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Microsoft Excel Level 3 (Advanced)
(2013, 2016, 2019, 2021, 365)

What You'll Learn in Microsoft Excel Level 3 (Advanced)

Course Length

6 hours (1 day)

Learning Objectives

  • Use Data Validation to restrict data entry and create drop-downs
  • Use outlining tools to group and subtotal your data
  • Protect worksheets and workbooks from accidental changes
  • Use conditional formatting to highlight cells based on rules
  • Analyze data with Pivot Tables
  • Record and delete macros
  • Link and consolidate data across multiple workbooks
  • Import and export data and run web queries

Target Student

This course is for users who are familiar with Excel and who wish to expand their knowledge and use of advanced data analysis and time-saving features.

Course Outline

The Macros section introduces users to the VBA Editor by having them copy macros between workbooks. If you would like more thorough training in VBA we offer an Excel VBA Complete course.


Excel has many new features that can be used to quickly analyze large amounts of financial information. Power Pivot enables users to combine data from multiple sources; Power View allows users to generate professional looking maps that indicate the location of data. Excel’s use of the VBA language enables users to create simple yet effective commands that enhance functionality, improve performance and perform repetitive tasks for you.


In this course you will combine, analyze, and display data using Excel's powerful features, and learn the basics of how to use macros to further extend Excel's capabilities.


Section 1: Enhancing Workbooks

Section 1.1: Customizing Workbooks

Comments

Hyperlinks

Watermarks

Background Pictures

 

Section 1.2: Preparing a Workbook for Multiple Audiences

Add Alternative Text to Objects

Modify Worksheets Using the Accessibility Checker

Manage Fonts

 

Section 1.3: Creating and Using Templates

Create a Template

Modify a Template

 

Section 2: Working with Multiple Workbooks

Section 2.1: Consolidating Data

Data Consolidation

The Consolidate Dialog Box

Consolidation Functions

 

Section 2.2: Linking Cells in Workbooks

Understand External References

Link Individual Cells

Link Groups of Cells

 

Section 2.3: Merging Workbooks

The Compare and Merge Workbooks Feature

Removing Duplicates

Transposing Data

 

Section 3: Protecting Workbooks and Worksheets

Protecting a Workbook

Protecting a Worksheet

Unprotecting Workbooks and Worksheets

 

Section 4: Outlining, Grouping, and Subtotalling

Grouping & Outlining

Subtotalling

 

Section 5: Importing and Exporting Excel Data

Section 5.1: Exporting Excel Data

The Export Process

 

Section 5.2: Importing a Delimited Text File

The Import Process

The Get External Data Group

Delimited Text Files

Methods of Importing Text Files

 

Section 5.3: Integrating Excel Data with the Web

The File Publishing Process

Publish as Web Page Dialog Box

 

Section 5.4: Creating a Web Query

Web Queries

The New Web Query Dialog Box

 

Section 6: Analyzing Data with Pivot Tables, Slicers, and Pivot Charts

Section 6.1: Creating a Pivot Table

Pivot Tables

The Create Pivot Table Dialog Box

The Pivot Table Fields Pane

Summarize Data in a Pivot Table

The “Show Values As” Functionality of a Pivot Table

Create a Calculated Field

Refresh the Pivot Table Data

Add Style to a Pivot Table

Work with Subtotals and Grand Totals

Introduction to PowerPivot

 

Section 6.2: Filtering Pivot Table Data

Use the Field Headers

Use the Pivot Table Dialog Box

Use Slicers

 

Section 6.3: Analyzing Data with Pivot Charts

Create Pivot Charts

Filter with Pivot Charts

 

Section 7: Automating Worksheet Functionality

Section 7.1: Updating Workbook Properties

Workbook Properties

 

Section 7.2: Creating and Editing a Macro (Overview)

What Are Macros?

The Record Macro Dialog Box

Name Macros

Visual Basic for Application

Copying Macros Between Workbooks

Macro Security Settings

Difference Between a Relative and Absolute Macro

 

Section 7.3: Applying Conditional Formatting

What Is Conditional Formatting?

The Conditional Formatting Rules Manager Dialog Box

Clear Rules

 

Section 7.4: Adding Data Validation Criteria

Data Validation

The Data Validation Dialog Box

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Delivered by Great Canadian Training

Microsoft Excel Level 3 (Advanced)

Upcoming Classes

All Public classes are held online
with a live instructor
Dates Price Qty
January 29, 2025
9:00 AM to 4:00 PM ET
$350.00 SOLD OUT
February 28, 2025
9:00 AM to 4:00 PM ET
$350.00 Online
March 25, 2025
9:00 AM to 4:00 PM ET
$350.00 Online
June 26, 2025
9:00 AM to 4:00 PM ET
$350.00 Online
* Applicable taxes will be applied on checkout

Groups of 6 or more? Consider private training

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Have questions about this course? See below or reach out to our training coordinators.

The Great Canadian Training & Consulting Company Advantage

When you train with us, your training will not just check a box. We make sure it is GREAT!

  • Experienced Trainers
  • Learn or Come Back Free Policy on Public Classes
  • 24/7 After Training Support

All of our courses include

PDF Reference Guide

Want a summary of what you’ve learned? Save paper and use your PDF Reference Guide, accessible on any of your devices.


Certificate of Completion

Boost your credentials with a Certificate of Completion, confirming the skills you’ve acquired with us.


24/7 After-Training Support

Receive a 30-day after-training support voucher, offering assistance as you apply your new skills on the job. Need help with a specific step? We’re here to provide extra support and clarity even after you’ve left the class!


Want even more?
Check out our add-ons

Printed Reference Guide

While we love technology, we understand that there is something about having a paper copy. Add a printed reference guide to your training, which we will have shipped to your location.


Extended After-Training Support

Extend your support beyond the standard 30 days for ongoing assistance.


Upskilling

You’ve learned how to effectively and efficiently use Microsoft Excel Level 3 (Advanced) - now you can stay up to date! Book your Upskilling Workshop now and save for when you want to fill in the gaps and explore Microsoft’s latest tools and features.


Can I customize my course?
OF COURSE!

Customized to meet your unique needs

We can customize your training to fit your exact needs, whether it's making small adjustments or creating entirely new courses. From setting specific objectives and including your own files to addressing unique challenges, we're here to help. We can even tailor the training to align more closely with how you work and to fit perfectly into your schedule. Our goal is to provide training that's as unique as your goals.


Use your own files instead of our exercise files

You can opt to use your working files in your private training sessions (instead of our standard exercise files). This allows you to see how the lessons apply directly to your day-to-day role and get work done while you train—a true win-win!


Access to your recorded session for 60 days

You can request your private session be recorded. You can have access for 60 days to revisit what you’ve learned.