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Overview

This Advanced Microsoft Excel training class is designed for students to gain the skills necessary to use pivot tables, audit and analyze worksheet data, utilize data tools, collaborate with others, and create and manage macros. Our instructor-led online classes are conducted in the 2016 version of the software. Your instructor will point out the minor differences between versions where they exist. For our custom instructor-led online and onsite classes, we use the version of the software you use in your office.

Goals
  1. Create pivot tables and charts.
  2. Learn to trace precedents and dependents.
  3. Convert text and validate and consolidate data.
  4. Collaborate with others by protecting worksheets and workbooks.
  5. Create, use, edit, and manage macros.
  6. Import and export data.
Outline
  1. Using Pivot Tables
    1. Creating Pivot Tables
      1. Preparing Your Data
      2. Inserting a Pivot Table
    2. Inserting Slicers
    3. Working with Pivot Tables
      1. Grouping Data
      2. Using PowerPivot
      3. Managing Relationships
    4. Inserting Pivot Charts
    5. More Pivot Table Functionality
    6. 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
    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. Tracking Changes
      1. Accepting or Rejecting Changes
      2. Setting Tracking Options
      3. Merging Multiple Workbooks
    6. Marking a Workbook as Final
    7. Exercise: Tracking Changes
  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. Preparing a Workbook for Internationalization and Accessibility
      1. Display Data in Multiple International Formats
      2. Modify Worksheets for Use with Accessibility Tools
      3. Use International Symbols
      4. Manage Multiple Options for +Body and +Heading Fonts
    4. Importing and Exporting Files
      1. Importing Delimited Text Files
    5. Exercise: Importing Text Files
      1. Exporting Worksheet Data to Microsoft Word
    6. Exercise: Copying Data from Excel to Word
      1. Exporting Excel Charts to Microsoft Word
    7. Exercise: Copying Charts from Excel to Word
Class Materials

Each student in our Live Online and our Onsite classes receives 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 2010
Prerequisite Courses

Courses that can help you meet these prerequisites:

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