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Training plan · Office Productivity · Intermediate

Excel Intermediate

Intensive 3-day training to master advanced functions, pivot tables, Power Pivot and professional dashboard creation.

Duration

3 jours (21h)

Format

On-site

Prerequisites

Good command of basic Excel formulas (IF, SUMIF, VLOOKUP)

Audience

Analysts, accountants, managers

1

Day 1 — Advanced Functions

1j
  • VLOOKUP: exact, approximate, dynamic column, error handling
  • XLOOKUP: replacing VLOOKUP/HLOOKUP, multiple search, default values
  • INDEX + MATCH: the powerful bidirectional search combination
  • OFFSET, INDIRECT: dynamic ranges, indirect references
  • Conditional functions: IFS, SWITCH, MAXIFS, MINIFS
  • Database functions: DSUM, DCOUNT, DMIN, DMAX
  • Intensive lab 1: build a multi-criteria search system with INDEX/MATCH and XLOOKUP
2

Day 1 — Text, Date & Logic Functions

  • Text: LEFT, RIGHT, MID, LEN, SUBSTITUTE, TRIM, UPPER, TEXT
  • Date: TODAY, NOW, DATEDIF, EDATE, EOMONTH, WEEKNUM, WEEKDAY
  • Logic: AND, OR, NOT, XOR, IFS, SWITCH
  • Information: ISNUMBER, ISTEXT, ISERROR, TYPE, CELL
  • Intensive lab 2: create a data cleaning system with text and date functions
3

Day 2 — Pivot Tables

1j
  • Pivot table creation: layout, rows/columns/values/filters, recommended
  • Customization: calculated fields, calculated items, formatting
  • Grouping: dates (month, quarter, year), numbers (ranges), text
  • Slicers: connect to multiple pivot tables, timelines, style
  • Pivot charts: creation, synchronization, customization
  • Power Pivot: data models, relationships, simple DAX measures
  • Intensive lab 3: analyze 50,000 rows of sales data with pivot tables, slicers and Power Pivot
4

Day 2 — Advanced Charts & Visualization

  • Combination charts: column + line, dual axis
  • Advanced charts: waterfall, funnel, map, radar, gauge, histogram
  • Advanced conditional formatting: multiple rules, custom formulas
  • Dashboards: design, KPIs, indicators, alignment, printing
  • Interactive elements: slicers, form controls, dropdowns
  • Intensive lab 4: create an interactive executive dashboard with 6 KPIs
5

Day 3 — Intensive Practical Projects

0,5j
  • Project A: analyze annual sales (pivot tables, slicers, charts, KPIs)
  • Project B: create a complete HR dashboard (headcount, turnover, absences, payroll)
  • Project C: automate monthly reporting with Power Pivot and DAX measures
6

Day 3 — Assessment & Certification

0,5j
  • Real scenario: analyze a real dataset and present insights
  • Practical exam: create a pivot table + dashboard in 1h30
  • Excel Intermediate certificate with detailed skills grid
  • Progression plan toward Advanced level (Power Query, VBA)

This plan is customizable

Ideal for analysts and managers handling large data volumes.

1