Course Description

The level 4 course will build on the previous Excel courses, introducing more advanced topics such as macros and Power Views.

Target Student

You have been using Excel 365 for a while and either in training or self-development, you have a solid foundation in the basic and intermediate skills for working with Excel. You have used Excel to perform tasks such as running calculations on data and sorting and filtering numeric data. You now wish to extend your knowledge into more specialised and advanced capabilities of Excel by automating some common tasks using macros, use Power Views, and edit the ribbon.

Pre-requisites

• Use Data Validation
• Work with Statistical Functions
• Work with Text Functions
• Work with Financial Functions
• Use Auditing Tools
• Insert Illustrations
• Create PivotTables
• Create and work with Templates
• Collaborate with others

Performance-Based Objectives

• Create macros to automate common tasks
• Use form controls
• Use advanced techniques to analyse data
• Import and export data
• Use Power Queries
• Create Power Views
• Customise the Ribbon

Course Content

Lesson 1: Creating Macros

• Creating a Macro
• Comparing Relative and Absolute Macros
• Running a Macro
• Editing a Macro
• Assigning Shortcuts to Macros
• Macro Security

Lesson 2: Analysing Data

• Creating a Single Input Data Table
• Creating a Two-Variable Data Table
• Creating Scenarios
• What If Analysis using Goal Seek
• Consolidating Data

Lesson 3: Import and Export Data

• Exporting Excel Data
• Importing Delimited Text
• Combine data from other sources
• Run Power Queries

Lesson 4: Power Queries

• Create Database Connections
• Manage Power Query Views
• Add a Calculated Field
• Merge, Combine, Split Power Queries by Database field
• Refresh Properties (Manual / Automatic)
• Export Power Query Pivot Tables / Charts

Lesson 5: Editing the Ribbon

• Editing the Tab wording
• Adding a new Tab
• Adding a new Group
• Adding buttons to a group
• Adding Macro buttons

Lesson 6: Excel Options

• General
• Formulas
• Proofing
• Save
• Language
• Advanced
• Customise Ribbon
• Quick Access Toolbar
• Add-ins
• Trust Center