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Microsoft Excel 2019/365 – Part 3

  • Length 1 day
Course overview
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Why study this course

This course is intended to help all users get up to speed quickly on the advanced features of Excel, Microsoft’s powerful and easy-to-use spreadsheet program.

This course builds on what was learned in Part 1 and Part 2 of Microsoft Excel 2019/365.

We will cover how to automate worksheet functionality, analyse and present data, audit worksheets, work with multiple workbooks, and import and export data.

This version of Excel incorporates some new features and connectivity to make collaboration and production as easy as possible.

Note: Excel 2019 and Excel 365 are both desktop application versions of Microsoft Excel. Excel 2019 is the perpetual, bought-outright, stand-alone version of the software; Excel 365 is the subscription-based version. Anyone working with either Excel 2019 or Excel 365 will be able to successfully complete this course.

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What you’ll learn

At the completion of this course you should be able to:

  • Be comfortable in both the online and desktop environments

  • Use automating functions

  • Analyse and present data

  • Audit and error-check your work

  • Work with multiple workbooks

  • Access and distribute data


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Who is the course for?

This course is designed for users of Excel who need to use some of the more advanced features of Microsoft Excel 2019 or 365.

We can also deliver and customise this training course for larger groups – saving your organisation time, money and resources. For more information, please contact us via email on ph.training@ddls.com.ph

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Course subjects

Lesson 1: Excel Online

TOPIC A: Accessing and Using Excel Online

  • About Excel Online

  • Logging into Microsoft 365

  • Edit Your File in the Excel Desktop Application

  • Identify Where Your Workbook is Saved

  • Save a Copy of Your Workbook to Your Local Machine

  • Copy a Local Workbook to OneDrive

TOPIC B: Features that Differ Between Excel Online and the Excel Desktop Application

  • Features Not Available in Excel Online

  • Differences in Features Available in Both Excel Online and The Excel Desktop Application

Lesson 2: Worksheet Automation

TOPIC A: Managing Workbook Properties

  • View Workbook Properties

  • Using the Document Inspector

TOPIC B: Working with Macros

  • What is a Macro?

  • Recording a Macro

  • Saving a Macro

  • Inspecting and Editing Macros

  • Macro Security

TOPIC C: Create and Use a Template

  • Set the Custom Template Directory

  • Save a Workbook as a Template

  • Edit a Template

  • Open a New Workbook Based on a Template

TOPIC D: Use Data Validation in a Workbook

  • The Data Validation Dialog Box

  • Data Validation Settings

  • Input Messages

  • Error Alerts

Lesson 3: Auditing and Error-Checking

TOPIC A: Tracing Cells

  • Show Formulas

  • Trace Precedents and Dependents

  • Tracer Arrows

TOPIC B: Error-Checking

  • Invalid Data

  • Formula Errors and Their Types

  • How to Check for Errors

TOPIC C: Evaluating Formulas and Using the Watch Window

  • The Watch Window

  • The Camera Tool

  • The Evaluate Formula Tool

TOPIC D: Data List Outlines

  • Outlines

  • Auto Outline

  • The Subtotal Command

Lesson 4: Data Analysis and Presentation

TOPIC A: Quick Analysis Tool

  • Access the Quick Analysis Tool

  • Quick Analysis Options

TOPIC B: Adding Sparklines

  • Sparkline Types

  • Inserting and Editing Sparklines

  • The Sparkline Tab

TOPIC C: What-If Analysis

  • The Scenario Manager

  • Using Goal Seek

  • Using Solver

TOPIC D: The Analysis ToolPak

  • Load the Analysis ToolPak

  • The Data Analysis Dialog Box

Lesson 5: Working with Multiple Workbooks

TOPIC A: Arrange Workbooks

  • Arrange Workbooks for Viewing

  • View Workbooks Side by Side

  • Use Synchronous Scrolling

TOPIC B: Linking to Data in Multiple Workbooks

  • External References

  • Editing Links

  • Broken Links

TOPIC C: Consolidating Data

  • Data Consolidation

  • Consolidation Functions

  • Use the Consolidate Dialog Box

Lesson 6: Exporting and Sourcing Data

TOPIC A: Exporting Data

  • Export File Format Options

  • Exporting Worksheet Data

TOPIC B: Using Data Sources

  • Data Sources in Excel

  • Importing a Delimited File

  • Using a Web Query

TOPIC C: Use a Microsoft Form for Data Collection

  • Insert a Microsoft Form into a Workbook

  • Add Questions

  • Preview a Form

  • Share a Form

  • Review the Results


Prerequisites

This course assumes the user has completed, or has an understanding of the material covered, in Part 1 and Part 2 of Microsoft Excel 2019/365, including:

  • Excel basics

  • Working with data

  • Modifying worksheets

  • Printing workbook contents

  • Managing large workbooks

  • Customising the Excel environment

  • Creating advanced formulas

  • Analysing data with logical and lookup functions

  • Organising worksheet data with tables

  • Visualising data with charts

  • Analysing data with PivotTables, slicers, and PivotCharts

  • Working with graphical objects

  • Enhancing workbooks


Terms & Conditions

The supply of this course by DDLS is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.



Request Course Information

By submitting an enquiry, you agree to our privacy policy and receiving email and other forms of communication from us. You can opt-out at any time.