Advanced Microsoft Excel 2019/Office 365

In this hands-on course, you will learn Microsoft Excel 2019/Office 365's advanced functions and often-overlooked features, including data analysis tools, data tables and databases, custom controls, and PivotTables.
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6 Weeks / 24 Course Hrs
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Course code: ax9

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.

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 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

How the course is taught

  • Instructor-led or self-paced online course
  • 6 Weeks or 3 Months access
  • 24 course hours

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.

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

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.

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.

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.

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'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.

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 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.

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

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.

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.

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:

Hardware Requirements:

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

Software Requirements:

  • PC: Windows 10 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
  • Microsoft Excel 2019 (desktop version), available to download with the desktop version of Microsoft 365, or Microsoft Office Home and Student 2019 (not included in enrollment)
  • Note: The "Starter Version" and "Web App" versions of Microsoft will not work with the full version taught in this course.
  • Adobe Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

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.

Instructional Material Requirements:

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 course 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 3 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 two 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 within the allotted access period.

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 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.
Self-Paced: Because this course is self-paced, no extensions will be granted after the start of your enrollment.

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.

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.

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

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.

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.

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.

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.