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.
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.
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.
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.
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.