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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.
This short course focuses on more advanced features beyond the Intermediate Microsoft Excel: Level 2 course. Advanced analysis tools including data linking, data consolidation and outlining and summarizing are covered, as are PivotTables, Lookup Functions and some key automation features such as macros. Learn how to import and export 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.
By attending this ICL training course, delegates will 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.
Presenter-taught training in a computer lab
Online training via the platform Zoom or MS Teams
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.
Additional information
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.
Software
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
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 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
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