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Advanced Microsoft Excel 2010

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!

6 Weeks / 24 Course Hrs
Starting June 17, 2020

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Learning Method

Instructor-led

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Starting June 17 | July 15

Advanced Microsoft Excel 2010

Details + Objectives

Course Code: ae0

What You Will Learn
  • Become skilled in using validation to protect the integrity of your worksheets
  • Learn how to add functional and eye-catching custom controls to any worksheet
  • Understand how to use scenarios and data tables to quickly perform what-if data analyses
  • Discover advanced techniques for PivotTables, like creating Timelines, calculated fields, and calculated items
  • Learn to efficiently summarize data from multiple sources and import external data
  • Master the art of conditional formatting to highlight duplicate entries and other common problems
  • Learn how Excel 2010 table tools take the complexity out of table creation and management
How the course is taught
  • Instructor-led course
  • 6 weeks in duration
  • Courses begin each month
  • 2 lessons released each week
  • 24 course hours
How you will benefit
  • Become a more indispensable part of your organization with advanced Microsoft Excel knowledge
  • Open the door to more career opportunities and promotions with this advanced knowledge
  • Become more confident in your ability to analyze and report on data
  • Impress your coworkers and mangers with your new knowledge

Outline

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Customizing Excel

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.

Table Management

In this lesson, 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 working with tables has become 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.

Data Validation

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.

Custom Controls

The first three lessons were about intro-level advanced Excel topics. In this lesson, you'll head into more complex territory. 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.

Conditional Formatting

In this lesson, 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.

Consolidating and Outlining

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 Functions and Nesting

Excel's functions are too numerous to completely cover in one lesson, so this lesson will just focus on a few important ones spanning four categories: Logical, Database, Math & Trig, and Lookup & Reference. You'll start the lesson 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.

Import External 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.

Data Tables

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).

What-If Analysis Tools

In this lesson, 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). Finally, you'll put Excel's Solver to work to discover the optimal solution to models that have multiple variables and constraints.

Advanced PivotTables

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.

Analysis ToolPak, Advanced Filter, Array Formulas, and More!

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!

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Instructors & Support

Chad Wambolt

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.

Requirements

Requirements

Requirements:

Hardware Requirements:

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

Software Requirements:

  • PC: Windows 8 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 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.

Fundamentals

Introduction to Microsoft Excel 2010

with Chad Wambolt

Become proficient in using Microsoft Excel 2010 and discover dozens of shortcuts and tricks for setting up fully formatted worksheets quickly and efficiently. This course, taught by an experience Microsoft Excel instructor, provides in-depth knowledge that will have you using Excel like a pro.

Course Code: IXT

  • Course Hrs
Fundamentals

Intermediate Microsoft Excel 2010

with Chad Wambolt

Gain new skills as you harness the power of Excel to become a more efficient user. This hands-on course will help you master charts, graphs, PivotTables, Slicers, Sparklines, AutoFilter, macros, and other advanced Microsoft Excel 2010 functions.

Course Code: NX0

  • Course Hrs
Instructional Materials

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

FAQs

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When can I get started?

A new session of each course opens each month, allowing you to enroll whenever your busy schedule permits.

How does it work?

Once a course session starts, two lessons will be released each week for the six-week duration of your course. You will have access to all previously released lessons until the course ends.

How long do I have to complete each lesson?

The interactive discussion area for each lesson automatically closes two weeks after each lesson is released, so you're encouraged to complete each lesson within two weeks of its release.

What if I need an extension?

The final exam will be released on the same day as the last lesson. Once the final exam has been released, you will have two weeks plus 10 days (24 days total) to complete the final and finish any remaining lessons in your course. No further extensions can be provided beyond these 10 days.

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