Course Outline
Advanced Fundamentals + Introduction to AI in Excel
1. Advanced Data Formatting
- Conditional formatting based on multiple criteria
- Custom rules with formulas
- Custom formats (Custom Format)
2. Efficient Work with Functions
- Essential functions for calculations (SUM, AVERAGE, MIN, MAX, etc.)
- Automating calculations through tables (structured references)
- Dynamic ranges and modern functions (LET, LAMBDA – intro)
3. Data Validation and Accuracy Verification
- Data Validation – complex rules
- Dependencies/ dynamic lists
- Error identification (Trace Dependents/Precedents)
**4. Introduction to AI in Excel
- What Copilot can do in Excel
- How to describe a task effectively (prompts for data and calculations)
- Limitations + best practices
Data Analysis + Modern Functions + AI
1. Advanced Filtering and Sorting
- Types of filters
- Custom sorting
- Filtering with the FILTER function (Excel 365)
2. Time and Date Functions
- WEEKDAY, WORKDAY, DATE, EOMONTH
- Automatic calendar generation
- Term and scheduling calculations
3. Working with Smart Tables
- Creating, using, and benefits of Table
- Automatic calculation, totals, derived columns
- Dynamic functions for data processing
**4. AI for Data Analysis and Transformation
- Cleaning data with Copilot (deduplication, structuring, conversions)
- Automatic formula generation based on descriptions
- Identifying patterns and anomalies in datasets
Advanced Functions + LAMBDA + AI for Formulas
1. Advanced Text Functions
- LEFT/RIGHT/MID, TEXTSPLIT, TEXTAFTER, TEXTBEFORE
- Formulas for data standardization
2. Complex Logical Functions
- IF / IFS
- AND, OR, XOR
- Nested functions vs simplification with LET
3. Modern Lookup Functions
- XLOOKUP (complete replacement for VLOOKUP/HLOOKUP)
- Lookup with multiple criteria
4. Advanced Functions with LAMBDA
- Creating custom functions
**5. AI for Formula Generation and Explanation
- “Write this formula for me”
- Step-by-step explanation of complex formulas
- Optimization of existing formulas
- Formula generation with multiple criteria (advanced prompting)
Advanced Analysis, Pivot Tables, Charts + AI
1. Advanced Statistical Functions
- SUMIF/SUMIFS, COUNTIFS, AVERAGEIFS
2. Pivot Tables – Advanced Level
- Building a Pivot from scratch
- Calculated Fields / Calculated Items
- Data grouping (intervals, months, categories)
- Top 10, Slicers, Timeline
3. Data Visualization
- Charts
- Customizing layout + professional design
- Sparklines for rapid monitoring
**4. AI for Analysis, Visualization, and Synthesis
- Automatic generation of analyses (trends, outliers, conclusions)
- Automatic chart creation from text
- Writing an executive summary with Copilot
Requirements
Intermediate to advanced level of Excel
Testimonials (6)
The emphasis on exercises and practical situations greatly contributed to understanding the message. The trainer was approachable and provided clear and concise answers to all participants' questions. The information provided during the course offers solutions for optimizing and simplifying daily work, as well as refreshing previously acquired knowledge.
Ciprian Codau - Siemens Sibiu
Course - Excel Avansat cu AI
Machine Translated
I enjoyed learning new and interesting things.
Elena - Andreea Buliman - Siemens Sibiu
Course - Excel Avansat cu AI
Machine Translated
The presentation style and openness towards the participants.
Sebastian Alexandru Filip - Siemens Sibiu
Course - Excel Avansat cu AI
Machine Translated
Trainer Attitude Course Structure
Balaj Maria Iulia - Siemens Sibiu
Course - Excel Avansat cu AI
Machine Translated
The practical part is clear and easy to follow.
Magdalena Cirlea - Siemens Sibiu
Course - Excel Avansat cu AI
Machine Translated
the trainer's interaction skills, patience, and abilities in relation to each participant of this course. They maintained a calm tone throughout, showed patience for every question, and provided various answer options instead of just one, thus offering the student the possibility to identify their own way of working through this diversification.
Alisia Mara Codreanu - Siemens Sibiu
Course - Excel Avansat cu AI
Machine Translated