Lesson 1Using VBA macros for simple automation: record macros, edit module, safe execution, workbook events (Workbook_Open, Worksheet_Change)Automate routine tasks with VBA macros, starting from recording to modifying code in modules. Discover safe running practices, apply workbook events like Workbook_Open and Worksheet_Change, and develop dependable automation for updating and styling tasks in your daily Nigerian office workflow.
Recording and running basic macrosEditing macros in standard modulesUsing Workbook_Open for startup tasksUsing Worksheet_Change for input logicMacro security and safe executionAssigning macros to buttons and shapesLesson 2Refresh automation: refreshing Power Query and PivotTables with VBA or buttonsAutomate the refresh of Power Query and PivotTables using VBA and interface buttons. Construct buttons and basic macros to refresh several items in order, manage errors, and guarantee users always view up-to-date data for reliable Nigerian reports.
Manual vs automated refresh optionsVBA to refresh all queries at onceRefreshing PivotTables with macrosRefresh buttons on dashboardsHandling refresh errors and loggingLesson 3Text and date functions: TEXT, DATE, EOMONTH, MONTH, YEAR, FORMAT for reporting periodsEmploy text and date functions to construct solid reporting periods. Handle TEXT, DATE, EOMONTH, MONTH, YEAR, and formatting to generate month tags, fiscal times, and dynamic date-based overviews for dashboards and regular reports in Nigerian contexts.
Building dates from components with DATEMonth, year, and EOMONTH calculationsTEXT for custom period labelsRolling monthly and year-to-date rangesHandling fiscal vs calendar periodsLesson 4Best practices for versioning, backup, and documenting data sources within the workbookApply best practices for workbook versioning, backups, and records. Monitor changes to data origins, keep a change record, and include clear explanations so future users grasp refresh processes and links in Nigerian team settings.
File naming and versioning conventionsBackup strategies and storage locationsMaintaining a workbook change logDocumenting external data connectionsAnnotating queries and key formulasLesson 5Advanced formulas: XLOOKUP/VLOOKUP, INDEX/MATCH, SUMIFS, COUNTIFS, IF/IFS, nested logicalsImplement advanced formulas like XLOOKUP, VLOOKUP, INDEX/MATCH, SUMIFS, COUNTIFS, IF, and IFS. Construct nested logical setups, manage errors smoothly, and build strong lookup sequences for intricate reporting models used in Nigerian businesses.
XLOOKUP vs VLOOKUP comparisonINDEX/MATCH for flexible lookupsSUMIFS and COUNTIFS with criteriaIFS and nested logical structuresError handling with IFERROR or IFNALesson 6Designing workbook structure: separate sheets for Sales, HR, Finance, Dashboard, Data DictionaryPlan a straightforward workbook layout with specific sheets for Sales, HR, Finance, dashboards, and a data guide. Set naming rules, navigation tools, and divide raw data, preparation, and display layers for effective Nigerian operations.
Separating data, staging, and reportsDedicated sheets for Sales, HR, FinanceDashboard layout and navigation aidsCentral data dictionary worksheetSheet naming and tab color schemesLesson 7Power Query fundamentals: importing, cleaning, merging multiple departmental filesMaster Power Query to bring in, tidy, and merge files from various departments. Set up connections, use transformation steps, combine and add tables, and load outcomes into Excel models while ensuring queries are refreshable and properly noted for Nigerian use.
Connecting to folders and workbooksCleaning and shaping raw tablesMerging and appending departmental filesManaging query steps and errorsLoading queries to tables or data modelDocumenting query logic and sourcesLesson 8Data validation and controlled input: drop-downs, lists, error alerts for monthly paste-inManage user inputs with data validation rules, lists, and error warnings. Create dropdowns for monthly paste-in forms, limit wrong entries, and craft user-friendly messages that direct users while safeguarding formulas and setups in Nigerian workflows.
Creating list-based dropdown controlsCustom validation formulas for rulesInput messages and error alertsValidating monthly paste-in templatesLocking structure while allowing inputLesson 9Calculated columns and measures: structured table columns vs. Pivot measuresDistinguish calculated columns in tables from measures in PivotTables and the Data Model. Understand when to apply each, their impact on speed, and how to craft reusable calculations for steady reporting in Nigerian pivot analyses.
Creating calculated columns in tablesDefining measures in the Data ModelRow context vs filter context basicsChoosing between column and measureReusing measures across PivotTablesLesson 10Using Excel Tables and named ranges for dynamic ranges and structured referencesUtilise Excel Tables and named ranges to form dynamic ranges and structured links. Change ranges to tables, employ table names in formulas, and set named ranges that adjust automatically as data expands in Nigerian applications.
Converting ranges into Excel TablesStructured references in formulasTotal rows and table-based summariesDynamic named ranges with formulasTables feeding PivotTables and chartsLesson 11Conditional logic for flags and categories: IF with lookup, SWITCH, CHOOSEApply conditional logic to generate flags and categories that support analysis. Mix IF with lookup functions, and use SWITCH and CHOOSE to ease nested logic, aiding audits and changes in Nigerian reporting models over time.
Reviewing IF and nested IF patternsIF with XLOOKUP or VLOOKUP flagsUsing SWITCH for multi-condition logicUsing CHOOSE for scenario selectionAuditing and testing logical formulasLesson 12Working with large ranges efficiently: array formulas, spill behavior, LET functionHandle big ranges with dynamic arrays, spill areas, and the LET function. Grasp performance factors, error management, and ways to swap old array formulas with current, easy-to-maintain patterns for Nigerian large-scale data tasks.
Legacy CSE array formulas vs dynamic arraysUnderstanding and controlling spill rangesUsing LET to simplify complex formulasCombining LET with FILTER and SORTPerformance tips for large array ranges