Microsoft Excel, Intermediate

It is designed for anyone who already has a strong foundational knowledge of Excel and wishes to develop greater proficiency and mastery. Emphasis will be given to the use of advanced functions and PivotTables.

Class format will provide time for the instructor to recommend best practices, explain new concepts, introduce shortcuts, and answer questions. Participants will have time to apply new skills to real world scenarios.

Topics include:

Prerequisite: Excel Fundamentals or equivalent knowledge

• Using defined names to map data & simplify formulas/functions

• Identifying & utilizing specialized functions on an as-needed basis

• Decoding complex function syntax & arguments

• Using logical functions to embed decision making into calculations

• Transitioning from standard to conditional summary functions

• Using functions to pass argument information via nesting

• Calculating data and time information in Excel

• Manipulating text strings with formulas/functions

• Sorting, filtering and subtotaling datasets

• Converting ordinary data ranges to Table Objects

• Using the Table Object functionality to quickly transform data

• Leveraging dynamic ranges to minimize ongoing maintenance

• Using formula-based conditional formatting to highlight related data

• Selecting, creating, modifying and formatting charts

• Creating dual-axis combo charts with forecasting & trend lines

• Determining when to Use Table Objects vs. Pivot Tables

• Summarizing large datasets with PivotTables and PivotCharts

• Analyzing and refining PivotTable reports

• Switching between cross tabulation and nested outline reports

• Redefining how summary values are calculated & displayed

• Creating interactive filters with Slicers & Timelines

• Extracting PivotTable supporting data on the fly