Overview

This course examines the data tools and features found in Microsoft Excel 2016 Professional and Pro Plus*.

The course is designed to examine a combination of new and revised features which are available to help you work with data in Microsoft Excel 2016. Topics and technologies covered include sorting, filtering, visual analysis, Data Tables, data connections, the Data Model, PivotTables, Power Query and PowerPivot.

*Some of the tools and features are only available in Microsoft Excel 2016 Professional and Pro Plus and include add-ins. This course is not suitable for anyone using Microsoft Excel Standard, Home or Student Editions. None of the activities involve or require the use of macros.

Target Audience

Anyone who needs to work with Excel in order to connect to, arrange, prepare, process, analyse and display data in order to produce suitable output and views of data for use at all levels within an organisation.

It is assumed that the attendees on the course have existing Excel skills which at the very minimum meet the prerequisites listed below.

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Prerequisites

  • Please note that this course is not suitable for new Excel users
  • Work with absolute references
  • Create named ranges
  • Be able to create formulas using standard aggregate and specialized functions as covered in QAEX16INT Module 3 and QAEX16ITM Module

Dual monitor setup is required for when attending this course via the QA Attend from Anywhere delivery method..

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Learning Outcomes

  • Organise worksheet data so that data can be sorted and filtered
  • Apply Conditional Formatting
  • Import data into Excel 2016
  • Create connections to external data sources
  • Use Workbook Analysis
  • Utilise new Excel 2016 features to analyse data
  • Present external and Excel based organisational data using a combination of graphical and data views
  • Create PivotTables and analyse data
  • Connect to and shape external data using Power Query in Excel
  • Use PowerPivot for data connection and analysis
  • Use Power Map to create visualisations of geo-data
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Course Outline

Lesson 1: Organising Worksheet Data

  • Apply Basic Sorting to a Data Range
  • Advanced Sorting
  • Summarise Data with Subtotals

Lesson 2: Analysing Data using Filters and Outlines

  • AutoFilters
  • Advanced Filters
  • Use Database Functions
  • Use Outlines to Organise Data

Lesson 3: Use Conditional Formatting

  • Pre-set Conditional Formatting
  • Custom Conditional Formatting
  • Sorting and Filtering using Conditional Formats

Lesson 4: What If Analysis

  • Creating a Single Input Data Table
  • Creating a Two-Variable Data Table
  • Creating Scenarios
  • What If Analysis using Goal Seek
  • Creating a Forecast Sheet
  • Consolidating Data
  • Link Workbooks using Formulas

Lesson 5: Getting the Data to your Workbook

  • Import or Connection
  • Data from Other Files
  • Retrieving Data from Other Applications
  • Using Web Based Data

Lesson 6: Preparing Data for Analysis

  • Data Cleansing and Manipulation Tools
  • Introduction to Tables
  • Creating and working with Data Models and Data Relationships
  • Workbook Analysis with Inquire

Lesson 7: Using Tables, Slicers and Functions

  • Tables and Slicers
  • Analysis with Excel Functions and Data Validation

Lesson 8: Working with the Data Visually

  • Quick Visual Analysis
  • Visualise Trends with Sparklines
  • Using Charts and Trendlines
  • Lines and Error Bars

Lesson 9: Working With PivotTables

  • Introducing PivotTables
  • Creating PivotTables from a Single Table or List
  • Filtering, Grouping and Summarising Data in a PivotTable
  • Creating PivotTables using Workbook Relationships
  • Creating PivotTables with External Data Model Connections
  • Using Sets, Calculated Fields and Calculated Items
  • Slicers and Timelines in PivotTables

Lesson 10: PivotCharts

  • Create PivotCharts
  • Creating Decoupled PivotCharts
  • Shaping and Filtering the Data using PivotCharts

Lesson 11: Power View Reports

  • Creating Power View Reports
  • Using Tables, Cards and Matrices
  • Charting in Power View Reports
  • Mapping Geo-Data
  • Power View Options

Lesson 12: Introduction to Microsoft Power Query

  • What is Power Query?
  • Power Query Data Sources
  • Data Import Process and Query Editor Overview
  • Data Transforms using the Query Editor
  • Column, Row and Calculated Transform Actions
  • Combining Data Sources as a Mash Up

Lesson 13: Introduction to PowerPivot

  • Concepts and Components
  • Working with the Manage Console
  • Creating and Editing Data Relationships
  • Calculated Fields and KPIs
  • Creating a Pivot Based Dashboard from PowerPivot
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Frequently asked questions

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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.

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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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