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Microsoft Excel 2019/365 – Part 2

  • Length 1 day
  • Price $440 inc GST
Course overview
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Why study this course

This course is intended to help all users become familiar with the more advanced selection of features in Excel.

We will cover how to create and use advanced formulas, analyse data, organise worksheet data with tables, visualise data with charts, work with graphical objects, and enhance workbooks.

This version of Excel incorporates some new features and connectivity options in efforts to make collaboration and production as easy as possible.

This course builds on what was learned in Part 1 of Microsoft Excel 2019/365.

Note: Excel 2019 and Excel 365 are both desktop application versions of Microsoft Excel. Excel 2019 is the perpetual, bought-outright, stand-alone version of the software; Excel 365 is the subscription-based version. Anyone working with either Excel 2019 or Excel 365 will be able to successfully complete this course.

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What you’ll learn

At the completion of this course you should be able to:

  • Create advanced formulas

  • Analyse data using functions and PivotTables

  • Work with tables

  • Visualise data with charts

  • Work with graphical objects

  • Enhance workbooks


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Who is the course for?

This course is designed for existing users of Microsoft Excel 2019 or 365 who would like to expand their knowledge and learn more of the techniques associated with creating better and more productive workbooks.

We can also deliver and customise this training course for your organisation. For more information, please contact us on 1800 853 276.


Course subjects

Lesson 1: Creating Advanced Formulas

TOPIC A: Apply Range Names

  • Range Names

  • Adding Range Names Using the Name Box

  • Adding Range Names Using the New Name Dialog Box

  • Using Range Names in Formulas

TOPIC B: Use Specialised Functions

  • Function Categories

  • Function Syntax

  • Finding Excel Functions

  • Function Entry Dialog Boxes

  • Using Nested Functions

  • Automatic Workbook Calculations

  • Showing and Hiding Formulas

  • Enabling Iterative Calculations

Lesson 2: Analysing Data with Logical and Lookup Functions

TOPIC A: Use Text Functions

  • Text Functions

  • The LEFT and RIGHT Functions

  • The MID Function

  • The LEN Function

  • The TRIM Function

  • The UPPER, LOWER, and PROPER Functions

  • The TEXTJOIN Function

  • The TRANSPOSE Function

TOPIC B: Use Logical Functions

  • Logical Functions

  • Logical Operators

  • The AND Function

  • The OR Function

  • The IF Function

  • The IFS Function

TOPIC C: Use Lookup Functions

  • Lookup Functions

  • The LOOKUP Function

  • The VLOOKUP Function

  • The HLOOKUP Function

  • The MATCH Function

  • The INDEX Function

TOPIC D: Use Date Functions

  • The TODAY Function

  • The NOW Function

  • Serialising Dates and Times with Functions

TOPIC E: Use Financial Functions

  • The IPMT Function

  • The PPMT Function

  • The NPV Function

  • The FV Function

Lesson 3: Organising Worksheet Data with Tables

TOPIC A: Create and Format Tables

  • Tables

  • Table Components

  • The Create Table Dialog Box

  • The Table Design Contextual Tab

  • Styles and Quick Style Sets

  • Customising Row Display

TOPIC B: Modifying Tables

  • Adding Rows and Columns

  • Total Row Functions

  • Removing Duplicate Values

TOPIC C: Table References

  • Naming Tables

  • Using Structured References

  • Database Functions

  • Converting to Range

Lesson 4: Visualising Data with Charts

TOPIC A: Create Charts

  • Charts

  • Chart Types

  • Chart Insertion Methods

  • Resizing and Moving the Chart

  • Adding Additional Data

  • Switching Between Rows and Columns

TOPIC B: Modify and Format Charts

  • The Difference Between Modifying and Formatting

  • Chart Elements

  • Minimise Extraneous Chart Elements

  • The Chart Contextual Tabs

  • Formatting the Chart with a Style

  • Adding a Legend to the Chart

TOPIC C: Create a Trendline

  • Trendlines

  • Types of Trendlines

  • Adding a Trendline

  • The Format Trendline Task Pane

TOPIC D: Create Advanced Charts

  • Combination Charts

  • Dual Axis Charts

  • Creating Custom Chart Templates

Lesson 5: Analysing Data with PivotTables, Slicers, and PivotCharts

TOPIC A: Create a PivotTable

  • PivotTables

  • Start with Questions, End with Structure

  • The Create PivotTable Dialog Box

  • The PivotTable Fields Task Pane

  • Summarise Data in a PivotTable

  • The “Show Values As” Functionality of a PivotTable

  • Format a PivotTable

  • External Data

  • PowerPivot

  • PowerPivot Functions

TOPIC B: Filter Data Using Slicers

  • Slicers

  • The Insert Slicers Dialog Box

TOPIC C: Analyse Data with PivotCharts

  • PivotCharts

  • Creating PivotCharts

  • Applying a Style to a PivotChart

Lesson 6: Working with Graphical Objects

TOPIC A: Insert and Modify Graphic Objects

  • Graphical Objects

  • Inserting Shapes

  • Inserting WordArt

  • Inserting Text Boxes

  • Inserting Images

  • The Picture Format Contextual Tab

  • The Shape Format Contextual Tab

  • The SmartArt Contextual Tabs

TOPIC B: Layer and Group Graphical Objects

  • Layering Objects

  • Grouping Objects

  • Positioning Objects

TOPIC C: Incorporate SmartArt

  • About SmartArt

  • The Choose a SmartArt Graphic Dialog Box

  • About the Text Pane

Lesson 7: Enhancing Workbooks

TOPIC A: Customise Workbooks

  • Notes and Comments

  • Comments

  • Notes

  • Watermarks

  • Background Pictures

TOPIC B: Manage Themes

  • About Themes

  • Customising Themes

TOPIC C: Protect Files

  • Recovering Lost Data

  • The Protect Group

  • The Protect Worksheet Option

  • The Protect Workbook Option

  • Mark Workbooks as Final

  • Encrypting a Workbook

  • Digitally Signing a Workbook

TOPIC D: Preparing a Workbook for Multiple Audiences

  • Displaying Data in Multiple International Formats

  • Utilising International Symbols

  • Adding Alternative Text to Objects


Prerequisites

This course assumes the user has completed Microsoft Excel 2019/365 – Part 1 or has an understanding of the information presented in that course, including:

  • Getting started with the app

  • Working with formulas and functions

  • Modifying worksheets

  • Printing workbook contents

  • Managing large workbooks

  • Customising the Excel environment


Terms & Conditions

The supply of this course by DDLS is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.



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By submitting an enquiry, you agree to our privacy policy and receiving email and other forms of communication from us. You can opt-out at any time.