Beyond the Basics: Excel Intermediate
Who this class is for:
People ready to go beyond the basics and UP their Excel skills
People needing to use more advanced tools like Pivot Charts & Tables; Conditional Formats; Sparklines; Slicers and more!
Requirements:
Previously taken the Excel Essentials class; have 1-2 years of Excel experience; have mastered basics like data entry, basic formulas, basic charts, etc...
High-speed internet access
A Windows-based PC (You can follow along on your Mac, but there will be differences between the versions. A dedicated Mac class would be better.)
A desktop computer or laptop (i.e., NO tablets or phones.)
MS Office 365 subscription (Gives you all the latest tools and security updates.)
Standalone versions Excel 2019, 2021 (Some features not available in the standalone versions.)
Class Outline:
Session 1: Intermediate Data Management (3 Hours)
1. Structuring and Managing Data
What is a well-defined list?
Inserting Tables for Efficient Data Management
Utilizing Flash Fill to Streamline Data Entry
Multi-Level Sorting to Organize Complex Data Sets
2. Data Cleaning and Preparation
Removing Duplicates to Ensure Data Integrity
Filtering Records to View Specific Data
Using Slicers to Filter Data within Tables
3. Enhancing Data with Subtotals and Charts
Generating Automatic Subtotals for Quick Analysis
The Quick Analysis Tools for Speedy Insights
Inserting and Formatting Data Charts for Visual Clarity
4. Customizing Data Presentation
Customizing Chart Elements and Styles
Creating Custom Chart Templates for Repeated Use
Inserting Sparklines for In-Cell Trend Visualization
All Participants will receive:
Sample Excel file for use in class and practice afterwards
Access to a recording of the class
10% off their next class!
Session 2: Working with Data (3 Hours)
1. Mastering PivotTables and Pivot Charts
Creating Pivot Tables from Lists or Tables
Exploring Office 365 Pivot Table Enhancements for Advanced Analysis
Filtering Pivot Tables for Tailored Data Views
Employing Multi-Select Slicers for Robust Data Segmentation
Working with Pivot Charts to Create Visual Representations of Data
2. Data Validation and Conditional Formatting
Implementing Data Validation Rules to Maintain Data Standards
Applying Built-In Conditional Formatting for Instant Data Insights
Creating Custom Conditional Formats for Personalized Data Highlighting
3. Protecting Data and Collaborative Features
Understanding and Applying Cell, Sheet, and File Protection
Using Comments for Collaboration and Data Notes
Linking Data across Worksheets and Workbooks for Integrated Analysis
4. Finishing Touches and Practical Applications
Reviewing Best Practices for Printing Charts and Reports
Protect and Lock Worksheets and Workbooks to Restrict Users