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, and importing and cleaning data.

The course emphasises hands-on experience, with a series of self-guided exercises integrated into the training.

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This course is aimed at existing Excel users who need to further their knowledge and seek to gain an industry recognised certification, following the course. Delegates are assumed to have experience of •the following:

  • 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

  • Import data
  • Use collaboration and data validation tools
  • Create and build PivotTables to analyse data
  • Use ‘what-if’ analysis tools
  • Use the formula auditing tools
  • Use macros to automate repetitive tasks
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Module 1: Getting Started with Excel

  • What is Microsoft Excel?
  • Excel and the Excel environment
  • Navigating Around a Workbook or Worksheet
  • Using Help
  • Creating a new workbook
  • Saving your work
  • Using AutoFill
  • Working with rows and columns
  • Cut, Copy and Paste commands
  • Freezing rows and columns
  • Find and Replace
  • Hyperlinks
  • Changing Window Views
  • Different Views

Module 2: Formatting an Excel worksheet

  • Text formatting
  • Cell alignment
  • Add borders and colours to cells
  • Number formatting
  • Format Painter
  • Cell styles and galleries
  • Clear Formatting

Module 3: Working with Data Lists

  • Creating an effective list
  • Sorting Based on a Single Column
  • Sorting Based on Multiple Columns
  • Applying basic filters

Module 4: Printing workbooks

  • Print Preview
  • Page setup options
  • Setting the Print Area
  • Repeating titles on each page
  • Manual page breaks
  • Add page headers and footers

Module 5: Collaborating with Colleagues

  • Modify Basic Workbook Properties
  • Inspect Workbooks for Issues
  • Saving Excel Data in Different File Formats

Module 6: Creating Calculations with Formulas and Functions

  • Creating formulas
  • Inserting functions and using AutoSum
  • Copying a formula
  • Relative, Absolute and Mixed References
  • Viewing formulas

Module 7: Advanced Excel Functions

  • Working with Range Names
  • Logical functions
  • Text Functions

Module 8: Mastering Excel Tables

  • Introducing tables
  • Creating a table
  • Managing tables
  • Calculations and totals in tables
  • Formatting a table
  • Converting to a list

Module 9: Summarise Data Visually

  • Understanding charts
  • Creating a chart
  • Resizing and moving
  • Managing a chart
  • Working with chart elements
  • Formatting charts
  • Analyse data with sparklines
  • Applying conditional formatting

Module 10: Importing Data

  • Importing delimited text files
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Why choose QA

Special Notices

Please note the exam is not included within the course. A suitable period of self-study should be performed using this guide as a basis before you sit the exam.

This course uses Microsoft Excel for Windows. It’s 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. Note, this course and exam are not suitable for users of online browser based versions of Excel.

Need to know

Frequently asked questions

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.

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.

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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