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. 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: Importing Data
- Importing a delimited text file
- Using Power Query (2016+ and 365)
- Exporting to a delimited text file
Module 2: Collaborating with Others
- Use Data Validation
- Protect cells
- Protect a workbook’s structure
- Restrict document access
Module 3: PivotTables
- What is a PivotTable?
- Creating and modifying PivotTables
- Calculations in PivotTables
- Grouping fields
- Slicers and Timelines
- Creating PivotCharts
- The GETPIVOTDATA function
- PivotTables and related sources
- Analyze Data/Ideas (Excel 365 only)
Module 4: Analysing data
- Input data tables
- Worksheet scenarios
- Goal Seek
- Consolidating data
- Linked data types (Excel 365)
Module 5: The Auditing tools
- Tracing precedents and dependents
- Tracing errors
- Viewing formulas
- The Watch Window
- Evaluating formulas
Module 6: Creating macros
- Introducing macros
- Creating macros
- Relative and absolute macros
- Running a macro
- Editing a macro
- Assigning shortcuts
- Macro security
Data for Business Users learning paths
= Required
= Certification
Microsoft Excel learning paths
= Required
= Certification
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