Working with Microsoft Excel, Level 3

Training Overview

Managing your data is a key to success in any business and Microsoft Excel, if used correctly, can be an exceptionally robust tool for storing, managing and examining your data.

The Working with Microsoft Excel – Level 3 workshop is targeted towards individuals familiar with Excel who wish to expand their knowledge around advanced data analysis tools as well as learn more about Excel’s various time-saving features.

This workshop will give participants the skills and confidence they need to find success with Microsoft Excel.

Outcomes

On completion of this training, you should be able to:

• Analyze data with Pivot Tables, Slicers and PivotCharts
• Troubleshoot Pivot Table Report Compatibility Issues
• Automate Worksheet functionally including Macros
• Analyze and present data with Sparklines, Scenarios and What-If analyses
• Work with multiple workbooks
• Export Excel data

Intended Audience

This course is for users are familiar with Excel, and who wish to expand their knowledge and use of advanced data analysis and time-saving features.

Session Information

• 1-day online instructor-led session or two 3 hour sessions online
• Optional follow up Coaching Session to reinforce learning
• Customised options for shorter in-house training are also available

Level 3 – Units

Section 1: Automating Worksheet Functionality

• Protect your data (new)
• Update Workbook Properties
• Introduction to creating and editing a Macro
• Add Data Validation Criteria
• Working with lookup formulas (VLOOKUP, HLOOKUP, XLOOKUP)

Section 2: Analyzing and Presenting Data

• Create Sparklines
• Create Scenarios
• Perform a What-If Analysis

Section 3: Working with Multiple Workbooks

• Consolidate Data
• Link Cells in Different Workbooks
• Merge Workbooks

Section 4: Introduction to analyzing Data with PivotTables, Slicers, and PivotCharts

• Create a PivotTable
• Filter Data by Using Slicers
• Analyze Data with PivotCharts

Section 5: Exporting Excel Data

• Export Excel Data
• Import a Delimited Text File

Section 6: Enhancing Workbooks

• Customize Workbooks
• Manage Themes
• Create and Use Templates

Additional Materials

• Enrollment in our Monthly LearningLink Newsletter
• Lifetime Support
• A Free Follow-up 30-minute Coaching Session

Follow-up Coaching

There is a key difference between learning and knowing. Learning is the process of being taught the material while knowing is about internalizing and retaining it. If at any point after a session you feel the need for more support in knowing the lessons taught to you, a free 30-minute coaching session is available to you on request.