Microsoft Excel Course: Level 3
Microsoft Excel. Unlock insights and tell the story in your data.
This short course focuses on more advanced features beyond the [Microsoft Excel Course: Level 2](/course/MSE2). Advanced analysis tools including data linking, data consolidation and outlining and summarising are covered, as are PivotTables, Lookup Functions and some key automation features such as macros. Learn how to import data, create Data Tables and Scenarios for What If analysis, techniques to validate data, and create form controls such as List and Combo Boxes to make data entry easier.
We encourage you to use the [CCE Excel level self-assessment tool](https://sydney.au1.qualtrics.com/jfe/form/SV_4T1LdMHMpNqStTM) if you are unsure which course level to enrol in.
Aims
This course aims to provide experienced Excel users with proficient skills in developing more complex formulas, list analysis using a variety of tools and creating simple macros as well as features and tips to assist efficiency.
Outcomes
By the end of this course, you should be able to:
- modify Excel options
- import data into Excel and export data from Excel
- use data linking to create more efficient workbooks
- group cells and use outlines to manipulate the worksheet
- create summaries in your spreadsheets using subtotals
- use a range of lookup and reference functions
- use the Data Consolidation feature to combine data from several workbooks into one
- create, use and modify data tables
- create and work with scenarios and the Scenario Manager
- construct and operate PivotTables using some of the more advanced techniques
- create and edit a PivotChart
- use a variety of data validation techniques
- create and use a range of controls in a worksheet
- create recorded macros in Excel.
Content
- Setting Excel Options
- Understanding Excel Options
- Personalising Excel
- Setting the Default Font
- Setting Formula Options
- Understanding Save Options
- Setting Save Options
- Setting the Default File Location
- Setting Advanced Options
- Importing Data
- Understanding Data Importing
- Importing From an Earlier Version
- Understanding Text File Formats
- Importing Tab Delimited Text
- Importing Comma Delimited Text
- Importing Space Delimited Text
- Importing Access Data
- Working With Connected Data
- Unlinking Connections
- Data Linking
- Understanding Data Linking
- Linking Between Worksheets
- Linking Between Workbooks
- Updating Links Between Workbooks
- Grouping and Outlining
- Understanding Grouping and Outlining
- Creating an Automatic Outline
- Working With an Outline
- Creating a Manual Group
- Grouping by Columns
- Summarising and Subtotalling
- Creating Subtotals
- Using a Subtotalled Worksheet
- Creating Nested Subtotals
- Copying Subtotals
- Using Subtotals With AutoFilter
- Creating Relative Names for Subtotals
- Using Relative Names for Subtotals
- Lookup Functions
- Understanding Data Lookup Functions
- Using INDEX
- Using Match
- Using INDIRECT
- Using XLookup
- Data Consolidation
- Understanding Data Consolidation
- Consolidating With Identical layouts
- Creating a Linked Consolidation
- Consolidating From Different Layouts
- Consolidating Data Using the SUM Function
- Data Tables
- Understanding Data Tables and What-If Models
- Using a Simple What-If Model
- Creating a One-Variable Table
- Using One-Variable Data Tables
- Creating a Two-Variable Data Table
- Scenarios
- Understanding Scenarios
- Creating a Default Scenario
- Creating Scenarios
- Using Names in Scenarios
- Displaying Scenarios
- Creating a Scenario Summary Report
- Merging Scenarios
- PivotTable Features
- Understanding Slicers
- Creating Slicers
- Inserting a Timeline Filter
- Using Compound Fields
- Counting in a PivotTable
- Formatting PivotTable Values
- Working With PivotTable Grand Totals
- Working With PivotTable Subtotals
- Finding the Percentage of Total
- Finding the Difference From
- Grouping in PivotTable Reports
- Creating Running Totals
- Creating Calculated Fields
- Providing Custom Names
- Creating Calculated Items
- PivotTable Options
- Sorting in a PivotTable
- PivotCharts
- Inserting a PivotChart
- Defining the PivotChart Structure
- Changing the PivotChart Type
- Using the PivotChart Filter Field Buttons
- Moving PivotCharts to Chart Sheets
- Validating Data
- Understanding Data Validation
- Creating a Number Range Validation
- Testing a Validation
- Creating an Input Message
- Creating an Error Message
- Creating a Drop Down List
- Using Formulas as Validation Criteria
- Circling Invalid Data
- Removing Invalid Circles
- Copying Validation Settings
- Controls
- Understanding Types of Controls
- Understanding How Controls Work
- Preparing a Worksheet for Controls
- Adding a Combo Box Control
- Changing Control Properties
- Using the Cell Link to Display the Selection
- Adding a List Box Control
- Adding a Scroll Bar Control
- Adding a Spin Button Control
- Adding Option Button Controls
- Adding a Group Box Control
- Adding a Check Box Control
- Protecting a Worksheet With Controls
- Recorded Macros
- Understanding Excel Macros
- Setting Macro Security
- Saving a Document as Macro Enabled
- Recording a Simple Macro
- Running a Recorded Macro
- Relative Cell References
- Running a Macro With Relative References
- Viewing a Macro
- Editing a Macro
- Assigning a Macro to the Toolbar
- Running a Macro from the Toolbar
- Assigning a Macro to the Ribbon
- Assigning a Keyboard Shortcut to a Macro
- Deleting a Macro
- Copying a Macro
Intended audience
Assumes an intermediate level understanding of the software and experience in the construction and modification of workbooks. It is designed for those who are ready to explore more of the advanced analysis and automation tools.
- Delivery modes
- Face-to-face, presenter-taught training
- Online training via the platform Zoom
Delivery style
- Face-to-face classes (CCE, Newtown)
These classes run in a computer lab and you do not need to bring your own device.
- Face-to-face classes (external venues including PARKROYAL, Cliftons and CBD)
These classes run in a classroom and you need to bring your own device.
- Online classes
You will need your own device.
Materials
You will be provided with a link to access and download your own personalised eBook prior to class.
Teaching instructions and materials are specifically tailored to Windows PC users.
- Additional information
Recommended operating system: Windows or Mac
Recommended software for PC: MS Excel 2013, 2016, 2019, 365
Recommended software for Mac OS: MS Excel 2016, 2019, 365
Recommended browser: Chrome
Please bring a USB flash drive to class if you would like to make a copy of your work or any relevant class materials. Alternatively, you can save these to a cloud storage space or email them to your personal email address.
Overview
Sessions:
Location:
Price:
Class schedule
<p>{block name:“Course Tagline - Microsoft Excel”}</p><p>{block name:“Block - COVID 19 updates”}</p><p>This short course focuses on more advanced features beyond the [Microsoft Excel Course: Level 2](
...Tue 21 Nov 2023
9:30am - 4:30pm (UTC+11:00)
<p>{block name:“Course Tagline - Microsoft Excel”}</p><p>{block name:“Block - COVID 19 updates”}</p><p>This short course focuses on more advanced features beyond the [Microsoft Excel Course: Level 2](
...Wed 13 Dec 2023
9:30am - 4:30pm (UTC+11:00)
<p>{block name:“Course Tagline - Microsoft Excel”}</p><p>{block name:“Block - COVID 19 updates”}</p><p>This short course focuses on more advanced features beyond the [Microsoft Excel Course: Level 2](
...Wed 31 Jan 2024
9:30am - 4:30pm (UTC+11:00)
<p>{block name:“Course Tagline - Microsoft Excel”}</p><p>{block name:“Block - COVID 19 updates”}</p><p>This short course focuses on more advanced features beyond the [Microsoft Excel Course: Level 2](
...Mon 26 Feb 2024
9:30am - 4:30pm (UTC+11:00)
<p>{block name:“Course Tagline - Microsoft Excel”}</p><p>{block name:“Block - COVID 19 updates”}</p><p>This short course focuses on more advanced features beyond the [Microsoft Excel Course: Level 2](
...Tue 26 Mar 2024
9:30am - 4:30pm (UTC+11:00)
<p>{block name:“Course Tagline - Microsoft Excel”}</p><p>{block name:“Block - COVID 19 updates”}</p><p>This short course focuses on more advanced features beyond the [Microsoft Excel Course: Level 2](
...Tue 7 May 2024
9:30am - 4:30pm (UTC+10:00)
<p>{block name:“Course Tagline - Microsoft Excel”}</p><p>{block name:“Block - COVID 19 updates”}</p><p>This short course focuses on more advanced features beyond the [Microsoft Excel Course: Level 2](
...Mon 3 Jun 2024
9:30am - 4:30pm (UTC+10:00)
<p>{block name:“Course Tagline - Microsoft Excel”}</p><p>{block name:“Block - COVID 19 updates”}</p><p>This short course focuses on more advanced features beyond the [Microsoft Excel Course: Level 2](
...Mon 12 Feb 2024
9:30am - 4:30pm (UTC+11:00)
<p>{block name:“Course Tagline - Microsoft Excel”}</p><p>{block name:“Block - COVID 19 updates”}</p><p>This short course focuses on more advanced features beyond the [Microsoft Excel Course: Level 2](
...Mon 11 Mar 2024
9:30am - 4:30pm (UTC+11:00)
<p>{block name:“Course Tagline - Microsoft Excel”}</p><p>{block name:“Block - COVID 19 updates”}</p><p>This short course focuses on more advanced features beyond the [Microsoft Excel Course: Level 2](
...Tue 9 Apr 2024
9:30am - 4:30pm (UTC+10:00)
<p>{block name:“Course Tagline - Microsoft Excel”}</p><p>{block name:“Block - COVID 19 updates”}</p><p>This short course focuses on more advanced features beyond the [Microsoft Excel Course: Level 2](
...Mon 22 Apr 2024
9:30am - 4:30pm (UTC+10:00)
<p>{block name:“Course Tagline - Microsoft Excel”}</p><p>{block name:“Block - COVID 19 updates”}</p><p>This short course focuses on more advanced features beyond the [Microsoft Excel Course: Level 2](
...Thu 23 May 2024
9:30am - 4:30pm (UTC+10:00)
<p>{block name:“Course Tagline - Microsoft Excel”}</p><p>{block name:“Block - COVID 19 updates”}</p><p>This short course focuses on more advanced features beyond the [Microsoft Excel Course: Level 2](
...Thu 13 Jun 2024
9:30am - 4:30pm (UTC+10:00)
<p>{block name:“Course Tagline - Microsoft Excel”}</p><p>{block name:“Block - COVID 19 updates”}</p><p>This short course focuses on more advanced features beyond the [Microsoft Excel Course: Level 2](
...Fri 28 Jun 2024
9:30am - 4:30pm (UTC+10:00)
If there isn't a class to suit your preferred time or delivery format, please JOIN the waiting list.
Featured facilitators
Denise Tsagaris
Denise Tsagaris is a highly experienced trainer and consultant with more than 25 years' experience in teaching Microsoft applications from basic to advanced levels. Denise has delivered training...
Mandy Vyner
Mandy is an IT professional with over 30 years of experience in delivering transformational technology training services across a broad range of industries. Her expertise lies in curriculum...
What others say
The course was perfectly presented with a very competent presenter -- and just as important, the course was incredible value for money. I have recommended it to my employer to consider this well presented and targeted training.
- Graeme Mugavin
The tutor explained each step thoroughly with examples and great tips on how to use each module in a everyday work environment.
- Neriman Seyit
Well, I'm new to Excel, all I know I have pick up from work colleagues and I thoroughly enjoyed the course. Once I get into it I will benefit greatly with my work load. Pivot Table and Macro, loved learning about them. I'm only sorry it was for 1 day - there is so much more to learn...
- Jacqueline Collins
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