Microsoft 365 Excel is Microsoft’s powerful and easy-to-use spreadsheet program. This version of Excel incorporates some new features and connectivity to make collaboration and production as easy as possible.
This course builds on what was learned in Parts 1 and 2 of Microsoft 365 Excel. The comprehensive training package offers lessons on the following topics:
- Using Excel Online
- Worksheet Automation;
- Auditing and Error Checking
- Data Analysis and Presentation
- Working with Multiple Workbooks
- Exporting and Sorting Data
Course Topics:
Lesson 1: Excel Online
TOPIC A: Accessing and Using Excel Online
- About Excel Online
- Logging into Microsoft 365
- Edit Your File in the Excel Desktop Application
- Identify Where Your Workbook is Saved
- Save a Copy of Your Workbook to Your Local Machine
- Copy a Local Workbook to OneDrive
- Activity 1-1: Managing Workbooks Between Excel Online and the Excel Desktop Application
TOPIC B: Features that Differ Between Excel Online and the Excel Desktop Application
- Features Not Available in Excel Online
- Differences in Features Available in Both Excel Online and The Excel Desktop Application
- Activity 1-2: Features that Differ Between Excel Online and the Excel Desktop Application
- Summary
- Review Questions
Lesson 2: Worksheet Automation
TOPIC A: Managing Workbook Properties
- View Workbook Properties
- Using the Document Inspector
- Activity 2-1: Managing Workbook Properties
TOPIC B: Working with Macros
- What is a Macro?
- Recording a Macro
- Saving a Macro
- Inspecting and Editing Macros
- Macro Security
- Activity 2-2: Working with Macros
TOPIC C: Create and Use a Template
- Set the Custom Template Directory
- Save a Workbook as a Template
- Edit a Template
- Open a New Workbook Based on a Template
- Activity 2-3: Create and Use a Template
TOPIC D: Use Data Validation in a Workbook
- The Data Validation Dialog Box
- Data Validation Settings
- Input Messages
- Error Alerts
- Activity 2-4: Use Data Validation
- Summary
- Review Questions
Lesson 3: Auditing and Error Checking
TOPIC A: Tracing Cells
- Show Formulas
- Trace Precedents and Dependents
- Tracer Arrows
- Activity 3-1: Tracing Cells
TOPIC B: Error Checking
- Invalid Data
- Formula Errors and Their Types
- How to Check for Errors
- Activity 3-2: Error Checking
TOPIC C: Evaluating Formulas and Using the Watch Window
- The Watch Window
- The Camera Tool
- The Evaluate Formula Tool
- Activity 3-3: Evaluating Formulas and Using the Watch Window
TOPIC D: Data List Outlines
- Outlines
- Auto Outline
- The Subtotal Command
- Activity 3-4: Creating a Data List Outline
- Summary
- Review Questions
Lesson 4: Data Analysis and Presentation
TOPIC A: Quick Analysis Tool
- Access the Quick Analysis Tool
- Quick Analysis Options
- Activity 4-1: The Quick Analysis Tool
TOPIC B: Adding Sparklines
- Sparkline Types
- Inserting and Editing Sparklines
- The Sparkline Tab
- Activity 4-2: Adding Sparklines
TOPIC C: What-If Analysis
- The Scenario Manager
- Using Goal Seek
- Using Solver
- Activity 4-3: What-If Analysis
TOPIC D: The Analysis ToolPak
- Load the Analysis ToolPak
- The Data Analysis Dialog Box
- Activity 4-4: Perform a Data Analysis with the Analysis ToolPak
- Summary
- Review Questions
Lesson 5: Working with Multiple Workbooks
TOPIC A: Arrange Workbooks
- Arrange Workbooks for Viewing
- View Workbooks Side by Side
- Use Synchronous Scrolling
- Activity 5-1: Arrange Workbooks
TOPIC B: Linking to Data in Multiple Workbooks
- External References
- Editing Links
- Broken Links
- Activity 5-2: Linking to Data in Multiple Workbooks
TOPIC C: Consolidating Data
- Data Consolidation
- Consolidation Functions
- Use the Consolidate Dialog Box
- Activity 5-3: Consolidating Data
- Summary
- Review Questions
Lesson 6: Exporting and Sourcing Data
TOPIC A: Exporting Data
- Export File Format Options
- Exporting Worksheet Data
- Activity 6-1: Export Worksheet Data
TOPIC B: Using Data Sources
- Data Sources in Excel
- Importing a Delimited File
- Using a Web Query
- Activity 6-2: Using Data Sources
TOPIC C: Use a Microsoft Form for Data Collection
- Insert a Microsoft Form into a Workbook
- Add Questions
- Preview a Form
- Share a Form
- Review the Results
- Activity 6-3: Use a Microsoft Form for Data Collection
- Summary
- Review Questions