Course Overview
By now, students are already familiar with Excel, its functions and formulas, a lot of its features and functionality, and its powerful data analysis tools. They are likely called upon to analyze and report on data frequently, work in collaboration with others to deliver actionable organizational intelligence, and keep and maintain workbooks for all manner of purposes. At this level of use and collaboration, students have also likely encountered their fair share of issues and challenges. Students are too busy, though, to waste time scouring over workbooks to resolve issues or to perform repetitive, monotonous tasks. Students need to know how to get Excel to do more for them so they can focus on what's really important: staying ahead of the competition. That's exactly what this course aims to help students do.
This course builds upon the foundational and intermediate knowledge presented in the Microsoft Excel for Office 365 (Desktop or Online): Part 1 and Microsoft Excel for Office 365 (Desktop or Online): Part 2 courses to help students get the most of their Excel experience. The ability to collaborate with colleagues, automate complex or repetitive tasks, and use conditional logic to construct and apply elaborate formulas and functions will put the full power of Excel right at their fingertips. The more students learn about how to get Excel to do the hard work for them, the more they'll be able to focus on getting the answers they need from the vast amounts of data their organization generates.
Note: Most Office 365 users perform the majority of their daily tasks using the desktop version of the Office software, so that is the focus of this training. The course material will also enable students to access and effectively utilize many web-based resources provided with their Office 365 subscription. This includes brief coverage of key skills for using Excel for the Web and OneDrive. Helpful notes throughout the material alert students to cases where the online version of the application may function differently from the primary, desktop version.
This course covers Microsoft Office Specialist Program exam objectives to help students prepare for the Excel Associate (Office 365 and Office 2019): Exam MO-200 and Excel Expert (Office 365 and Office 2019): Exam MO-201 certifications.
Who should attend
This course is intended for students who are experienced Excel users and have a desire or need to advance their skills in working with some of the more advanced Excel features. Students will likely need to troubleshoot large, complex workbooks, automate repetitive tasks, engage in collaborative partnerships involving workbook data, construct complex Excel functions, and use those functions to perform rigorous analysis of extensive, complex datasets.
Prerequisites
To ensure success, students should have practical, real-world experience creating and analyzing datasets using Excel. Specific tasks students should be able to perform include: creating formulas and using Excel functions; creating, sorting, and filtering datasets and tables; presenting data by using basic charts; creating and working with PivotTables, slicers, and PivotCharts; and customizing the Excel environment.
Course Objectives
Upon successful completion of this course, students will be able to perform advanced data analysis, collaborate on workbooks with other users, and automate workbook functionality. After completing this course, students will be able to:
- Work with multiple worksheets and workbooks.
- Share and protect workbooks.
- Automate workbook functionality.
- Use Lookup functions and formula auditing.
- Forecast data.
- Create sparklines and map data.
Outline: Microsoft Excel for Office 365 (Desktop or Online): Part 3 (91138)
Module 1: Working with Multiple Worksheets and Workbooks
Lessons
- Use Links and External References
- Use 3-D References
- Consolidate Data
Module 2: Sharing and Protecting Workbooks
Lessons
- Collaborate on a Workbook
- Protect Worksheets and Workbooks
Module 3: Automating Workbook Functionality
Lessons
- Apply Data Validation
- Search for Invalid Data and Formulas with Errors
- Work with Macros
Module 4: Using Lookup Functions and Formula Auditing
Lessons
- Use Lookup Functions
- Trace Cells
- Watch and Evaluate Formulas
Module 5: Forecasting Data
Lessons
- Determine Potential Outcomes Using Data Tables
- Determine Potential Outcomes Using Scenarios
- Use the Goal Seek Feature
- Forecast Data Trends
Module 6: Creating Sparklines and Mapping Data
Lessons
- Create Sparklines
- Map Data
Appendix A:
Mapping Course Content to Excel Associate (Office 365 and Office 2019): Exam MO-200
Appendix B:
Mapping Course Content to Excel Expert (Office 365 and Office 2019): Exam MO-201
Appendix C:
Microsoft Excel Common Keyboard Shortcuts
Appendix D:
Cube Functions
Appendix E:
Importing and Exporting Data
Appendix F:
Internationalizing Workbooks
Appendix G:
Working with Power Pivot
Appendix H:
Advanced Customization Options
Appendix I:
Working with Forms and Controls