In this workshop, employees learn how to effectively use Microsoft Excel for complex data analyses — from basic functions to Power Query for advanced data preparation and automation. Participants develop the skills to structure and analyze data efficiently and to create meaningful reports. For companies, this means significant time savings and greater accuracy when making decisions. Employees are empowered not only to manage data, but also to actively transform it into valuable business insights.

Excel offers a wide range of functions, ranging from simple calculations to complex data analyses. With Power Query, data can be processed and analyzed efficiently, which leads to more well-founded decisions and optimized workflows.

Benefits for you as a company:

• Improving efficiency in data analysis and preparation
• Automate repetitive tasks and reduce sources of error
• Increasing decision quality through precise data analyses
• Promoting data transparency and understanding within the team
• Optimizing the workflow through targeted use of advanced Excel tools

1. Introduction to Microsoft Excel: Understanding basic functions

• An overview of Excel's user interface and basic features
• Cell formatting, entering and editing data: From text to numbers
• Basic formulas and functions: SUM, AVERAGE, IF, and VLOOKUP
• Working with tables and simple charts: How to visually represent your data
• Data organization & analysis: Using Excel efficiently
• Work with large data sets: filter, sort, and group data
• Conditional formatting: How to visually highlight data and recognize patterns
• Using pivot tables: Analyze complex data sets in just a few clicks
• Create and apply user-defined formulas and combinations of functions

2. Advanced Excel Features

• Using complex functions: WLOOKUP, INDEX, COMPARE and VLOOKUP
• Working with nested functions: How to combine formulas for complex calculations
• Using Excel array formulas for advanced analyses
• Working with time and date values: Calculate time differences and analyze data
• Data visualization: Using charts & graphics effectively
• Create charts: bar, line, pie, and scatter charts
• The right choice of chart types depending on the data set and goal
• Use sparklines and conditional formatting for quick visualization
• Customize charts: formatting and design for better presentations

3. Automation with macros: Simplify and accelerate processes

• Introduction to macros and VBA: What are they and when does their use make sense?
• Recording and editing macros: The key steps to creating macros
• Customizing macros: basic knowledge of VBA for advanced adjustments and automations
• Work more efficiently with macros: avoid common mistakes and apply best practices

4. Power Query: Integrate and transform data from various sources

• What is Power Query and how can it improve your data analysis?
• Importing data from multiple sources: Excel, CSV, web, databases, and APIs
• Basic data cleansing features: remove duplicates, change data types, apply filters
• Combining and merging data tables: joins, appends, and pivots
• Automating data preparation processes: How to efficiently complete repetitive tasks

5. Power Pivot: Advanced Data Modeling and Analysis

• Introduction to Power Pivot: What is Power Pivot and how is it different from Pivot Tables?
• Building data models in Power Pivot: Create relationships between tables
• Calculations with DAX (Data Analysis Expressions): Create complex metrics and key figures
• Combine analysis of data from multiple sources and data models

6. Data analysis and forecasting: Use Excel for deeper insights

• Using Excel for statistical analysis: mean, median, standard deviation, and regression
• Forecasting and trend analysis: How to use Excel to estimate future developments
• Solvers and what-if analyses: optimization and scenario management in Excel
• Creating dashboards: Interactive reports and analyses with Excel and Power BI

7. Excel in a team: Collaboration and data exchange

• Working together in Excel: cloud-based solutions and Excel Online
• Share Excel files and use comments: How to optimize the team's work process
• Protection and permissions: How to protect your Excel data from unauthorized access
• Version Excel documents and avoid conflicts when sharing

8. Best practices & case studies: Effective Excel analyses in practice

• Practical case studies: solutions to common data analysis problems in Excel
• How to effectively document and present complex data analyses
• Tips and tricks for greater efficiency: hotkeys, error prevention tricks and advanced techniques
• Practical examples: Use cases for Excel in financial analysis, marketing and research

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