Excel Level 3 — Advanced

Apply Excel's advanced analysis, automation and business-intelligence tools to real data.

Part of the PCG Excel Training Program, which builds Excel proficiency in progressive stages: from core worksheet skills, through intermediate charting and financial functions, to advanced business-analysis tools such as pivot tables, macros and OLAP. Each level runs as its own one-day session, and a short bonus module covers what is new in Excel 365 (maps, data types, cell comments, data from a picture).

What we cover

• Lists Purpose and use of lists in Excel, creating and maintaining a list, editing records with the data form, filtering, subtotals.
• Macros and user-defined functions Recording and using macros, creating and using user-defined functions.
• Basic analysis tools What-if analyses and scenarios.
• Advanced analysis tools and external data Querying a database, importing and exporting files, data validation, worksheet protection, password-protecting a workbook.
• Business analysis tools Pivot tables and pivot charts: parts of a pivot table, reports, building from worksheet data and from external sources, pivot chart reports. Slicers: using, formatting and sharing between pivot tables. Sparklines: types, creating, customizing and formatting. Online Analytical Processing (OLAP) and business intelligence in Excel.
• Bonus: What's New in Excel 365 Turn data into maps, stock and geographic data types, comments in a cell, adding data from a picture.

What you will leave able to do

• Create, maintain, filter and subtotal lists
• Record, assign and use macros and user-defined functions
• Perform what-if analyses and work with scenarios
• Query a database, import and export data, and protect data
• Build pivot tables, pivot charts, slicers and sparklines
• Use OLAP and other advanced business-analysis tools

Every private session is adjusted to your tools, your files and the outcomes you are trying to hit. The final agenda is confirmed with your facilitator before delivery.