Excel
Excel Level 3: Advanced Tools & Collaboration
Build practical, job-ready Excel skills with hands-on, instructor-led training focused on real business tasks.
CPE Eligible - 6.5 CPE credit hours. Visit /cpe for details.CPE page →
Course objective
Students will automate Excel tasks through macros, use advanced analysis tools with more complex data sets, collaborate on worksheets in a team environment, and share Excel data with other applications.
Prerequisites
To ensure your success, we recommend that you have experience with performing complex calculations, intermediate level functions, charting, and data filtering. Students can obtain this level of skill through our Level 1 and 2 courses.
Course outline
Streamlining Workflow
- Create a Macro
- Edit a Macro
- Combine Macros
- Intro to VBA Code
- Options to Run a Macro
Collaborating with Others
- Protect Data in a Workbook
- Restrict Document Access
- Share a Workbook in SharePoint or OneDrive
- Collaborate with Others Online
- Create Notes, Use Mentions and Resolve Comments
Auditing Worksheets
- Trace Cells
- Troubleshoot Errors in Formulas
- Evaluate Formulas and Error Options
- The Watch Window
- Remove Duplicates
Analysis Tools and Add-Ins
- Conditional Formatting
- Create Sparklines
- Perform What-If Analysis
- Solver Add-In
- Forecast Data Trends
- Map Data
Managing Data
- Create a Data List Outline
- Consolidate Data
- Data Validation
- Convert Text to Columns
- Link Cells in Different Workbooks
Importing and Exporting Data
- Export Excel Data
- Import a Text or CSV File
- Import Data from the Web