Course Outline

 General
Microsoft Office Excel Advanced - 2 days
Microsoft Excel Advanced aims to provide skills and knowledge in advanced concepts and techniques including
enhanced formatting, charting, and worksheet operation, as well as the use of complex analytical and automation
tools.
At the completion of this course you should be able to:

;; use a range of formula techniques

;; use a range of lookup and reference functions
;; apply conditional formatting to ranges in a worksheet
;; use a range of techniques to work with worksheets
;; filter data in a table
;; use a range of techniques to enhance charts
;; modify Excel options
;; create and use labels and names in a workbook
;; protect data in worksheets and workbooks
;; use the Data Consolidation feature to combine data from several workbooks into one
;; group cells and use outlines to manipulate the worksheet
;; understand and create simple PivotTable reports
;; create and edit a PivotChart
;; use goal seeking to determine the values required to reach a desired result
;; create summaries in your spreadsheets using subtotals
;; create recorded macros in Excel

Microsoft Excel Advanced is designed for users who are keen to learn about more of the advanced features and
techniques of Excel. It concentrates on improving current knowledge through the use of more advanced and
complex techniques and spreadsheet automation.equisites
Microsoft Excel Advanced assumes some prior experience in using the software to create worksheets and charts
and it would also be beneficial to have a general understanding of personal computers and the Windows operating
system environment.

Contents Logical Functions

Understanding Logical Functions
Formula Techniques Using IF To Display Text
Scoping A Formula Using IF To Calculate Values
Developing A Nested Function Nesting IF Functions
Creating Nested Functions Using IFERROR
Editing Nested Functions Using TRUE And FALSE
Copying Nested Functions Using AND
Using Concatenation Using OR
Switching To Manual Recalculation Using NOT
Forcing A Recalculation
Pasting Values From Formulas Lookup Functions
Understanding Data Lookup Functions
Using CHOOSE
Using VLOOKUP
Using VLOOKUP For Exact Matches
Using HLOOKUP
Using INDEX Adding Page Numbering
Using MATCH Adding Date Information
Understanding Reference Functions Adding Workbook Information
Using ROW And ROWS Adding A Picture
Using COLUMN And COLUMNS Formatting Headers And Footers
Using ADDRESS Dragging Margins For Headers And Footers
Using INDIRECT Creating A Different First Page
Using OFFSET Different Odd And Even Pages

Number Formatting Techniques Filtering Data

Using Alternate Currencies Understanding Filtering
Formatting Dates Applying And Using A Filter
Formatting Time Clearing A Filter
Creating Custom Formats Creating Compound Filters
Multiple Value Filters
Conditional Formatting Creating Custom Filters
Understanding Conditional Formatting Using Wildcards
Formatting Cells Containing Values
Clearing Conditional Formatting Charting Techniques
More Cell Formatting Options Understanding Chart Layout Elements
Top Ten Items Adding A Chart Title
More Top And Bottom Formatting Options Adding Axes Titles
Working With Data Bars Positioning The Legend
Working With Colour Scales Showing Data Labels
Working With Icon Sets Showing A Data Table
Understanding Sparklines Modifying The Axes
Creating Sparklines Showing Gridlines
Editing Sparklines Formatting The Plot Area
Adding A Trendline
Worksheet Techniques Adding Error Bars
Inserting And Deleting Worksheets Adding A Text Box To A Chart
Copying A Worksheet Drawing Shapes In A Chart
Renaming A Worksheet
Moving A Worksheet Chart Object Formatting
Hiding A Worksheet Understanding Chart Object Formatting
Unhiding A Worksheet Selecting Chart Elements
Copying A Worksheet To Another Workbook Using Shape Styles To Format Objects
Moving A Worksheet To Another Workbook Changing Column Colour
Changing Worksheet Tab Colours Changing Pie Slice Colour
Grouping Worksheets Changing Bar Colours
Hiding Rows And Columns Changing Chart Line Colours
Unhiding Rows And Columns Using Shape Effects
Freezing Rows And Columns Filling The Chart Area And The Plot Area
Splitting Windows Filling The Background
The Format Dialog Box
Headers And Footers Using The Format Dialog Box
Understanding Headers And Footers Using Themes
Adding A Quick Header
Adding A Quick Footer
Switching Between Headers And Footers
Typing Text Into Headers And Footers
Modifying Headers And Footers
Setting Excel Options Grouping And Outlining
Understanding Excel Options Understanding Grouping And Outlining
Personalising Excel Creating An Automatic Outline
Setting The Default Font Working With An Outline
Setting Formula Options Creating A Manual Group
Understanding Save Options Grouping By Columns
Setting Save Options
Setting The Default File Location Pivot Tables
Setting Advanced Options Understanding Pivot Tables
Creating A PivotTable Shell
Labels And Names Dropping Fields Into A PivotTable
Understanding Labels And Names Filtering A PivotTable Report
Creating Names Using Text Labels Clearing A Report Filter
Using Names In New Formulas Switching PivotTable Labels
Applying Names To Existing Formulas Formatting A PivotTable Report
Creating Names Using The Name Box Understanding Slicers
Using Names To Select Ranges Creating Slicers
Pasting Names Into Formulas
Creating Names For Constants PivotTable Techniques
Creating Names From A Selection Using Compound Fields
Scoping Names To The Worksheet Counting In A PivotTable Report
Using The Name Manager Formatting PivotTable Report Values
Documenting Range Names Working With PivotTable Grand Totals
Working With PivotTable Subtotals
Protecting Data Finding The Percentage Of Total
Understanding Data Protection Finding The Difference From
Providing Total Access To Cells Grouping In PivotTable Reports
Protecting A Worksheet Creating Running Totals
Working With A Protected Worksheet Creating Calculated Fields
Disabling Worksheet Protection Providing Custom Names
Providing Restricted Access To Cells Creating Calculated Items
Password Protecting A Workbook PivotTable Options
Opening A Password Protected Workbook Sorting In A PivotTable
Removing A Password From A Workbook
PivotCharts
Data Consolidation Creating A PivotChart Shell
Understanding Data Consolidation Dragging Fields For The PivotChart
Consolidating With Identical Layouts Changing The PivotChart Type
Creating An Outlined Consolidation Using The PivotChart Filter Field Buttons
Consolidating With Different Layouts Moving PivotCharts To Chart Sheets

Data Linking Goal Seeking

Understanding Data Linking Understanding Goal Seek Components
Linking Between Worksheets Using Goal Seek
Linking Between Workbooks
Updating Links Between Workbooks
Solver
Understanding How Solver Works
Installing The Solver Add-In
Setting Solver Parameters
Adding Solver Constraints
Performing The Solver Operation
Running Solver Reports

Summarising And Subtotalling

Creating Subtotals
Using A Subtotalled Worksheet
Creating Nested Subtotals
Copying Subtotals
Using Subtotals With AutoFilter
Creating Relative Names For Subtotals
Using Relative Names For Subtotals

Recorded Macros
Understanding Excel Macros
Setting Macro Security
Saving A Document As Macro Enabled
Recording A Simple Macro
Running A Recorded Macro
Relative Cell References
Running A Macro With Relative References
Viewing A Macro
Editing A Macro
Assigning A Macro To The Toolbar
Running A Macro From The Toolbar
Assigning A Macro To The Ribbon
Assigning A Keyboard Shortcut To A Macro
Deleting A Macro
Copying A Macro

Recorder Workshop
Preparing Data For An Application
Recording A Summation Macro
Recording Consolidations
Recording Divisional Macros
Testing Macros
Creating Objects To Run Macros
Assigning A Macro To An Object

Concluding Remarks