Microsoft 365 - Excel Level 2

Overview

This hands-on 1-day course is based on the current Microsoft 365 Desktop version of Excel. Participants using Excel 2016 or later will be able to follow along, although some of the newest features may not be available in older versions.

This intermediate course is designed for learners who have previous experience with Excel, equivalent to On-Track Excel Level 1. Experienced, advanced, self-taught users, may find this course a valuable refresher.

Microsoft Excel is a versatile spreadsheet application used to organize, analyze, and visualize data. It provides a grid of rows and columns where users can enter numbers, text, and formulas to perform calculations, track information, and generate reports. Excel is widely used in business, finance, education, and research for tasks such as budgeting, data analysis, forecasting, and project tracking. With features like charts, pivot tables, conditional formatting, and built-in functions, Excel helps users turn raw data into meaningful insights. Its ability to automate tasks through formulas and macros, along with its integration into the Microsoft 365 environment, makes it an essential tool for efficient data management and decision-making.

Prerequisites

• Solid familiarity with Microsoft Excel Desktop application - equivalent to Level 1
• Access to Microsoft Excel 365 Desktop application

Learning Objectives

Through the use of hands-on exercises participants will learn to:

• Create intermediate formulas including nested functions
• Use named cells, ranges and constants
• Audit formulas, using error checking and correction
• Use advanced formatting tools, conditional formatting
• Create Charts and graphical data representation
• Use Data Lookup Functions

Course Modules

Module 1 - Quick Review

A review of Level 1 concepts - navigation, interface, basic formulas, basic formatting.

Module 2 - Advanced Formulas and Functions

Writing intermediate formulas, including nested functions.

The Name Manager, use of named cells, ranges and constants.

Auditing formulas and working with error checking and correction.

Using more IF functions including SUMIF, AVERAGEIF.

Module 3 - Using Data Tools

Sorting and Filtering

Review of Flash Fill

Combining data with Consolidate

Module 4 - Advanced Formatting and Charting

Using Conditional Formatting

Creating Charts and Graphs

Module 5 - Data Lookup

Work with the common VLookup and HLookup functions, along with Index/Match.

Introduction to the new XLookup function (only for 365 users).

Module 6 - Tips and Tricks

Learn to be more efficient in Excel and what resources are available.

Saving to OneDrive

Using AI (CoPilot, ChatGPT etc.)

ON-TRACK Corporate Training has a diverse and flexible schedule that can be customized to your needs. We offer group courses (both public and corporate), one-on-one training, virtual (on-line) classroom (Zoom etc.) and on-site training options. We also have easily accessible on-line training videos on OnTrackTV.