MS Excel 2016: Advancing with Excel

To download a PDF version of this course overview click here

This course focuses on the more advanced features of Excel 2016. Advanced tools, especially lookup functions, pivot tables, data linking, outlining and summarising are covered, as are some key automation features such as Macros.

This course focuses on the more advanced features of Excel 2016. Participants will have a good working knowledge of Excel and a desire to expand their knowledge of Excel’s powerful tool set.

Learning outcomes

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

  • use filling techniques
  • use a range of techniques to work with worksheets
  • apply a variety of page setup techniques
  • apply borders to cells and ranges in a worksheet
  • use common worksheet functions
  • create more complex formulas and functions
  • create and use defined names in a workbook
  • apply a range of number formatting techniques to sheet cells
  • apply conditional formatting to ranges in a worksheet
  • use goal seeking to determine the values required to reach a desired result
  • understand and use Excel’s Quick Analysis tools
  • create and work with tables
  • use a range of elements and features to enhance charts
  • select and change the format of objects in a chart

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 2016 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.

Other questions

Contact us on 1300 730 922, or email us at enquiries@exceldimensions.com.au

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

Scenarios

  • Understanding Scenarios
  • Creating a Default Scenario
  • Creating Scenarios
  • Using Names in Scenarios
  • Displaying Scenarios
  • Creating a Scenario Summary Report
  • Merging Scenarios

PivotTables

  • Understanding PivotTables
  • Recommended PivotTables
  • Creating Your Own PivotTable
  • Defining the PivotTable Structure
  • Filtering a PivotTable
  • Clearing a Report Filter
  • Switching PivotTable Fields
  • Formatting a PivotTable
  • Understanding Slicers
  • Creating Slicers
  • Inserting a Timeline Filter

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 PivotTable Reports
  • Creating Running Totals
  • Creating Calculated Fields
  • Providing Custom Names
  • Creating Calculated Items
  • PivotTable Options
  • Sorting in a PivotTable

PivotCharts

  • Inserting a PivotChart
  • Defining the PivotChart Structure
  • Changing the PivotChart Type
  • Using the PivotChart Filter Field
  • Buttons
  • Moving PivotCharts to Chart Sheets

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

Controls

  • 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 OneDrive
  • Saving to OneDrive
  • Sharing Workbooks
  • 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
www.exceldimensions.com.au
enquiries@exceldimensions.com.au