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Excel Training

Excel Level 3 - Advanced

 

Objectives:

This workshop is intended to help all users get up to speed quickly on the advanced features of Excel. We will cover using Excel online, worksheet Automation, auditing and error checking, data analysis and presentation, working with multiple workbooks and exporting and sorting data. 

 

Unit 1 Excel Online:

You will:

  • Learn about using both Excel Online and the Excel desktop application, and the differences between them.

  • Become comfortable managing workbooks in OneDrive

  • Opening and editing workbooks in both applications

  • Understand the benefits and obstacles that can be presented by each.

 

Unit 2 Worksheet Automation:

Priority Management will show you how to:

  • Automate worksheets and their functionality

  • Manage workbook properties

  • Record and run basic macros,

  • Create and use templates

  • Use data validation criteria.

 

Unit 3 Auditing and Error Checking:

You will learn how to:

  • Use formula auditing tools to trace errors and evaluate formulas

  • Track formulas using the Watch Window and the Camera tool

  • Arrange and display data using the Group commands.

 

Unit 4 Data Analysis and Presentation:

You will learn about:

  • Using the Quick Analysis Tool

  • Adding Sparklines

  • What-If Analysis tools and how to use them to explore different outcomes.

 

Unit 5 Working with Multiple Workbooks:

You will learn how to:

  • Arrange, view, and navigate between multiple workbooks

  • Consolidate data from multiple sources

  • Create and maintain links between different workbooks

  • Resolve broken connections.

 

Unit 6 Exporting and Sourcing Data:

Priority Management will show you:

  • Available file formats for exporting data, and how to create them

  • Understanding different data sources that can be accessed

  • The process of creating and sharing a Microsoft Form to support data collection

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