Advanced Microsoft Excel Training (EXC365.3)

This advanced Excel course is designed for both individuals and teams aiming to upgrade their Excel capabilities, covering diverse topics from dynamic data visualization to complex functions and collaborative tools.

We begin with Using PivotTables, an essential feature for sophisticated data analysis. You will learn how PivotTables work, insert slicers and timeline filters for better data manipulation, group data, and create calculated fields. You will also explore PivotCharts and practice these concepts through hands-on exercises to solidify your understanding of working with PivotTables.

Next, we move on to Advanced Functions, where we break down complex function syntax. You will gain insight into essential functions such as ROWS, COLUMNS, INDEX, and XMATCH, along with learning about array formulas and methods to get unique values. The lesson includes practical exercises on using SORT, FILTER, and SORTBY functions, exploring lookup functions like XLOOKUP, and diving into the versatile LET and TRANSPOSE functions.

In Auditing Workbooks, we cover important techniques for maintaining the integrity of your Excel workbooks. Topics include inspecting a workbook, tracing precedents and dependents, utilizing the Watch Window, and evaluating formulas. You’ll also learn about error checking through practical exercises designed to give you robust auditing skills.

The Data Tools lesson is designed to enhance your data manipulation capabilities. You’ll discover how to import data from online sources, convert text to columns, and efficiently link to external data. This module also covers controlling calculation options, data validation, and consolidating data, along with practical exercises on What-If Analysis and using Goal Seek.

The Working with Others section focuses on collaborative features in Excel. You’ll learn to add comments and notes, protect worksheets and workbooks, and password-protect your files. Additionally, the module covers how to mark a workbook as final and addresses other sharing concerns to ensure smooth teamwork.

In Recording and Using Macros, we introduce you to automating repetitive tasks. You’ll learn to record and run macros, edit previously recorded macros, and add them to the Quick Access Toolbar for enhanced efficiency. This lesson includes hands-on exercises for recording and adding macros, helping you streamline your workflow.

By the end of this course, you will possess a strong command over advanced Excel functionalities, enabling you to analyze data more effectively, automate routine tasks, and collaborate seamlessly with your team. This training will prepare you to handle complex Excel tasks and elevate your organization's data management prowess.

Excel Version: This course primarily targets Excel 365 and Excel 2021; however, we draw attention to features that are not supported in earlier versions of Excel, and point out alternative options, when available.