Competency Name: Microsoft Excel

This competency refers to the ability of an associates to understand concepts, features in Excel and be able to
Broad Definition: apply them at work in projects
Criteria E0 E1 E2
I Criteria for defining proficiency vis-
à-vis knowledge & skills

1.Precondition
[ Expressed as a prerequisite - in
terms of academic qualification AND /
OR industry experience (whichever is
applicable) AND / OR relevant
knowledge in any other competency
Should be a Graduate / Should satisfy all conditions of Should satisfy all conditions of the
Postgraduate Degree / Diploma the previous level previous level
(MCA / PGD / MBA / MS / MTech /
Msc / BTech / BE / BSc / Bcom) Should be;
> E1 in Foundation - Database
Performance Tuning

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2. Knowledge
[Expressed as Area of knowledge and
not skill, includes knowledge of
process, methodologies, concepts and
tools.]
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1. Should have knowledge of Excel
as a product of Office Suite and
have knowledge of spreadsheet
terminology such as cell, row,
column etc. Should be able to
manage workbooks by being able
to perform move and copy of data
between cells, fill series data in
cells, insert and delete cells, rows,
columns, find, replace and go to
cell data and spell check a
worksheet.
2. Should be able to perform
calculations such as basic formula
writing, functions usage such as
SUM,COUNT etc., create absolute
and relative references.
1. Should have the ability to use
conditional formatting. Should be
able to update a workbook's
properties. Should have the
ability to create and edit macros
both via recording and using
VBA.
2. Should have the ability to
create and apply templates such
as create a workbook from a
template, create a custom
template, create hyperlinks.
3. Should have the ability to
create, edit and work with Charts.
Should have the ability to create
a chart, format chart items,
change the chart type, create a
diagram.
4. Should be able to work with
Graphic Objects by being able to
insert graphics, create auto
shapes, format graphic objects
1. Should be able to Analyze Data.
Should be able to create Trendline,
Scenarios, perform What-If Analysis,
Develop a PivotTable Report, Develop a
PivotChart Report, perform statistical
analysis with the Analysis ToolPack.
2. Should be able to work with multiple
workbooks. Should be able to create
workspace, link cells in different
workbooks, edit links.
3. Should be able to import and Export
Data. Should be able to export to MS
Word, import a word table, import text
files, import data from database.
4. Should be able to collaborate with
others. Should be able to protect files
and share a workbook, set revision
tracing, merge workbooks. adjust macro
settings, administer digital signatures.
 3. Should be able to format
worksheets such as changing font
size and type, adding borders and
colors to cells, changing height,
width of cells, merging of cells,
Aligning cell contents, creating and
applying custom number formats,
applying auto formatting styles,
formatting worksheet tabs,
repositioning worksheets in a
workbook, copying workbook.
4. Should be able to Print
Workbook Contents by being able
to set a print title, create header
and footer, set page margins,
change page orientation, insert and
remove page breaks, print a range
of data.
3. Experience
[Expressed as duration in months /
years wrt exposure, including breadth
& the depth of assignments; also
beyond project experience]
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5. Should be able to work with
advanced formulae in excel.
Create and apply a Name for a
Range of Cells, Calculate across
worksheets, Calculate with Date
and Time functions, Calculate
with financial functions, calculate
with statistical functions,
calculate with lookup and
reference functions, calculate
with logical functions.
6. Should be able to Sort and
Filter Data. Should be able to
create and apply advanced
filters, calculate with database
functions, add sub totals to
worksheets.
5. Should be able to Audit Worksheets
which includes tracing cell precedents,
dependents, locating errors in formulae,
locating invalid data and formulae,
watch and evaluate formula, grouping
and outlining data.
6. Should be able to structure XML
workbooks, develop XML maps. Import,
Add and Export XML Data, Manage
XML Workbooks, Apply XML View
Options.
3.1 Type of project experience Should have minimum 3 months of Should have minimum 6 months Should have minimum 9 months of
[Includes 'type' in the form of experience in using Excel in of experience in using Excel in experience in Excel in projects (three or
implementation, end-to-end project, projects (one or more projects) projects (two or more projects) more projects) where the requisite
support, roll outs, upgrades, where knowledge specified above where the requisite knowledge knowledge has been put to use.
professional services, consulting has been put to use. has been put to use.
engagements AND / OR the Number
of projects AND / OR Time spent on
the project ( for e.g.., 3 consulting
projects of minimum 6 months duration
; 1 roll out project of at least 18
months]

3.2 Beyond project development Should have successfully conducted

experience [Includes minimum 1 E1 level training program on
[1) Solutioning of proposals Excel.
2) Reviews done
3) No. of contributions made to OR
trainings/training material]
Should have successfully conducted
code reviews or solution review for
atleast 1 excel based solution.

4. Asset Creation
[Expressed as any reusable and
deployable assets created in the
knowledge management system of the
organization]

4.1 Process frameworks defined

[Articulated as the process
improvement designed OR a new
process framework designed]

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4.2 Tool creation
[Expressed as a system or function
tool designed OR created towards
improving business delivery / learning]

4.3 Reusable & deployable assets
created
[Expressed as reusable and
deployable assets created (like those
in Mighty & Knowmax]
Should have created or
recommended or improved
minimum 1 developer level
resuable asset/component such
as coding best practices and
industry domain specific projects
involving Excel Solutions and
uploaded it to Knowmax.
Should have created or recommended
or improved minimum 1 designer level
resuable asset/component such as
design guidelines, design review
checklist, security best practices,
performance best practices, scalability
best practices, infrastructure
components for Excel based solutions
and uploaded them to Knowmax.

OR
No. of training material created Should have created atleast 1 Should have created atleast 2 training
[Expressed as the number of relevant training material for E1 level material for E2 level training program
training material created towards training program on Excel. on Excel.
development of a particular body of
knowledge or skill]

5. Industry contribution
[Expressed as the contributions made
to the industry. This criteria should be
measured by mechanisms for e.g.:
TCS GEMS]
5.1 Recognized by Peers Should get recognized by peers via TCS
[Expressed as the recognition given by GEMS for excel based solutions
the peer community and should be contributed in projects
measured by appropriate mechanism
such as TCS GEMS]
AND/OR

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Recognized by a Parent Body Should get recognized as a Microsoft
[Expressed as the contribution Excel Expert by TEG or ISU
recognized by a renowned and
recognized parent body]

AND/OR
Invited as Speakers
[Expressed as recognition from an
external body when it extends an
invitation to the speaker to address a
recognized forum]
II Assessment / Evaluation
Methodology vis-à-vis Proficiency
Level

1. Certification As defined in the LO. As defined in the LO. As defined in the LO.
[Expressed as achievement of external
programs - certifying a part of the
proficiency level, Achievement of
internal programs - internal trainings
attended]
Should have completed the Should have completed the Should have completed the following
following following Self assessment
Self assessment and Self assessment and Learning object
Learning object. Learning object. Supervisor/ Manager assessment

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 Version History
Project Details:
Unit: Microsoft Platform
Parent Project : Technology Excellence Group
Project Owner/GL: Girish Phadke, 170263

Amendment History:
Version
Siddharth Ghosal
1 (103917)
Defined By - Role & Group Approved By - Role & Group Facilitated by
Core .NET Platform Lead, Microsoft Girish Phadke (170263) Gayatri Gadiyar Bhandarkar (186426)
Platform Lead, Microsoft Platform Group, Learning & Development Group
TEG 29th December, 2010

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