Microsoft Excel: Data Analysis with Functions, Dashboards and What-If Analysis Tools
Microsoft Excel Training Series | Level 3
Course Details
Duration: 2 days (9 am – 4 pm)
Microsoft® Excel® Versions: 2013 | 2016 | 2019 | 365 (Windows)
Delivery Methods (Instructor-led): Live classroom (LC) | Virtual classroom (VC)
Course Dates: June 10/11, 2021 (Virtual classroom) | View schedule 
Course Fee: $495 CDN per person (Virtual classroom), $545 CDN per person (Bring your own device for live classroom courses) or $595 CDN per person + HST (Avantix Learning provides device for live classroom courses)*
Location and timing: Public scheduled courses are held online in virtual classroom format or in downtown Toronto and run from 9:00 am to 4:00 pm (Eastern Time). All courses are instructor-led.
Custom training: This course may be delivered at your site or ours as an instructor-led or virtual classroom solution. Contact us at info@avantixlearning.ca for more information including savings for custom group training.
Public scheduled courses are delivered as live classroom training or virtual classroom training (as indicated). All courses are instructor-led.
Course Overview
This Microsoft Excel course is designed for the user who wants to learn to use more advanced Excel features and functions including trend functions, forecast functions, text functions, date functions, time functions, lookup functions, logical functions, and information functions. While working on hands-on examples, students will also learn to use advanced pivot table techniques, create dashboards and use what-if analysis tools including Goal Seek, Scenario Manager, one and two input Data Tables and Solver. Throughout this course, the instructor will include numerous tips, tricks and shortcuts. Each student will also receive a full course manual.
Prerequisite: Microsoft Excel: Intermediate / Advanced or equivalent knowledge and skills.
Next course(s) in this series: Microsoft Excel: Introduction to Power Query to Get and Transform Data, Microsoft Excel: Essential Features and Functions in Excel 365 or Microsoft Excel: Introduction to VBA (Visual Basic for Applications).
Related training: View all Microsoft Excel courses >
INCLUDED IN THIS COURSE
- Comprehensive course manual or published book
- Keyboard shortcuts quick reference
- Sample and exercise files
- Refreshments (for classes conducted in Avantix Learning classrooms)
- Certificate of completion
- Follow-up email support
Course Topics
Looking Up Matching Values
- Combining INDEX and MATCH functions as an alternative to VLOOKUP
- Automating VLOOKUP formulas to find columns based on matching field names
- Entering data using the CHOOSE function with numeric values
- Using multiple criteria with SUMIFS and COUNTIFs
- Creating formulas with SUMPRODUCT
Using Logical and IS Functions
- Creating nested formulas with IF and logical functions
- Using IS functions with the IF function
- Writing formulas to highlight data using logical and IS functions and conditional formatting
Dealing with Errors
- Dealing with errors using the IFERROR or ISERROR functions
Finding Top Values and Ranking
- Calculating top values such as the 1st, 2nd and 3rd highest values
- Highlighting top values using conditional formatting
- Ranking numbers from highest to lowest
Using TREND and FORECAST Functions
- TREND vs FORECAST functions
- Using the TREND function
- Using different forecast functions
Creating Dependent Drop-Down Lists
- Creating dynamic drop-down lists using expanding value lists
- Creating dependent or cascading drop-down lists that change depending on another value
Combining, Separating and Formatting Text Strings
- Using text functions to manipulate text strings (8+ text functions)
- Extracting text strings from from the left, middle or right of cells
- Finding and replacing text using functions
- Joining strings of text from two or more cells
- Separating data into multiple columns using text functions
- Changing case using text functions
- Removing extra characters from data
Performing Date Calculations
- Understanding how Excel interprets dates
- Entering valid dates in Excel
- Converting invalid dates into valid dates
- Using date functions to manipulate dates (10+ date functions)
- Extracting date increments from cells such as year, month and day
- Calculating the number of days or working days between two dates
- Calculating the date a specific number of working days from a date
- Finding the last day in the current month or a future month
- Creating calculations for fiscal months and quarters
- Using conditional formatting to highlight data within specific date periods
Performing Time Calculations
- Entering valid times in Excel
- Understanding how Excel interprets times
- Calculating the difference between times
- Working with hours, minutes and seconds
Using Advanced Pivot Table Techniques
- Generating pivot tables using dynamic named ranges
- Creating calculated fields in pivot tables
- Calculating running percent totals in pivot tables
- Summarizing pivot table data by groups such as date or number intervals
- Moving pivot tables and charts to other sheets
- Generating pivot charts quickly using keyboard shortcuts
- Creating pivot tables from related data on different sheets (2013 and later versions)
Creating Dashboards
- Common components and functions used in dashboards
- Creating dashboards that include multiple pivot tables and pivot charts
- Setting dashboard components to consistent sizes
- Connecting slicers to multiple pivot tables
- Tips for formatting dashboards
Creating Array Formulas
- Advantages of traditional array formulas
- Recognizing traditional array formulas
- Creating and editing array formulas
Performing What-If Analysis with Data Tables, Goal Seek and Solver
- Creating one variable data tables to experiment with different values
- Using two inputs to create variable data tables
- Using Excel’s Goal Seek to test values to achieve a desired result
- Installing Solver for what-if analysis
- Defining and solving a simple problem using Solver
- Setting parameters
Comparing Multiple Scenarios with the Scenario Manager
- Adding and saving scenarios to test different possible outcomes such as best case and worst case
- Generating a summary of scenarios for comparison
- Tips when working with the Scenario Manager in Excel
*Prices subject to change
Our instructor-led courses are delivered in virtual classroom format or at our downtown Toronto location at 1 Yonge Street, Suite 1801 (Toronto Star Building), Toronto, Ontario, Canada (some live classroom courses may also be delivered at an alternate downtown Toronto location). Contact us at info@avantixlearning.ca if you'd like to arrange custom training on a date that's convenient for you.
Copyright 2021 Avantix® Learning
Custom training
Register now for a public scheduled course or contact us at info@avantixlearning.ca for more information about any of our courses or to discuss custom training options (virtual classroom or live classroom).
Related courses
Microsoft Excel: Intermediate / Advanced
Microsoft Excel: Visual Basic for Applications (VBA) Macros | Introduction
Microsoft Excel: Introduction to Power Query to Get and Transform Data
Microsoft Excel: Introduction to Power Pivot and Data Modelling
You may like
How to Fill Blank Cells in Excel (with Zeros, Dashes or Other Values)
You can quickly fill blank cells in a range of data in Excel with dashes, zeros or other number or text values. Blank cells can be problematic if you want to use a data set as the source for a pivot table.
How to Convert Cm to Inches in Excel (or Inches to Cm)
You can convert cm to inches (or inches to cm) using formulas with operators or functions in Excel. This is useful since the regional settings on a computer affect the default measurement system used in Excel and other programs.
How to Hide Comments or Notes in Excel Workbooks
You can hide comments and notes in Excel workbooks. In addition to adding comments in Excel, there is a little known function called the N function that you can use to enter notes directly within a formula. The N function has been around for a long time so you can use it in older versions of Excel.
How to Delete Blank Rows in Excel (5 Ways)
You can delete blank rows in Microsoft Excel worksheets manually or you can use several tricks to remove multiple blank rows quickly. Check out 5 different ways to easily delete blank rows in your data.
How to Move a Pivot Table in Excel
Moving a pivot table is not as simple as moving other objects in an Excel worksheet or workbook. You will typically need to use the Move PivotTable command in the Ribbon to move a pivot table to a different area on a worksheet or to a different sheet in the same workbook.
How to Hide Rows and Columns in Excel (including Unused Rows and Columns)
You can hide rows and columns in Excel using the context menu, using a keyboard shortcut or by using the Format command on the Home tab in the Ribbon. If you have hidden rows or columns, you can unhide them as well.
How to Delete a Pivot Table in Excel
A pivot table can be deleted in an Excel workbook in several ways. You can delete a pivot table, convert a pivot table to values or clear data and customizations from a pivot table to reset it. When a pivot table is created from source data in a workbook,
You may also like
How to Insert a Nonbreaking Space in Word
You can keep text together in several ways in Word. If you want to keep words or characters together, you can use nonbreaking spaces or nonbreaking hyphens or dashes and insert them using a dialog box or a keyboard shortcut. If you want to keep lines or paragraphs together on the same page, you can apply settings in the Paragraph dialog box (which can be built into styles if you use styles).
How to Use a Laser Pointer in PowerPoint (with Shortcuts)
During a PowerPoint slide show, you can change your mouse into a laser pointer to focus attention on a specific area on your slide. You can show or hide the built-in laser pointer using keyboard shortcuts or by using the context menu.
How to Add Audio in PowerPoint Presentations
You can add audio in PowerPoint from a file on your PC or from a shared drive. Audio is played during a slide show and you can insert music, sound clips, or voice recordings. Since audio files are copied into PowerPoint presentations by default, they can increase file size and may need to be compressed. To play audio, your computer must be equipped with a sound card and speakers.
Microsoft, the Microsoft logo, Microsoft Office and related Microsoft applications and logos are registered trademarks of Microsoft Corporation in Canada, US and other countries. All other trademarks are the property of the registered owners.
Avantix Learning | 1 Yonge Street, Suite 1801 (Toronto Star Building), Toronto, Ontario, Canada M5E 1W7 | info@avantixlearning.ca