Microsoft Excel Level 3 (Advanced)

Switch version: 2010
Course Length: 6 hours (1 day)
Excel 2019 has many new features that can be used to quickly analyze large amounts of financial information. Power Pivot enables users to combine data from multiple sources; Power View allows users to generate professional looking maps that indicate the location of data. Excel’s use of the VBA language enables users to create simple yet effective commands that enhance functionality, improve performance and perform repetitive tasks for you.
Learning Objectives:
In this course you will combine, analyze, and display data using Excel’s powerful features, and learn the basics of how to use macros to further extend Excel’s capabilities. You will:
  • Perform What-If analysis by creating scenarios and using data analysis tools such as Goal Seek and Solver
  • Use outlining tools to group and subtotal your data
  • Audit your formulas to help track down any errors
  • Analyze data with Pivot Tables
  • Record and delete macros
  • Edit basic macros using the Visual Basic Editor
  • Link and consolidate data across multiple workbooks
Target Student:
This course is for users who are familiar with Excel, and who wish to expand their knowledge and use of advanced data analysis and time-saving features.

Course Outline:
Section 1: Automating Worksheet Functionality
Update Workbook Properties
Create and Edit a Macro
Apply Conditional Formatting
Add Data Validation Criteria

Section 2: Analyzing and Presenting Data
Create Sparklines
Create Scenarios
Perform a What-If Analysis
Perform a Statistical Analysis with the Analysis ToolPak
Create Interactive Data with Power View

Section 3: Working with Multiple Workbooks
Consolidate Data
Link Cells in Different Workbooks
Merge Workbooks

Section 4: Analyzing Data with Pivot Tables, Slicers, and Pivot Charts
Create a Pivot Table
Filter Data by Using Slicers
Analyze Data with Pivot Charts

Section 5: Exporting Excel Data
Export Excel Data
Import a Delimited Text File
Integrate Excel Data with the Web
Create a Web Query

Section 6: Enhancing Workbooks
Customize Workbooks
Manage Themes
Create and Use Templates
Course Length: 6 hours (1 day)
Excel 2016 has many new features that can be used to quickly analyze large amounts of financial information. Power Pivot enables users to combine data from multiple sources; Power View allows users to generate professional looking maps that indicate the location of data. Excel’s use of the VBA language enables users to create simple yet effective commands that enhance functionality, improve performance and perform repetitive tasks for you.
Learning Objectives:
In this course you will combine, analyze, and display data using Excel’s powerful features, and learn the basics of how to use macros to further extend Excel’s capabilities. You will:
  • Perform What-If analysis by creating scenarios and using data analysis tools such as Goal Seek and Solver
  • Use outlining tools to group and subtotal your data
  • Audit your formulas to help track down any errors
  • Analyze data with Pivot Tables
  • Record and delete macros
  • Edit basic macros using the Visual Basic Editor
  • Link and consolidate data across multiple workbooks
Target Student:
This course is for users who are familiar with Excel, and who wish to expand their knowledge and use of advanced data analysis and time-saving features.

Course Outline:
Section 1: Automating Worksheet Functionality
Update Workbook Properties
Create and Edit a Macro
Apply Conditional Formatting
Add Data Validation Criteria

Section 2: Analyzing and Presenting Data
Create Sparklines
Create Scenarios
Perform a What-If Analysis
Perform a Statistical Analysis with the Analysis ToolPak
Create Interactive Data with Power View

Section 3: Working with Multiple Workbooks
Consolidate Data
Link Cells in Different Workbooks
Merge Workbooks

Section 4: Analyzing Data with Pivot Tables, Slicers, and Pivot Charts
Create a Pivot Table
Filter Data by Using Slicers
Analyze Data with Pivot Charts

Section 5: Exporting Excel Data
Export Excel Data
Import a Delimited Text File
Integrate Excel Data with the Web
Create a Web Query

Section 6: Enhancing Workbooks
Customize Workbooks
Manage Themes
Create and Use Templates
Course Length: 6 hours (1 day)
Excel 2013 has many new features that can be used to quickly analyze large amounts of financial information. Power Pivot enables users to combine data from multiple sources; Power View allows users to generate professional looking maps that indicate the location of data.

Learning Objectives:
In this course, you will interpret, analyze, and display data using the most up to date features designed to produce accurate financial statistics. You will:
  • Create Scenarios, Use Data Analysis Tools such as Goal Seek and Solver
  • Create Pivot Tables, Format Pivot Tables and Generate Charts Using Pivot Tables
  • Use Recommended Pivot Tables and Use Timeline and Slicer to filter Pivot Tables
  • Use Groups and Subtotals
  • Create Scenarios and Use Solver with Multiple Constraints and Options
  • Learn Why Macros are Useful
  • Create and Edit Basic Macros
  • Delete Macros
Target Student:
This course is for users are familiar with Excel, and who wish to expand their knowledge and use of advanced, time-saving features.

Course Outline:
Section 1: Managing Data
Consolidating Information
Removing Duplicates
Configuring Data
Validation
Transposing Data

Section 2: Outlining and Grouping Data
Outlining Data
Showing and Hiding Outline Details
Grouping Data
Creating Subtotals
Removing Outlining and Grouping

Section 3: Working with Scenarios
Creating Scenarios
Loading Scenarios
Merging Scenarios
Editing Scenarios
Creating a Scenario Summary Report
Deleting Scenarios

Section 4: Using Solver
Setting up the Worksheet
Running Solver
Generating Reports and Scenarios with Solver
Modifying Constraints
Setting Solver Options

Section 5: Using Conditional Formatting
Applying Conditional Formatting
Applying Multiple Rule Sets
Creating Custom Rule Sets
Viewing and Managing Rules
Clearing Custom Rules

Section 6: Working with Slicers
Inserting and Using a Slicer
Renaming the Slicer
Changing Slicer Settings
Formatting a Slicer
Clearing the Slicer

Section 7: Using Custom AutoFill Lists
Creating a Custom AutoFill List
Using a Custom AutoFill List
Modifying a Custom AutoFill List
Deleting a Custom AutoFill List

Section 8: Tracking Changes
Tracking Changes
Reviewing Changes
Setting Options for Tracking Changes
Stopping Tracking Changes

Section 9: Linking, Consolidating, and Combining Data
Linking Workbooks
Consolidating Workbooks
Consolidating Worksheets
Pivoting Consolidated Data

Section 10: Advanced Pivot Table Features
Creating a Basic Pivot Table
Creating a Basic Pivot Chart
Using the Pivot Table Fields Pane
Adding Calculated Fields
Sorting Pivoted Data
Filtering Pivoted Data

Section 11: Using Macros
Recording a Macro
Writing a Macro using the Visual Basic Editor
Editing a Macro
Running a Macro

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Level 3 (Advanced)
Guaranteed to Run
Even with one participant,
our classes are guaranteed to run!
Register for Online Classes
Date(s) Price Qty
August 25, 2020 9am to 4pm EDT $350.00 (CAD)*  
October 29, 2020 9am to 4pm EDT $350.00 (CAD)*  
December 14, 2020 9am to 4pm EST $350.00 (CAD)*  
February 26, 2021 9am to 4pm EST $350.00 (CAD)*  

* 13% HST will be applied on checkout


Online registration closes two business days before the start of the class.
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