Workshop 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.

This Level 3 Workshop for Microsoft Excel is targeted toward 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.

Workshop Information

• 1-day instructor-led sessions or
• Two 3-hour web-based online classroom sessions
• Optional follow up Coaching Session to reinforce learning
• Customized options for shorter in-house training are also available

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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.