About this course

Course type Performance Plus
Course code QAEX13MC
Duration 5 Days

This course examines the data tools and features found in Microsoft Excel 2013 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 2013. 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 2013 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 student

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.

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 QAEX13INT Module 3 and QAEX13ITM Module 1.

Delegates will learn how to

  • Organise worksheet data so that data can be sorted and filtered
  • Apply Conditional Formatting
  • Import data into Excel 2013
  • Create connections to external data sources
  • Use Workbook Analysis
  • Utilise new Excel 2013 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

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

  • Preset 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
  • 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 Data Tables
  • Creating and Working with Data Models and Data Relationships
  • Workbook Analysis with Inquire

Lesson 7: Using Data Tables, Slicers and Functions

  • Data 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
Performance Plus

5 Days

Duration
Microsoft Office
Delivery Method

Delivery method

Classroom / Attend from Anywhere

Receive classroom training at one of our nationwide training centres, or attend remotely via web access from anywhere.

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