Microsoft Excel Advanced

The skills and knowledge acquired in Microsoft Excel 365 - Level 3 (with Challenge Exercises) are sufficient to be able to protect worksheet data, perform advanced data operations using summarising, data consolidations, filters and PivotTables, macros, and much more.

At the completion of this course you should be able to:

• modify Excel options
• protect data in worksheets and workbooks
• 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 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
• use logical functions to test whether a statement is true or false
• use a range of lookup and reference functions
• understand and create simple PivotTables
• construct and operate PivotTables using some of the more advanced techniques
• create and edit a PivotChart
• use advanced filters to analyse data in a list
• use a variety of data validation techniques
• share workbooks with other users
• create recorded macros in Excel

Microsoft Excel 365 - Level 3 (with Challenge Exercises) assumes some knowledge of the software as well as a general understanding of personal computers and the Windows operating system environment.

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
• Challenge Exercise
• Challenge Exercise Sample

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
• Challenge Exercise
• Challenge Exercise Sample

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
• Challenge Exercise
• Challenge Exercise Sample

Data Linking

• Understanding Data Linking
• Linking Between Worksheets
• Linking Between Workbooks
• Updating Links Between Workbooks
• Challenge Exercise
• Challenge Exercise Sample

Grouping and Outlining

• Understanding Grouping and Outlining
• Creating an Automatic Outline
• Working With an Outline
• Creating a Manual Group
• Grouping by Columns
• Challenge Exercise
• Challenge Exercise Sample

Summarising and Subtotalling

• Creating Subtotals
• Using a Subtotalled Worksheet
• Creating Nested Subtotals
• Copying Subtotals
• Using Subtotals With AutoFilter
• Creating Relative Names for Subtotals
• Challenge Exercise
• Challenge Exercise Sample

Data Consolidation

• Understanding Data Consolidation
• Consolidating With Identical Layouts
• Creating a Linked Consolidation
• Consolidating From Different Layouts
• Consolidating Data Using the SUM Function
• Challenge Exercise
• Challenge Exercise Sample

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
• Challenge Exercise
• Challenge Exercise Sample

Scenarios

• Understanding Scenarios
• Creating a Default Scenario
• Creating Scenarios
• Using Names in Scenarios
• Displaying Scenarios
• Creating a Scenario Summary Report
• Merging Scenarios
• Challenge Exercise
• Challenge Exercise Sample

Logical Functions

• Understanding Logical Functions
• Using IF With Text
• Using IF With Numbers
• Nesting IF Functions
• Using IFERROR
• Using TRUE and FALSE
• Using AND
• Using OR
• Using NOT

Lookup Functions

• Understanding Data Lookup Functions
• Using CHOOSE
• Using VLOOKUP
• Using VLOOKUP for Exact Matches
• Using HLOOKUP
• Using INDEX
• Using Match

PivotTables

• Understanding PivotTables
• Recommended PivotTables
• 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
• Challenge Exercise
• Challenge Exercise Sample

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 PivotTable Reports
• Creating Running Totals
• Creating Calculated Fields
• Providing Custom Names
• Creating Calculated Items
• PivotTable Options
• Sorting in a PivotTable
• Challenge Exercise
• Challenge Exercise Sample

PivotCharts

• Inserting a PivotChart
• Defining the PivotChart Structure
• Changing the PivotChart Type
• Using the PivotChart Filter Field Buttons
• Moving PivotCharts to Chart Sheets
• Challenge Exercise
• Challenge Exercise Sample

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
• Challenge Exercise
• Challenge Exercise Sample

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
• Challenge Exercise
• Challenge Exercise Sample

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
• Challenge Exercise
• Challenge Exercise Sample

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
• Challenge Exercise
• Challenge Exercise Sample