Microsoft Excel Course: Level 3

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

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

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:

• use a range of lookup and reference functions
• modify options
• create and use defined names in a workbook
• protect data in worksheets and workbooks
• create summaries in their spreadsheets using subtotals
• use data linking to create more efficient workbooks
• use the Data Consolidation feature to combine data from several workbooks into one
• understand and create simple PivotTables
• construct and operate PivotTables using some of the more advanced techniques
• create and edit a PivotChart
• use goal seeking to determine the values required to reach a desired result
• group cells and use outlines to manipulate the worksheet
• create recorded macros
• use the macro recorder to create a variety of macros.

Content

Setting Excel 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

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

Importing and Exporting

• 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
• Exporting to Microsoft Word
• Exporting Data as Text
• Inserting a Picture
• Modifying an Inserted Picture

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

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

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

Advanced Filters

• Understanding Advanced Filtering
• Using an Advanced Filter
• Extracting Records with Advanced Filter
• Using Formulas in Criteria
• Understanding Database Functions
• Using Database Functions
• Using DSUM
• Using The DMIN Function
• Using The DMAX Function
• Using The DCOUNT Function

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

Sharing Workbooks

• Sharing Workbooks via the Network
• Sharing Workbooks via OneDrive
• Saving to OneDrive
• Sharing Workbooks
• Opening Shared Workbooks
• Enabling Tracked Changes
• Accepting or rejecting Changes
• Disabling Tracked Changes
• Adding Worksheet Comments
• Navigating Worksheet Comments
• Editing Worksheet Comments
• Deleting Comments

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

Intended audience

This course 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 style

Delivered as presenter-taught computer-based training. You will have dedicated access to a computer so you can follow the instructor and work through in-class activities.

Teaching instructions and materials are specifically tailored to Windows PC users.

Materials

You will be provided with a link to access and download your own personalised eBook prior to class.

Additional information

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.