MS Excel Advanced

Overview at a Glance

This one-day course is designed to give users an understanding of and practical experience of some of the more advanced features and functions within MS Excel including: Lookup tables, Data validation, Pivot Tables, dashboards and macros.

The course is ‘hands on’, so those attending will get practice in using advanced features of MS Excel to manage, automate and customise workbooks.

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MS Excel Advanced


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Learning outcomes

On completion of this course, delegates will be able to use a range of advanced functions including:

  • Use Range Naming to understand and apply Lookup Functionality
  • Use complex Functions including Nesting
  • Apply Data Validation to existing and data to be Inputted
  • Conditional Formatting including RAG Status identification
  • Cell / Sheet / Workbook Protection
  • Pivot Table Reports & Charting
  • Dashboards for Management Reporting
  • Macros and VBA for improved efficiency
  • PowerPivot data Analysis

Course Content:

Working with Named Ranges

  • Creating Range Names
  • Range Names in Calculations

 

Lookup and Reference Functions

  • Understanding how and when to use the VLOOKUP Function

 

Complex Functions and Nesting

  • If, SumIfs and IfError Functions
  • AND / OR Functions
  • Subtotal and Rank Functions

 

What if analysis

  • Goal Seek
  • Data Tables

 

Data Validation

  • Setting-up Data Validation Rules
  • Create Drop Down Lists
  • How to Circle Invalid Data
  • Formula Auditing

 

Custom Formatting

  • Using Custom Formats
  • Using Conditional Formatting

 

Cell Protection

  • Protecting Formulas / Worksheet / Workbook

 

Pivot Table & Charts

  • Creating Pivot Tables
  • Editing Pivot Tables
  • Using Functions and Formulae within Pivot Tables
  • Printing Pivot Tables
  • Pivot Charts

 

Charts

  • Creating Charts
  • Changing Chart Elements
  • Changing Chart Data
  • Printing Charts
  • Inserting Pictures
  • Manipulating Objects

 

Using Dashboards for Management Reports

  • Analyse
  • Design
  • Create
  • Test

 

Introduction to Macros and Basic VBA

  • Recording a Basic Macro
  • Running a Macro
  • Editing a Macro

 

PowerPivot Add-In

  • Establish Relationships between several Tables
  • Create Pivot tables using more than one Excel Spreadsheet Table Source
  • Create Pivot tables using more than one External Table Source