Excel – Tips & Tricks
This session focuses on advanced functions, shortcuts, and data tools that improve efficiency and accuracy. Participants learn to manage large datasets quickly, apply powerful lookup functions, and work with advanced features such as PivotTables and What If analysis to deliver meaningful insights under time pressure. The session emphasizes practical, hands on techniques that save time, reduce errors, and support smarter, faster decision making in demanding financial environments.
Learning Objectives
By the end of this course, participants will be able to:
- Use advanced shortcuts and productivity hacks to manipulate data efficiently and reduce time spent on repetitive tasks.
- Apply advanced filters and conditional formatting to identify trends and outliers in financial datasets.
- Understand when and how to apply different lookup functions, including VLOOKUP, HLOOKUP, MATCH, INDEX, and XLOOKUP, to solve complex data problems.
- Perform What-If analysis and scenario planning to evaluate business and financial outcomes quickly.
- Use Data Tables and advanced logical functions (e.g., IF, SUMIF, COUNTIF) to summarize and reconcile data.
- Build and refine PivotTables to present analysis in a clear and decision-focused format.
- Recognize and manage circular references and apply error-handling techniques to ensure data integrity.
- Combine multiple datasets and link workbooks effectively to maintain accuracy across reporting processes.
- Apply text manipulation and string functions to clean and standardize raw data.
- Develop daily Excel best practices that improve efficiency, reduce operational risk, and enhance the presentation of insights to stakeholders.
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