Microsoft Excel Course: Level 3

Microsoft Excel. Unlock insights and tell the story in your data.

Learn Microsoft Excel the smart way with Microsoft Excel courses at the University of Sydney.

Aims

This short course focuses on the more advanced features beyond Microsoft Excel Course: Level 2. Advanced analysis tools including pivot tables, data linking, data consolidation, outlining and summarising are covered, as are some key automation features such as macros.

Outcomes

Upon completion of this short course, you should be able to:

1. Use a range of lookup and reference functions.
2. Modify options.
3. Create and use defined names in a workbook.
4. Protect data in worksheets and workbooks.
5. Create summaries in your spreadsheets using subtotals.
6. Use data linking to create more efficient workbooks.
7. Use the Data Consolidation feature to combine data from several workbooks into one.
8. Understand and create simple PivotTables.
9. Construct and operate PivotTables using some of the more advanced techniques.
10. Create and edit a PivotChart.
11. Use goal seeking to determine the values required to reach a desired result.
12. Group cells and use outlines to manipulate the worksheet.
13. Create recorded macros.
14. Use the macro recorder to create a variety of macros.

Content

This short course covers the following topics:

Lookup functions

• Understanding Data Lookup Functions.
• Using CHOOSE.
• Using VLOOKUP.
• Using VLOOKUP For Exact Matches.
• Using HLOOKUP.
• Using INDEX.
• Using MATCH.
• Understanding Reference Functions.
• Using ROW And ROWS.
• Using COLUMN And COLUMNS.
• Using ADDRESS.
• Using INDIRECT.
• Using OFFSET.

Setting options

• Understanding Options.
• Personalising.
• Setting The Default Font.
• Setting Formula Options.
• Understanding Save Options.
• Setting Save Options.
• Setting The Default File Location.
• Setting Advanced Options.

Defined names

• Understanding Defined Names.
• Defining Names From Worksheet Labels.
• Using Names In Typed Formulas.
• Applying Names To Existing Formulas.
• Creating Names Using The Name Box.
• Using Names To Select Ranges.
• Pasting Defined Names Into Formulas.
• Defining Names For Constant Values.
• Creating Names From A Selection.
• Scoping Names To A Worksheet.
• Using The Name Manager.
• Documenting Defined Names.

Protecting data

• Understanding Data Protection.
• Providing Total Access To Cells.
• Protecting A Worksheet.
• Working With A Protected Worksheet.
• Disabling Worksheet Protection.
• Providing Restricted Access To Cells.
• Password Protecting A Workbook.
• Opening A Password Protected Workbook.
• Removing A Password From A Workbook.

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.

Data linking

• Understanding Data Linking.
• Linking Between Worksheets.
• Linking Between Workbooks.
• Updating Links Between Workbooks.

Data consolidation

• Understanding Data Consolidation.
• Consolidating With Identical Layouts.
• Creating A Linked Consolidation.
• Consolidating From Different Layouts.
• Consolidating Data Using The SUM Function.

PivotTables

• Understanding PivotTables.
• Recommended Pivot Tables.
• Creating Your Own PivotTable.
• Defining The PivotTable Structure.
• Filtering A PivotTable.
• Clearing A Report Filter.
• Switching PivotTable Fields.
• Formatting A PivotTable.
• Understanding Slicers.
• Creating Slicers.
• Inserting A Timeline Filter.

PivotTable features

• 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 A PivotTable.
• 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.

Goal seeking

• Understanding Goal Seeking.
• Using Goal Seek.

Grouping and outlining

• Understanding Grouping And Outlining.
• Creating An Automatic Outline.
• Working With An Outline.
• Creating A Manual Group.
• Grouping By Columns.

Recorded macros

• Understanding 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.

Recorder workshop

• Preparing Data For An Application.
• Recording A Summation Macro.
• Recording Consolidations.
• Recording Divisional Macros.
• Testing Macros.
• Creating Objects To Run Macros.
• Assigning A Macro To An Object.

Delivery Style

Delivered as presenter-taught computer-based training in a Microsoft Windows environment. Please note that teaching instructions and materials are specifically tailored to Windows PC users.

Intended Audience

Assumes an intermediate level understanding of the software, and a good general understanding 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.