Microsoft Excel 2007 / 2010 Level 4

Microsoft Excel 2007 Level 4

Course Aims:

This course is aimed at people who want expand their knowledge into the more specialised analytical functionality and built-in automation offered by Microsoft Excel.

Course Pre-requisites:

Students who wish to attend this course must have very good knowledge of Excel 2007/2010 and be competent at working with advanced functions (e.g. Logical & Lookup) and have some basic knowledge of Excel’s analytical capabilities (e.g. Pivot Tables and database tools).

Course Objectives:

On completion of this course delegates will be able to:

  • Use the SumIf, Countif, Index, Match and date functions
  • Import and export data from other applications
  • Carry out “What-Ifs” using Goal Seek, and Scenario Manager
  • Create dashboard interfaces using form controls
  • Create standardised worksheets with the use of templates
  • Automate common tasks in worksheets by recording and editing macros
  • Assign macros to the Quick Access Toolbar, keystrokes and button on the worksheet.

Course Content:

Introduction and Objectives

Further Functions

  • SUMIF(s)
  • COUNTIF(s)
  • Using Date Functions

Importing & Exporting Data

  • Importing Data from Text Files
  • Exporting Data
  • Changing External Data Range Properties
  • Importing Data from Other Applications
  • Removing the Query Definition
  • Importing Data from the Web

Using Goal Seek and Scenario

  • Using Goal Seek
  • Using the Scenario Manager
  • Displaying a Scenario
  • Creating a Scenario Summary Report

 Using Form Controls in a Workbook

  • Creating a Control Box, Check Box, List Box, Options Buttons & Spin Box

Using Templates

  • Working with Templates
  • Using, Editing, Deleting Templates

Introduction to Macros

  • Defining & Running Macros
  • Recording a Macro
  • Assigning a Shortcut Key
  • Adding a Custom Button to the Quick Access Toolbar

Creating and Editing Macro Buttons

  • Adding a Macro Button to a Worksheet
  • Editing a Macro Button
  • Deleting a Macro Button

Appendix A – Using Shared Workbooks

  • Post your Spreadsheet online

Appendix B – Excel Preferences and Options

Appendix C – Hyperlinks and Saving for the Web

Action planning

Review of Programme


Related Courses

Excel Level 5 – Intro to VBA

Microsoft® Certified Application Specialist: Using Microsoft® Office Excel 2007/2010

Dates available on arrangement

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