Microsoft Excel 2013 Advanced training course outline

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Excel Training CoursesThis one-day course builds on the skills and concepts taught in Excel 2013: Intermediate.

Students will work with advanced formulas, as well as lookup functions such as VLOOKUP, MATCH, and INDEX. In addition, students will learn about data validation and database functions such as DSUM. They will learn how to work with PivotTables and PivotCharts, how to import and export data, and how to query external databases. Finally, students will learn about the analytical features of Excel (such as Goal Seek and Solver), running and recording macros, and sharing Excel data via the Web. Delivered in AberdeenEdinburghStirlingGlasgowFifeLondonAberdeenshireDundeeAngusPerth and most UK locations.
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Course objectives

After completing this course, students will know how to:

  1. Use the IF and IFERROR functions to calculate a value based on specified criteria; use conditional functions to summarize data; use the PMT function to calculate periodic payments for a loan; use text functions to extract data strings; use date functions to calculate duration in years, months, and days; create array formulas to perform multiple calculations on multiple sets of data at one time; and change calculation options and iteration limits.
  2. Use the VLOOKUP and HLOOKUP functions to find values in worksheet data; use the MATCH function to find the relative position of a value in a range; use the INDEX function to find the value of a cell at a given position in a range; and use data tables to project values.
  3. Use the Data Validation feature to validate data entered in cells; and use advanced filter options to display the data you specify.
  4. Format data points in charts; create combination charts and trendlines; insert sparklines; use chart templates; and add and modify drawing objects and shapes.
  5. Create a PivotTable for analyzing and comparing large amounts of data; modify the PivotTable view by using slicers to filter data and by rearranging fields; improve the appearance of a PivotTable by changing its field settings and applying a style; and create a PivotChart to graphically display data from a PivotTable.
  6. Export data from Excel to other formats, and import data from a text file into an Excel workbook; and use Microsoft Query and the Web query feature to import data from external databases.
  7. Use the Goal Seek utility to meet a target output for a formula by adjusting the values in the input cells; and create scenarios to save various sets of input values that produce different results.
  8. Run a macro to perform tasks automatically; record macros; assign a macro to a button in the worksheet; edit a macro by editing VBA code.

Course contents

Advanced functions and formulas
Logical functions
Conditional functions
Financial functions
Text functions
Date and time functions
Array formulas
Calculation options 

Lookups and data tables
Using lookup functions 
Using MATCH and INDEX 
Creating data tables 

Advanced data management
Validating cell entries 
Advanced filtering 

Advanced charting
Chart formatting options 
Combination charts 
Graphical objects 

PivotTables and PivotCharts
Working with PivotTables 
Modifying PivotTable data 
Formatting PivotTables 
Using PivotCharts 
PowerPivot

Exporting and importing data
Exporting and importing text files 
Getting external data 

Analytical tools
Goal Seek 
Scenarios 
Instant data analysis

Macros and Visual Basic
Running and recording a macro 
Working with VBA code 

Prerequisites

Before taking this course, you should be familiar with personal computers and the use of a keyboard and a mouse. Furthermore, this course assumes that you've completed the following courses or have equivalent experience: Excel 2013: Basic and Excel 2013: Intermediate.

Target Audience

You should have some experience with Excel 2013 and should be familiar with intermediate-level tasks, such as sorting data, linking worksheets, and outlining and consolidating data. You'll get the most out of this course if your goal is to become proficient in performing advanced tasks, such as creating nested functions, working with data tables, exporting and importing data, performing what-if analyses, and recording macros.

Courseware

A course manual together with supporting exercise files will be provided and delegates will find this valuable for further study, revision and reference.

Certification Track

For comprehensive training, you should complete all of the following courses: Excel 2013: Basic, Excel 2013: Intermediate, and Excel 2013: Advanced.

Beyond Advanced

Microsoft Excel 2013 Power User

Excel VBA