Microsoft Excel: Advanced Formulas and Security

Course Objectives

Upon successful completion of this course, you will be able to perform advanced data analysis, collaborate on workbooks with other users, and automate workbook functionality.

You will:

• Work with multiple worksheets and workbooks.
• Use Lookup functions and formula auditing
• Share and protect workbooks.
• Automate workbook functionality.
• Create sparklines and map data.
• Forecast data.

Audience

This course is intended for students who are experienced Excel 2016 users and have a desire or need to advance their skills in working with some of the more advanced Excel features. Students will likely need to troubleshoot large, complex workbooks, automate repetitive tasks, engage in collaborative partnerships involving workbook data, construct complex Excel functions, and use those functions to perform rigorous analysis of extensive, complex datasets.

Prerequisites

To ensure success, students should have practical, real-world experience creating and analyzing datasets using Excel 2016. Specific tasks students should be able to perform include: creating formulas and using Excel functions; creating, sorting, and filtering datasets and tables; presenting data by using basic charts; creating and working with PivotTables, slicers, and PivotCharts; and customizing the Excel environment. To meet these prerequisites, students can take the following Logical Operations courses, or should possess the equivalent skill level:

• Microsoft® Office Excel® 2016: Part 1
• Microsoft® Office Excel® 2016: Part 2

Course Outline

Lesson 1: Working with Multiple Worksheets and Workbooks

Topic A: Use Links and External References

- The Edit Links Dialog Box

- External References in Formulas and Functions

- How to Use Linked Cells

Topic B: Use 3-D References

- Grouped Worksheets

- 3-D References

- 3-D References in Summary Functions

- How to Use 3-D References

- Using 3-D References

Topic C: Consolidate Data

- Data Consolidation

- The Consolidate Dialog Box

- How to Consolidate Data

- Consolidating Data

Lesson 2: Using Lookup Functions and Formula Auditing

Topic A: Use Lookup Functions

- Lookup Functions

- The VLOOKUP Function

- The HLOOKUP Function

- The MATCH Function

- The INDEX Function

- The TRANSPOSE Function

- How to Use Lookup Functions

- Using Lookup Functions

Topic B: Trace Cells

- Precedent and Dependent Cells

- The Trace Precedents and Trace Dependents Commands

- Trace Arrows

- The Go To Dialog Box and Trace Arrows

- The Remove Arrows Options

- How to Trace Precedent and Dependent Cells

- Tracing Precedent and Dependent Cells

Topic C: Watch and Evaluate Formulas

- The Watch Window

- Formula Evaluation

- The Evaluate Formula Dialog Box

- How to Watch and Evaluate Formulas

- Watching and Evaluating Formulas

Lesson 3: Sharing and Protecting Workbooks

Topic A: Collaborate on a Workbook

- Shared Workbooks

- Change Tracking

- The Highlight Changes Dialog Box

- The Accept or Reject Changes Dialog Boxes

- The Compare and Merge Workbooks Command

- The Share Options

- Microsoft Accounts and OneDrive

- Excel Online

- The PDF and XPS File Formats

- Accessibility

- The Accessibility Checker

- How to Collaborate on a Workbook

- Collaborating on a Workbook

Topic B: Protect Worksheets and Workbooks

- Worksheet and Workbook Element Protection

- The Protect Sheet Command

- The Protect Workbook Command

- The Protect Workbook Options