Microsoft Excel: Advanced Tools
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: Automating Workbook Functionality
Topic A: Apply Data Validation
- Data Validation
- The Data Validation Dialog Box
- Data Validation Criteria
- Input Messages
- Error Alerts
- How to Apply Data Validation Criteria
- Applying Data Validation
Topic B: Search for Invalid Data and Formulas with Errors
- Invalid Data
- The Circle Invalid Data Command
- The Error Checking Command
- Error Types
- How to Search for Invalid Data and Formulas with Errors
- Searching for Invalid Data and Formulas with Errors
Topic C: Work with Macros
- Macros
- Macro Security Settings
- Microsoft Visual Basic for Applications
- The Record Macro Dialog Box
- The Use Relative References Command
- The Macro Dialog Box
- Macro Names
- The Personal Workbook
- Copying Macros
- How to Work with Macros
- Creating a Macro
- Editing a Macro
Lesson 2: Creating Sparklines and Mapping Data
Topic A: Create Sparklines
- Sparklines
- Sparkline Types
- The Create Sparklines Dialog Box
- The Sparkline Tools Contextual Tab
- How to Create and Modify Sparklines
- Creating Sparklines
Topic B: Map Data
- The 3D Map Feature
- Data Structuring
- 3D Map Elements
- Tours
- How to Create a 3D Map and Tours
- Creating a 3D Map
Lesson 3: Forecasting Data
Topic A: Determine Potential Outcomes Using Data Tables
- What-If Analysis
- Data Tables
- One-Variable Data Tables
- Two-Variable Data Tables
- The Data Table Dialog Box
- How to Create a Data Table
- Determining Potential Outcomes Using Data Tables
Topic B: Determine Potential Outcomes Using Scenarios
- Scenarios
- The Scenario Manager Dialog Box
- The Add Scenario Dialog Box
- The Scenario Values Dialog Box
- The Scenario Command
- How to Work with Scenarios
- Determining Potential Outcomes by Using Scenarios
Topic C: Use the Goal Seek Feature
- The Goal Seek Feature
- The Goal Seek Dialog Box
- Iterative Calculations
- How to Use the Goal Seek Feature
- Using the Goal Seek Feature
Topic D: Forecasting Data Trends
- The Forecast Sheet
- How to Create a Forecast Sheet
- Forecasting Data with the Forecast Sheet
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