MS Excel 2013: Advancing with Excel

To download a PDF version of this course overview click here

This course focuses on the more advanced features of Excel 2013. Advanced tools such as data validation and consolidation are covered, as are some key automation features such as Macros.

On the following page you’ll find a detailed breakdown of the topics covered in this course. If you wish to incorporate topics from one of our other Excel courses, contact us and we’ll be able to customise this courseware so that the additional material is included.

Learning outcomes

At the completion of this course participants will be able to:

  • use a range of lookup and reference functions
  • modify Excel options
  • customise the formatting of charts in Excel
  • create and use labels and names in a workbook
  • protect data in worksheets and workbooks
  • create summaries in your spreadsheets using subtotals
  • use data linking to create more efficient workbooks
  • use the Data Consolidation feature to combine data from
  • several workbooks into one
  • understand and create simple PivotTable reports
  • construct and operate PivotTables using some of the
  • more advanced techniques
  • create and edit a PivotChart
  • use goal seeking to determine the values required to
  • reach a desired result
  • group cells and use outlines to manipulate the worksheet
  • use Solver to solve more complex and intricate problems
  • create recorded macros in Excel
  • use the macro recorder to create a variety of macros

The training room and facilities

When training on-site at your premises, we require only that each participant has access to their own computer or laptop, with Microsoft Excel 2013 installed. Internet and networking facilities are not required. A data projector is required, and if your training room or board room is not equipped with one, we’re able to provide one at no extra cost.

Setting Excel Options

  • Understanding Excel Options
  • Personalising Excel
  • Setting The Default Font
  • Setting Formula Options
  • Understanding Save Options
  • Setting Save Options
  • Setting The Default File Location
  • Setting Advanced Options

Protecting Data

  • Understanding Data Protection
  • Providing Total Access To Cells
  • Protecting A Worksheet
  • Working With A Protected Worksheet
  • Disabling Worksheet Protection
  • Providing Restricted Access To Cells
  • Password Protecting A Workbook
  • Opening A Password Protected Workbook
  • Removing A Password From A Workbook

Importing And Exporting

  • Understanding Data Importing
  • Importing From An Earlier Version
  • Understanding Text File Formats
  • Importing Tab Delimited Text
  • Importing Comma Delimited Text
  • Importing Space Delimited Text
  • Importing Access Data
  • Working With Connected Data
  • Unlinking Connections
  • Exporting To Microsoft Word
  • Exporting Data As Text
  • Inserting A Picture
  • Modifying An Inserted Picture

Data Linking

  • Understanding Data Linking
  • Linking Between Worksheets
  • Linking Between Workbooks
  • Updating Links Between Workbooks

Grouping And Outlining

  • Understanding Grouping And Outlining
  • Creating An Automatic Outline
  • Working With An Outline
  • Creating A Manual Group
  • Grouping By Columns

Summarising And Subtotalling

  • Creating Subtotals
  • Using A Subtotalled Worksheet
  • Creating Nested Subtotals
  • Copying Subtotals
  • Using Subtotals With AutoFilter
  • Creating Relative Names For Subtotals
  • Using Relative Names For Subtotals

Data Consolidation

  • Understanding Data Consolidation
  • Consolidating With Identical Layouts
  • Creating A Linked Consolidation
  • Consolidating From Different Layouts
  • Consolidating Data Using The SUM Function

Data Tables

  • Understanding Data Tables And What-If Models
  • Using A Simple What-If Model
  • Creating A One-Variable Table
  • Using One-Variable Data Tables
  • Creating A Two-Variable Data Table


  • Understanding Scenarios
  • Creating A Default Scenario
  • Creating Scenarios
  • Using Names In Scenarios
  • Displaying Scenarios
  • Creating A Scenario Summary Report
  • Merging Scenarios


  • Inserting A PivotChart
  • Defining The PivotChart Structure
  • Changing The PivotChart Type
  • Using The PivotChart Filter Field Buttons
  • Moving PivotCharts To Chart Sheets

PivotTable Features

  • Using Compound Fields
  • Counting In A PivotTable
  • Formatting PivotTable Values
  • Working With PivotTable Grand Totals
  • Working With PivotTable Subtotals
  • Finding The Percentage Of Total
  • Finding The Difference From
  • Grouping In A PivotTable
  • Creating Running Totals
  • Creating Calculated Fields
  • Providing Custom Names
  • Creating Calculated Items
  • PivotTable Options
  • Sorting In A PivotTable

Worksheet Tables

  • Understanding Tables
  • Creating A Table From Scratch
  • Working With Table Styles
  • Inserting Table Columns
  • Removing Table Columns
  • Converting A Table To A Range
  • Creating A Table From Data
  • Inserting Or Deleting Table Records
  • Removing Duplicates
  • Sorting Tables
  • Filtering Tables
  • Renaming A Table
  • Splitting A Table
  • Deleting A Table

Advanced Filters

  • Understanding Advanced Filtering
  • Using An Advanced Filter
  • Extracting Records With Advanced Filter
  • Using Formulas In Criteria
  • Understanding Database Functions
  • Using Database Functions
  • Using DSUM
  • Using The DMIN Function
  • Using The DMAX Function
  • Using The DCOUNT Function

Validating Data

  • Understanding Data Validation
  • Creating A Number Range Validation
  • Testing A Validation
  • Creating An Input Message
  • Creating An Error Message
  • Creating A Drop Down List
  • Using Formulas As Validation Criteria
  • Circling Invalid Data
  • Removing Invalid Circles
  • Copying Validation Settings

Information Functions

  • Understanding Information Functions
  • Using The CELL Function
  • Using The ISBLANK Function
  • Using The ISERR Function
  • Using The ISODD And ISEVEN Functions
  • Using The ISNUMBER And ISTEXT  Functions
  • Using The TYPE Function

Text Functions

  • Understanding Text Functions
  • Using The PROPER Function
  • Using The UPPER And LOWER Functions
  • Using The CONCATENATE Function
  • Using The LEFT And RIGHT Functions
  • Using The MID Function
  • Using The LEN Function
  • Using The SUBSTITUTE Function
  • Using The T Function
  • Using The TEXT Function
  • Using The VALUE Function


  • Understanding Types Of Controls
  • Understanding How Controls Work
  • Preparing A Worksheet For Controls
  • Adding A Combo Box Control
  • Changing Control Properties
  • Using The Cell Link To Display The Selection
  • Adding A List Box Control
  • Adding A Scroll Bar Control
  • Adding A Spin Button Control
  • Adding Option Button Controls
  • Adding A Group Box Control
  • Adding A Check Box Control
  • Protecting A Worksheet With Controls

Sharing Workbooks

  • Sharing Workbooks Via The Network
  • Sharing Workbooks Via SkyDrive
  • Saving To SkyDrive
  • Sharing Documents
  • Opening Shared Workbooks
  • Enabling Tracked Changes
  • Accepting Or Rejecting Changes
  • Disabling Tracked Changes
  • Adding Worksheet Comments
  • Navigating Worksheet Comments
  • Editing Worksheet Comments
  • Deleting Comments

Recorded Macros

  • Understanding Excel Macros
  • Setting Macro Security
  • Saving A Document As Macro Enabled
  • Recording A Simple Macro
  • Running A Recorded Macro
  • Relative Cell References
  • Running A Macro With Relative References
  • Viewing A Macro
  • Editing A Macro
  • Assigning A Macro To The Toolbar
  • Running A Macro From The Toolbar
  • Assigning A Macro To The Ribbon
  • Assigning A Keyboard Shortcut To A Macro
  • Deleting A Macro
  • Copying A Macro

Need more information?

Contact us:

1300 730 922