Filtered Microsoft Excel online course contents

Section 1: Foundation
Unit 1.1 – Excel Introduction
A description of the purpose and application of Excel – what it can do, why it’s useful.
Unit 1.2 – The Excel Interface
Understanding and working with the Excel interface – getting to know your way around the
application, how to access functionality and how to customize it. How to create, save and open
Workbooks. Under Save As, a brief explanation of backward compatibility and other formats
(e.g. PDF) save options. Skydrive, alternative online storage, and ‘local’ saving. Basic printing.
Unit 1.3 – Basic Navigation & Editing
Selection and navigation. Moving around a spreadsheet efficiently. Entering information into
cells, types of data (text, numbers, dates). Basic formatting. Working with Multiple Worksheets.
Unit 1.4 – Getting going
Takes a quick look at a first ‘real’ spreadsheet, in order to introduce the concept of functions
and formulas, and give a feel for how Excel can be useful.

Section 2: Orientation and efficiency

Unit 2.1 – Editing
Copying, pasting, inserting and deleting cells, ranges of cells, rows, columns, and Worksheets.
‘Special’ pasting – for example, to copy just formulas, or just values. Common problems with
pasting. The differences between copying and ‘cutting’. Excel aids for copying – Fill Handle and
Flash Fill.
Unit 2.2 – Viewing
The various ‘Views’ or modes of spreadsheet display available in Excel, and how to choose the
right View for the task in hand. Techniques for making working with a spreadsheet easier –
Freezing Panes, splitting windows, and using multiple windows.
Unit 2.3 – Spreadsheet structure
Changing the structure of your spreadsheet to make it clearer. Grouping rows and columns;
changing cells size and shape.
Unit 2.4 – Cell references
How (and why) to connect (or link) cells and ranges, and how connected cells behave. Fixed or
absolute references (dollar signs) for cells; partially fixed references. The "F4" shortcut.
Unit 2.5 – Named Ranges
Making formulas clearer and more easily understood by replacing cell references with
meaningful names.
Unit 2.6 – Basic Macros
Using Macros to automate repetitive tasks in Excel. (This Unit covers recorded Macros – the
later unit 5.8 covers writing and editing Macros using VBA in detail.)
Unit 2.7 – Design
Why spreadsheet design important in increasing efficiency, reducing errors and aiding
transparency. Principles of good spreadsheet design.
Section 3: Administration
Unit 3.1 – Customising Excel
Changing Excel settings to suit the way you use Excel. Includes font face, number of worksheets,
frequency of auto-recovery, default view, Autocorrect, and Ribbon alterations. Excel Add-Ins –
Solver, Analysis TookPak. PowerPivot and Inquire.
Unit 3.2 – Housekeeping
Naming and storing Excel files. Version control. Making backups.
Unit 3.3 – Connecting Workbooks
Setting up links between Workbooks. The dangers and pitfalls of doing so.
Managing links between Workbooks and updating external references.
Troubleshooting – finding ‘missing links’ and using auditing tools.
Unit 3.4 – Documentation
What to document, and how, in order to produce clear and robust spreadsheets.
Unit 3.5 – Protecting and Sharing
Protecting Workbooks and when it’s useful or necessary locking cells, Worksheet protection,
Workbook protections, allowing users to edit ranges.
Permissions and granting access to folders & files, how to work with others on the same files
and different files (both in-process terms and using Excel functionality; when not to use it,
avoiding conflicts). Sharing via the Cloud.
Unit 3.6 – Google docs
What are Google docs, and why use Google Spreadsheets for spreadsheeting?
Unit 3.7 – Excel troubleshooting
Common problems and how to avoid or overcome them. For example building in checks into
spreadsheets, techniques for finding errors. Advanced techniques for diagnosing more complex
problems.

Section 4: Data handling

Unit 4.1 – Sorting & Filtering
Techniques for sorting and filtering data, including controlling the order of precedence in a sort,
advanced filters, and an introduction to PivotTables. Using sorting and filtering to check and
‘clean’ data.
Unit 4.2 – Controlling user input
Controlling the way users can enter data into a spreadsheet to reduce risk of error and increase
efficiency. Covers Data Validation and using are- functions to trap errors.
Unit 4.3 – Working with Dates and Times
Date and time formatting, performing basic maths with dates and times, and the date and time
functions.
Unit 4.4 – Working with Text
Entering and formatting text, extracting or combining parts of the text. ‘Cleaning’ data for typos
and bugs.
Unit 4.5 – Lookup & Reference
Looking up information in a basic table, and more flexible. VLOOKUP() and the more flexible
INDEX()/MATCH() combination. Advanced lookups.
Unit 4.6 – Logical Functions
Automatic decision making and error handling. Advanced logical tests. Matrix user of IF as an
array function.

Section 5: Data analysis

Unit 5.1 – Working with Numbers
Maths: basic addition, subtraction, multiplication, and division. How to use brackets to get the
correct result. Powers. Rounding.
Unit 5.2 – Summarising data
Understanding a data set by summarizing it. Totals and counts – SUM(), COUNT() and
COUNTA(). Other statistics. Conditional totals and counts. Advanced conditional
sums, SUMPRODUCT, and array formulas.
Unit 5.3 – PivotTables 1 – Simple Summaries
Uses of PivotTables. Summarising data (presenting database in terms of different
subcategories). Understanding data (understanding categories, spotting typos, understanding
range of values). Interpreting data (analyzing to work out trends, areas of growth /profit/loss
etc). Filtering. Sorting and grouping
Unit 5.4 – PivotTables 2 – Manipulating Data
Changing the layout and format of data in a PivotTable. Changing Value Field Settings to show
counted rather than ‘summed’ data. Setting up references to a PivotTable.
Unit 5.5 – PivotTables 3 – Interpreting Data
Using PivotTables to understand and interpret data. Includes Slicers and Timelines, PivotCharts
and Conditional Formatting of PivotTables.
Unit 5.6 – PowerPivot – Handling Big Data
Why PowerPivot is different from a normal PivotTable: size, the data model (inclusion in 2013
standard Excel), DAX, KPIs. PowerPivot data tools. Connecting to data, managing multiple tables
and connections, including data from within the Excel spreadsheet

Unit 5.7 – Formula Auditing

Understanding and debugging spreadsheets. Tracing calculations and monitoring the effect of
changes. Formula evaluator, Watch window and the INQUIRE Add-In.
Unit 5.8 – Advanced Macros and VBA
Troubleshooting macros. Writing code directly. User-defined functions. Program structures.
Using Macros to interact with users.
Unit 5.9 – Modelling
Principles. What modeling is; modeling broke down into distinct stages; important principles -
simplification, built-in checks; including a presentation-ready sheet
Techniques. Calculating growth with data points over several years; extrapolating that into the
future; scenario modeling and optimization; prioritization (RANK); build process

Section 6: Presentation
Unit 6.1 – Cell Formatting
Basic font formatting, alignment – Including horizontal and vertical alignment, wrapping,
merging, orientation, Alt-Return; consistent, sensible row heights & column
Styles – to make spreadsheets more and consistent. Formatting tools
Unit 6.2 – Number Formatting
Types of number (E.g., currency, %, decimal, negative numbers) – and Excel formats best
employed. Custom number formats and how to maximize impact and clarity.
Unit 6.3 – Conditional Formatting
Changing the format of cells depending on their value. Graphical conditional formats. Writing
conditional format formulas.
Unit 6.4 – Graphs and Charts
Creating simple charts and editing them to control and improve formatting. Choosing the right
chart Principles and guidelines for communicating well with charts. Sparklines and Maps (when
and how to use).
Unit 6.5 – Page & Print Setup
Displaying spreadsheets as pages. Page layout view, page breaks, print area, Printing from
multiple Worksheets (and that default will be to print only from active Worksheet). Headers
and footers. Adjusting page setup. Printing very large sheets of data
Advanced Excel Course - Overview of the Basics of Excel
Customizing common options in Excel
Absolute and relative cells
Protecting and un-protecting worksheets and cells
Advanced Excel Course - Working with Functions
Writing conditional expressions (using IF)
Using logical functions (AND, OR, NOT)
Using lookup and reference functions (VLOOKUP, HLOOKUP, MATCH, INDEX)
VlookUP with Exact Match, Approximate Match
Nested VlookUP with Exact Match
VlookUP with Tables, Dynamic Ranges
Nested VlookUP with Exact Match
Using VLookUP to consolidate Data from Multiple Sheets
Advanced Excel Course - Data Validations
Specifying a valid range of values for a cell
Specifying a list of valid values for a cell
Specifying custom validations based on a formula for a cell
Advanced Excel Course - Working with Templates
Designing the structure of a template
Using templates for standardization of worksheets
Advanced Excel Course - Sorting and Filtering Data
Sorting tables
Using multiple-level sorting
Using custom sorting
Filtering data for the selected view (AutoFilter)
Using advanced filter options

Advanced Excel Course - Working with Reports

Creating subtotals
Multiple-level subtotals
Creating Pivot tables
Formatting and customizing Pivot tables
Using advanced options of Pivot tables
Pivot charts
Consolidating data from multiple sheets and files using Pivot tables
Using external data sources
Using data consolidation feature to consolidate data
Show Value As ( % of Row, % of Column, Running Total, Compare with Specific Field)
Viewing Subtotal under Pivot
Creating Slicers ( Version 2010 & Above)
Advanced Excel Course - More Functions
Date and time functions
Text functions
Database functions
Power Functions (CountIf, CountIFS, SumIF, SumIfS)
Advanced Excel Course - Formatting
Using auto-formatting option for worksheets
Using conditional formatting option for rows, columns, and cells
Advanced Excel Course - Macros
Relative & Absolute Macros
Editing Macro's
Advanced Excel Course - WhatIf Analysis
Goal Seek
Data Tables
Scenario Manager
Advanced Excel Course - Charts
Using Charts
Formatting Charts
Using 3D Graphs
Using Bar and Line Chart together
Using the Secondary Axis in Graphs
Sharing Charts with PowerPoint / MS Word, Dynamically
(Data Modified in Excel, Chart would automatically get updated)
Advanced Excel Course - New Features Of Excel
Sparklines, Inline Charts, data Charts
Overview of all the new features
CHAPTER 1
Using Visual Basic Editor
Rules for naming a Subroutine/Function.
Introduction to Object, Properties & Methods
Understanding Library, Class & Collections
Linking the Concept of Object, Properties & Methods with Object Browser
Using Immediate Window.
Assigning macro to a control.
Using Input box & Message box
Breaking long statements to multiple lines.
Entering multiple short statements in one line.
Concepts
Difference between ActiveCell & Selection
Difference between ThisWorkbook & ActiveWorkbook
Difference between Selected Sheets & Active Sheet.
What does Sheet Object include?
Examples:
Creating a new book,
Entering arrays of data both horizontally & vertically.
Inserting rows,
Finding needed data & Inserting rows dynamically,
Inserting, Moving & Naming Worksheet,
Inserting Worksheet Name dynamically,
Creating various form controls like Command button, Group box & Options button,
Formatting Cells,
Showing/Hiding Columns,
Showing/Hiding/Very Hiding Sheets,
Sorting data, Four Methods of Copying Data, Importing Data.
Importing Text data using QueryTable property
Extra Questions:

Getting the Last Sheet,

Knowing & Changing Sheets Name,
Showing Print Preview of Sheet, Range & Workbook,
Adding, deleting & modifying Comment,
Doing spell check,
Clearing the content of cells,
Replacing the content,
Auto fitting columns and rows,
Merging & Unmerging cells,
Printing range, sheet & pages,
Protecting & unprotecting sheet, workbook with or without password,
Adding a background picture,
Showing/Hiding Gridlines, Formula bar, etc.,
Formatting all or few characters in a cell,
Adding borders.
Using Offset Property.
R1C1 Formula reference.
Test for Offset & R1C1
Resize Property
Overcoming the limitation of the most popular method of getting last row.
Example:
Getting the last row
Getting the last column
Entering the correct formula in every cell,
Creating Multiplication Table,
Adding total to the table,
Running Total,
Bank Balance statement.
Copying Data except heading.
Converting Pivot like data to Database format.
Test on Resize.
Referring to Non-contiguous cells
If/End If Condition.
Using Names while addressing to ranges.
Adding Spinner Control
Example:
Transferring Template data to Database.
Displaying, Editing & Deleting records from Database
Getting correct data from dynamically changing data.
Learning various ways of referring
Ranges
Sheet
Workbook
Importance of using an Object Variable in the program.
Changing Object name of Sheet & Workbook.
Handing situations when Object returns Nothing.
CHAPTER 2
Error Handling Methodologies
Suppressing unwanted dialogs display during program execution.
Creating Subroutine with Arguments & calling them.
Understanding Enum, Creation & Advantages
Examples:
Subroutine to create sheets without returning an error.
Creating Functions for getting LastRow & LastColumn
Creating Subroutine for creating Borders
Creating Subroutine for Cell Formatting.
Creating, Installing & Removing Addins to boost efficiency.
Creating References.
Various productivity tools in VBE
Executing user statement like the inbuilt statement
Displaying all variable definitions
Soft Stopping the code
Hard Stopping the code
Conditional Stopping the code
Change Stopping the code
Keeping track of important elements of code.
Reaching the Cursor position
Repeating codes in known limits
Repeating codes by adding a Step to it.
Understanding Chr Function
Examples:
Adding series
§ Vertically,
§ Horizontally,
§ Front Diagonally &
§ Backward Diagonally.
Create a One Color & Three-Color Band.
Enter Alphabets from A-Z
Creating Alternative Sheet Names
Creating a multiplication table across sheets
Create Hourglass like pattern.
Create a Chessboard pattern.
Understanding the creation of random numbers & texts
Short method for doing PasteSpecial values.
Looping within a collection
Knowing the presence of one text within another.
Looping within an Array
Understanding Hyperlinks, Shapes, Commandbars & Commandbar Control collections.
Examples:
Creating a Subroutine to add dummy data
Entering Row numbers in ranges
Adding many sheets with known name without creating garbage codes
Deleting default sheets
Inserting sheets based on cell values.
Conditional Formatting
Adding different cell comments
Creating Index by creating Hyperlinks to sheets.
Inserting in text frame of all Shape Objects in the sheet.
Knowing all Commandbars name
Knowing all Commandbars and their Subsidiary Control names up to 2 levels.
Repeating code on the basis of a condition.
Examples:
Appling Cheque amount to various invoices
Adding Subtotal to Data.
CHAPTER 3
Displaying and using a Folder open Dialog box.
Getting list of File names in a folder
Copying, Renaming, Deleting list of files in a go
Creating various files and entering Dummy Data to it.
Consolidating the content of those files in one file.
Creating Folders
Understanding Date Concept
Getting present Date and Time
Entering in a particular format
Knowing Saved status of a file
Using Autofilter
Examples:
Copying relevant columns data only no matter any columns are inserted/deleted
Copy data that satisfies the given criteria
Copying a special type of cells
CHAPTER 4
Things to remember while creating an Array
Method of storing multiple data in Array
Defining the holding capacity of an Array (Static, Dynamically, Between)
Returning the values of an Array
Impact on Speed of program
Getting Lower/Upper limit of an Array
Changing the bottom limit of an Array
Stopping Array from releasing values
Storing Tabular Data in Array
Example: Storing data based on criteria and dumping their values elsewhere.
Understanding Type & purpose of using
Storing Arrays in Type
CHAPTER 5
Scope of Variable
Naming Convention
Dealing with Error Handlers
Knowing the type of error generated
Performing different operations on the basis of errors
Ignoring Error statement and canceling Error ignoring statement
Holding capacity of Datatypes.
CHAPTER 6
Creating User-Defined Functions
Finding a pattern match
Examples
Getting the name of Workbook
Getting Full path of Workbook
Getting present time (Static)
Getting Random numbers (Static)
Getting LastSaved Date & Time of a file
Getting the Font Color Index of selected Cell
Getting Email Address out of the hyperlink
Getting Random Text out of Array of Data
Getting Random Text out of values from Range
Getting a Random number between a range
Getting Column Name
Getting Column Number
Simple Add Formula
Simple Sum Formula
Getting ODD/EVEN row type
Getting only Weekdays
Creating formula like Sumif
Creating formula like Vlookup
Sum by Color
Getting first non-blank cell.
Exploding data in a cell to various cells based on a delimiter
Showing text separated by entering in a cell to different cells
Exploding data in a cell to various cells based on two delimiters
Finding One text in Long Text and returning corresponding lookup text
Doing concatenate and lookup in multiple fields
Converting a list of duplicate data to unique data
Retrieving only numbers from Alphanumeric data
Returning the address of cells that contains lookup string
Reversing the content
Returning the Cell addresses separated by comma having maximum values
Array Formula to get only non-empty cells
One Dimensional & two Dimensional Array Formula.
Creating Unique Random Function