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This course equips professionals with advanced Excel techniques and introduces AI-powered tools to optimize data management, analysis, and reporting. Participants willexplore Excel’s advanced features alongside AI integrations to automate repetitive tasks,enhance predictive modeling, and create dynamic visualizations with minimal effort.

What will you learn in this Microsoft Excel Intermediate and Advanced Level: Data Management with AI Tools

– Efficiently manage and organize large datasets using complex sorting, filtering, anddatabase functions.
– Automate error-checking and validation tasks using AI-enhanced features.
– Create visually compelling reports and dashboards using AI-assisted design recommendations.
– Leverage AI tools to identify patterns and trends in large datasets.
– Streamline repetitive tasks by combining Excel macros with AI-powered workflows.
– Enhance decision-making with predictive modeling and AI-driven scenario analysis.
– Build dynamic PivotTables and PivotCharts enriched with AI insights for data storytelling.

Course Outline

Module 1: Advanced Data Management

– Sorting and Filtering by Multiple Criteria
– Custom Sorting and Advanced Filter Options
– Data Cleaning with AI Assistance (e.g., ChatGPT or Power Query with AI integration)

Module 2: Database Functions For Data Accuracy

– Applying Subtotals, Custom Sorts, and Multi-Level Validation
– Customizing Error Messages and Data Validation Rules
– Extracting Online Data using AI Formulas

Module 3: Using and Customizing Templates

– Modifying Workbook Templates
– Accessing Online Templates
– Creating Custom Templates with AI-Driven Suggestions
– Using AI Translate for Multi Language Data

Module 4: Advanced Charting and Visualization

– Understanding Search Engine Rankings and Keyword Research
– Technical, On-Page, and Off-page SEO Methods
– Using Free and AI-driven SEO Tools for Optimization and rankings

Module 5: Advanced Data Analysis With DAX And AI

– Combined Chart Types and Secondary Axes
– Formatting and Customizing Chart Elements
– AI-Assisted Chart Recommendations (e.g., in Excel 365 Insights)
– Applying Sparklines for In-Cell Visualization

Module 6: Advanced Filtering Techniques

– Filtering Data by Complex Criteria
– Using Database Functions (DSUM, DAVERAGE)
– Extracting Unique Values and Removing Duplicates Using AI

Module 7: Securing Data With Worksheet Protection

– Protecting Worksheets and Workbooks with Passwords
– Allowing Selective Editing
– Managing Permissions for Workbook Sharing

Module 8: Auditing Tools and Range Names

– Assigning and Managing Range Names
– Using Auditing Arrows and Formula Auditing
– Locating and Correcting Errors with Trace Features

Module 9: Importing and Exporting Data

– Importing External Data
– Exporting Data for Use in Other Applications
– AI-Based Data Cleaning and Formatting

Module 10: Using Advanced Functions For Analysis

– Logical Functions (IF, AND, OR)
– Lookup Functions (VLOOKUP, HLOOKUP, INDEX, MATCH)
– Statistical Functions (COUNTIF, RANK)

Module 11: Pivottables and Pivotcharts

– Constructing and Formatting PivotTables
– Grouping Data, Adding Filters, and Using Slicers
– AI-Powered Data Insights for PivotTables

Module 12: Scenario Analysis and Data Tables

– Setting Up Scenarios for “What-If” Analysis
– Creating and Managing Data Tables
– Generating Scenario Summaries with Predictive AI Tools

Module 13: Collaborative Workbook Tracking

– Tracking Changes and Reviewing History
– Comparing and Merging Workbooks
– AI-powered Version Management

Module 14: Conditional Formatting and Custom Formats

– Applying Data Bars, Color Scales, and Icon Sets
– Creating Custom Number Formats
– AI-Based Recommendations for Formatting

Module 15: Automating Tasks With Macros

– Recording and Running Macros
– Editing Macros for Flexibility
– Assigning Macros to Buttons and Quick Access Toolbar