Course Outline
Advanced Fundamentals + AI Introduction in Excel
1. Advanced Data Formatting
- Conditional formatting based on multiple criteria
- Custom rules with formulas
- Custom Formats
2. Efficient Work with Functions
- Essential functions for calculations (SUM, AVERAGE, MIN, MAX, etc.)
- Automating calculations using tables (structured references)
- Dynamic ranges and modern functions (LET, LAMBDA – intro)
3. Data Validation and Integrity Checking
- 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 efficiently (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. Date and Time Functions
- WEEKDAY, WORKDAY, DATE, EOMONTH
- Automatic calendar generation
- Calculating deadlines and schedules
3. Working with Smart Tables
- Creating, using, and benefits of Tables
- Automatic calculation, totals, derived columns
- Dynamic functions for data processing
**4. AI for Data Analysis and Transformation
- Data cleaning with Copilot (deduplication, structuring, conversions)
- Automatic formula generation based on description
- 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 (full replacement for VLOOKUP/HLOOKUP)
- LOOKUP based on multiple criteria
4. Advanced Functions with LAMBDA
- Creating custom functions
**5. AI for Generating and Explaining Formulas
- “Write this formula for me”
- Step-by-step explanation of a complex formula
- Optimizing existing formulas
- Generating formulas 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 Table from scratch
- Calculated Fields / Calculated Items
- Data grouping (intervals, months, categories)
- Top 10, Slicers, Timeline
3. Data Visualization
- Charts
- Layout customization + professional design
- Sparklines for rapid monitoring
**4. AI for Analysis, Visualization, and Synthesis
- Automatic generation of analyses (trends, outliers, conclusions)
- Automatic creation of charts from text
- Writing an executive summary with Copilot
Requirements
Intermediate to advanced level of Excel
Testimonials (7)
two new formulas
Virginia Groza-Buda - Simea
Course - Excel Avansat cu AI
Machine Translated
The most valuable thing I learned is that Excel offers both table functionality and built-in functions that can make day-to-day tasks significantly simpler and faster. Functions such as AutoSum, Freeze Panes, data filtering, and sorting proved to be particularly useful, as did the ability to work with data in tabular form.
Stoica Ciprian - Simea
Course - Excel Avansat cu AI
Machine Translated
faster and more efficient ways to achieve the desired result
Albu Madalina - Simea
Course - Excel Avansat cu AI
Machine Translated
I realized how many shortcuts are available to make my work far more efficient, including some that were actually right at my fingertips but remained unknown to me.
Gaibar Mara Ioana - Simea
Course - Excel Avansat cu AI
Machine Translated
the xlookup function; numerous keyboard shortcuts
Chis Denisa - Siemens Sibiu (Simea)
Course - Excel Avansat cu AI
Machine Translated
=XLOOKUP, table design(optiuni), IF, IFS, OR & AND, short cuts
Daju Lucian Adrian - Siemens Sibiu (Simea)
Course - Excel Avansat cu AI
Improve Excel efficiency by customizing the Quick Access Toolbar, applying filters, and leveraging relevant functions for your work.
Marie Bianca Ioana - Siemens Sibiu (Simea)
Course - Excel Avansat cu AI
Machine Translated