Microsoft 365 - Excel Level 3

Overview

This hands-on 1-day course is based on the current Microsoft 365 Desktop version of Excel. Participants using Excel 2016 or later will be able to follow along, although some of the newest features may not be available in older versions.

This advanced course is designed for learners who have solid previous experience with Excel, equivalent to On-Track Excel Level 2. Experienced, advanced, self-taught users, may find this course a valuable refresher.

Microsoft Excel is a versatile spreadsheet application used to organize, analyze, and visualize data. It provides a grid of rows and columns where users can enter numbers, text, and formulas to perform calculations, track information, and generate reports. Excel is widely used in business, finance, education, and research for tasks such as budgeting, data analysis, forecasting, and project tracking. With features like charts, pivot tables, conditional formatting, and built-in functions, Excel helps users turn raw data into meaningful insights. Its ability to automate tasks through formulas and macros, along with its integration into the Microsoft 365 environment, makes it an essential tool for efficient data management and decision-making.

Prerequisites

• Solid familiarity with Microsoft Excel Desktop application - equivalent to Level 2
• Access to Microsoft Excel 365 Desktop application

Learning Objectives

• Create advanced formulas using functions
• Working with Lists and Ranges
• Converting Data into Tables
• Creating and Managing Pivot Tables
• Begin to work with Macros and VBA

Course Modules

Module 1 - Quick Review

A review of navigation and formula building functions.

Module 2 - Advanced Formulas and Functions

Writing advanced formulas.

Using more complex Functions including IFS and DSUM.

Module 3 - Working with Lists and Ranges

Sorting and Filtering

Outlining Data

Using Subtotaling Feature

Module 4 - Working with Tables

Formatting as a Table

Table Styles and Features

The Total Row including Subtotal function

Structured References

Module 5 - Working with Pivot Tables

Creating a Pivot Table

Modifying Pivot Tables

Using Slicers

Pivot Table Charts

Module 6 - Introduction to Macros

Macro Security

Recording and Using Macros

Introduction to Visual Basic Editor

Module 7 - Tips and Tricks

Learn to be more efficient in Excel and what resources are available

Saving to OneDrive

Using AI (CoPilot, ChatGPT etc.)

ON-TRACK Corporate Training has a diverse and flexible schedule that can be customized to your needs. We offer group courses (both public and corporate), one-on-one training, virtual (on-line) classroom (Zoom etc.) and on-site training options. We also have easily accessible on-line training videos on OnTrackTV.