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: 2010 | 2013 | 2016 | 2019 | 365 (Windows)
Delivery Methods (Instructor-led): Live classroom (LC) | Virtual classroom (VC)
Course Dates: March 25/26, 2021 (Virtual classroom) | View schedule 
Course Fee: $495 CDN per person (Virtual classroom), $545 CDN per person (Bring your own device) or $595 CDN per person + HST (Avantix Learning provides device)*
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.
Note: Public scheduled courses are delivered as live instructor-led classroom training or virtual classroom training (as indicated). Bring your own device rates apply to live classroom courses.
Course Overview
This Microsoft Excel course is designed for the user who wants to learn to use more advanced Excel features and functions including 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.
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).
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
What-If Analysis using One or Two Input 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 tool to test values to achieve a desired result
- Installing Solver for what-if analysis
- Defining and solving a simple problem using Solver
- Setting parameters
Creating Multiple Scenarios with Excel’s 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
Creating Formulas with 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
Using Alternative Strategies to Look Up Data
- Combining the INDEX and MATCH functions as an alternative to VLOOKUP
- Using DGET 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
Dealing with Errors
- Dealing with errors using the IFERROR or ISERROR functions
Cleaning 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
Cleaning and Calculating Dates and Times
- Entering valid dates in Excel
- Understanding how Excel interprets dates
- Using date functions to manipulate dates [10+ date functions]
- Extracting date information from cells such as year, month and day
- Calculating the number of days or working days between two dates
- Finding the last day in the current month or a future month
- Calculating the date a specific number of working days from a date
- Finding appropriate dates for different fiscal years such as the first month in a fiscal year
- Writing conditional formatting formulas to highlight records with date data
- Entering valid times in Excel
- Understanding how Excel interprets times
- Calculating the difference between times
- Dealing with hours, minutes and seconds
- Converting invalid dates into valid dates
Ranking
- Calculating extreme values such as the 1st, 2nd and 3rd highest sales
- Ranking numbers from highest to lowest
Calculating Averages and Weighted Averages
- Calculating averages and weighted averages
- Finding the middle value in a range
- Finding the most frequently occurring number in a range
Creating Array Formulas
- Advantages of traditional array formulas
- Recogniaing traditional array formulas
- Creating and editing array formulas
Using TREND and FORECAST Functions
- TREND vs FORECAST functions
- Using the TREND function
- Using different forecast functions
Creating Dynamic Drop-Down Menus
- Creating dynamic drop-down menus using expanding value lists
- Creating context sensitive drop-down menus that change depending on another value
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
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
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