ADVANCED EXCEL LEVEL 2

PART 1

Description

This short course focuses on more advanced features beyond the Intermediate Microsoft Excel:
Level 2 course. Advanced analysis tools including data linking, data consolidation and outlining
and summarizing are covered, as are PivotTables, Lookup Functions and some key automation
features such as macros. Learn how to import and export data, create Data Tables and Scenarios
for What If analysis, techniques to validate data, and create form controls such as List and Combo
Boxes to make data entry easier.

Course Objectives

By attending this ICL training course, delegates will be able to:

 Modify excel options

 Import data into excel and export data from excel

 Use data linking to create more efficient workbooks

 Group cells and use outlines to manipulate the worksheet

 Create summaries in your spreadsheets using subtotals

 Use a range of lookup and reference functions

 Use the data consolidation feature to combine data from several workbooks into one

 Create, use and modify data tables

 Create and work with scenarios and the scenario manager

 Construct and operate pivottables using some of the more advanced techniques

 Create and edit a pivotchart

 Use a variety of data validation techniques

  Create and use a range of controls in a worksheet

 Create recorded macros in excel.

How will this Training Course be presented?

 Presenter-taught training in a computer lab

 Online training via the platform Zoom or MS Teams

Who is this Training Course for?

Assumes an intermediate level understanding of the software and experience in the construction
and modification of workbooks. It is designed for those who are ready to explore more of the
advanced analysis and automation tools.

Additional information

Please bring a USB flash drive to class if you would like to make a copy of your work or any
relevant class materials. Alternatively, you can save these to a cloud storage space or email them
to your personal email address.

Software

 Recommended operating system: Windows or Mac

 Recommended software for PC: MS Excel 2013, 2016, 2019, 365

 Recommended software for Mac OS: MS Excel 2016, 2019, 365

 Recommended browser: Chrome

The Course Content

Setting Excel Options

 Understanding Excel Options

 Personalising Excel
  Setting the Default Font

 Setting Formula Options

 Understanding Save Options

 Setting Save Options

 Setting the Default File Location

 Setting Advanced Options

Importing and Exporting

 Understanding Data Importing

 Importing From an Earlier Version

 Understanding Text File Formats

 Importing Tab Delimited Text

 Importing Comma Delimited Text

 Importing Space Delimited Text

 Importing Access Data

 Working With Connected Data

 Unlinking Connections

Charts

• Combined line and column charts.

• Adding a secondary axis to a chart.

• Adding a data series to a chart.

• Removing a data series from a chart.

• Re-positioning chart title.

• Re-positioning the chart legend.

• Moving and formatting chart data labels.

• Modifying chart axis scales.

• Formatting an axis to display using commas.

• Inserting images into chart columns.

• Inserting images to chart bars.

• Formatting the chart plot area using a picture.

• Formatting the chart area using a picture.

Data Linking

 Understanding Data Linking

 Linking Between Worksheets

 Linking Between Workbooks

 Updating Links Between Workbooks

Grouping and Outlining

 Understanding Grouping and Outlining

 Creating an Automatic Outline

 Working With an Outline

 Creating a Manual Group

 Grouping by Columns

Lookup Functions

 Understanding Data Lookup Functions

 Using INDEX
  Using Match

 Using INDIRECT

 Using XLookup

Financial Functions

• FV

• PV

• NPV

• RATE

• PMT

Data Consolidation

 Understanding Data Consolidation

 Consolidating With Identical layouts

 Creating a Linked Consolidation

 Consolidating From Different Layouts

 Consolidating Data Using the SUM Function

Text Functions

• LEFT

• RIGHT

• MID

• TRIM

• CONCATENATE

Database Functions
• DSUM

• DMIN

• DMAX

• DCOUNT

• DAVERAGE

PivotTable Features

 Understanding Slicers

 Creating Slicers

 Inserting a Timeline Filter

 Using Compound Fields

 Counting in a PivotTable

 Formatting PivotTable Values

 Working With PivotTable Grand Totals

 Working With PivotTable Subtotals

 Finding the Percentage of Total

 Finding the Difference From

 Grouping in PivotTable Reports

 Creating Running Totals

 Creating Calculated Fields

 Providing Custom Names

 Creating Calculated Items

 PivotTable Options

 Sorting in a PivotTable
PivotCharts

 Inserting a PivotChart

 Defining the PivotChart Structure

 Changing the PivotChart Type

 Using the PivotChart Filter Field Buttons

 Moving PivotCharts to Chart Sheets

Validating Data

 Understanding Data Validation

 Creating a Number Range Validation

 Testing a Validation

 Creating an Input Message

 Creating an Error Message

 Creating a Drop Down List

 Using Formulas as Validation Criteria

 Circling Invalid Data

 Removing Invalid Circles

 Copying Validation Settings

Controls

 Understanding Types of Controls

 Understanding How Controls Work

 Preparing a Worksheet for Controls

  Adding a Combo Box Control

 Changing Control Properties

 Using the Cell Link to Display the Selection

 Adding a List Box Control

 Adding a Scroll Bar Control

 Adding a Spin Button Control

 Adding Option Button Controls

 Adding a Group Box Control

 Adding a Check Box Control

 Protecting a Worksheet With Controls

LEVEL 2 PART 2

Advanced Excel Shortcuts

Extensive exercise on excel shortcuts

Doing away with the mouse

Mastering the shortcut window

Data Presentation with charts

Types of charts and their specific uses- Trend line and advanced charts.

Modifying and formatting existing charts.

Data Analysis Report with Pivot Tables & Pivot Charts

Analyzing and generating reports of large data using PivotTables.

Creating PivotTables, editing and updating changes in PivotTable.

Using Slicers in Pivot Table

 Creating Pivot Chart

Sorting And Filtering data

Sort data as per value, colour, icons

Filter based on Font/Cell colour

Turning Auto Filter off

Use subtotal features and work with database functions Understanding References

Relative, Absolute & Mixed reference

Referencing different workbooks & Merging

Consolidating data, linking cells in different work books

Utilizing Dynamic Named Ranges for writing formulas and functions

Manipulating Dates

Dates formats

Extracting Day, Month or Year from a date value

Extracting Day, Month or Year from a date value using TEXT Formula

Extracting end month from a date value

LEVEL 2 PART 3

Advanced Excel Formulas

Logical Functions

Ifs and Nested Ifs Statements

AND, OR and NOT Functions

Error handling using IFERROR, ISNA and ISERROR

Text Formulas

CONCATENATE

FIND V/S SEARCH

LEFT, RIGHT, MID

UPPER, PROPER, LOWER Lookup Formulas

VLOOKUP & HLOOKUP

INDEX & MATCH SUMPRODUCT Function

Data Validations and Protection

Specifying a valid range of values for a cell

Specifying a list of valid values for a cell

Creating Drop down list

Managing Themes, creating and use of templates

Financial Analysis and Formulas

Project Appraisal

Using IRR

Using NPV

Loan Modelling

Modelling instalments

Modelling loan balances

Making a decision between a flat-rate v/s reducing balance priced loans

Effective interest rates Budgeting under Scenarios

 Introductions to planning scenarios; Best Case, Base Case & Worst Case Scenarios

Perform a what-if analysis

Perform statistical analysis with the Analysis ToolPak,

Create interactive data with Power View.

Use of Combo Box and CHOOSE function to automate scenario analysis

Build a scenario-based budget model

Excel Macros and VBA for Programming

Introduction to Excel Macros

Recording and Running a Macro

Absolute vs Relative

Assigning Buttons to Macros

Assigning Macros to an Auto Shape and to an icon on a Tool bar

Sheet Controls and User Form Controls

Deleting a Macro