Microsoft Excel Advanced

Course Objectives

At the end of this course you will be able to:

• Work with advanced lookup and reference functions
• Create macros to automate common tasks
• Use advanced techniques to analyse data
• Create PivotTables and PivotCharts
• Work with data validation tools
• Import and export data

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Certificate of completion

Digital certificate - Included

Advanced Functions

• COUNT, COUNTA, COUNTIF, COUNTBLANK, SUMIF, SUBTOTAL
• IF, OR, AND, IFERROR
• VLOOKUP to lookup Exact Values and Approximate values
• MATCH, INDIRECT, ROW/COLUMN, INDEX, OFFSET

Analysing Data

• PMT function to calculate a monthly payment of a loan
• What If Analysis using Goal Seek
• Use scenarios to consider many different variables
• Using Solver Add-in to optimize variables

PivotTables

• Create a PivotTable to analyse worksheet data
• Add or remove fields in a PivotTable
• Change the data source for a PivotTable
• Working with external data sources
• Using different Statistical Functions
• Calculate a Running Total, % of Grant Total, Difference From…
• Using the Slicer and Timeline to filter the PivotTable
• Using Filters in a PivotTable
• Group by Date, Auto Group by ranges of values, Custom Group
• Create a PivotChart
• The GETPIVOTDATA function

Formula auditing

• Precedents and dependents
• Error checking
• Watch a formula and its result by using the Watch Window
• Evaluate a nested formula one step at a time

Data Validation

• Number Validation
• Data List Validation
• Message Prompts and Alerts
• Conditional Data Validation
• Data Validation Errors

Consolidation

• Consolidate data by position
• Consolidate data by category
• Use a formula to consolidate data

Outline (group) data in a worksheet

• Create an outline of rows
• Create an outline of columns
• Copy outlined data
• Hide or remove an outline

Connect external data to your workbook

• Using the Power Query Editor to import data
• From Text and CSV, From Access, From Web, From another Workbook
• Using the Power Query Editor to; Transform your data by Selecting which fields to import, by Splitting Columns, Changing Data Type and more.
• Deleting Applied Steps
• Refreshing your data

Working with Form Controls; Buttons, Option Buttons and Scroll Bars

Introduction to Macros

• Change Macro Security settings
• How to Record a macro
• Some Macro Examples
• Delete a macro
• Edit the macro to view the VBA code
• Copy part of a macro to create another macro
• Assign a macro to a button

This course is intended to end users who want to develop their skills so they can use advanced techniques to analyse extensive and complex datasets in Excel and to automate simple tasks with the use of Macros.

Preferably, delegates should have attended the Excel Intermediate course.

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