Advanced Microsoft Excel

Advanced Microsoft Excel

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Course Length: 1 day
Delivery Methods: Available as private class only
Course Overview

This Advanced Microsoft Excel class teaches you to perform important data management and analysis tasks.

You will learn to summarize your data using pivot tables, audit and analyze worksheet data, consolidate data from multiple sources, collaborate with others, automate repetitive tasks, and more.

By the end of this course, you will be ready to use Excel's most powerful tools to manage your data and gain actionable business insights.

This popular course is approved by Microsoft and resold to Microsoft Partners worldwide as course number MS-55270-A.

Target Audience: Intermediate-level Microsoft Excel users who want to use advanced techniques to manage, manipulate, and analyze data with Excel. This class is for users of Excel 2019 or Excel 365 on Windows. (Users of Excel 2016 or 2013 may participate in the class and may notice minor differences in their version of the software.)

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Course Benefits
  • Create pivot tables and charts to quickly summarize large amounts of data.
  • Learn to trace precedents and dependents to learn about the data connected to your active cell.
  • Convert blocks of text into columns. 
  • Leverage data validation tools to control the data entered into your worksheet.
  • Consolidate data from various sources into one master worksheet for easy summary and review.
  • Protect your worksheets and workbooks for safe and secure collaboration.
  • Create, use, edit, and manage macros to automate repetitive tasks.
  • Use internationalization and accessibility tools to prepare your worksheets for any audience.
  • Work with other applications by importing and exporting data, charts, and files.
Microsoft Certified Partner

Webucator is a Microsoft Certified Partner for Learning Solutions (CPLS). Our curriculum has been tested and approved by ProCert Labs, the official tester of Microsoft courseware, and has been found to meet the highest industry standards of instructional quality.

Microsoft Silver Certified Partner
Course Outline
  1. Using Pivot Tables
    1. Creating Pivot Tables
      1. Preparing Your Data
      2. Inserting a Pivot Table
      3. Creating a PivotTable Timeline
    2. More PivotTable Functionality
    3. Inserting Slicers
    4. Multi-Select Option in Slicers
    5. PivotTable Enhancements
    6. Working with Pivot Tables
      1. Grouping Data
      2. Using PowerPivot
      3. Managing Relationships
    7. Inserting Pivot Charts
    8. More Pivot Table Functionality
      1. Creating a Standalone PivotChart
    9. Exercise: Working with Pivot Tables
  2. Auditing Worksheets
    1. Tracing Precedents
    2. Exercise: Tracing Precedents
    3. Tracing Dependents
    4. Exercise: Tracing Dependents
    5. Showing Formulas
  3. Data Tools
    1. Converting Text to Columns
    2. Exercise: Converting Text to Columns
    3. Linking to External Data
    4. Controlling Calculation Options
    5. Data Validation
    6. Exercise: Using Data Validation
    7. Consolidating Data
    8. Exercise: Consolidating Data
    9. Goal Seek
    10. Exercise: Using Goal Seek
  4. Working with Others
    1. Protecting Worksheets and Workbooks
      1. Password Protecting a Workbook
      2. Removing Workbook Metadata
      3. Restoring Previous Versions
    2. Exercise: Password Protecting a Workbook
      1. Password Protecting a Worksheet
    3. Exercise: Password Protecting a Worksheet
      1. Password Protecting Ranges in a Worksheet
    4. Exercise: Password Protecting Ranges in a Worksheet
    5. Marking a Workbook as Final
  5. Recording and Using Macros
    1. Recording Macros
      1. Copy a Macro from Workbook to Workbook
    2. Exercise: Recording a Macro
    3. Running Macros
    4. Editing Macros
    5. Adding Macros to the Quick Access Toolbar
      1. Managing Macro Security
    6. Exercise: Adding a Macro to the Quick Access Toolbar
  6. Random Useful Items
    1. Sparklines
      1. Inserting Sparklines
      2. Customizing Sparklines
    2. Exercise: Inserting and Customizing Sparklines
    3. Using Microsoft Translator
    4. Preparing a Workbook for Internationalization and Accessibility
      1. Display Data in Multiple International Formats
      2. Modify Worksheets for Use with Accessibility Tools
      3. Accessibility: Using Sounds
      4. Use International Symbols
      5. Manage Multiple Options for +Body and +Heading Fonts
    5. Importing and Exporting Files
      1. Importing Delimited Text Files
    6. Exercise: Importing Text Files
    7. Exporting Worksheet Data to Microsoft Word
    8. Exercise: Copying Data from Excel to Word
    9. Exporting Excel Charts to Microsoft Word
    10. Exercise: Copying Charts from Excel to Word
Class Materials

Each student will receive a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Microsoft Excel class:

  • Basic and Intermediate Excel experience.