Microsoft Excel Expert

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Course Description

Participants will gain an advanced level of understanding for the Microsoft Excel environment, and the ability to guide others to the proper use of the program's full features - critical skills for those in roles such as accountants, financial analysts, and commercial bankers.

Participants will create, manage, and distribute professional spreadsheets for a variety of specialized purposes and situations. They will customize their Excel 2016 environments to meet project needs and increase productivity. Expert workbook examples include custom business templates, multi-axis financial charts, amortization tables, and inventory schedules.

15+

Hours

80+

Lectures

$60

Price

WHAT TO EXPECT

Learning Objectives

  • Save a workbook as a template, with colors, fonts, cell styles and themes
  • Reference data using structured references or data in another workbook
  • Protect a workbook from further editing
  • Prepare a workbook for internationalization
  • Apply custom data formats and validation
  • Apply advanced conditional formatting and filtering
  • Use form controls
  • Work with macros

Course Outline

Module One: Manage Workbook Options and Settings

  • Manage Workbooks
    o Save a workbook as a template
    o Copy macros between workbooks
    o Mange Document Versions
    o Reference data in another workbook
    o Reference data by using structured references
    o Enable macros in a workbook
    o Display hidden ribbon tabs

  • Manage Workbook Review
    o Restrict editing
    o Protect a worksheet
    o Configure formula calculation options
    o Protect workbook structure
    o Mange workbook versions
    o Encrypt workbooks with a password

Module Two: Apply Custom Data Formats and Layouts

  • Apply Custom Data Formats and Validation
    o Create custom number formats
    o Populate cells by using advanced Fill Series options
    o Configure data validation

  • Apply Advanced Conditional Formatting and Filtering
    o Create custom conditional formatting rules
    o Create conditional formatting rules that use formulas
    o Manage conditional formatting rules

  • Create and Modify Custom Workbook Elements
    o Create custom color formats
    o Create and modify cell types
    o Create and modify custom themes
    o Create and modify simply macros
    o Insert and configure form controls

  • Prepare a Workbook for Internationalization
    o Display data in multiple international formats
    o Apply international currency formats
    o Manage multiple options for +Body and +Heading fonts

Module Three: Create Advanced Formulas

  • Apply Functions in Formulas
    o Perform logical operations by using AND, OR, and NOT functions
    o Perform logical operations by using nested functions
    o Perform statistical operations by using SUMIFS, AVERAGEIFS, AND COUNTIFS functions


  • Look up data using Functions
    o Look up data by using the VLOOKUP
    o Look up data by using the HLOOKUP function
    o Look up data by using the MATCH function
    o Look up data by using the INDEX function


  • Apply Advanced Date and Time Functions
    o Reference the date and time by using the NOW and TODAY functions
    o Serialize numbers by using date and time functions

  • Perform Data Analysis and Business Intelligence
    o Import, transform, combine, display, and connect to data
    o Consolidate data
    o Perform what-if analysis by using Goal Seek and Scenario Manager
    o Use cube functions to get data out of the Excel data model
    o Calculate data by using financial functions

  • Troubleshoot Formulas
    o Trace precedence and dependence
    o Monitor cells and formulas by using the Watch Window
    o Validate formulas by using error checking values
    o Evaluate formulas
    o Calculate data by using financial functions

  • Define Named Ranges and Objects
    o Name cells
    o Name data ranges
    o Name tables
    o Mange named ranges and objects

Module Four: Create Advanced Charts and Tables

  • Create Advanced Charts
    o Add trend lines to charts
    o Create dual axis charts
    o Save a chart as a template

  • Create and Manage Pivot Tables
    o Create PivotTables
    o Modify field selections and options
    o Create slicers
    o Group PivotTable data
    o Reference data in a PivotTable by suing the GETPRIVOTDATA function
    o Add calculated fields
    o Format data

  • Create and Manage PivotCharts
    o Create PivotCharts
    o Manipulate options in existing PivotCharts
    o Apply styles to PivotCharts
    o Apply Styles to PivotCharts
    o Manipulate options in existing PivotCharts
    o Apply styles to PivotCharts
    o Drill down into PivotChart details

Assessment