Course Length: 6 hours (1 day)
Excel 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 a What-If analysis by creating scenarios and using data analysis tools such as Goal Seek and Solver
- Use Data Validation to restrict data entry and create drop-downs
- 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
- Import and export data and run web queries
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: Enhancing Workbooks
Section 1.1: Customizing Workbooks
Comments
Hyperlinks
Watermarks
Background Pictures
Section 1.2: Preparing a Workbook for Multiple Audiences
Add Alternative Text to Objects
Modify Worksheets Using the Accessibility Checker
Manage Fonts
Section 1.3: Managing Themes
About Themes
Customize Themes
Section 1.4: Creating and Using Templates
Create a Template
Modify a Template
Section 2: Working with Multiple Workbooks
Section 2.1: Consolidating Data
Data Consolidation
The Consolidate Dialog Box
Consolidation Functions
Section 2.2: Linking Cells in Workbooks
Understand External References
Link Individual Cells
Link Groups of Cells
Section 2.3: Merging Workbooks
The Compare and Merge Workbooks Feature
Section 3: Analyzing and Presenting Data
Section 3.1: Create Sparklines
What is a Sparkline?
Types of Sparklines
The Sparkline Tools – Design Tab
Section 3.2: Create Scenarios
What is a Scenario?
The Scenario Manager Dialog Box
Section 3.3: Perform A What-if Analysis
Add-in Types
Goal Seek Feature
The Solver Tool
Section 3.4: Perform A Statistical Analysis with the Analysis Toolpak
Add and Review the Analysis Toolpak
Section 4: Importing and Exporting Excel Data
Section 4.1: Exporting Excel Data
The Export Process
Section 4.2: Importing a Delimited Text File
The Import Process
The Get External Data Group
Delimited Text Files
Methods of Importing Text Files
Section 4.3: Integrating Excel Data with the Web
The File Publishing Process
Publish as Web Page Dialog Box
Section 4.4: Creating a Web Query
Web Queries
The New Web Query Dialog Box
Section 5: Analyzing Data with Pivot Tables, Slicers, and Pivot Charts
Section 5.1: Creating a Pivot Table
Pivot Tables
The Create Pivot Table Dialog Box
The Pivot Table Fields Pane
Summarize Data in a Pivot Table
The “Show Values As” Functionality of a Pivot Table
Create a Calculated Field
Refresh the Pivot Table Data
Add Style to a Pivot Table
Work with Subtotals and Grand Totals
Introduction to Power Pivot
Section 5.2: Filtering Pivot Table Data
Use the Field Headers
Use the Pivot Table Dialog Box
Use Slicers
Section 5.3: Analyzing Data with Pivot Charts
Create Pivot Charts
Filter with Pivot Charts
Section 6: Automating Worksheet Functionality
Section 6.1: Updating Workbook Properties
Workbook Properties
Section 6.2: Creating and Editing a Macro
What are Macros?
The Record Macro Dialog Box
Name Macros
Visual Basic for Application
Copying Macros Between Workbooks
Macro Security Settings
Difference between a Relative and Absolute Macro
Section 6.3: Applying Conditional Formatting
What is Conditional Formatting?
The Conditional Formatting Rules Manager Dialog Box
Clear Rules
Section 6.4: Adding Data Validation Criteria
Data Validation
The Data Validation Dialog Box
Venue: LIVE Online
Address:
Description:
Live Online Training
Get the same training you expect in the classroom without leaving your office or home. These are NOT recorded classes. They are LIVE sessions with an expert instructor. We use the latest in video conferencing technologies and audio so you can confidently participate in any class just like being right there in person. We guarantee the effectiveness of our online training delivery approach that we will give you your money back if you are not totally satisfied. Ask us for a demo.
Online class requirements:
- Moderate to fast Internet
- A phone or computer headset is required in order to hear the instructor/moderator). You can use Computer Audio (VoIP) or you can dial in from a regular phone. For convenience, we recommend a hands-free headset or phone.
- Training software must be installed on your computer (trial versions are acceptable)
- RECOMMENDED: Dual Monitors or computers. For optimal online learning experience, we recommend participants have dual monitors or two computers. Your online classroom credentials allow you to join multiple times from multiple computers. Participants should use one monitor or computer to view the instructor’s shared screen and another monitor or computer to work with the software.
What happens when you enroll in an online class
When you register for an online class, you will receive a welcome email followed by login access to the Citrix GoToTraining virtual classroom. A workbook (printed copy or eBook) will be sent to you prior to the start of class.
Online Training Advantages
Convenience: You don’t have to travel and can attend from your home, office or anywhere with an internet connection. Our online classes are conducted using GoToTraining, a more robust version of the popular GoToMeeting screen sharing and conferencing platform. To accommodate multiple time zones, courses are typically scheduled from 10am – 5pm Eastern with a one-hour lunch break at 12:30 – 1:30 pm Eastern and a 10-minute break in the morning and afternoon. When conducting custom online course for your group, class times can be modified to accommodate your timezone.
Interactive Learning: Our online training is fully interactive. You can speak and chat with the instructor and classmates at any time. Various interactive techniques are used in every class. Our small class sizes (typically 4 – 8 students), allow our instructors to focus on individual performance and issues and to work closely with you to meet your unique needs. Classes are designed to be a hands-on learning experience, providing opportunities for you to try your new skills while the instructor is available for review, questions, and feedback. You have the option to give the instructor permission to view your computer to provide one-on-one assistance when needed.
