Desktop Applications

Excel 365 – Expert

Advanced
4h

By: Eric Encarnacion

Overview

This course builds on the advanced course. Some topics that were introduced in earlier courses are expanded on and many new topics are introduced, including new features. The course begins by examining worksheet automation tools. Drop-down boxes, spinner controls, option buttons are all placed onto a worksheet and wired into its formulae. No macro code is required to achieve these professional results. Data consolidation is examined using both 3-D formulae and the Data Consolidation feature itself with the emphasis on using it with dissimilar worksheets. While the term “data type” has several different meanings, it’s a feature in Excel and is used to access different types of information from a single location – either within an organization or outside. PowerPivot cannot be used to its fullest without the ability to create a data model. This course retrieves information from different sources, takes multiple tables, and creates a single data model that may be used for PivotTables or other types of analysis. Lookup functions are covered to a certain level in an earlier course, but the Expert course pushes those functions further. It also introduces several new functions as well. Even those who are familiar with some of these functions will find new uses, tips and tricks, and other opportunities to push their usage further for a new level of professional results. While array functions have been available for several years, dynamic array functions are new. This course moves students past the use of scalar functions and brings them into the new world of dynamic array functions. Even the best of Excel users may find themselves intimidated by Excel’s financial and statistical functions. In this course, functions have been curated from both categories that add a large degree of professional analysis to worksheet data without the need for formal training in finance or stats. Everyone can use and understand these functions. The last chapter examines features used to perform predictive analysis. The use of Solver is expanded upon and is integrated with the Scenario Manager. The Analysis ToolPak is used to create descriptive summaries and traditional Histograms. The newer Histogram chart type is also utilized. Forecast sheets are finally re-examined and put to use.

Modules

1. Introduction

1.1 Excel 365 – Expert Introduction3 min

2. Leveraging Worksheet Automation

2.1 Examining Worksheet Automation7 min
2.2 Enabling the Developer Tab2 min
2.3 Understanding Form Controls and ActiveX Controls3 min
2.4 Examining Starter Worksheets8 min
2.5 Adding a Spinner Control5 min
2.6 Adding a Drop-Down Box5 min
2.7 Adding Option Buttons8 min
2.8 Adding Check Boxes8 min

3. Consolidating Data for Analysis

3.1 Consolidating Data with a 3D Formula4 min
3.2 Consolidating Data with the Consolidate Feature6 min

4. Enhancing Analysis with Data Types

4.1 Understanding Organizational Data7 min
4.2 Using Organizational Data5 min
4.3 Using Stock Data3 min
4.4 Using Currency Conversion Data3 min
4.5 Using Geographic Data4 min

5. Modeling Tables in Power Pivot

5.1 Understanding Data Modeling5 min
5.2 Enabling the PowerPivot Tab3 min
5.3 Understanding Table Relationships7 min
5.4 Adding Tables to a Model4 min
5.5 Importing Data8 min
5.6 Creating Table Relationships Manually10 min
5.7 Understanding Data Types5 min
5.8 Formatting Data in a Model3 min
5.9 Creating PivotTables and PivotCharts8 min
5.10 Creating Calculated Columns8 min
5.11 Creating Measures9 min
5.12 Creating KPIs8 min

6. Using Advanced Lookup Functions

6.1 Using the OFFSET Function6 min
6.2 Using VLOOKUP with Multiple Criteria3 min
6.3 Using Wildcards with VLOOKUP3 min
6.4 Using FORMULATEXT to Reveal a Formula1 min
6.5 Using ISFORMULA Function1 min
6.6 Using the IFNA Function2 min
6.7 Using the XLOOKUP Function4 min
6.8 Performaning an XLOOKUP Function with an Array2 min
6.9 Performing a Relative XLOOKUP2 min
6.10 Performing an XLOOKUP in Reverse Order1 min
6.11 Using Wildcards with XLOOKUP2 min
6.12 Using XLOOKUP to Compare Two Lists1 min
6.13 Combining Content for a Unique Lookup2 min
6.14 Using XMATCH to Find Rank in a List1 min

7. Using Dynamic Array Functions

7.1 Understanding Dynamic Arrays6 min
7.2 Using the UNIQUE Function4 min
7.3 Using the FILTER Function5 min
7.4 Using the SORT Function2 min
7.5 Using the SORTBY Function2 min
7.6 Using the Sequence Function1 min

8. Analyzing Data with Financial Functions

8.1 Examining Financial Functions2 min
8.2 Using the FV Function4 min
8.3 Using the PV Function2 min
8.4 Using the PMT Function3 min
8.5 Examining Forecasting Functions3 min
8.6 Using the FORECAST Function2 min
8.7 Using the FORECAST Function with a Visualization2 min
8.8 Using the TREND Function3 min
8.9 Using the GROWTH Function1 min

9. Analyzing Data with Statistical Functions

9.1 Examining Statistical Functions2 min
9.2 Using the GEOMEAN Function3 min
9.3 Using the LARGE Function3 min
9.4 Using the MEDIAN Function2 min
9.5 Using the MODE Function2 min
9.6 Using the RANK.EQ and RANK.AVG Functions3 min

10. Performing Advanced What-If Analysis

10.1 Activating Solver1 min
10.2 Using Solver5 min
10.3 Activating the Analysis ToolPak1 min
10.4 Creating Descriptive Summaries with the Analysis ToolPak3 min
10.5 Creating a Histogram with the Analysis ToolPak3 min
10.6 Creating a Histogram using the Newer Chart Types3 min
10.7 Using Forecast Sheets2 min

11. Conclusion

11.1 Excel 365 – Expert Recap2 min

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