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Excel Advanced (Level 3)

Course length:  1-day

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Exercise Files

Course Description

Microsoft Office Excel is Microsoft’s popular spreadsheet program that allows users to organize, format, and calculate data with formulas using a structure broken up by rows and columns.

 

The Advanced (Level 3) course is designed for students desiring to gain the skills necessary to automate tasks in Excel using macros, share workbooks and collaborate with other users, and audit and analyze worksheet data using conditional formatting and data validation rules.

This course is delivered using Excel 2016. With the exception of the new modern look and touch screen support, there are few differences between the Office suites; therefore, users currently operating on Office 2010 and later will benefit from the material in this course.

 

Prerequisites

To be successful in this course, you should have completed Excel Foundation (Level 1) and Excel Intermediate (Level 2) or have equivalent knowledge.

  • Excel Foundation or equivalent knowledge
  • Excel Intermediate or equivalent knowledge

Course Outline

Using Conditional Formatting

Conditional Formatting is a tool that allows excel users to apply formatting to a cell or range of cells, and have that formatting change depending on the value of the cell or the value of a formula.

  • Applying Conditional Formatting
  • Applying Multiple Rule Sets
  • Creating Custom Rule Sets
  • Viewing and Managing Rules
  • Clearing Custom Rules

Using Excel as a Database

Databases are a collection of data which can be manipulated in many ways. This module takes a look at how to: filter data with wildcard characters, validate data with lists or formulas, and how to use database functions.

  • Filtering with Wildcard Characters
  • Validating Your Data
  • Data Validation Using Lists
  • Data Validation Using Formulas
  • Using Database Functions

Using Custom AutoFill Lists

An AutoFill list is a series or sequence of numbers or text strings that can be filled into cells automatically when you drag your mouse pointer down a column or across a row. This module will show users how to: create and use a custom AutoFill list, and how to modify and delete a custom AutoFill list.

  • Creating a Custom AutoFill List
  • Using a Custom AutoFill List
  • Modifying a Custom AutoFill List
  • Deleting a Custom AutoFill List

Using Comments

Comments allow users to engage with the material and each other through making messages added to Excel files.

  • Inserting Comments
  • Editing Comments
  • Navigating Through Comments
  • Deleting Comments

Tracking Changes

When changes are made to a file it’s very handy to know what has been changed and when and by who. This module touches upon how to: track and review changes, set options for tracking changes, and stop tracking changes.

  • Tracking Changes
  • Reviewing Changes
  • Setting Options for Tracking Changes
  • Stopping Tracking Changes

Introduction to Macros

Students learn how to save time on repetitive tasks and make difficult tasks easier by recording macros in Excel.

  • Recording a Macro
  • Writing a Macro using the Visual Basic Editor
  • Editing a Macro
  • Running a Macro

 

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