Overview

You have been using Excel for a while and either in training or through self-development you have a solid foundation in the basic and intermediate skills for working in Excel.You have used Excel to perform tasks such as running calculations on data and sorting and filtering numeric data.

In this course, you will extend your knowledge into some of the more specialised and advanced capabilities of Excel by automating some common tasks, applying advanced analysis techniques to more complex data sets such as PivotTables, collaborating on worksheets with others and importing data.

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Prerequisites

  • 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
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Delegates will learn how to

  • 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
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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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Why choose QA

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 a QA training centre, it will be delivered using Excel 2019.

Dates & Locations

Frequently asked questions

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How can I create an account on myQA.com?

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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.

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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