Advanced Microsoft Excel 2010

Advanced Microsoft Excel 2010

Advanced capabilities in Microsoft Excel 2010 allow you to better consolidate, analyze, and report on data. This course provides expert instruction and hands-on exercises to help you master analysis tools, PivotTables, conditional formatting and other advanced features to become a key employee.
6 weeks / 24 Course Hrs
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  • Syllabus
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Details

Most organizations rely heavily on Excel to consolidate, analyze, and report financial information. Your company is probably no exception. Wouldn't it be great to learn how to effectively use all the advanced Excel features? In this practical and information-packed course, you'll do just that.

You'll see how to work with the additional analysis tools provided by Excel add-ins and become skilled in using validation to protect the integrity of your worksheets from less experienced users. Impress your coworkers by learning how to add functional and eye-catching custom controls to any worksheet and how to use scenarios and data tables to quickly perform what-if data analyses. You'll discover advanced techniques for PivotTables, like creating Timelines, calculated fields, and calculated items. You'll learn how to use Excel's consolidation function to efficiently summarize data from multiple sources, become adept at importing external data, and master the art of conditional formatting to highlight duplicate entries and other common worksheet problems. As you become proficient, you'll be able to accomplish just about anything Microsoft Excel has to offer!

Enrollment Options:
Instructor-Led
6 weeks Access Course Code: ae0
Start Dates*Nov 13 | Dec 11 | Jan 15 | Feb 12
*Choose start date in cart
$109.00

Syllabus

In this course, you'll explore Microsoft Excel 2010's new and advanced features. You'll learn how to use data analysis tools and techniques to improve your decision making, and you'll practice generating accurate data more quickly. By the end of this course, you'll be well prepared to contribute more value to your organization with your advanced understanding of Excel. To kick things off, you'll spend this first lesson exploring how you can modify Excel to streamline processes and make your work easier. You'll use the Excel Options dialog box to customize some of Excel's behind-the-scenes behavior, set up your Quick Access Toolbar, and take a look at the new and improved status bar and its customizable features. Mastering these processes will lay the foundation for your exploration of advanced topics throughout the course.

Today you'll explore some new table management features in Excel 2010, learn how to use data forms with Excel databases, and look at a few alternative database techniques. You'll be glad to know that formatting and working with tables has gotten much easier in this latest version of Excel. Now, instead of applying filters, total rows, and formats separately, you can perform these actions through a single user interface. You'll delve into how it's done. You'll also learn how data forms provide a more user-friendly method for adding, deleting, and editing records in a table, and you'll practice using a data form to search for and view records that match specific criteria. The lesson then wraps things up with a brief look at some of the practical applications for data forms.

In this lesson, you'll tackle data validation techniques—your first line of defense against incorrect or missing data and the logical next step after data forms. You'll practice using whole number, decimal, date, time, list, and other forms of validation. After that, you'll explore the possibilities of custom validation, which allows you to apply validation on a cell or range of cells based on a formula you create. The possibilities for using it are limitless! You'll also learn how to create input messages and error alerts to guide the user's data entry, how to keep track of validation rules, and how to apply a custom validation rule to other cells so that you don't have to create it all over again.

The first three lessons were about intro-level advanced Excel topics, and now it's time to head into more complex territory. So, today, you'll start working with custom controls—graphical objects that help facilitate data input and are sure to impress users. You'll start by getting your Ribbon set up to work with custom controls, and then you'll walk through some practice exercises. You'll learn how to create standard and drop-down list boxes, check boxes, option buttons, and group boxes. You'll also master the process of creating a dynamic list box, which allows you to control the values in one list box based on the values chosen by your user in a separate custom control.

Today you'll discover how to use conditional formatting (and not just validation based on cell values!). You'll do a quick review of that process, just as a refresher, but after that you're going to focus on formula conditional formatting. You'll work through nine different practice exercises that explore row conditional formatting and then learn how the formula works after each exercise. You'll see how to use conditional formatting to hide errors, to highlight records based on multiple criteria, to track and alert you about due dates, to find the differences between two lists, to shade every other row, and more.You'll especially enjoy learning how to set up a scorecard, which will show you problem areas in red, possible problems in yellow, and everything running smoothly in green. (Your manager will love this!)

In this lesson, you'll learn how to use Excel's consolidation function to efficiently summarize data from multiple sources. A lot of people do this the hard way, but with Excel's automatic consolidation feature, you'll no longer need to develop a web of formula links to multiple sources. Goodbye, potential for human error! You'll begin with an exercise on consolidating data within the same workbook, and after that, you'll practice consolidating using an advanced technique with category labels and wildcards. Next, you'll step things up with a practice exercise on consolidating from multiple workbooks. You'll also learn how to use automatic and manual outlining to view or hide different levels or sections of your information.

Excel's functions (or predefined calculations) are too numerous to completely cover in one lesson, so today you'll just focus on a few important ones spanning four categories: Logical, Database, Math & Trig, and Lookup & Reference. You'll start today with an overview of functions, take a look at the Insert Function dialog box, and then practice working with the IF function, nesting functions, the DSUM function, and the VLOOKUP function—all of which will come in handy when you need to perform a quick, thorough analysis of your data.

In this lesson, you'll find out all about importing external data. You'll begin with a practice exercise to get you comfortable with importing data from another Excel file, during which you'll see how to use the Microsoft Query Wizard. You'll test two methods for refreshing the target area for the imported data and find out how to edit an Excel query. After that, you'll do an import from an external database. Finally, you'll learn how to perform a Web query, which—you guessed it—allows you to import data from the Internet. The Web query feature is another fantastic feature in Excel 2010.

It's time to look at data tables, which let you compare the outcomes of different versions of the same formula without slogging through the process of calculating each of them. Data tables are very powerful what-if analysis tools that are great for analyzing potential outcomes of personal or business financial decisions. In this lesson, you'll learn how to use two types of data tables: a one-variable data table (which lets you substitute just one variable into the formula calculation) and the two-variable data table (which allows you to change multiple aspects of the formula).

Today you'll explore three more of Excel's what-if analysis tools: Goal Seek, Scenario Manager, and Solver. You'll find out how to use Goal Seek to solve formulas backward—for example, you might want to do this if you knew the result you wanted but needed to determine how to change a single input cell in order to get that desired result. After that, you'll practice using Scenario Manager to create and save different input values and their results as scenarios (great for working on budgets). And finally, you'll put Excel's Solver to work to discover the optimal solution to models that have multiple variables and constraints.

In this lesson, you'll discover how to use PivotTables, which are excellent for summarizing massive amounts of data and viewing different cuts of the information quickly. There are two methods for creating PivotTables, and you'll practice using both. You'll also learn how to edit a PivotTable, how to filter the table to create individual reports, how to format a PivotTable to make it reader-friendly, and how to create and use calculated fields and items. After this, you'll create a PivotChart based on the data fields in your PivotTable. You may not be quite done with the course, but after mastering PivotTables and PivotCharts, you'll certainly be able to count yourself an advanced Excel user.

You'll begin the final lesson with a look at the functions available in the Analysis ToolPak, including two popular ones: the Moving Average and Sampling tools. You'll complete an exercise using advanced filters, and then you'll learn some useful Excel tips and tricks. You'll find out how to work with the View Side by Side tool and how to use the Watch Window to keep tabs on your data when you're updating a workbook. You'll wrap things up with practice exercises using array formulas and the AutoSum Tool. When you're done with this lesson—and the course—you'll want to pass along the techniques you've learned to friends and colleagues who are still wrestling with Excel!

Requirements

  • Adobe Flash Player. Click here to download the Flash Player.
  • Adobe Acrobat Reader. Click here to download the Acrobat Reader.
  • Email capabilities and access to a personal email account.

Requirements:

Hardware Requirements: This course must be taken on a PC. It is not suitable for Mac users.

Software Requirements: 

  • Windows XP or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
  • Microsoft Office Excel 2010, Microsoft Office Home and Student 2010, Microsoft Office Home and Business 2010, or Microsoft Office Professional 2010 (not included in enrollment). Note that the "Starter Version" and "Web App" versions of Microsoft Excel 2010 will not work with the full version of Excel taught in this course.
  • Adobe Flash Player. Click here to download the Flash Player.
  • Adobe Acrobat Reader. Click here to download the Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

Other: Email capabilities and access to a personal email account.

Prerequisites: Prior to taking this course, completion of Introduction to Microsoft Excel 2010 and Intermediate Microsoft Excel 2010 or similar courses are recommended.

Instructional Material Requirements: The instructional materials required for this course are included in enrollment and will be available online.

Instructor

Chad Wambolt has spent his entire professional career in the finance field, working for both private and publicly-held companies with sales ranging from $500 million to $3 billion. He is a graduate of Boise State University, where he obtained his bachelor's degree in accounting. Through the course of his career, Wambolt became an expert user of Microsoft Excel. Since 1997, he has taught Excel to students of varying skill levels and helped organizations streamline internal processes.

Reviews

I would definitely recommend this course to my friends and co-workers. I really appreciated the way the instructor explained and taught the class. I feel I learned tremendously about using Excel and look forward to putting it to use!

I have learned so much from taking this course, and my new skills will make me a better Excel teacher!

This was by far the best Excel class I have taken. Of course, the others were one-day, 8-hour classes and more expensive and much less detailed information. The course workbook provided was excellent.

I thoroughly enjoyed the class and received a solid understanding combined with a practical ability to use Excel 2010. I enjoyed the instructor. He has a good sense of humor and explains the processes in a step-by-step way which is easy to understand.

This was a great course. Even though I have been using Excel for years I learned lots of new tips. I have already started using many of these in my day to day job.

I loved this course, easy to understand from beginning to end. I was wary of taking an online course in Excel due to prior experience, but this far surpassed my expectations!

This course was perfect for the skills I wanted to develop. It was fun and practical. I would highly recommend this course. A lot of content was delivered in a short amount of time. Kudos for the course design!

I have already recommended this course to several of my coworkers. The material presented will be useful and touches on many capabilities of Excel, but presented it in a way that was not overwhelming.

This class was great! Not only did I learn so much about Excel that I didn't know, the scenarios used in the curriculum were so pertinent to every day life at the office and at home. I send reports on a daily basis using Excel, and as I learned how to create more professional spreadsheets, I changed what I was doing. I've also began to use what I've learned at home! Thanks Chad; this was awesome!!