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. 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 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 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.
Other course materials are provided electronically using Dropbox
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>This short course focuses on more advanced features beyond the <a href="/course/MSE2">Microsoft Excel Course: Level 2</a>. Advanced analysis
...Thu 31 Oct 2024
9:30am - 4:30pm (UTC+11:00)
<p>{block name:"Course Tagline - Microsoft Excel"}</p>
<p>This short course focuses on more advanced features beyond the <a href="/course/MSE2">Microsoft Excel Course: Level 2</a>. Advanced analysis
...Tue 26 Nov 2024
9:30am - 4:30pm (UTC+11:00)
<p>{block name:"Course Tagline - Microsoft Excel"}</p>
<p>This short course focuses on more advanced features beyond the <a href="/course/MSE2">Microsoft Excel Course: Level 2</a>. Advanced analysis
...Fri 31 Jan 2025
9:30am - 4:30pm (UTC+11:00)
<p>{block name:"Course Tagline - Microsoft Excel"}</p>
<p>This short course focuses on more advanced features beyond the <a href="/course/MSE2">Microsoft Excel Course: Level 2</a>. Advanced analysis
...Wed 26 Feb 2025
9:30am - 4:30pm (UTC+11:00)
<p>{block name:"Course Tagline - Microsoft Excel"}</p>
<p>This short course focuses on more advanced features beyond the <a href="/course/MSE2">Microsoft Excel Course: Level 2</a>. Advanced analysis
...Fri 4 Apr 2025
9:30am - 4:30pm (UTC+11:00)
<p>{block name:"Course Tagline - Microsoft Excel"}</p>
<p>This short course focuses on more advanced features beyond the <a href="/course/MSE2">Microsoft Excel Course: Level 2</a>. Advanced analysis
...Wed 16 Apr 2025
9:30am - 4:30pm (UTC+10:00)
<p>{block name:"Course Tagline - Microsoft Excel"}</p>
<p>This short course focuses on more advanced features beyond the <a href="/course/MSE2">Microsoft Excel Course: Level 2</a>. Advanced analysis
...Mon 19 May 2025
9:30am - 4:30pm (UTC+10:00)
<p>{block name:"Course Tagline - Microsoft Excel"}</p>
<p>This short course focuses on more advanced features beyond the <a href="/course/MSE2">Microsoft Excel Course: Level 2</a>. Advanced analysis
...Wed 18 Jun 2025
9:30am - 4:30pm (UTC+10:00)
<p>{block name:"Course Tagline - Microsoft Excel"}</p>
<p>This short course focuses on more advanced features beyond the <a href="/course/MSE2">Microsoft Excel Course: Level 2</a>. Advanced analysis
...Mon 18 Nov 2024
9:30am - 4:30pm (UTC+11:00)
<p>{block name:"Course Tagline - Microsoft Excel"}</p>
<p>This short course focuses on more advanced features beyond the <a href="/course/MSE2">Microsoft Excel Course: Level 2</a>. Advanced analysis
...Thu 19 Dec 2024
9:30am - 4:30pm (UTC+11:00)
<p>{block name:"Course Tagline - Microsoft Excel"}</p>
<p>This short course focuses on more advanced features beyond the <a href="/course/MSE2">Microsoft Excel Course: Level 2</a>. Advanced analysis
...Tue 11 Feb 2025
9:30am - 4:30pm (UTC+11:00)
<p>{block name:"Course Tagline - Microsoft Excel"}</p>
<p>This short course focuses on more advanced features beyond the <a href="/course/MSE2">Microsoft Excel Course: Level 2</a>. Advanced analysis
...Tue 18 Mar 2025
9:30am - 4:30pm (UTC+11:00)
<p>{block name:"Course Tagline - Microsoft Excel"}</p>
<p>This short course focuses on more advanced features beyond the <a href="/course/MSE2">Microsoft Excel Course: Level 2</a>. Advanced analysis
...Thu 1 May 2025
9:30am - 4:30pm (UTC+10:00)
<p>{block name:"Course Tagline - Microsoft Excel"}</p>
<p>This short course focuses on more advanced features beyond the <a href="/course/MSE2">Microsoft Excel Course: Level 2</a>. Advanced analysis
...Thu 5 Jun 2025
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
Danish Malik
Danish is an experienced professional with 20 years of experience in training, consulting, finance, project management and engineering. He has worked in organisations including Siemens, Shell,...
Denise Tsagaris
Denise Tsagaris is a highly experienced trainer and consultant with over 25 years of expertise in instructing Microsoft applications, spanning from fundamental to advanced levels. Throughout her...
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 tutor did a great job in explaining content in a simple and practical way.
- Andrew Dean
Really enjoyed the course, content fabulous, plenty of opportunities to practice and understand the procedures involved.
- Marie Wildridge
Really great tutor who has a great teaching style, and is friendly, personable, humorous and always happy to help. A comprehensive course; good for those who have a strong background in Excel already.
- Leanne D'Aguiar
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