Course Overview
Welcome to the third part of our Microsoft 365 Excel courseware. Excel is Microsoft’s powerful and easy-to-use spreadsheet program. This new version of Excel incorporates some new features and connectivity to make collaboration and production as easy as possible.
This course is intended to help all users get up to speed quickly on the advanced features of Excel. We will cover:
- Using Excel Online
- Worksheet Automation
- Auditing and Error Checking
- Data Analysis and Presentation
- Working with Multiple Workbooks
- Exporting and Sorting Data
Note: This course is written for the desktop version of Microsoft 365 Excel.
What you’ll learn
By the end of this course, users should be comfortable in both the online and desktop environments, using automating functions, analyzing and presenting data, auditing and error-checking their work, working in multiple workbooks, and accessing and distributing data.
Requirements
- This manual assumes the user has completed, or has an understanding of the materials covered, in the first and second parts of the Microsoft Office Excel 365 courseware, including:
- Excel basics
- Working with data
- Modifying worksheets
- Printing workbook contents
- Managing large workbooks
- Customizing the Excel environment
- Creating advanced formulas
- Analyzing data with logical and lookup functions
- Organizing worksheets data with tables
- Visualizing data with charts
- Analyzing data with PivotTables, slicers, and PivotCharts
- Working with graphical objects
- Enhancing workbooks
Curriculum
- 1 Section
- 6 Lessons
- 1 Day
- Topics6
- 1.1Excel Online In the first lesson, students will learn about using both Excel Online and the Excel desktop application, and the differences between them. They will become comfortable managing workbooks in OneDrive, opening and editing them in both applications, and understanding the benefits and obstacles that can be presented by each.
- 1.2Worksheet Automation Next, we explore ways to automate worksheets and their functionality. We also look at ways to manage workbook properties, record and run basic macros, create and use templates, and about using data validation criteria.
- 1.3Auditing and Error Checking This lesson covers using formula auditing tools to trace errors and evaluate formulas. Students will be taught how to track formulas using the Watch Window, and the Camera tool. We also cover how to arrange and display data using the Group commands.
- 1.4Data Analysis and Presentation In this lesson, we take a closer look at using the Quick Analysis Tool, adding Sparklines and, get an understanding of the What-If Analysis tools and how to use them to explore different outcomes.
- 1.5Working with Multiple Workbooks This lesson takes a look at arranging, viewing, and navigating between multiple workbooks. This lesson will teach students how to consolidate data from multiple sources, create and maintain links between different workbooks, and how to resolve broken connections.
- 1.6Exporting and Sourcing Data In the final lesson, students will be taught about the available file formats for exporting data, and how to create them. They will gain a good understanding of the different data sources that you can be accessed, and will learn the process of creating and sharing a Microsoft Form to support data collection.
