Overview
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.
Prerequisites
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
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
Outline
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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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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