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 | 2021 | 365 (Windows)

Delivery Methods (Instructor-led): In-person (Live classroom) | Virtual classroom

Course Dates: October 27/28, 2022 (Virtual classroom or In-person) | December 19/20, 2022 (Virtual classroom or In-person) | View schedule Course schedule

Course Fee: $495 CAD per person + HST (Virtual classroom), $545 CAD per person + HST (Bring your own device for in-person courses) or $595 CAD per person + HST (Avantix Learning provides device for in-person courses)*

Timing: Public scheduled courses run from 9:00 am to 4:00 pm (Eastern Time).

Virtual classroom courses: Our instructor-led virtual classroom courses are delivered in a virtual classroom environment. Students will be sent a virtual classroom invitation prior to the course.

In-person classroom courses: Our instructor-led, live classroom (in-person) courses are held in downtown Toronto at 18 King Street East, Suite 1400, Toronto, Ontario, Canada. Some courses are also held at an alternate downtown Toronto location.

Custom training: This course may be delivered at your site or ours as an instructor-led virtual classroom or in-person solution. Contact us at info@avantixlearning.ca for more information including savings for custom group training.

Register for this training course.

Course Overview

This Microsoft Excel course (formerly Microsoft Excel: Intermediate / Advanced Part 2) 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: New and 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

Using INDEX and MATCH vs VLOOKUP

  • Combining INDEX and MATCH functions as an alternative to VLOOKUP
  • Benefits of INDEX and MATCH
  • Automating VLOOKUP formulas to find columns based on matching field names
  • Using the CHOOSE function vs VLOOKUP

Using AND, OR, NOT and IS Functions

  • Using AND, OR and NOT functions in expressions and conditional formatting
  • Using IS functions to test for cell values

Dealing with Errors

  • Dealing with errors using the IFERROR or ISERROR functions

Finding Top Values

  • Calculating top values such as the 1st, 2nd and 3rd highest values
  • Highlighting top values using conditional formatting

Summarizing Data with SUMIFS, COUNTIFS, AVERAGEIFS and SUBTOTAL

  • Using multiple criteria with SUMIFS, COUNTIFS and AVERAGEIFS
  • Referencing table fields
  • Using the SUBTOTAL function to calculate subtotals from a table

Creating Dependent or Cascading 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 and minutes

Using Advanced Pivot Table Techniques

  • Generating pivot tables using dynamic named ranges (3 ways)
  • Creating and editing calculated fields in pivot tables
  • Calculating percent totals in pivot tables
  • Summarizing pivot table data by groups (number or date)
  • Moving pivot tables and charts to other sheets
  • Generating pivot charts quickly using keyboard shortcuts
  • Creating pivot tables from related data on different sheets (2016 and later versions)

Creating a Query to Clean Source Data

  • Creating a query
  • Removing blank rows
  • Filling blank cells with data
  • Transforming data in other ways

Creating and Formatting 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 and pivot charts
  • Alternatives to pivot tables to create dashboards
  • 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 One or Two Input Data Tables, Goal Seek and Solver

  • Creating one or two variable data tables to experiment with different values
  • Using 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

Using TREND and FORECAST Functions (Time permitting)

  • TREND vs FORECAST functions
  • Using the TREND function
  • Using different FORECAST functions

*Prices subject to change

Our instructor-led courses are delivered in virtual classroom format or at our downtown Toronto location at 18 King Street East, Suite 1400, Toronto, Ontario, Canada (some in-person 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 instructor-led virtual classroom or onsite training on a date that's convenient for you.

Copyright 2022 Avantix® Learning

Microsoft Excel training man pointing to icons.

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Avantix Learning |18 King Street East, Suite 1400, Toronto, Ontario, Canada M5C 1C4 | Contact us at info@avantixlearning.ca

Upcoming Training
Course
Microsoft Excel Training Course: Data Analysis with Functions, Dashboards and What-If Analysis Tools (Online in virtual classroom format or in Toronto)
Location
Avantix Learning, 18 King Street East, Suite 1400,Toronto, Ontario, Canada,
Next course starts
October 27, 2022
Next course ends
October 28, 2022
Description
This Excel training course is available online in virtual classroom format or in-person in Toronto, Ontario, Canada. In this course (formerly Microsoft Excel: Intermediate / Advanced Part 2), students will 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. This course is available online in virtual classroom format or in-person in Toronto. Arrange custom onsite training or virtual training on a date that is convenient for you.

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