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Advanced Microsoft Excel 2019/Office 365

Most organizations rely heavily on Microsoft Excel to consolidate, analyze, and report financial information and other important data. Your company is probably no exception. If you work with data of any kind, learning Excel’s advanced functions to taking on greater responsibilities in your organization.  

This course will help you master many features in Microsoft Excel 2019/Office 365 that most users don't know exist. You will learn the secret to using formula-based conditional formatting as a creative solution to common issues. You will also learn how to leverage Excel’s Power Query tool to import and transform data from about any data source. By the time you finish this course, you will have mastered Microsoft Excel 2019/Office 365 and will be able to better serve your company’s data management needs. 

 

6 Weeks / 24 Course Hrs
Currently Enrolling

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Learning Method

Instructor-led

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Starting March 13 | April 17

Advanced Microsoft Excel 2019/Office 365

Details + Objectives

Course Code: ax9

What You Will Learn
  • The power of what-if analysis tools like data tables, Scenario Manager, Solver, and Goal Seek
  • To build creative formulas with conditional formatting to solve common problems
  • To import and transform external data from multiple external sources
  • To combine multiple Access tables into a single table using Power Query
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
  • Master Excel 2019 and become a more productive member of your organization
  • Gain indispensable skills that will be useful in any organization that relies on numbers-based reporting
  • Learn to use the power of Microsoft Excel 2019 to save time, money and frustration
  • Develop skills that can be used to simplify your life of calculating and displaying numbers both personally and professionally

Outline

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Customizing Excel

To kick things off, your first lesson explores different ways you can modify Excel to streamline processes and make your work easier. You will use the Excel Options dialog box to customize some of Excel's behind-the-scenes behavior and set up your Quick Access Toolbar.

Table Management

This lesson explores Excel’s table management features, using data forms with Excel databases, and alternative database techniques. You will be glad to know that formatting and working with tables has gotten much easier in this latest version of Excel.

Data Validation

In this lesson, you will tackle data validation techniques—your first line of defense against incorrect or missing data and the logical next step after data forms. You will practice using whole number, decimal, date, time, list, and other forms of validation.

Custom Controls

This lesson will introduce you to custom controls—graphical objects that help facilitate data input and are sure to impress users. You will learn how to create standard and drop-down list boxes, check boxes, option buttons, and group boxes.

Conditional Formatting

This lesson will teach you how to use conditional formatting. You will learn 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.

Consolidating and Outlining

In this lesson, you will learn how to use Excel's consolidation function to efficiently summarize data from multiple sources. Many Excel users do this the hard way, but with Excel's automatic consolidation feature, you will no longer need to develop a web of formula links to multiple sources.

Excel Functions and Nesting

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

Import External Data

This lesson focuses on importing external data. You will learn how to use the built-in Query Editor using Excel’s powerful Power Query tool and import external database that combines two database tables into a single import.

Data Tables

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 will learn how to use two different types of data tables.

What-If Analysis Tools

This lesson explores three more of Excel's what-if analysis tools: Goal Seek, Scenario Manager, and Solver.

Advanced PivotTables

In this lesson, you will 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 will practice using both.

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

Your final lesson with a look at the functions available in the Analysis ToolPak, including Moving Average and Sampling tools. You will learn how to use 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.

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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

Prerequisites / Requirements

Requirements:

Hardware Requirements: 

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

Software Requirements: 

  • PC: Windows 10 or later operating systems.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
  • Microsoft Excel, a subscription to Office 365, or Microsoft Office Home and Student 2019 (not included in enrollment).
  • 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.

Note: The "Starter Version" and "Web App" versions of Microsoft Excel will not work with the full version of Excel taught in this course.

Other:

  • Email capabilities and access to a personal email account.

Prerequisites:

A basic understanding of Microsoft Excel’s uses and functions or completion of Introduction to Microsoft Excel & Intermediate Microsoft Excel.

Fundamentals

Introduction to Microsoft Excel 2019/Office 365

with Chad Wambolt

If you work with data of any kind, knowing how a spreadsheet is key to effectively managing and organizing information. This course will introduce you to Microsoft Excel 2019 and teach you how to use this powerful software.

Course Code: IX9

  • Course Hrs
Fundamentals

Intermediate Microsoft Excel 2019/Office 365

with Chad Wambolt

If you use Microsoft Excel, this intermediate course will bring your Excel skills to the next level. You will learn how to use a number of powerful features in the 2019 version of Microsoft’s longstanding Excel software.

Course Code: NX9

  • 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.

What can I do with microsoft excel?

Microsoft Excel is software that allows you to organize data and create spreadsheets. You can also use the program to perform calculations using formulas, create charts and graphs to present information, and forecast future events based on past trends. Microsoft Excel provides a tool that can be used to quickly and accurately present data in a professional way — adding value by helping others understand pertinent information. You can use it in your workplace, but also at home as a personal tool to keep track of finances, estimate loan payments, and other things.

How is microsoft excel used in the workplace?

Microsoft is more than just an important spreadsheet tool for organizing data into columns and rows. There are many reasons that businesses worldwide trust this software, but there are a few you might not know about. It allows professionals to display data easily and visually using charts and graphs to add emphasis in reports and marketing material. It helps users find trends in their data to help demonstrate key points and even provides future predictions based upon past trends. Microsoft Excel can be used as a single storage tool bringing data together from various files and documents.  And, Microsoft Excel can be accessed online giving business professionals the ability to review files from multiple devices wherever they are located.

What kinds of jobs use excel?

There are many professions that require the skill of effectively using Microsoft Excel including:

  • Financial Analysts
  • Sales Manager
  • Accountants
  • Auditors
  • Administrative Assistants
  • Product Development Professionals
  • Lead Generators
  • Market Analyst
  • Cost Estimator
  • Educators
  • Project Managers
  • And more
Are professionals who know how to use excel in demand?

Yes, professionals who understand how to effectively use Microsoft Excel to its full potential are in high demand. You’ll even find hundreds, if not thousands, of remote Excel jobs which allow you to work from the comfort of your home with your newfound knowledge of this powerful software. You may even be rewarded with higher pay once you obtain knowledge of some of Microsoft Excel’s lesser known, but powerful tools.

What types of businesses use microsoft excel?

Microsoft Excel is used by businesses worldwide in virtually every industry. It is used for a variety of business tasks including tracking data in spreadsheets, work scheduling, basic accounting, tracking sales, calculating ROI, storing customer data, and more. You’ll find Excel used in Education, Technology, Manufacturing, Retail, Government, and almost every other industry you can imagine. It is used in small businesses and large corporations as well as every size organization in between.

How is microsoft excel changing from older versions?

Microsoft is now offering Microsoft Excel in an on-demand cloud service. This allows for closer collaboration among colleagues and supports the move toward more remote work and increased mobility. Additionally, it gives professionals with an expert knowledge of the software the ability to work like freelance software developers if they choose—developing pivot tables, programming macros, and more.

What other types of Microsoft programs are used in business?

The Microsoft Office Suite is used by 1.2 billion organizations worldwide in virtually every industry. The Microsoft Office Suite has a software product designed to help every type of business run more efficiently and professionally. Programs in addition to Microsoft Excel include Word, Outlook, Access, and PowerPoint.

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