Outline
This practical workshop introduces more sophisticated features of Excel to help users work efficiently and confidently. You will learn how to manage multi-sheet workbooks, protect and validate data, and use analysis tools such as sorting, filtering, subtotals, pivot tables, sparklines and slicers.
Audience
This course is ideal for users who are comfortable with the basics of Excel and want to take their skills to the next level. It’s designed for those who regularly work with large spreadsheets and need to simplify their workflow using more advanced features. Attendance of the Excel Introductory course is recommended but not essential.
Objectives
The objectives of the course are to:
- Use 3D worksheets and formulas to manage multi-sheet workbooks
- Apply data validation and protection techniques to improve spreadsheet integrity
- Analyse and summarise data using sorting, filtering, subtotals and pivot tables
- Create dynamic visualisations using sparklines, charts and slicers
Course Content
3D Worksheets
- Copy, move, rename and hide worksheets
- Group editing and formatting
- 3D calculations and 3D Autosum
Linking Workbooks
- View multiple sheets simultaneously
- Creating and managing links
Range Names
- Why use them?
- Assigning names
- Using names (in formulae and go to)
- Named constants
Data Validation
- Controlling data entry
- Customising messages and error alerts
- Creating drop-down lists (with range names)
Protection
- Adding passwords to files
- Protecting cells from being altered
- Go to function for cell selection
Working with Data
- Highlighting data blocks quickly
- Sorting – quick sort, multi-field sort, colour sort
- Autofilter and using logical parameters
- Subtotals – to summarise data
Pivot Tables / Charts
- Understanding how they work
- Manual report vs quick report
- Adding and moving fields
- Summary functions including %
- Formatting fields and reports
- Filtering data
- Charts
- Editing and changing data
- Refreshing data
- Slicers
Sparklines
Tick Boxes
Please note: Each participant is required to bring a laptop with the relevant software package installed and accessible on the day. This will allow all learners the opportunity to practice in real-time and get the most out of the learning experience.
Open Course Information
| Duration | 1 day, 09.30-16.30 |
|---|---|
| Member cost pp | £260+VAT |
| Non-member cost pp | £390+VAT |
| Details | Free parking, lunch provided |
In-House Course Information
This course is also available for in-house delivery. To learn more or discuss your specific requirements, please get in touch with us.
Looking for more, or completed this course?
Check out our other Microsoft Office training courses, including Advanced and Super User programmes for Microsoft 365 Excel.