Navigate within the Excel environment

• Open a workbook.
• Use the Clipboard, Selection, Navigation and Search panes.
• Look up the version history.
• Customize the Quick Access Toolbar and ribbon.
• Use quick and shortcut actions.

Format the workbook

• Understand and use styles to format efficiently.
• Structure your table into a database.
• Prepare the print layout: logo, page numbering, title, etc.
• Customize the theme to match the corporate identity.
• Create workbook and page templates.

Apply formulas

• Use arithmetic, logical, and textual operators.
• Use references (relative, absolute and name).
• Create simple and nested formulas:
  • Date functions.
  • Text-based functions.
  • Simple and multiple conditional functions and SUMPRODUCT.
  • Statistical functions.
• Linking tables: V/XLOOKUP.

Process and input data

• Freeze the panes.
• Hide columns.
• Copying, moving and grouping worksheets.
• Input data into a table.
• Import content from a CSV.
• Convert text to columns.
• Populate and manage a data series.
• Validate data:
  • Create a validation list.
  • Define error messages.
  • Enforce validation conditions.
• Protect the data and workbook.

Understand your data

• Sort the table by one or more criteria.
• Filter the table by:
  • Content.
  • Condition.
  • Font, fill, or icon.
• Isolate duplicates.
• Create and manage a custom view.
• Use conditional formatting:
  • Create and manage formatting rules based on numeric, statistical, and time-series criteria.
  • Apply analysis scenarios and highlight key indicators.
• Simulate conditional scenarios or forecasts.

Synthesize data with a Pivot Table

• Create and transform a Pivot Table.
• Set up a Pivot Table and configure its display.
• Calculate aggregate values.
• Sort, filter, and apply conditional formatting in a Pivot Table.

Visualize data with a chart

• Create and set up a chart.
• Change the appearance of a chart.
• Adapt source data.
• Use chart templates.
• Create a pivot chart.

Design a dashboard

• Embed sparkline graphs.
• Apply filters with segments and timelines.
• Combine visuals (pivot tables, charts, and filters) into an analytical dashboard.

Intermediate – 2 Days

790€ face-to-face

690€ remotely

Prices are without Tax.

Get in touch with us to schedule this course reviewing all the best practices within Excel or for a quote on custom content.