ADVANCED EXCEL

EXCEL IN EXCEL FOR BEGINNERS

 EARLY HISTORY OF EXCEL COMPUTING

• Microsoft originally marketed a spreadsheet program called Multiplan in 1982. Multiplan became

very popular on CP/M systems, but on MS-DOS systems it lost popularity to Lotus 1-2-3.
• Microsoft released the first version of Excel for the Macintosh on September 30, 1985, and the first
Windows version was 2.05 (to synchronize with the Macintosh version 2.2) in November 1987. [90] 
Lotus was slow to bring 1-2-3 to Windows and by the early 1990s, Excel had started to outsell 1-2-3
and helped Microsoft achieve its position as a leading PC software developer.
• This accomplishment solidified Microsoft as a valid competitor and showed its future of developing 
GUI software. Microsoft maintained its advantage with regular new releases, every two years or so.
 VERSION LAUNCH OF EXCEL
• Excel 2.0 (1987) - The first Windows version was labeled "2" to correspond to the Mac version
• Excel 3.0 (1990) - Included toolbars, drawing capabilities, outlining, add-in support, 3D charts
• Excel 4.0 (1992) - Introduced auto-fill.
• Excel 5.0 (1993) - Excel has included Visual Basic for Applications (VBA) - automate tasks in Excel
• Excel 95 (v7.0) - Released in 1995 with Microsoft Office for Windows 95,  but faster and more stable.
• Excel 97 (v8.0) - Included in Office 97  introduced the paper clip office assistant and featured standard VBA
• Excel 2000 (v9.0) - Included in Office 2000. introduced an upgrade to the clipboard where it can hold multiple objects at once
• Excel 2002 (v10.0) - Included in Office XP. Very minor enhancements.
• Excel 2003 (v11.0) - Included in Office 2003. Minor enhancements, the most significant being the new Tables.
• Excel 2007 (v12.0) - Included in Office 2007. the size limitations of were greatly increased. To illustrate, the number of rows was now 1,048,576
(220) and columns was 16,384 (214; the far-right column is XFD)
• Excel 2010 (v14.0) - Included in Office 2010, this is the next major version after v12.0
• Excel 2013 (v15.0) - Included in Office 2013, along with a lot of new tools included in this release
• Excel 2016 (v16.0) - Included in Office 2016, along with a lot of new tools included in this release:
• Excel 2019, Office 365 and subsequent (v16.0) - Microsoft no longer releases Office or Excel in discrete versions. Instead Windows Update
 MAJOR UPDATES IN UPGRADE VERSION
• Excel 2013 (v15.0)
• Improved Multi-threading and Memory Contention
• FlashFill
• Power View
• Power Pivot
• Timeline Slicer
• Windows App
• 50 new functions

• Excel 2016 (v16.0)

• Power Query integration
• Read-only mode for Excel
• Keyboard access for Pivot Tables and Slicers in Excel
• New Chart Types
• Quick data linking in Visio
• Excel forecasting functions
• Support for multi-selection of Slicer items using touch
• Time grouping and Pivot Chart Drill Down
• Excel data cards
ADVANCED EXCEL

There are functions and advanced excel formula that can be utilized for complex calculations. The functions are designed
for simple lookup and formatting of large pool of data whereas the advanced excel formula are implemented to get new
information from a given particular set of data.
Advanced Excel is quite different from Basic Excel, the focus for the user is more on DSUM, DCOUNT, Pivot Table,
Pivot Chart, Formulas, Functions, and Macros.
Some of the other important concepts to explore while working on Advanced Excel are:
• If Statements
• Sum Products
• VLOOKUP
• Concatenate
• Sum Ifs
 EXCEL FUNCTIONS (BASIC)

The biggest power of Excel is its functions that you can use to perform a lot of calculations and below you have a list
of top ten Basic Excel Functions:
• SUM: With this function, you can sum values from multiple cells, or you can also input values directly into the function.
• COUNT: This function returns the count of numeric values in a cell. You can refer to the cells where you have values or
simply insert the values into it.
• AVERAGE: It returns the average of numeric values. You can refer to the cells where you have the values or simply
insert them into the function.
• TIME: It returns a valid time serial number as per Excel’s time format. You need to specify hours, minutes, and seconds.
• DATE: It returns a valid date (date serial number) as per Excel’s time format by using the day, month, and year specified.
EXCEL FUNCTIONS (BASIC) CONTD.

The biggest power of Excel is its functions that you can use to perform a lot of calculations and below you have a
list of top ten Basic Excel Functions:
• LEFT: It extracts specific characters from a cell/string starting from the left (start). You need to specify the text and
number of characters to extract.
• RIGHT: It extracts specific characters from a string starting from the right (last). You need to specify the text and
number of characters to extract.
• VLOOKUP: It looks up for a value in a column and can return that value or a value from the corresponding columns
using the same row number.
• IF: IF function (tests a condition) returns a value when the specific condition is TRUE and returns another value if
that condition is FALSE.
• NOW: It returns the current date and time (using your system’s settings) in the cell where you insert it.
KEY FORMULAS IN EXCEL
 ADVANCED FORMULAS

• Formulas make Excel smart. With out them, Excel is just a data keeping tool. But by using
formulas, you can crunch data, analyze it and get answers to most complex questions.
• While anyone can use a simple SUM or IF formula, an advanced user of it would be able to
seamlessly write & combine formulas like SUMIFS, SUMPRODUCT, INDEX, MATCH,
LOOKUP formulas.
• Apart from knowing the formulas, advanced Excel users know how to debug them, audit them
and how to use which formula for which occasion (and they also know few alternatives for any
given formula problem).
RESOURCES TO LEARN ADVANCED EXCEL
FORMULAS

• SUMIFS
• SUMPRODUCT
• VLOOKUP | XLOOKUP
• INDEX + MATCH
• Handling Formula Errors
• Dynamic Array Formulas
• Circular References
• Formula Auditing
 VLOOKUP AND HLOOKUP

• VLOOKUP – For ROW search

• This stands for the vertical lookup that is responsible for looking for a particular value in the
leftmost column of a table. It then returns a value in the same row from a column you specify. 

• HLOOKUP – For Column search

• The function HLOOKUP looks for a value in the top row of a table or array of benefits. It gives
the value in the same column from a row you specify.
INDEX AND MATCH

• The INDEX-MATCH function is used to return a value in a column to the left. With
VLOOKUP, you're stuck returning an appraisal from a column to the right.
• Another reason to use index-match instead of VLOOKUP is that VLOOKUP needs more
processing power from Excel.
• This is because it needs to evaluate the entire table array which you've selected. With
INDEX-MATCH, Excel only has to consider the lookup column and the return column.
DATA, POWER QUERY, TABLES & FORMATTING

• Advanced Excel users know how to gather, structure & present their data so that it looks
impressive. Good understanding of Excel features like Power Query (Get & Transform Data),
Tables, cell styles, formatting options is necessary to make awesome Excel workbooks.
• Using Structural References
• Tables – tips
• Table Flexibility
• Using formulas with Tables
• Formatting Excel Workbooks
CONDITIONAL FORMATTING

• Conditional formatting is a powerful feature in Excel that is often underutilized. By using

conditional formatting, you can tell Excel to highlight portions of your data that meet any
given condition.
• For example: highlighting top 10 customers, below average performing employees etc.
• While anyone can set up simple conditional formatting rules, an advanced Excel user can
do a lot more. They can combine formulas with conditional formatting to highlight data
that meets almost any condition.
ADVANCED CHARTING

• Advanced users of Excel know that by using charts, we can communicate effectively and
present results in a stunning manner. The skills required for advanced charting
are,Knowing how to pick right type of chart for any situation
• Ability to combine various charts in to one
• Use features like in-cell charts & conditional formatting charts
• Ability to set up dynamic & interactive charts
• Use sparklines
 PIVOT TABLES & PIVOT REPORTING

• Pivot tables & pivot reporting allows us to analyze massive amounts of data & answer
questions with just a few clicks.
• Advanced users of Excel are very familiar with various features of Pivot tables & can use
them really well.
• Some of the advanced pivot table features are – relationships, multi-tale pivots, grouping,
slicers, measures (Power Pivot) & summary by different type of metrics.
 VBA & MACROS

• Excel’s own language – VBA, allows us to give instructions to Excel to get things done.
• This is a simple, but extremely powerful way to extend Excel’s functionality.
• Advanced users of Excel are familiar with VBA & can write macros to automate their day
to day work, thus saving countless hours of time & money.
REFRESH BACK THE CHAPTERS

•QUIZ
 Q1 September 30, 1985

•When Microsoft released

the first version of Excel
for the Macintosh ??
Q2
November , 1987

• Microsoft released the first Windows

version was 2.05 (to synchronize with
the Macintosh version 2.2)??
Q3
Excel 2007 (v12.0)

• In which excel version the size

limitations were increased.
Q4 Excel 2013 (v15.0)
Excel 2016 (v16.0)

• Which excel version had major upgrades

by Microsoft
Q5 SUM,COUNT,IF

• List out any 3 Excel Basic Formulas

Q6 SUMIFS, SUMPRODUCT,
INDEX, MATCH, LOOKUP

• List out any 3 Advanced Excel Formulas

Q7 INDEX, MATCH,

• Alternate Formula for VLOOKUP &

HLOOKUP
Q8 Ctrl+E

• What shortcut key used for Flashfill

Q9
Excel 2016 (V16.0)

• Which version of Excel are we using

now in Salcomp
THANK YOU