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Microsoft Advanced
Excel Certification
Training Program by
Mr. Sourav Boral
Course Curriculum
• Chapter 1: Introduction to MS Excel
• Chapter 2: Formatting Cells and Use of Find & Replace
• Chapter 3: Sorting and Filtering Data
• Chapter 4: Formulas and Functions
• Chapter 5: Manage and Share workbook
• Chapter 6: Secure workbook and worksheets
• Chapter 7: Custom Data Formats and Validation
• Chapter 8: Conditional Formatting and Advanced Filtering
• Chapter 9: Apply logical operations
• Chapter 10: Look up Data by using Functions
• Chapter 11: Perform Data Analysis
• Chapter 12: Charts and its Elements
• Chapter 13: Pivot Tables and Pivot Charts
• Chapter 14: Macros and VBA
CHAPTER 1:
INTRODUCTION TO MS EXCEL
Introduction to MS Excel
• Describe Microsoft Excel
• Describe basic elements within a worksheet
• Navigating through worksheets
• Selecting cell(s) in Excel
• Editing and Formatting worksheets
• Inserting and Deleting Rows and Columns
• Changing Column Widths and Row Heights
• Hiding and Unhiding Rows and Columns
• Selecting and Renaming worksheets
• Inserting and Deleting worksheets
• Moving and Copying worksheets
• MS Excel views – Normal, Page Layout, Page Break Preview and Custom view
• Freezing and Unfreezing panes
• Templates
Introduction to MS Excel
• Excel is the MS-Office Application program used for
creating spreadsheets.
• You can use Excel to enter all sorts of data and
perform financial, mathematical, or statistical
calculations.
• Excel operates like other MS Office programs and
has many of the same functions and shortcuts as MS
Word & MS PowerPoint.
• Excel is more widespread, quick and easy.
 Spreadsheet: is a table of values arranged in rows and columns;
The intersection of a Row & Column is called a Cell.
 Each cell can have a predefined relationship to the other cells.
 If you change the value of one cell, the values in the other cells may also
be changed according to their relationships with that cell.
Introduction to MS Excel
Basic Elements of Worksheet
An Excel file or a workbook: is composed of a number of
worksheets (could be more than 200)
Basic Elements of Worksheet
An Excel file or a workbook: is composed of a number of
worksheets (could be more than 200)
Sheet tabs: each tab represents a different worksheet in the workbook.
Basic Elements of Worksheet
An Excel file or a workbook: is composed of a number of
worksheets (could be more than 200)
Sheet tabs: each tab represents a different worksheet in the workbook.
Active Worksheet
Basic Elements of Worksheet
An Excel file or a workbook: is composed of a number of
worksheets (could be more than 200)
Sheet tabs: each tab represents a different worksheet in the workbook.
Active Worksheet
Row
headers
Basic Elements of Worksheet
An Excel file or a workbook: is composed of a number of
worksheets (could be more than 200)
Sheet tabs: each tab represents a different worksheet in the workbook.
Active Worksheet
Row
headers
Column headers
Basic Elements of Worksheet
An Excel file or a workbook: is composed of a number of
worksheets (could be more than 200)
Sheet tabs: each tab represents a different worksheet in the workbook.
The Active Cell: is the selected cell, and has a thicker black
border around it.
Active Worksheet
Row
headers
Column headers
Basic Elements of Worksheet
• The Name Box: displays the active cell address or
the name of the selected cell, range, or object
An Excel file or a workbook: is composed of a number of
worksheets (could be more than 200)
Sheet tabs: each tab represents a different worksheet in the workbook.
Active Worksheet
The Active Cell: is the selected cell, and has a thicker black
border around it.
Row
headers
Column headers
Basic Elements of Worksheet
• The Name Box: displays the active cell address or the
name of the selected cell, range, or object
Formula Bar: displays the data or formula stored in the
active cell.
An Excel file or a workbook: is composed of a number of
worksheets (could be more than 200)
Sheet tabs: each tab represents a different worksheet in the workbook.
Active Worksheet
The Active Cell: is the selected cell, and has a thicker black
border around it.
Row
headers
Row
headers
Column headers
There are various ways to navigate through a worksheet:
 Use the mouse and the scroll bars to scroll through the worksheet in any direction.
 Use the navigational keys on the keyboard:
• Down arrow or Enter: for moving the active cell one cell down.
• Up arrow or Shift+ Enter: for moving the active cell one cell up.
• Right arrow or Tab: for moving the active cell one cell to the right.
• Left arrow or Shift+Tab: for moving the active cell one cell to the left.
• Page Down for moving the active cell down one page.
• Page Up: for moving the active cell up one page.
• Alt+Page Down: for moving the active cell right one page.
• Alt+Page Up: for moving the active cell left one page.
• Ctrl+Home: for moving the active cell to cell A1.
• Ctrl+End: for moving the active cell to the last used cell in the worksheet.
 You can also navigate to a specific cell in the worksheet by entering its address in the Name
box, and then pressing Enter.
 Shortcut Keys of MS Excel 2023
Navigate through Worksheets
Selecting Cell(s) in Excel
• To select a single cell, just click on it.
• To select a range of cells, click the first cell that you want
to include in the range, hold down the Shift key, and then
click the last cell in the range. Or, drag from the first cell
in the range to the last cell.
NOTES:
 When a range is selected, every cell in the range is
highlighted, except for the active cell.
 You can deselect a range by pressing any arrow key or
by clicking any cell in the worksheet.
• To select nonadjacent cells or ranges, select the first cell
or range, hold down the Ctrl key, and then select the other
cells or ranges.
Selecting Cell(s) in Excel
•To select a single row or column, click the header of the
row or column that you want to select.
•To select multiple adjacent rows or columns, click the header of the first row or column
that you want to select, hold down the Shift key, and then click the header of the last row or
column. Or, drag across the headers of the rows or columns that you want to select.
•To select multiple nonadjacent rows or columns, hold down the Ctrl key, and then click the
headers of the rows or columns that you want to select.
•To select all cells in a worksheet, click the Select All button in the upper-left corner of the
worksheet. Or, press Ctrl+A.
Editing & Formatting Worksheets
•The simplest way to add data to a worksheet is to select a
cell and enter data.
•A cell can contain a maximum of 32,767 characters and can
hold any of three basic types of data: text, numbers, or
formulas.
Editing & Formatting Worksheets
•MS Excel shares a lot of features with MS Word and PowerPoint.
•Moving and copying cells, and copying cell formats can be done using the Copy, Cut,
Paste, Format Painter buttons in the Clipboard group, on the Home tab.
•Formating cells and cells contents can be done using the Mini Toolbar or the Paragraph
group, on the Home tab.
•Aligning, indenting, wrapping, rotating, and merging can be done using the Aligmnet
group, on the Home tab.
•Style changing can be done, using the Styles group, on the Home tab.
Editing & Formatting Worksheets
To format numbers, select the cell that you want to format, on the Home tab, in
the Number group, do one of the following :
• Click the Accounting Number Format button to display the number with a
dollar sign.
NOTE: You can select a different currency symbol by clicking the Accounting
Number Format arrow and selecting the desired symbol from the menu.
• Click the Percent Style button to convert the number to a percentage and
display it with a percent sign.
• Click the Comma Style button to display the number with comma separators
and two decimal places.
NOTE: You can access additional number formats from the Number Format
menu
To change the number of decimal places, select the cell that you want to format,
and then on the Home tab, in the Number group, do one of the following:
• Click the Increase Decimal button to increase the number of decimal places.
• Click the Decrease Decimal button to decrease the number of decimal places.
Inserting Rows and Columns
To insert a column:
1. Select the column to the left of which you want to insert a new column.
2. On the Home tab, in the Cells group, click the Insert arrow, and then click
Insert Sheet columns.
NOTE: You can also insert a column by right-clicking the header of the column
to the left of which you want to insert the new column, and then clicking Insert
on the shortcut menu.
To insert a row:
1.Select the row above which you want to insert a new row.
2.On the Home tab, in the Cells group, click the Insert arrow, and
then click Insert Sheet Rows.
NOTE: You can also insert a row by right-clicking the header of the
row above which you want to insert the new row, and then clicking
Insert on the shortcut menu.
Deleting Rows and Columns
To delete a column:
1.Select the column that you want to delete
2. On the Home tab, in the Cells group, click the Delete
arrow, and then click Delete Sheet columns.
NOTE: You can also delete a column by right-clicking
the column header, and then clicking
Delete on the shortcut menu.
To delete a row:
1.Select the row that you want to delete
2.On the Home tab, in the Cells group, click the Delete arrow,
and then click delete Sheet Rows.
NOTE: You can also delete a row by right-clicking the row
header, and then clicking Delete on the shortcut menu.
Changing Column Widths
To change a column width:
1. Select the column that you want to resize.
2. On the Home tab, in the Cells group, click the Format button,
and then click Column Width. Or, right-click the column
header, and then click Column Width on the shortcut menu.
3. In the Column Width dialog box, type a value in the Column
width box, and then click the OK button.
NOTE:
You can also resize a column by dragging the right edge of the column header
right to increase or left to decrease the column width.
Double-clicking the right edge of the column header changes the column width
to automatically fits its contents.
Changing Row Heights
To change a row height:
1. Select the row that you want to resize.
2. On the Home tab, in the Cells group, click the Format
button, and then click Row Height. Or, right-click the row
header, and then click Row Height on the shortcut menu.
3. In the Row Height dialog box, type a value in the Row
height box, and then click the OK button.
NOTE:
You can also resize a row by dragging the bottom edge of the row header down
to increase or up to decrease the row height.
Double-clicking the bottom edge of the row header changes the row height to
automatically fits its contents.
Hiding Rows and Columns
To hide a row or column:
1. Select the row or column that you want to hide.
2. On the Home tab, in the Cells group, click the
Format button, point to Hide & Unhide, and
then click Hide Rows or Hide Columns.
NOTE: You can also hide a row or column by right-clicking
the row or column header, and then clicking Hide on the
shortcut menu.
Unhiding Rows and Columns
To hide a row or column:
1. Select the rows above and below the hidden row, or
select the columns to the left and right of the hidden
column.
2. On the Home tab, in the Cells group, click the
Format button, point to Hide & Unhide, and then
click Unhide Rows or Unhide Columns.
NOTE: You can also unhide a row or column by selecting the
rows or columns that surround the hidden row or column,
right-clicking the selection, and then clicking Unhide on the
shortcut menu.
Selecting Worksheets
• To select a worksheet, click the tab of the worksheet that you
want to select.
• To select multiple adjacent worksheets, click the tab of the first
worksheet that you want to select, hold down the Shift key, and
then click the tab of the last worksheet that you want to select.
NOTE: to cancel the selection of multiple worksheets, click the
tab of any unselected worksheet, or right-click the tab of any
selected worksheet, and then click Ungroup Sheets on the
shortcut menu.
• To select multiple nonadjacent worksheets, click the tab of the
first worksheet that you want to select, hold down the Ctrl key,
and then click the tabs of additional worksheets that you want to
select.
Navigating Between Worksheets
First Tab: displays the
first worksheet tab in
the workbook.
Previous Tab: Displays the
previous worksheet tab to
the left.
Next Tab: displays
the next worksheet
tab to the right.
Last Tab: Displays the
last worksheet tab in the
workbook.
If a workbook contains many worksheets, all the worksheet tabs may not be visible.
You can use the tab scrolling buttons located at the bottom of the workbook window to
display hidden tabs.
NOTE: When you right-click any of the tab scrolling buttons, Excel displays a list of
all the worksheets in the workbook. You can quickly activate a sheet by selecting it
from the list.
Renaming Worksheets
• Type a new name, and then press the Enter key, the worksheet tab size adjusts to
fit the name.
NOTE: Worksheet names can have up to 31 characters and can include letters,
numbers, symbols, and spaces. Each worksheet name in a workbook must be
unique.
To rename a worksheet:
• Double-click the tab of the worksheet that you want to rename. Or, right-click the
worksheet tab, and then click Rename on the shortcut menu. The worksheet name
is selected on the tab.
Inserting Worksheets
To insert a worksheet:
• Click the tab of the worksheet to the left of which you
want to insert a new worksheet.
• On the Home tab, in the Cells group, click the Insert
arrow, and then click Insert Sheet.
NOTE: You can also insert a worksheet by clicking the Insert Worksheet button located
on the right side of the last worksheet tab, this inserts a new worksheet after the last
worksheet in the workbook.
Deleting Worksheets
To delete a worksheet:
• Click the tab of the worksheet that you want to delete.
• On the Home tab, in the Cells group, click the Delete
arrow, and then click Delete Sheet
• If the worksheet contains data, a dialog box opens asking
you to confirm. Click the Delete button .
NOTE: You can also delete a worksheet by right-clicking on it, then clicking on Delete
from the shortcut menu.
Moving Worksheets
You can move a worksheet to another location in the same workbook, or even to another
location in another workbook.
To move a worksheet:
• Right-click the tab of the worksheet that you want to move, and then click Move or
Copy on the shortcut menu. The Move or Copy dialog box opens
• In the To Book list menu select the name of the
destination workbook.
• In the Before sheet box, click the name of the worksheet
to the left of which you want the selected worksheet to
be moved.
• Click the OK button.
NOTE: You can also move a worksheet by dragging its tab
to the desired location. As you drag, the mouse pointer
changes to a small sheet and a small black arrow indicates
where the worksheet will be moved when you release the
mouse button.
Copying Worksheets
You can copy a worksheet to another location in a workbook, or even to another location in
another workbook.
To copy a worksheet:
• Right-click the tab of the worksheet that you want to move, and then click Move or
Copy on the shortcut menu. The Move or Copy dialog box opens
• In the To Book list menu select the name of the
destination workbook.
• In the Before sheet box, click the name of the worksheet
to the left of which you want the selected worksheet to be
moved.
• Select the Create a copy check box.
• Click the OK button.
NOTE: You can also copy a worksheet by holding down the Ctrl key and dragging its tab to
the desired location. As you drag, the mouse pointer changes to a small sheet with a plus sign
on it and a small black arrow indicates where the worksheet will be copied when you release
the mouse button
MS Excel Views -Normal View
This is the default view. If you switch to another view and
return to it, Excel displays page breaks.
MS Excel Views - Page Layout View
Displays the worksheet as it will appear when printed. Use this
view to see where pages begin and end, and to add headers and
footers.
MS Excel Views - Page
Break Preview View
Displays a preview of where pages will break when the
worksheet is printed. Use this view to easily adjust page
breaks.
Allows you to save a set of display and print settings as a
custom view, and then apply it.
To add a new custom view:
• On the View tab, in the Workbook Views group, click on
Custom Views.
• The Custom Views dialog box appears, click on the buttom
Add.
• The Add View dialog box appears, type a name for the
custom view, and then click OK
To apply an existing custom view, custom view:
• On the View tab, in the Workbook Views group, click on
Custom Views.
• The Custom Views dialog box appears, select the view
that you would to apply, then click on the buttom Show.
MS Excel Views - Custom Views
Freezing and Unfreezing Panes
 Freezing panes is a useful technique for keeping an area of
a worksheet visible while you scroll to another area of the
worksheet.
 To freeze panes:
•Select the cell below the row and to the right of the
column that you want to freeze.
•On the View tab, in the Window group, click the Freeze
Panes button, and then click Freeze Panes.
Scroll
 NOTE: If any rows or columns in a worksheet are frozen, the Freeze Panes option
changes to Unfreeze Panes. You can unfreeze panes by clicking the Freeze Panes
button, and then clicking Unfreeze Panes.
Templates
 Excel 2023 includes a variety of built-in templates that
you can use to create workbooks such as budgets,
invoices, and calendars.
 To use a template:
•Click the File tab, and then click New. The New page
of the Backstage view displays thumbnails of the
available templates and template categories.
•Do one of the following:
o To use a built-in template, in the Available
Templates section, click Sample templates, select
the desired template, and then click the Create
button.
o To use an online template, in the Office.com Templates section, select a template
category, select the desired template, and then click the Download button.
 NOTE: You can also search Office.com for templates by using the Search box in the
Office.com Templates section. It carries the extension of .xltx
CHAPTER 2:
FORMATTING CELLS AND
USE OF FIND AND REPLACE
Formatting of Cells
•Data Alignment
•Formatting Number
•Formatting Data
•Format Excel Table
•Apply and Remove cell borders on a
worksheet
•Add and Remove sheet background
•Show and hide gridlines on a worksheet
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Formatting of Cells
Use of Find and Replace
Use of Find and Replace
Use of Find and Replace
Use of Find and Replace
Use of Find and Replace
Use of Find and Replace
CHAPTER 3:
SORTING AND FILTERING DATA
Sorting and Filtering Data
Sorting and Filtering Data
Sorting and Filtering Data
Sorting and Filtering Data
Sorting and Filtering Data
Sorting and Filtering Data
Sorting and Filtering Data
Sorting and Filtering Data
Sorting and Filtering Data
Sorting and Filtering Data
Sorting and Filtering Data
Sorting and Filtering Data
Sorting and Filtering Data
Sorting and Filtering Data
Sorting and Filtering Data
CHAPTER 4:
FORMULAS AND FUNCTIONS
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Formulas and Functions
Apart from the above-mentioned functions, we will discuss about the following functions now:
 LEFT, RIGHT, TEXT, CHAR, CODE
 LOWER, UPPER, PROPER
 TRIM, OFFSET, PMT, COUNT, COUNTA, COUNTIF, COUNTIFS, COUNTBLANK, IFS,
SUMIF, SUMIFS, AVERAGEIF, AVERAGEIFS, ISBLANK, ISERROR, IFERROR, ISNUMBER
 LOOKUP, VLOOKUP, REVERSE VLOOKUP, HLOOKUP, INDEX, MATCH, TRANSPOSE,
DATEVALUE, TIMEVALUE
 YEAR, MONTH, DAY, HOUR, MINUTE, SECOND, WEEKDAY, WORKDAY,
NETWORKDAYS, NETWORKDAYS.INTL, TODAY, NOW, EOMONTH
 DGET, DSUM, DAVERAGE, DCOUNT, DMAX, DMIN, DPRODUCT
 RATIO, DATEDIF, DGET, HYPERLINK, SUBTOTAL
 RANDBETWEEN, CONCATENATE
 FIND, SEARCH, REPT, LEN, POWER, SQRT, MEDIAN, REPLACE, SUBSTITUTE, MID,
MOD, FACT, ROUNDUP, ROUNDDOWN, MEAN, MEDIAN, MODE, CORREL, STDDEV
CHAPTER 5:
MANAGE AND SHARE WORKBOOK
Manage and Share Workbook
• Create a new workbook from the
template
• Relative, Absolute and Mixed Cell
Reference
• Reference another workbook in MS
Excel
Create Workbook from Template
Create Workbook from Template
Create Workbook from Template
Reference another Worksheet
Reference another Workbook
(Open)
Reference another Workbook
(Closed)
CHAPTER 6:
SECURE WORKBOOK AND
WORKSHEETS
Secure Workbook and
Worksheets
• Restrict workbook from further
editing
• Secure workbook and worksheet
• Enable Auto-save and Auto-recover
features
Restrict workbook from editing
Secure workbook and worksheets
Secure workbook and worksheets
Secure workbook and worksheets
Secure workbook and worksheets
Secure workbook and worksheets
Enable Auto-save and
Auto-recover in Excel
Enable Auto-save and
Auto-recover in Excel
Enable Auto-save and
Auto-recover in Excel
Enable Auto-save and
Auto-recover in Excel
Enable Auto-save and
Auto-recover in Excel
CHAPTER 7:
CUSTOM DATA FORMATS AND
VALIDATION
Custom Data Formats and
Validation
• Create Custom Number formats
• Advanced Fill Series Options
• Enable and Disable Flash Fill
• Configure Data Validation
Custom Data Formats
• Leading Zeros
Custom Data Formats
• Decimal Places
• Add Text
• Large Numbers
Custom Data Formats
• Repeat Characters
• Colors
• Dates and Times
Advanced Fill Series Options
• Use of Autofill to populate a range in Excel
Advanced Fill Series Options
• Create custom list series for autofilling
Flash Fill in Excel
Data Validation
Data Validation
Data Validation
Data Validation
Data Validation
Data Validation
Data Validation
Data Validation
Data Validation
Data Validation
Data Validation
CHAPTER 8:
CONDITIONAL FORMATTING AND
ADVANCED FILTERING
Conditional Formatting
and Advanced Filtering
• Create Conditional Formatting Rules
• Manage and clear Conditional Formatting rules
• Apply Advanced Filter tool
• Create and modify Cell Styles (Already discussed)
Conditional Formatting in
Excel
Conditional Formatting in
Excel
Conditional Formatting in
Excel
Conditional Formatting in
Excel
Conditional Formatting in
Excel
Conditional Formatting in
Excel
Conditional Formatting in
Excel
Conditional Formatting in
Excel
Conditional Formatting in
Excel
Conditional Formatting in
Excel
Conditional Formatting in
Excel
Conditional Formatting in
Excel
Conditional Formatting in
Excel
Conditional Formatting in
Excel
Advanced Filter in Excel
Advanced Filter in Excel
Advanced Filter in Excel
using Macro
Advanced Filter in Excel
using Macro
Advanced Filter in Excel
using Macro
CHAPTER 9:
APPLY LOGICAL OPERATIONS
Apply Logical Operations
Apply Logical Operations
Apply Logical Operations
Apply Logical Operations
Apply Logical Operations
CHAPTER 10:
LOOKUP DATA BY USING
FUNCTIONS
Lookup Data by using
functions
• Introduce and apply LOOKUP function
• Apply VLOOKUP, REVERSE VLOOKUP and
HLOOKUP functions
• Apply INDEX, MATCH and CHOOSE functions
• Apply TRANSPOSE, WEEKDAY, WORKDAY,
NETWORKDAYS and NETWORKDAYS.INTL
(already discussed)
Lookup Data by using
functions
Lookup Data by using
functions
Lookup Data by using
functions
Lookup Data by using
functions
Lookup Data by using
functions
Lookup Data by using
functions
Lookup Data by using
functions
CHAPTER 11:
PERFORM DATAANALYSIS
Perform Data Analysis
• Apply Goal Seek tool
• Apply Data Table tool
• Apply Scenario Manager tool
• Apply Watch Window tool
• Apply Data Consolidation tool
Perform Data Analysis
Perform Data Analysis
Perform Data Analysis
Perform Data Analysis
Perform Data Analysis
Watch Window in Excel
Data Consolidation in Excel
Data Consolidation in Excel
CHAPTER 12:
CHARTS AND ITS ELEMENTS
Charts and Its Elements
• Introduce various types of
charts in Excel
• Add trend lines to charts
• Save chart as a template
Charts and Its Elements
Charts and Its Elements
Charts and Its Elements
CHAPTER 13:
PIVOT TABLES AND
PIVOT CHARTS
Pivot Tables and Pivot Charts
• Insert and personalize Pivot
Table
• Modify field selections and
options in the Pivot Table
• Create Pivot Charts
• Apply styles to Pivot Charts
Pivot Tables in Excel
Pivot Tables in Excel
Pivot Tables in Excel
Pivot Tables in Excel
Pivot Tables in Excel
Pivot Tables in Excel
Pivot Tables in Excel
Pivot Tables in Excel
Pivot Tables in Excel
Pivot Tables in Excel
Pivot Tables in Excel
Pivot Tables in Excel
Pivot Tables in Excel
Pivot Tables in Excel
CHAPTER 14:
MACROS AND VBA
Macros and VBA
• Describe Macro
• Explain the benefits of Macro
• Enable Macros in Excel
• VBA (Visual Basic for Applications)
Macros and VBA
Macros and VBA
Macros and VBA
Macros and VBA
Macros and VBA
Macros and VBA
Miscellaneous
• Relative Data Validation
• Batch File Creation
• VBA Practical Applications
• Dashboard Creation
• Resources: 1. Advanced Excel Course Curriculum
2. Shortcut Keys for MS Excel 2023
3. Feedback Form
Exams and Certifications
• Attendance is compulsory for all the classes.
• Candidates have to give both Theory and
Practical Assessment to be eligible for
receiving Certificate of Completion at the end
of the course.
• Feedback is mandatory for receiving the
certificate. Click here
• Candidate has to secure minimum 60% marks
for both the exam.
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Advanced Excel Study Materials | Sourav Sir Academy.pptx

  • 2. Course Curriculum • Chapter 1: Introduction to MS Excel • Chapter 2: Formatting Cells and Use of Find & Replace • Chapter 3: Sorting and Filtering Data • Chapter 4: Formulas and Functions • Chapter 5: Manage and Share workbook • Chapter 6: Secure workbook and worksheets • Chapter 7: Custom Data Formats and Validation • Chapter 8: Conditional Formatting and Advanced Filtering • Chapter 9: Apply logical operations • Chapter 10: Look up Data by using Functions • Chapter 11: Perform Data Analysis • Chapter 12: Charts and its Elements • Chapter 13: Pivot Tables and Pivot Charts • Chapter 14: Macros and VBA
  • 4. Introduction to MS Excel • Describe Microsoft Excel • Describe basic elements within a worksheet • Navigating through worksheets • Selecting cell(s) in Excel • Editing and Formatting worksheets • Inserting and Deleting Rows and Columns • Changing Column Widths and Row Heights • Hiding and Unhiding Rows and Columns • Selecting and Renaming worksheets • Inserting and Deleting worksheets • Moving and Copying worksheets • MS Excel views – Normal, Page Layout, Page Break Preview and Custom view • Freezing and Unfreezing panes • Templates
  • 5. Introduction to MS Excel • Excel is the MS-Office Application program used for creating spreadsheets. • You can use Excel to enter all sorts of data and perform financial, mathematical, or statistical calculations. • Excel operates like other MS Office programs and has many of the same functions and shortcuts as MS Word & MS PowerPoint. • Excel is more widespread, quick and easy.
  • 6.  Spreadsheet: is a table of values arranged in rows and columns; The intersection of a Row & Column is called a Cell.  Each cell can have a predefined relationship to the other cells.  If you change the value of one cell, the values in the other cells may also be changed according to their relationships with that cell. Introduction to MS Excel
  • 7. Basic Elements of Worksheet An Excel file or a workbook: is composed of a number of worksheets (could be more than 200)
  • 8. Basic Elements of Worksheet An Excel file or a workbook: is composed of a number of worksheets (could be more than 200) Sheet tabs: each tab represents a different worksheet in the workbook.
  • 9. Basic Elements of Worksheet An Excel file or a workbook: is composed of a number of worksheets (could be more than 200) Sheet tabs: each tab represents a different worksheet in the workbook. Active Worksheet
  • 10. Basic Elements of Worksheet An Excel file or a workbook: is composed of a number of worksheets (could be more than 200) Sheet tabs: each tab represents a different worksheet in the workbook. Active Worksheet Row headers
  • 11. Basic Elements of Worksheet An Excel file or a workbook: is composed of a number of worksheets (could be more than 200) Sheet tabs: each tab represents a different worksheet in the workbook. Active Worksheet Row headers Column headers
  • 12. Basic Elements of Worksheet An Excel file or a workbook: is composed of a number of worksheets (could be more than 200) Sheet tabs: each tab represents a different worksheet in the workbook. The Active Cell: is the selected cell, and has a thicker black border around it. Active Worksheet Row headers Column headers
  • 13. Basic Elements of Worksheet • The Name Box: displays the active cell address or the name of the selected cell, range, or object An Excel file or a workbook: is composed of a number of worksheets (could be more than 200) Sheet tabs: each tab represents a different worksheet in the workbook. Active Worksheet The Active Cell: is the selected cell, and has a thicker black border around it. Row headers Column headers
  • 14. Basic Elements of Worksheet • The Name Box: displays the active cell address or the name of the selected cell, range, or object Formula Bar: displays the data or formula stored in the active cell. An Excel file or a workbook: is composed of a number of worksheets (could be more than 200) Sheet tabs: each tab represents a different worksheet in the workbook. Active Worksheet The Active Cell: is the selected cell, and has a thicker black border around it. Row headers Row headers Column headers
  • 15. There are various ways to navigate through a worksheet:  Use the mouse and the scroll bars to scroll through the worksheet in any direction.  Use the navigational keys on the keyboard: • Down arrow or Enter: for moving the active cell one cell down. • Up arrow or Shift+ Enter: for moving the active cell one cell up. • Right arrow or Tab: for moving the active cell one cell to the right. • Left arrow or Shift+Tab: for moving the active cell one cell to the left. • Page Down for moving the active cell down one page. • Page Up: for moving the active cell up one page. • Alt+Page Down: for moving the active cell right one page. • Alt+Page Up: for moving the active cell left one page. • Ctrl+Home: for moving the active cell to cell A1. • Ctrl+End: for moving the active cell to the last used cell in the worksheet.  You can also navigate to a specific cell in the worksheet by entering its address in the Name box, and then pressing Enter.  Shortcut Keys of MS Excel 2023 Navigate through Worksheets
  • 16. Selecting Cell(s) in Excel • To select a single cell, just click on it. • To select a range of cells, click the first cell that you want to include in the range, hold down the Shift key, and then click the last cell in the range. Or, drag from the first cell in the range to the last cell. NOTES:  When a range is selected, every cell in the range is highlighted, except for the active cell.  You can deselect a range by pressing any arrow key or by clicking any cell in the worksheet. • To select nonadjacent cells or ranges, select the first cell or range, hold down the Ctrl key, and then select the other cells or ranges.
  • 17. Selecting Cell(s) in Excel •To select a single row or column, click the header of the row or column that you want to select. •To select multiple adjacent rows or columns, click the header of the first row or column that you want to select, hold down the Shift key, and then click the header of the last row or column. Or, drag across the headers of the rows or columns that you want to select. •To select multiple nonadjacent rows or columns, hold down the Ctrl key, and then click the headers of the rows or columns that you want to select. •To select all cells in a worksheet, click the Select All button in the upper-left corner of the worksheet. Or, press Ctrl+A.
  • 18. Editing & Formatting Worksheets •The simplest way to add data to a worksheet is to select a cell and enter data. •A cell can contain a maximum of 32,767 characters and can hold any of three basic types of data: text, numbers, or formulas.
  • 19. Editing & Formatting Worksheets •MS Excel shares a lot of features with MS Word and PowerPoint. •Moving and copying cells, and copying cell formats can be done using the Copy, Cut, Paste, Format Painter buttons in the Clipboard group, on the Home tab. •Formating cells and cells contents can be done using the Mini Toolbar or the Paragraph group, on the Home tab. •Aligning, indenting, wrapping, rotating, and merging can be done using the Aligmnet group, on the Home tab. •Style changing can be done, using the Styles group, on the Home tab.
  • 20. Editing & Formatting Worksheets To format numbers, select the cell that you want to format, on the Home tab, in the Number group, do one of the following : • Click the Accounting Number Format button to display the number with a dollar sign. NOTE: You can select a different currency symbol by clicking the Accounting Number Format arrow and selecting the desired symbol from the menu. • Click the Percent Style button to convert the number to a percentage and display it with a percent sign. • Click the Comma Style button to display the number with comma separators and two decimal places. NOTE: You can access additional number formats from the Number Format menu To change the number of decimal places, select the cell that you want to format, and then on the Home tab, in the Number group, do one of the following: • Click the Increase Decimal button to increase the number of decimal places. • Click the Decrease Decimal button to decrease the number of decimal places.
  • 21. Inserting Rows and Columns To insert a column: 1. Select the column to the left of which you want to insert a new column. 2. On the Home tab, in the Cells group, click the Insert arrow, and then click Insert Sheet columns. NOTE: You can also insert a column by right-clicking the header of the column to the left of which you want to insert the new column, and then clicking Insert on the shortcut menu. To insert a row: 1.Select the row above which you want to insert a new row. 2.On the Home tab, in the Cells group, click the Insert arrow, and then click Insert Sheet Rows. NOTE: You can also insert a row by right-clicking the header of the row above which you want to insert the new row, and then clicking Insert on the shortcut menu.
  • 22. Deleting Rows and Columns To delete a column: 1.Select the column that you want to delete 2. On the Home tab, in the Cells group, click the Delete arrow, and then click Delete Sheet columns. NOTE: You can also delete a column by right-clicking the column header, and then clicking Delete on the shortcut menu. To delete a row: 1.Select the row that you want to delete 2.On the Home tab, in the Cells group, click the Delete arrow, and then click delete Sheet Rows. NOTE: You can also delete a row by right-clicking the row header, and then clicking Delete on the shortcut menu.
  • 23. Changing Column Widths To change a column width: 1. Select the column that you want to resize. 2. On the Home tab, in the Cells group, click the Format button, and then click Column Width. Or, right-click the column header, and then click Column Width on the shortcut menu. 3. In the Column Width dialog box, type a value in the Column width box, and then click the OK button. NOTE: You can also resize a column by dragging the right edge of the column header right to increase or left to decrease the column width. Double-clicking the right edge of the column header changes the column width to automatically fits its contents.
  • 24. Changing Row Heights To change a row height: 1. Select the row that you want to resize. 2. On the Home tab, in the Cells group, click the Format button, and then click Row Height. Or, right-click the row header, and then click Row Height on the shortcut menu. 3. In the Row Height dialog box, type a value in the Row height box, and then click the OK button. NOTE: You can also resize a row by dragging the bottom edge of the row header down to increase or up to decrease the row height. Double-clicking the bottom edge of the row header changes the row height to automatically fits its contents.
  • 25. Hiding Rows and Columns To hide a row or column: 1. Select the row or column that you want to hide. 2. On the Home tab, in the Cells group, click the Format button, point to Hide & Unhide, and then click Hide Rows or Hide Columns. NOTE: You can also hide a row or column by right-clicking the row or column header, and then clicking Hide on the shortcut menu.
  • 26. Unhiding Rows and Columns To hide a row or column: 1. Select the rows above and below the hidden row, or select the columns to the left and right of the hidden column. 2. On the Home tab, in the Cells group, click the Format button, point to Hide & Unhide, and then click Unhide Rows or Unhide Columns. NOTE: You can also unhide a row or column by selecting the rows or columns that surround the hidden row or column, right-clicking the selection, and then clicking Unhide on the shortcut menu.
  • 27. Selecting Worksheets • To select a worksheet, click the tab of the worksheet that you want to select. • To select multiple adjacent worksheets, click the tab of the first worksheet that you want to select, hold down the Shift key, and then click the tab of the last worksheet that you want to select. NOTE: to cancel the selection of multiple worksheets, click the tab of any unselected worksheet, or right-click the tab of any selected worksheet, and then click Ungroup Sheets on the shortcut menu. • To select multiple nonadjacent worksheets, click the tab of the first worksheet that you want to select, hold down the Ctrl key, and then click the tabs of additional worksheets that you want to select.
  • 28. Navigating Between Worksheets First Tab: displays the first worksheet tab in the workbook. Previous Tab: Displays the previous worksheet tab to the left. Next Tab: displays the next worksheet tab to the right. Last Tab: Displays the last worksheet tab in the workbook. If a workbook contains many worksheets, all the worksheet tabs may not be visible. You can use the tab scrolling buttons located at the bottom of the workbook window to display hidden tabs. NOTE: When you right-click any of the tab scrolling buttons, Excel displays a list of all the worksheets in the workbook. You can quickly activate a sheet by selecting it from the list.
  • 29. Renaming Worksheets • Type a new name, and then press the Enter key, the worksheet tab size adjusts to fit the name. NOTE: Worksheet names can have up to 31 characters and can include letters, numbers, symbols, and spaces. Each worksheet name in a workbook must be unique. To rename a worksheet: • Double-click the tab of the worksheet that you want to rename. Or, right-click the worksheet tab, and then click Rename on the shortcut menu. The worksheet name is selected on the tab.
  • 30. Inserting Worksheets To insert a worksheet: • Click the tab of the worksheet to the left of which you want to insert a new worksheet. • On the Home tab, in the Cells group, click the Insert arrow, and then click Insert Sheet. NOTE: You can also insert a worksheet by clicking the Insert Worksheet button located on the right side of the last worksheet tab, this inserts a new worksheet after the last worksheet in the workbook.
  • 31. Deleting Worksheets To delete a worksheet: • Click the tab of the worksheet that you want to delete. • On the Home tab, in the Cells group, click the Delete arrow, and then click Delete Sheet • If the worksheet contains data, a dialog box opens asking you to confirm. Click the Delete button . NOTE: You can also delete a worksheet by right-clicking on it, then clicking on Delete from the shortcut menu.
  • 32. Moving Worksheets You can move a worksheet to another location in the same workbook, or even to another location in another workbook. To move a worksheet: • Right-click the tab of the worksheet that you want to move, and then click Move or Copy on the shortcut menu. The Move or Copy dialog box opens • In the To Book list menu select the name of the destination workbook. • In the Before sheet box, click the name of the worksheet to the left of which you want the selected worksheet to be moved. • Click the OK button. NOTE: You can also move a worksheet by dragging its tab to the desired location. As you drag, the mouse pointer changes to a small sheet and a small black arrow indicates where the worksheet will be moved when you release the mouse button.
  • 33. Copying Worksheets You can copy a worksheet to another location in a workbook, or even to another location in another workbook. To copy a worksheet: • Right-click the tab of the worksheet that you want to move, and then click Move or Copy on the shortcut menu. The Move or Copy dialog box opens • In the To Book list menu select the name of the destination workbook. • In the Before sheet box, click the name of the worksheet to the left of which you want the selected worksheet to be moved. • Select the Create a copy check box. • Click the OK button. NOTE: You can also copy a worksheet by holding down the Ctrl key and dragging its tab to the desired location. As you drag, the mouse pointer changes to a small sheet with a plus sign on it and a small black arrow indicates where the worksheet will be copied when you release the mouse button
  • 34. MS Excel Views -Normal View This is the default view. If you switch to another view and return to it, Excel displays page breaks.
  • 35. MS Excel Views - Page Layout View Displays the worksheet as it will appear when printed. Use this view to see where pages begin and end, and to add headers and footers.
  • 36. MS Excel Views - Page Break Preview View Displays a preview of where pages will break when the worksheet is printed. Use this view to easily adjust page breaks.
  • 37. Allows you to save a set of display and print settings as a custom view, and then apply it. To add a new custom view: • On the View tab, in the Workbook Views group, click on Custom Views. • The Custom Views dialog box appears, click on the buttom Add. • The Add View dialog box appears, type a name for the custom view, and then click OK To apply an existing custom view, custom view: • On the View tab, in the Workbook Views group, click on Custom Views. • The Custom Views dialog box appears, select the view that you would to apply, then click on the buttom Show. MS Excel Views - Custom Views
  • 38. Freezing and Unfreezing Panes  Freezing panes is a useful technique for keeping an area of a worksheet visible while you scroll to another area of the worksheet.  To freeze panes: •Select the cell below the row and to the right of the column that you want to freeze. •On the View tab, in the Window group, click the Freeze Panes button, and then click Freeze Panes. Scroll  NOTE: If any rows or columns in a worksheet are frozen, the Freeze Panes option changes to Unfreeze Panes. You can unfreeze panes by clicking the Freeze Panes button, and then clicking Unfreeze Panes.
  • 39. Templates  Excel 2023 includes a variety of built-in templates that you can use to create workbooks such as budgets, invoices, and calendars.  To use a template: •Click the File tab, and then click New. The New page of the Backstage view displays thumbnails of the available templates and template categories. •Do one of the following: o To use a built-in template, in the Available Templates section, click Sample templates, select the desired template, and then click the Create button. o To use an online template, in the Office.com Templates section, select a template category, select the desired template, and then click the Download button.  NOTE: You can also search Office.com for templates by using the Search box in the Office.com Templates section. It carries the extension of .xltx
  • 40. CHAPTER 2: FORMATTING CELLS AND USE OF FIND AND REPLACE
  • 41. Formatting of Cells •Data Alignment •Formatting Number •Formatting Data •Format Excel Table •Apply and Remove cell borders on a worksheet •Add and Remove sheet background •Show and hide gridlines on a worksheet
  • 80. Use of Find and Replace
  • 81. Use of Find and Replace
  • 82. Use of Find and Replace
  • 83. Use of Find and Replace
  • 84. Use of Find and Replace
  • 85. Use of Find and Replace
  • 86. CHAPTER 3: SORTING AND FILTERING DATA
  • 132. Formulas and Functions Apart from the above-mentioned functions, we will discuss about the following functions now:  LEFT, RIGHT, TEXT, CHAR, CODE  LOWER, UPPER, PROPER  TRIM, OFFSET, PMT, COUNT, COUNTA, COUNTIF, COUNTIFS, COUNTBLANK, IFS, SUMIF, SUMIFS, AVERAGEIF, AVERAGEIFS, ISBLANK, ISERROR, IFERROR, ISNUMBER  LOOKUP, VLOOKUP, REVERSE VLOOKUP, HLOOKUP, INDEX, MATCH, TRANSPOSE, DATEVALUE, TIMEVALUE  YEAR, MONTH, DAY, HOUR, MINUTE, SECOND, WEEKDAY, WORKDAY, NETWORKDAYS, NETWORKDAYS.INTL, TODAY, NOW, EOMONTH  DGET, DSUM, DAVERAGE, DCOUNT, DMAX, DMIN, DPRODUCT  RATIO, DATEDIF, DGET, HYPERLINK, SUBTOTAL  RANDBETWEEN, CONCATENATE  FIND, SEARCH, REPT, LEN, POWER, SQRT, MEDIAN, REPLACE, SUBSTITUTE, MID, MOD, FACT, ROUNDUP, ROUNDDOWN, MEAN, MEDIAN, MODE, CORREL, STDDEV
  • 133. CHAPTER 5: MANAGE AND SHARE WORKBOOK
  • 134. Manage and Share Workbook • Create a new workbook from the template • Relative, Absolute and Mixed Cell Reference • Reference another workbook in MS Excel
  • 135. Create Workbook from Template
  • 136. Create Workbook from Template
  • 137. Create Workbook from Template
  • 141. CHAPTER 6: SECURE WORKBOOK AND WORKSHEETS
  • 142. Secure Workbook and Worksheets • Restrict workbook from further editing • Secure workbook and worksheet • Enable Auto-save and Auto-recover features
  • 144. Secure workbook and worksheets
  • 145. Secure workbook and worksheets
  • 146. Secure workbook and worksheets
  • 147. Secure workbook and worksheets
  • 148. Secure workbook and worksheets
  • 154. CHAPTER 7: CUSTOM DATA FORMATS AND VALIDATION
  • 155. Custom Data Formats and Validation • Create Custom Number formats • Advanced Fill Series Options • Enable and Disable Flash Fill • Configure Data Validation
  • 156. Custom Data Formats • Leading Zeros
  • 157. Custom Data Formats • Decimal Places • Add Text • Large Numbers
  • 158. Custom Data Formats • Repeat Characters • Colors • Dates and Times
  • 159. Advanced Fill Series Options • Use of Autofill to populate a range in Excel
  • 160. Advanced Fill Series Options • Create custom list series for autofilling
  • 161. Flash Fill in Excel
  • 173. CHAPTER 8: CONDITIONAL FORMATTING AND ADVANCED FILTERING
  • 174. Conditional Formatting and Advanced Filtering • Create Conditional Formatting Rules • Manage and clear Conditional Formatting rules • Apply Advanced Filter tool • Create and modify Cell Styles (Already discussed)
  • 191. Advanced Filter in Excel using Macro
  • 192. Advanced Filter in Excel using Macro
  • 193. Advanced Filter in Excel using Macro
  • 200. CHAPTER 10: LOOKUP DATA BY USING FUNCTIONS
  • 201. Lookup Data by using functions • Introduce and apply LOOKUP function • Apply VLOOKUP, REVERSE VLOOKUP and HLOOKUP functions • Apply INDEX, MATCH and CHOOSE functions • Apply TRANSPOSE, WEEKDAY, WORKDAY, NETWORKDAYS and NETWORKDAYS.INTL (already discussed)
  • 202. Lookup Data by using functions
  • 203. Lookup Data by using functions
  • 204. Lookup Data by using functions
  • 205. Lookup Data by using functions
  • 206. Lookup Data by using functions
  • 207. Lookup Data by using functions
  • 208. Lookup Data by using functions
  • 210. Perform Data Analysis • Apply Goal Seek tool • Apply Data Table tool • Apply Scenario Manager tool • Apply Watch Window tool • Apply Data Consolidation tool
  • 216. Watch Window in Excel
  • 219. CHAPTER 12: CHARTS AND ITS ELEMENTS
  • 220. Charts and Its Elements • Introduce various types of charts in Excel • Add trend lines to charts • Save chart as a template
  • 221. Charts and Its Elements
  • 222. Charts and Its Elements
  • 223. Charts and Its Elements
  • 224. CHAPTER 13: PIVOT TABLES AND PIVOT CHARTS
  • 225. Pivot Tables and Pivot Charts • Insert and personalize Pivot Table • Modify field selections and options in the Pivot Table • Create Pivot Charts • Apply styles to Pivot Charts
  • 226. Pivot Tables in Excel
  • 227. Pivot Tables in Excel
  • 228. Pivot Tables in Excel
  • 229. Pivot Tables in Excel
  • 230. Pivot Tables in Excel
  • 231. Pivot Tables in Excel
  • 232. Pivot Tables in Excel
  • 233. Pivot Tables in Excel
  • 234. Pivot Tables in Excel
  • 235. Pivot Tables in Excel
  • 236. Pivot Tables in Excel
  • 237. Pivot Tables in Excel
  • 238. Pivot Tables in Excel
  • 239. Pivot Tables in Excel
  • 241. Macros and VBA • Describe Macro • Explain the benefits of Macro • Enable Macros in Excel • VBA (Visual Basic for Applications)
  • 248. Miscellaneous • Relative Data Validation • Batch File Creation • VBA Practical Applications • Dashboard Creation • Resources: 1. Advanced Excel Course Curriculum 2. Shortcut Keys for MS Excel 2023 3. Feedback Form
  • 249. Exams and Certifications • Attendance is compulsory for all the classes. • Candidates have to give both Theory and Practical Assessment to be eligible for receiving Certificate of Completion at the end of the course. • Feedback is mandatory for receiving the certificate. Click here • Candidate has to secure minimum 60% marks for both the exam.