Excel Level 3

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:

• Use Data Validation to restrict data entry and create drop-downs

• Use outlining tools to group and subtotal your data

• Protect worksheets and workbooks from accidental changes

• Use conditional formatting to highlight cells based on rules

• Analyze data with Pivot Tables

• Record and delete macros

• Link and consolidate data across multiple workbooks

• Import and export data and run web queries

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: 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

• Removing Duplicates

• Transposing Data

Section 3: Protecting Workbooks and Worksheets

• Protecting a Workbook

• Protecting a Worksheet

• Unprotecting Workbooks and Worksheets

Section 4: Outlining, Grouping, and Subtotalling

• Grouping & Outlining

• Subtotalling

Section 5: Importing and Exporting Excel Data

Section 5.1: Exporting Excel Data

• The Export Process

Section 5.2: Importing a Delimited Text File

• The Import Process

• The Get External Data Group

• Delimited Text Files

• Methods of Importing Text Files

Section 5.3: Integrating Excel Data with the Web

• The File Publishing Process

• Publish as Web Page Dialog Box

Section 5.4: Creating a Web Query

• Web Queries

• The New Web Query Dialog Box

Section 6: Analyzing Data with Pivot Tables, Slicers, and Pivot Charts

Section 6.1: 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 PowerPivot

Section 6.2: Filtering Pivot Table Data

• Use the Field Headers

• Use the Pivot Table Dialog Box

• Use Slicers

Section 6.3: Analyzing Data with Pivot Charts

• Create Pivot Charts

• Filter with Pivot Charts

Section 7: Automating Worksheet Functionality

Section 7.1: Updating Workbook Properties

• Workbook Properties

Section 7.2: Creating and Editing a Macro (Overview)

• 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 7.3: Applying Conditional Formatting

• What Is Conditional Formatting?

• The Conditional Formatting Rules Manager Dialog Box

• Clear Rules

Section 7.4: Adding Data Validation Criteria

• Data Validation

• The Data Validation Dialog Box