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Home > Microsoft Excel Workshops > Advanced Microsoft Excel Training for Business Professionals

Advanced Microsoft Excel Training

for Business Professionals

Our "advanced analysis, data processing and dashboards" Microsoft Excel 1-day workshop that shows you how to create powerful tools in Microsoft Excel. It focuses on how to create these tools from advanced formulas, worksheet functions, ActiveX controls, logical formulas, conditional formatting, data validation, pivot tables, pictures, names and charts. It also provides an introduction to macros (VBA).  Read below and see how our 15 years of Excel training can help supercharge your Excel skills >>>

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Advanced Microsoft Excel Training for Business Professionals

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Key Advanced Excel Skills You'll Learn

  • Key Advanced Excel Skills You LearnA full formula, cell naming and workbook linking review

  • How to construct and use ActiveX controls on the worksheet

  • How to create business dashboards using formulas, charts, drawing shapes, data validation, conditional formatting and ActiveX controls

  • How to create advanced formulas for data processing that use advanced logic and can adjust to changing data

  • How to design worksheet tables that can be used with advanced formulas and as databases

  • How to import text files into Excel

  • How to integrate business data in Excel by linking with external data using MS Query, XML and Text Wizard

  • How to link Microsoft Excel with other applications like Word and PowerPoint

  • How to create advanced pivot tables and pivot charts

  • An introduction to VBA macros including creating your own custom worksheet functions to replace large cumbersome worksheet formulas

 

Who Should Take This Workshop (Prerequisites)

Select this workshop if you or your group have:

  • Formatted a worksheet using colors and fonts before

  • Typed in general formulas and used basic worksheet functions like VLOOKUP, IF, MAX, MIN, COUNTIF...

  • Have used conditional formatting and data validation before

  • Built a table before and performed drag and fill operations on formulas (little black dot bottom right hand-side of a cell)

  • Used logic before in general and know the relational operators <, >, <=, >=, <>, =

  • Used basic Excel features like Sort, AutoFilter and have built charts

  • A desire to push Excel to its limit and know what you can do

 

Advanced Excel Training Focus

Our 1-day "hands-on" advanced Excel training focuses on creating sophisticated Excel analysis, data processing and dashboard tools using advanced formulas, worksheet functions, logical formulas, ActiveX controls, conditional formatting, data validation, pivot tables and charts. Our workshop discusses the advanced aspects of these elements and how to assemble them in ways you have never thought of before. Our workshop also stresses how to create the advanced logic that allows these tools to operate autonomously and adapt to changing data. It also provides an introduction to macros (VBA) discussing how the language works, the basic programming concepts and how to build custom worksheet functions.

 

Advanced Excel Workshop Outline - Detailed

Important. We focus our workshops on what our customers need. When class begins, we analyze those needs and shift our workshop training outline appropriately. No two of our classes are ever the same.

1-Day Workshop

Cell Naming, Table Construction and Workbook Linking

  • Advanced methods for naming cells and ranges

  • How to manage your names in Excel

  • How to manage and link sheet information in your workbook using names and cell references

  • The difference between a report and a table that stores data

  • Different types of tables, how they impact your analysis approach in Excel

  • Proper header and data column design for your worksheet tables

How to Create Advanced Logical Formulas for Your Excel Tools

  • Logic, the key to advanced tool construction in Excel

  • How to use logic in general, figure out the strategies, build multiple decisions and figure out logical triggers

  • How to build logic formulas using the relational operators: <, >, <=, >=, < >, =

  • How to build logic formulas using the IF, AND, OR logical worksheet functions

  • How to protect your formulas from errors using the IF and the IS functions

  • How to create formulas that appear and disappear when needed using the IF and IS functions

  • How to tie logical formulas into Excel's data validation and conditional formatting tools

  • How to use advanced logic in your data processing formulas

How to Create and Integrate ActiveX Controls with Your Excel Worksheets

  • The difference between ActiveX controls and Form controls

  • How to create and use combo boxes, spinners, scroll bars, option buttons, check boxes and toggle buttons

  • How to integrate these controls with your Excel formulas

How to Create Dashboards on the Worksheet

  • How to use data validation to control your Excel dashboards

  • How to use ActiveX controls to control your Excel dashboards

  • How to use conditional formatting to create the visual flags for a dashboard

  • How to create the logic for the data validation and conditional formatting features

  • How to use drawing shapes and pictures to create dashboard displays

  • How to put it all together for that professional dashboard look

How to Create Advanced Data Processing and Analysis Formulas

  • Writing formulas that adjust to changing data, the key to developing self-adjusting Excel solutions

  • How to use INDIRECT, ADDRESS, MATCH, ROW, COLUMN, OFFSET, COUNTA, cell names and string concatenation (&'s) to construct formulas that adjust to changing data

  • How to use these functions inside your SUMIFS, COUNTIFS, VLOOKUPS,...

  • How to construct formulas that can automatically toggle between tables

  • How to use advanced logic in your formulas to merge and lookup table data

  • How to construct advanced formulas that know when to start, stop and find data

How to Link to Text Files, Databases, Word, The Web and PowerPoint in Excel

  • Going after data that is not in Excel workbook, think of Excel as an integration platform

  • How to import various text file formats into Microsoft Excel

  • How to link with XML files

  • How to link Microsoft Excel with other applications including PowerPoint and Word

  • How to connect to external data sources including the web using the Data connection wizard

  • How to connect to workbooks, text files and databases using Microsoft Query

How to Create Advanced Pivot Tables in Excel

  • Advanced Excel pivot table construction methods

  • How to retrieve data from a pivot table using formulas and logic

  • How to add custom calculations to a pivot table

  • How to group in a pivot table

  • How to use pivot charts in your dashboards

Introduction to Excel VBA Macros

  • What is VBA?

  • What are a Sub and Function procedure and how are they used?

  • How to command Excel using VBA

  • What are variables, loops and logic and how do you use them in your computer code

  • How to create custom worksheet functions that replace your mega formulas on the worksheet

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Microsoft Excel Versions Taught in Workshop

  • Our workshops cover Excel versions 2003-2013 including Excel for Mac and discuss differences when necessary.

 

Included in Our Advanced Excel Workshop

  • Free Repeats

  • 1800+ page manual filled with key Excel strategies, examples and tips

  • Hands-on training

  • Personal questions answered

 

Advanced Excel Workshop Training Choices

  • Available for Public Seminar, Live Online Webinar, Onsite, Self-Study Manual

  • For company onsite information or if you have any questions, please contact us 1.805.498.7162 or 1.805.558.9277.

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