Course Summary
- This course is designed for those who would like to get the most out of Excel and are experienced with formulas and functions.
Course Details
Event Details
6 hours
Combination lecture and classroom exercises.
Available at QSG’s training facilities, on-site at your organization, and virtually.
Description
Boost your Microsoft Excel knowledge base with this advanced course, covering key functions like IF, lookup, text, and date functions, along with dynamic arrays. Learn to analyze data using tables, PivotTables, and data analysis tools such as Goal Seek and Solver. Gain expertise in importing/exporting data, working with macros, advanced charting and automating tasks. Perfect for professionals looking to streamline workflows and improve data management and analysis skills. This is a hands-on session includes practice exercises to follow along with the instructor.
Who Should Attend
Professionals looking to streamline workflows and improve data management and analysis skills.
Learning Objectives
Students will gain Advanced Microsoft Excel skills, including:
- Working with Advanced Functions
- Working with Data
- Analyzing Data
- Working with Complex Charts
- Creating and Working with PivotTables
- Enhancing PivotTables
- Working with Macros
- Working with Data Analysis Tools
Course Outline
Working with Advanced Functions
• Functions Overview
• Using the IF Function
• Nesting Functions
• Lookup Functions
• Text Functions
• Date Functions
• Dynamic Arrays
• Running Totals
Working with Data
• Importing Data and Exporting Data
• Converting Text to Columns
• Using Flash Fill
• Connecting to External Source Data
• Working with Hypertext Links
Analyzing Data
• Review Tables – Sorting & Filtering
• Using Automatic Outlining
• Inserting Subtotals
• Creating an Advanced Filter
• Using Database Functions
Working with Complex Charts
• Add a Trendline
• Create a Combo Chart
• Add a Secondary Axis
Creating and Working with PivotTables
• Working with Recommended PivotTables
• Creating a PivotTable using Worksheet Data
• Laying out a PivotTable on a Worksheet
• Modifying PivotTable Fields
• Using a Report Filter
• Refreshing & Formatting a PivotTable
Enhancing PivotTables
• Working with Summary Functions
• Sorting Items in a PivotTable
• Creating a Slicer
• Grouping Data
• Using a Timeline
• Applying Label and Value Filters
• Creating a Calculated Field
• Creating Charts from PivotTables
Working with Macros
• Recording a Macro
• Saving a Macro-Enabled Workbook
• Executing a Macro
• Creating a Macro Button
• Working with Macro Buttons
Working with Data Analysis Tools
• Using Goal Seek
• Using Two-Input Data Tables
• Creating & Working with Scenarios
• Understanding Solver
• Defining a Problem
• Solving a Problem
• Generating a Report of Results
Prerequisites
Excel Intermediate or equivalent skills. Must be able to work with multiple worksheets, use named ranges, and work with functions.
Instructors
Dawn Monroe
Upcoming Schedules
Topics |
Microsoft Excel Intermediate – Virtual July 9 & 11, 2025 Register Now |
Microsoft Excel Intermediate – November 18 & 19, 2025 Register Now |