduce mouse usage
• Gain more confidence • Learn new applications
• Become job-ready • Updated
Learning to confidently operate this software means adding a highly valuable
asset to your employability portfolio.
TABLE OF CONTENTS
• Excel Interface • Importing data
• Basic shortcuts • Text functions
• Navigation keys • Sorting & Filtering
• Manipulating worksheets • Grouping & Hiding
• Modifying rows/columns/cells • Printing setup
• Formatting Tools • Math Functions
• Absolute/relative reference • IF Functions
• Name Manager • Error Checks
• Paste Special • Conditional Formatting
• Transpose • Wild Card Characters
• Date functions • Text-to-columns
• Consolidate • Flash Fill
TABLE OF CONTENTS
• SUMPRODUCT • Error Types
• VLOOKUP & HLOOKUP • Pivot Table
• INDEX • Macros
• MATCH • Trace Precedent & Dependent
• OFFSET • Subtotal
• CHOOSE • Interactive Charts
• AND • Hyperlink
• OR • Data Validation
• SUBTOTAL • Forecast Sheet
• DGET • Solver
• FORECAST • Data Table
• TREND • Goal Seek
• GROWTH • Scenario Manager
Learning Pathway
Take a Print
setup
Formula
Tour
Navigation Formatting Charts
Data Data
Macros
Entry Manipulation
Things to ‘Handle with Care’!
o Not knowing keyboard shortcuts will make you inefficient. You
have to be really fast.
o Poor formatting may leave bad impression on
clients/employer.
o Know how to deal with errors.
o Mac users will have to follow different set of shortcuts.
EXCEL VERSION
● I will be using Excel Pro Plus 2019.
● However, Excel 2016 will also suffice.
WHAT DO YOU GET?
● Video Lectures
● Practice Workbook (key notes, illustrations,
exercises)
● Cheat sheet
● Certificate
“Don’t be too comfortable
with employment;
discover yourself and see
what you can achieve for
yourself”
― Sunday Adelaja
To learn more about the
course details, mail us at
financialmodellingbyaj@[Link]
training@[Link]
+91 73035 12500