In this hands-on course, you will learn Microsoft Excel 2019'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 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 and will be able to better serve your company's data management needs.
Requirements:
Hardware Requirements:
- This course must be taken on a PC. It is not suitable for Macs or Chromebooks.
Software Requirements:
- PC: Windows 10 or later.
- Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
- Microsoft Excel 2019 (desktop version), available to download with the desktop version of Microsoft 365, or Microsoft Office Home and Student 2019 (not included in enrollment)
- Note: The "Starter Version" and "Web App" versions of Microsoft will not work with the full version taught in this course.
- Adobe Acrobat Reader.
- Software must be installed and fully operational before the course begins.
Other:
- Email capabilities and access to a personal email account.
Instructional Material Requirements:
The instructional materials required for this course are included in enrollment and will be available online.
Customizing Excel
To kick things off, this lesson explains 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.
Table Management
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.
Data Validation
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.
Custom Controls
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.
Conditional Formatting
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.
Consolidating and Outlining
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 Functions and Nesting
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.
Import External Data
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
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.
What-If Analysis Tools
This lesson explores three more of Excel's what-if analysis tools: Goal Seek, Scenario Manager, and Solver.
Advanced PivotTables
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.
Analysis ToolPak, Advanced Filter, Array Formulas, and More!
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.
What you will learn
- The power of what-if analysis tools like data tables, Scenario Manager, Solver, and Goal Seek
- To build creative formulas with conditional formatting to solve common problems
- To import and transform external data from multiple external sources
- To combine multiple Access tables into a single table using Power Query
How you will benefit
- Master Excel 2019 and become a more productive member of your organization
- Gain indispensable skills that will be useful in any organization that relies on numbers-based reporting
- Learn to use the power of Microsoft Excel 2019 to save time, money and frustration
- Develop skills that can be used to simplify your life of calculating and displaying numbers both personally and professionally
Chad Wambolt
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.
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