Overview

The goal of this course is to provide you with the knowledge required to use more advanced formulas and work with various tools to analyse data in spreadsheets, such as sorting, filtering, conditional formatting and auditing. You will also organise table data and present data as charts. You will discover how Excel spreadsheets are constructed and be given a clear path on how to create templates. The course emphasises hands-on experience, with a series of self-guided exercises integrated into the training.

Target Audience

This course is aimed at end users who have introductory knowledge and experience of using Microsoft Excel 2016 for Mac.

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Prerequisites

  • Create basic spreadsheets
  • Select and edit data
  • Perform basic formatting
  • Open, close and save files
  • Create basic formulas – AutoSum
  • Use Insert Function to create built-in functions
  • Work with absolute references
  • Use the Autofill feature
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Learning Outcomes

  • Use advanced formulas
  • Organise worksheet and table data using various techniques
  • Create and modify charts
  • Insert and modify graphic objects in a worksheet
  • Customise and enhance workbooks and the Microsoft Office for Mac Excel environment
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Course Outline

Module 1 - Calculating with Advanced Formulas

  • Using Mixed References in Calculations
  • Working with Range Names
  • Calculating across Worksheets
  • Exploring Excel’s Function Categories
  • Analysing Data based on Criteria
  • Working with Text Functions
  • Calculating with Financial Functions
  • Using Logical Functions
  • Applying Lookup Functions

Module 2 - Auditing a Worksheet

  • Finding Cells
  • Finding and Resolving Errors

Module 3 - Mastering Excel Tables

  • Introducing Excel Tables

Module 4 - Organising Worksheet Data

  • Applying Basic Sorting to a Data Range
  • Advanced Sorting
  • Summarising Data with Subtotals

Module 5 - Charts

  • Understanding Charts
  • Modifying and Formatting a Chart
  • Analysing Data using Sparklines

Module 6 - Working with Templates

  • Creating a Hyperlink
  • Adding Comments
  • Working with Templates

Module 7 - Analysing Selected Data

  • Applying Basic Filters
  • Advanced Filters
  • Using Database Functions
  • Using Outlines to Organise Data

Module 8 - Applying Conditional Formatting

  • Conditional Formatting
  • Customising Conditional Formatting
  • Sorting and Filtering by Colour

Module 9 - An Introduction to PivotTables

  • Understanding PivotTables
  • Analysing Data with Recommended PivotTables

If time permits:-

Module 10 - Appendix: Inserting Illustrations

  • SmartArt
  • Inserting Images into a Spreadsheet
  • Inserting Shapes into a Spreadsheet
  • Grouping and Layering Graphics
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Frequently asked questions

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How can I create an account on myQA.com?

There are a number of ways to create an account. If you are a self-funder, simply select the "Create account" option on the login page.

If you have been booked onto a course by your company, you will receive a confirmation email. From this email, select "Sign into myQA" and you will be taken to the "Create account" page. Complete all of the details and select "Create account".

If you have the booking number you can also go here and select the "I have a booking number" option. Enter the booking reference and your surname. If the details match, you will be taken to the "Create account" page from where you can enter your details and confirm your account.

Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.

How do QA’s virtual classroom courses work?

Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.

We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting (more details in the link below) to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.

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How do QA’s online courses work?

QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.

All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.

Learn more about QA’s online courses.

When will I receive my joining instructions?

Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.

When will I receive my certificate?

Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

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