Course Summary

Microsoft Excel for Business Professionals is a practical, hands-on training program designed to equip professionals with essential to advanced Microsoft Excel skills for business data management, reporting, and analysis.

At VeltTech, we understand the importance of data-driven decisions in modern business. Our Excel for Business Professionals Training Program is designed to equip participants with practical skills to efficiently manage data, perform insightful analysis, and create professional reports using Microsoft Excel.

This structured program is divided into three progressive modules — Beginners, Intermediate, and Advanced — tailored for working professionals, teams, and business owners. Whether you’re starting with spreadsheets or aiming to build complex dashboards, this course provides the tools you need to work smarter and faster with your data.

Course Outcomes

By the end of this program, participants will be able to:

• Navigate and use Excel confidently for business data entry and formatting
• Perform essential and advanced calculations using formulas and functions
• Organize, sort, and filter large datasets effectively
• Create dynamic reports and data visualizations with charts and PivotTables
• Automate repetitive tasks using basic macros and Excel’s data tools
• Build interactive dashboards to monitor business performance and KPIs
• Import, clean, and manage data from multiple sources using Power Query and Power Pivot
• Apply business-specific Excel solutions for finance, HR, sales, and operations reporting
  
  

Detailed Training Schedule: Excel Training for Businesses

Program Duration

• Each Module: 6 sessions (2 hours per session)
• Total: 18 sessions (3 modules)
• Mode: In-person / Virtual (Zoom, Microsoft Teams, Google Meet)
• Resources: Practice files, assignments, and final project
• Certificate: Issued upon completion of each module

Module 1: Beginners (Fundamentals of Excel)

Objective: Build foundational skills for using Excel efficiently in daily business tasks.

Topics Covered:

• Introduction to Microsoft Excel interface and navigation
• Creating, saving, and managing workbooks and worksheets
• Data entry techniques: numbers, text, and dates
• Basic formatting (fonts, borders, colors, alignment)
• Using AutoFill and Flash Fill
• Basic calculations using formulas (SUM, AVERAGE, MIN, MAX)
• Introduction to relative, absolute, and mixed cell referencing
• Sorting and filtering data
• Introduction to charts: bar, column, pie
• Basic printing and page setup for reports

Practical Exercise: Create a simple sales record sheet and generate a basic sales summary chart.

Module 2: Intermediate (Data Management & Reporting)

Objective: Equip participants to manage large data sets, create dynamic reports, and automate routine tasks.

Topics Covered:

• Advanced formatting (conditional formatting, custom number formats)
• Working with multiple worksheets and workbooks
• Lookup and reference functions (VLOOKUP, HLOOKUP, XLOOKUP, INDEX & MATCH)
• Text functions (LEFT, RIGHT, MID, CONCATENATE, TEXTJOIN)
• Date and time functions
• Data validation techniques
• Using Tables for structured data management
• Advanced sorting and filtering
• Creating PivotTables and PivotCharts for dynamic data summaries
• Introduction to basic macros and automation

Practical Exercise: Build a monthly expense tracker with data validation and a PivotTable summary.

Module 3: Advanced (Data Analysis & Dashboards)

Objective: Enable participants to perform complex data analysis, automate processes, and generate business dashboards.

Topics Covered:

• Advanced functions: IF, IFS, SUMIFS, COUNTIFS, AVERAGEIFS, IFERROR
• Nested formulas for complex calculations
• Advanced PivotTable techniques (calculated fields, slicers, timelines)
• Power Query: importing, transforming, and cleaning data
• Power Pivot: creating data models and relationships
• Introduction to Power BI integration
• Creating interactive business dashboards in Excel
• Scenario analysis using What-If Analysis tools (Goal Seek, Data Tables, Scenario Manager)
• Introduction to VBA for business automation (optional module)

Practical Exercise: Develop an interactive sales performance dashboard with slicers and charts.

Program Benefits Excel for Businesses Training

• Improved team productivity and data management skills
• Accurate, faster business reporting
• Enhanced decision-making with advanced data analysis
• Reduction in data errors and reporting inconsistencies
• Customizable reporting templates and business dashboards