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Microsoft Excel Advanced

Special Notices

Please note that this course uses Microsoft Excel for Windows. It is not suitable for Excel for MAC. Courses for MAC users are available on request.

For customers attending remotely via Virtual Classroom or ‘Attend From Anywhere’, an additional screen is required for this course to work through remote desktop labs and view training information.

This course is suitable for anyone using Excel 2013 or later. If delivered in one of our training centres, it will be delivered using Excel 2019.

Select specific date to see price, venue and full details.

Learning Objectives

  • Use macros to automate repetitive tasks
  • Setup workbooks to collaborate with other users
  • Create and build PivotTables to analyse data
  • Write array and advanced lookup functions
  • Use ‘what-if’ analysis tools
  • Use data validation
  • Import external data into Excel workbooks

Pre-Requisites

  • Create, edit, and format spreadsheets
  • Navigate within worksheets and books
  • Use Insert Function to create built-in functions
  • Work with absolute references
  • Create named ranges
  • Create Tables within Excel
  • Sort and filter data

Course Content

Module 1: Creating macros

  • Introducing macros
  • Creating macros
  • Relative and absolute macros
  • Running and editing a macro
  • Assigning shortcuts
  • Macro security

Module 2: Collaborating with others

  • Protecting data, workbook structure and files
  • Checking for collaboration issues
  • Marking workbooks as final

Module 3: PivotTables

  • What is a PivotTable?
  • Creating and modifying PivotTables
  • Calculations in PivotTables
  • Grouping fields
  • Slicers and Timelines
  • Creating PivotCharts
  • PivotTables and related sources

Module 4: Array formulas

  • What is an array?
  • Array formulas
  • Array functions
  • Single and multiple cell arrays

Module 5: Further lookup and reference functions

  • VLOOKUP and HLOOKUP
  • GETPIVOTDATA
  • MATCH and INDEX
  • XLOOKUP (Excel 365 only)

Module 6: Analysing data

  • Input data tables
  • Worksheet scenarios
  • Goal Seek
  • Consolidating data
  • Linking to external workbooks

Module 7: Data validation

  • Setting up data validation
  • Message prompts and alerts
  • Conditional data validation
  • Data validation errors

Module 8: Importing data

  • Importing delimited files
  • Importing data with a web query
  • Refreshing data

Course outline

Module 1: Creating macros

·       Introducing macros

·       Creating macros

·       Relative and absolute macros

·       Running and editing a macro

·       Assigning shortcuts

·       Macro security

Module 2: Collaborating with others

·       Protecting data, workbook structure and files

·       Checking for collaboration issues

·       Marking workbooks as final

Module 3: PivotTables

·       What is a PivotTable?

·       Creating and modifying PivotTables

·       Calculations in PivotTables

·       Grouping fields

·       Slicers and Timelines

·       Creating PivotCharts

·       PivotTables and related sources

Module 4: Array formulas

·       What is an array?

·       Array formulas

·       Array functions

·       Single and multiple cell arrays

Module 5: Further lookup and reference functions

·       VLOOKUP and HLOOKUP

·       GETPIVOTDATA

·       MATCH and INDEX

·       XLOOKUP (Excel 365 only)

Module 6: Analysing data

·       Input data tables

·       Worksheet scenarios

·       Goal Seek

·       Consolidating data

·       Linking to external workbooks

Module 7: Data validation

·       Setting up data validation

·       Message prompts and alerts

·       Conditional data validation

·       Data validation errors

Module 8: Importing data

·       Importing delimited files

·       Importing data with a web query

·       Refreshing data

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