Advanced Excel 2002 / 2003 - Course Outline

COURSE INFORMATION

Duration: Two Days: 9am - 4:30pm
Price: $780
Book: Enquire or make a course booking

TARGET AUDIENCE & PURPOSE

Advanced Excel Training is for people who can already create moderately complex spreadsheets, and want to add more sophistication and automation.

OBJECTIVES

By the end of this course participants should be able to:

  • Use outlines, range names, databases & the data form
  • Use AutoFilter & advanced filters
  • Work with Data Series
  • Use advanced functions
  • Modify charts
  • Use Scenarios & Goal Seek
  • Use templates, data tables & solve problems
  • Use automatic formatting & styles
  • Work with views, consolidate worksheets
  • Create & revise PivotTables
  • Use, record & edit macros

PREREQUISITES

Participants should already be using Excel on a regular basis and / or have a good Knowledge of Excel Introduction topics.

COURSE CONTENT

Using Outline View
Applying an Outline, Collapsing / Expanding an Outline, Modifying Outline Settings, Clearing an Outline, Using Auto Outline

Using Multiple Workbooks

Open & Arrange Multiple Workbooks, Save a Workspace, Create & Maintain Links

Using Range Names

Jumping to a Named Range, Assigning Names, Using Range Names in Formulas, Creating Range Names from Headings, Using Range Names in 3-D Formulas, Using 3-D Range Names & Labels in Formulas, Using Labels to Define a Range, Using Multiple Stacked Headings

Working with Databases

Creating & Modifying a Database, Sorting Records by Multiple Fields, Using Data Validation, Creating Subtotals in a List

Working with the Data Form

Editing Data Form Records, Adding Data Form Records, Defining Criteria, Clearing Data Form Criteria, Deleting Data Form Records

Using AutoFilter & Advanced Filters

Enabling AutoFilter, Using AutoFilter to Filter a List, Creating a Custom AutoFilter, Disabling AutoFilter, Creating a Criteria Range, Using Comparison Criteria, Using an Advanced 'AND' Condition, Using an Advanced 'OR' Condition, Using Database Functions

Using Advanced Functions

Using the VLOOKUP & HLOOKUP Function, Using the IF Function& Nested IF Function, Using the ISERROR Function, Using an 'AND' Condition with IF, Using an 'OR' Condition with IF

Advanced Charting

Adding, Removing & Formatting Gridlines, Formatting an Axis, Changing the Axis Scaling, Formatting the Data Series, Adding Data - Different Worksheets, Using a Secondary Axis, Changing Data Series Chart Types, Adding a Trendline, Creating User-defined Charts

Using Templates

Saving a Workbook as a Template, Using a Template, Editing a Template, Deleting a Template, Creating Default Templates

Using Auditing Tools

Displaying the Formula Auditing Toolbar, Displaying/Removing Dependent & Precedent Arrows, Removing All Tracer Arrows, Using the Auditing Tools Buttons
Using Scenarios & Goal Seeking
Using the Scenario Manager, Creating, Displaying & Editing a Scenario, Creating a Scenario Summary Report

Solving Problems

Using Solver, Saving a Solution as a Scenario, Changing a Constraint, Creating a Solver Report, Viewing Solutions using Scenarios

Using Automatic Formatting & Styles

Applying an AutoFormat, Changing AutoFormat Options, Extending List Formats & Formulas, Creating a Style by Example, Creating a New Style, Editing an Existing Style, Merging Styles

Working with Views

Creating, Displaying & Deleting a Custom View

Consolidating Worksheets

Consolidating Worksheets by Category or by Position

Sharing Workbooks

Saving a Shared Workbook, Viewing Users Sharing a Workbook, Viewing Shared Workbook Changes, Highlighting Changes, Resolving Conflicting Changes, Adding a History Worksheet, Reviewing Tracked Changes, Merging Shared Workbook Files

Creating/Revising PivotTables

Creating a PivotTable Report, Adding Fields, Selecting a Page Field Item, Refreshing a PivotTable Report, Changing the Summary Function, Adding New Fields, Moving Fields, Hiding/Unhiding PivotTable Report Items, Deleting PivotTable Report Fields, Creating a Page Field Report, Formatting a PivotTable Report, Creating a PivotChart Report

Using, Recording, Editing Macros

Opening a Workbook Containing Macros, Running a Macro, Using the Visual Basic Toolbar, Using the Visual Basic Editor Window, Recording a Macro, Using Relative References, Assigning a Macro to a Menu, Removing a Custom Menu Item, Deleting a Macro, Writing a New Macro, Entering Macro Comments, Copying, Editing & Typing Macro Commands, Running a Macro from the Code Window

Using Custom Toolbars & Menus

Creating a Custom Toolbar, Adding/Removing Toolbar Buttons, Assigning a Macro to a Button, Attaching a Custom Toolbar, Deleting a Custom Toolbar, Creating a Custom Menu

Creating a Macro Button

Using a Macro Button, Creating a Macro Button, Formatting a Macro Button, Moving/Sizing a Macro Button, Deleting a Macro Button

 

Excel 02 / 03 Advanced

Course Inclusions