Microsoft Excel Advanced Training Course

Microsoft Excel Advanced Training Course Outline

This course is deleivered for Excel 365, Excel 2019 and others.

This one-day course builds on the skills and concepts taught in Excel: 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 Dundee,  Aberdeen,  Edinburgh,  Stirling,  Glasgow,  Fife,  London,  Aberdeenshire,  Angus,  Perth 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 
Conditional formatting functions

Advanced charting
Chart formatting options 
Combination charts 
Graphical objects 

PivotTables and PivotCharts
Working with PivotTables 
Modifying PivotTable data 
Formatting PivotTables 
Using PivotCharts 
Introduction to Power Pivot - the course can be tailored to include this topic

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

Analytical tools
Goal Seek 
Scenarios 
Instant data analysis
Solver

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

Topics covered will vary slightly depending upon the version you are using, e.g. 2010, 2013, 2016, 2019 or 365.

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 Excel: Foundation course or have equivalent experience.

Target Audience

Beforetaking this course, you should be comfortable using a personal computer and Microsoft Windows. You should have some experience using Microsoft Excel. You will get the most out of this course if your goal is to become proficient in such tasks as consolidating data, sorting and filtering lists, using special formatting options, using templates, using error tracing features, protecting worksheets, and linking worksheets and workbooks.

Courseware

Courseware 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 Foundation, Excel Intermediate, Excel Advanced and Excel Power User.

Topics covered will vary slightly depending upon the version of Excel you are using, e.g 2007, 2010, 2013, 2016, 2019 or 365.

New Functions for Excel 365:

FILTER function
RANDARRAY function
SEQUENCE function
SINGLE function
SORT function
SORTBY function
UNIQUE function  

Also new in Excel 365: Create a diagram in Excel 365 with the Visio Data Visualizer add-in

Contact us for further information, to check available dates or to book a course.