Excel Level 3: Advanced Tools & Collaboration

Level 3Full Day1 DayVersion 365Official CPE Provider · 6.5 CPE hours

Build practical, job-ready Excel skills with hands-on, instructor-led training focused on real business tasks.

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

6 lessons · 29 topics

1Streamlining Workflow

Create a Macro
Edit a Macro
Combine Macros
Intro to VBA Code
Options to Run a Macro

2Collaborating 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

3Auditing Worksheets

Trace Cells
Troubleshoot Errors in Formulas
Evaluate Formulas and Error Options
The Watch Window
Remove Duplicates

4Analysis Tools and Add-Ins

Conditional Formatting
Create Sparklines
Perform What-If Analysis
Solver Add-In
Forecast Data Trends
Map Data

5Managing Data

Create a Data List Outline
Consolidate Data
Data Validation
Convert Text to Columns
Link Cells in Different Workbooks

6Importing and Exporting Data

Export Excel Data
Import a Text or CSV File
Import Data from the Web

Excel Solutions Team
Kirkwood Tower, 11757 Katy Fwy, Suite 1300, Houston, TX 77079
(713) 589-2655 · contactinfo@excelsolutionsteam.com · excelsolutionsteam.com

Official CPE Provider (TX State Board of Public Accountancy)
BBB Accredited since 2006 · 20+ years training Houston professionals