Excel: advanced level
Your data should inform stakeholders' decisions. Use Excel to structure analysis and reporting so that indicators are clear and variances are visible. Become more independent in producing information that supports business management.
- Duration
- 3 days 21 hours
- Code
- EXC02FR Code
Presentation
This Oo2 course covers advanced Microsoft® Excel features. It is designed for people who already know Excel basics and want to take their skills further.
The course is organised around 5 main areas:
- workbooks;
- data presentation;
- charts;
- collaborative working;
- the web and macros.
Objectives
Participants learn to create workbook templates and enter specialised content, including mathematical equations and hyperlinks. They also learn to create custom data series, drop-down lists and validation criteria, and to import data from Access databases, text files and web pages.
This section also covers Excel's analysis and calculation tools: IF and lookup functions, data consolidation, two-variable data tables, array formulas, scenarios, Goal Seek and Solver, together with worksheet analysis and auditing.
The next section focuses on data presentation: custom formats and conditional formatting rules. Participants learn to create and apply styles and themes before reorganising data by sorting and filtering using one or more criteria.
The charting section covers chart templates and advanced options for creating any type of chart.
To improve data analysis, participants also learn to use Excel tables and create PivotTables and PivotCharts.
The penultimate section covers collaborative working: sharing a workbook with multiple contributors and using Track Changes.
Finally, participants learn to save a workbook as a web page, create macros, customise the working environment through the Quick Access Toolbar and ribbon, and manage Microsoft user accounts.
Program
Display
- Displaying a workbook in two windows.
- Rearranging windows.
- Showing and hiding a window.
- Splitting a window into panes.
Workbooks
- Creating a custom workbook template.
- Saving a workbook as PDF or XPS.
- Viewing and editing workbook properties.
- Comparing two workbooks side by side.
- Setting the default local working folder.
- Configuring workbook AutoRecover.
- Recovering a previous file version.
- Using the Accessibility Checker.
Specialised data entry
- Entering the same content in multiple cells.
- Using the Equation Editor.
- Creating a hyperlink.
- Following a hyperlink.
- Editing and deleting a hyperlink.
- Creating a custom data series.
- Editing and deleting a custom data series.
- Creating a drop-down list of values.
- Defining permitted data.
- Adding a cell comment.
- Adding a handwritten annotation.
- Splitting cell contents across multiple cells.
Importing data
- Importing data from an Access database.
- Importing data from a web page.
- Mastering advanced Microsoft spreadsheet features.
- Importing data from a text file.
- Refreshing imported data.
Copying and moving
- Copying and transposing data.
- Copying Excel data with a link.
- Performing simple calculations when copying.
- Copying data as a picture.
Rows, columns and cells
- Inserting blank cells.
- Deleting cells.
- Moving and inserting cells, rows and columns.
- Removing duplicate rows.
Named ranges
- Naming cell ranges.
- Mastering advanced Microsoft spreadsheet features.
- Managing cell names.
- Selecting a cell range by name.
- Displaying names and their associated cell references.
Page layout
- Creating a watermark and using views.
Calculations
- Creating a simple conditional formula.
- Creating a nested conditional formula.
- Counting cells that meet a criterion with COUNTIF.
- Summing a range that meets a criterion with SUMIF.
- Using named ranges in formulas.
- Inserting statistical summary rows.
- Calculating with dates.
- Calculating with times.
- Using a lookup function.
- Consolidating data.
- Generating a two-variable data table.
- Using an array formula.
Scenarios and Goal Seek
- Using Goal Seek.
- Creating scenarios.
Auditing
- Displaying formulas instead of results.
- Finding and resolving formula errors.
- Evaluating formulas.
- Using the Watch Window.
- Tracing relationships between formulas and cells.
- Using the Inquire add-in.
Solver
- Discovering and enabling Solver.
- Defining and solving a problem with Solver.
- Displaying Solver's intermediate solutions.
Custom and conditional formats
- Creating a custom format.
- Applying predefined conditional formatting.
- Creating a conditional formatting rule.
- Formatting cells based on contents.
- Removing all conditional formatting rules.
- Managing conditional formatting rules.
Styles and themes
- Creating a cell style.
- Managing cell styles.
- Customising theme colours.
- Customising theme fonts.
- Customising theme effects.
- Saving a theme.
Sorting and outlining
- Sorting by cell colour, font colour or icon set.
- Sorting table data by multiple criteria.
- Using an outline.
Filtering data
- Enabling AutoFilter.
- Filtering by contents or formatting.
- Filtering by a custom criterion.
- Using data-type-specific filters.
- Filtering by multiple criteria.
- Clearing a filter.
- Using an advanced filter.
- Filtering an Excel table with slicers.
Chart options
- Changing the source of category axis labels.
- Managing chart templates.
- Changing category axis options.
- Changing value axis options.
- Creating a combination chart with a secondary axis.
- Editing data labels.
- Adding a trendline.
- Changing text orientation in an element.
- Changing an element's 3D format.
- Changing a 3D chart's orientation and perspective.
- Editing a pie chart.
- Connecting points in a line chart.
Managing objects
- Selecting objects.
- Managing objects.
- Changing object formatting.
- Changing picture formatting.
- Cropping a picture.
- Removing a picture background.
- Changing picture resolution.
- Emphasising text within an object.
Excel tables
- Creating an Excel table.
- Naming a table.
- Resizing a table.
- Showing and hiding table headers.
- Adding a row or column to a table.
- Selecting rows and columns in a table.
- Displaying a total row.
- Creating a calculated column.
- Applying a table style.
- Converting a table to a cell range.
- Deleting a table and its data.
PivotTables
- Choosing a recommended PivotTable.
- Creating a PivotTable.
- Creating a PivotTable from multiple tables.
- Managing PivotTable fields.
- Inserting a calculated field.
- Changing a field's summary function or custom calculation.
- Using totals and subtotals.
- Filtering a PivotTable.
- Grouping PivotTable data.
- Filtering dates interactively with a timeline.
- Changing PivotTable layout and presentation.
- Recalculating a PivotTable.
- Deleting a PivotTable.
PivotCharts
- Choosing a recommended PivotChart.
- Creating a PivotChart.
- Deleting a PivotChart.
- Filtering a PivotChart.
Protection
- Password-protecting a workbook.
- Protecting workbook elements.
- Protecting worksheet cells.
- Allowing specific users to access cells.
Collaborative working
- Introduction.
- Allowing multiple users to edit the same workbook.
- Protecting a shared workbook.
- Editing a shared workbook.
- Resolving editing conflicts.
- Tracking changes.
- Accepting or rejecting changes.
- Removing a user from a shared workbook.
- Stopping workbook sharing.
Excel and the web
- Introduction.
- Saving a workbook as a web page.
- Publishing a workbook.
Macros
- Configuring Excel for macros.
- Recording a macro.
- Running a macro.
- Assigning a macro to a graphic object.
- Editing a macro.
- Deleting a macro.
- Saving a workbook containing macros.
- Enabling macros in the active workbook.
Customising the environment
- Moving the Quick Access Toolbar.
- Customising the Quick Access Toolbar.
- Showing and hiding ScreenTips.
- Customising the status bar.
- Customising the ribbon.
- Exporting and importing a customised ribbon.
Account management
- Account fundamentals.
- Creating a sign-in account.
- Activating a sign-in account.
- Customising a sign-in account.
- Adding or removing a service.
Audience
Users who want to master Excel's advanced features.
Prerequisites
Completion of the Excel operational-level course or equivalent knowledge.
Teaching and assessment methods
- Initial skills assessment
- Training materials provided to participants
- Continuous assessment throughout the course
- End-of-course feedback questionnaire
- Combination of theory and practical application
- Attendance records
- Post-course follow-up evaluation
- Practical exercises
Course highlights
Pre-course skills assessment: a TOSA test.
Dates and sessions
Choose the date and delivery format that suit you.
No upcoming sessions are currently available.
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