Course Code: ax6
In this course, you'll explore Microsoft Excel's sometimes-overlooked and advanced features. You'll learn how to use data analysis tools and techniques to improve your decision making and 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 learning 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 status bar and its customizable features. Mastering these processes will lay the foundation for your exploration of advanced topics throughout the course.
In this lesson, you'll explore some great table management features in Excel, 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 also learn how data forms provide a more user-friendly method for adding, deleting, and editing records in a table, and practice using a data form to search for and view records that match specific criteria. The lesson will wrap 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.
In the first three lessons, you learned what you might call intro-level advanced Excel topics, and now it's time to head into more complex territory. So in this lesson, 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 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.
In this lesson, you'll discover how to use conditional formatting (and not just creating 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.
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, there will be 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 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.
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 built-in Query Editor, which used to be an optional add-in known as Power Query. You'll test two methods for refreshing the target area for the imported data and find out how to edit any type of query. After that, you'll do an import from an external database that combines two database tables into a single import. 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.
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).
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.
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, how to insert a Timeline, 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.
The final lesson begins with a look at the functions available in the Analysis ToolPak, including two popular choices: the Moving Average and Sampling tools. You'll complete an exercise using advanced filters, and then look at some 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. The lesson wraps 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!
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.
There are no prerequisites to take this course.
The instructional materials required for this course are included in enrollment and will be available online.
Instructor-Led: A new session of each course begins each month. Please refer to the session start dates for scheduling.
Self-Paced: You can start this course at any time your schedule permits.
Instructor-Led: Once a session starts, two lessons will be released each week, for the 6 week duration of your course. You will have access to all previously released lessons until the course ends.
Self-Paced: You have three-month access to the course. After enrolling, you can learn and complete the course at your own pace, within the allotted access period.
Instructor-Led: The interactive discussion area for each lesson automatically closes 2 weeks after each lesson is released, so you’re encouraged to complete each lesson within two weeks of its release.
Self-Paced: There is no time limit to complete each lesson, other than completing all lessons before your three-month access.
Instructor-Led: The Final Exam will be released on the same day as the last lesson. Once the Final Exam has been released, you will have 2 weeks plus 10 days to complete the Final and finish any remaining lessons in your course. No further extensions can be provided beyond these 10 days.
Self-Paced: Because this course is self-paced, no extensions will be granted after the start of your enrollment.
Don’t just rely on Excel training books and manuals. A hands-on education that uses engaging materials and real-life examples is the way to get the most out of your training. But you don’t need to spend your valuable time traveling to classes with strict starting times, either. Learning Excel online is a great way to master new skills, on your own terms.
The version that we use in this course, Microsoft Excel 2016, is the latest version of the program. You can rest assured you’re getting all the most up-to-date information and learning about this version’s state-of-the-art features.
I've taken many Excel classes over my 25 years of practice, but Chad Wambolt's beginner, intermediate and advanced are the best by far! I appreciate his writing style and ability to explain the "How and Why" aspects of Excel. His courses are paced such that a student can learn and incorporate new skills, rather than just memorizing information for a final. I've started incorporating what I learned in these classes into my spreadsheets and have seen increases in both effectiveness through improved presentation and efficiency during creation."
Thank you for offering this course. I found a lot of useful information in this session. Some of it was complex and will require me to work with it more, but I do feel that it will come in very handy with my current position. I felt that you were always prompt in answering our questions in the discussion area. I would definitely recommend this course to others who use Excel a lot."
The online content was great. I am able to complete projects assigned to me at work and this class allowed me to give them a more professional appearance."