Excel Advanced: 1 Day Course
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Our training courses can be delivered in-house at your offices or remotely online. Please note the outline can be tailored – nothing is set in stone! Our Excel Advanced course is designed for delegates who wish to extend their knowledge of the key subject areas covered in the Intermediate Excel course – IF, LOOKUP, conditional formatting and PivotTables. Delegates need to be comfortable with the intermediate content before progressing to this level. The course also covers a basic introduction to recorded macros – a means of automating repetitive tasks. Download the course outline in pdf format.
Logical Functions
- Use AND and OR with IF to perform multiple tests simultaneously
- Use the NOT function
- Create nested IF functions for extended output
- Use the IFS function for extended output (Office 365 only)
Lookup Functions
- Lookup to the left using MATCH and INDEX
- Use MATCH and INDEX to perform a two-way lookup
- Use the INDIRECT Function to perform a two-way lookup
- Return a complete record using MATCH and INDEX
- Use the SWITCH (Office 365 only) or CHOOSE to lookup across multiple tables
- New!! XLOOKUP (improved function for VLOOKUP, HLOOKUP, MATCH & INDEX scenarios) – Office 365
Introduction to Array Formulas
- What are array formulas and why are they useful?
- Conditional calculations using array formulas
- Useful lookup techniques using array formulas
- Using SUMPRODUCT
- New!! – Dynamic Arrays including spill range, spill reference & the #SPILL error (replaces old CTRL SHIFT ENTER array formulas) – Office 365
- New Array Functions!! – UNIQUE, SORT, FILTER & SEQUENCE Functions – Office 365
Conditional Formatting Using Formula
- Use AND and OR to apply multiple tests simultaneously
- Format an entire row based on a condition in one or more fields
- Use functions such as COUNTIF, ISTEXT and ISFORMULA to set up a conditional formatting rule
- Use text functions to format text values that begin with or end with characters
- Format duplicates solution (better than the inbuilt solution)
- Format duplicates across multiple columns
Database Work
- Use Excel’s Advanced Filter to perform complex filters and/or return unique values
- Use database functions – DSUM, DAVERAGE etc
PivotTables
- Prepare data for a PivotTable – common data problems
- Group data – date, numeric, text fields
- Calculated items and named sets
- Calculated fields
- Format slicers and timelines
- Connect slicers and timelines to multiple reports
- Apply conditional formatting to a PivotTable
Introduction to Recorded Macros
- Show the Developer tab
- Record a basic macro
- Assign a macro to a Quick Access Toolbar button, a Ribbon button and to a Command button
- Save a workbook that contains a macro
- Save a macro to the Personal Macro workbook