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The goal of this course is to provide you with the knowledge required to use more advanced formulas and work with various tools to analyse data in spreadsheets, such as advanced sorting and filtering, and conditional formatting. You will also organise table data and present data as charts.

The course emphasises hands-on experience, with a series of self-guided exercises integrated into the training.

This course is aimed at existing Excel users who need to further their knowledge. Delegates are assumed to have experience of entering data and writing basic formulas, including common functions such as SUM and AVERAGE.

Use formula-related tools and techniques
Work with popular Excel functions including IF, IFS, VLOOKUP and XLOOKUP*
Utilise the features of new dynamic arrays and dynamic array formulas*
Use advanced data list features and Excel Tables
Create and visualise using charts and sparklines
Use common features such as comments, notes, and templates
Apply and use conditional formatting

Module 1: Formula tools and techniques

Quick Analysis
Absolute and mixed referencing
Working with Range Names
Linking to other worksheets
Linking to external workbooks

Module 2: Popular Excel functions

Understanding functions
Criteria-based functions (inc. COUNTIFS, SUMIFS and AVERAGEIFS)
Logical functions (inc. IF and IFS*)
Lookup and reference functions (inc. VLOOKUP and XLOOKUP*)
Dynamic array functions (inc. UNIQUE, SORT and FILTER*)

Module 3: Working with data lists

Flash Fill
Advanced sorting
Summarising with subtotals
Advanced filters

Module 4: Mastering Excel tables

Introducing tables
Creating and managing tables
Calculations and totals in tables
Formatting a table
Further table tools

Module 5: Charts

Understanding charts
Creating and modifying charts
Working with chart elements
Formatting charts
Chart templates
Analyse data with sparklines

Module 6: Additional features

Comments and notes
Hyperlinks
Templates
Excel options

Module 7: Conditional formatting

Applying and managing conditional formatting
Creating custom conditional formatting
Sorting and filtering by colour

*IFS, XLOOKUP, UNIQUE, SORT AND FILTER functions are only available if you are using Office 365 or Excel 2021

Upcoming Trainings

Join our public courses in our New Zealand facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

Classroom / Virtual Classroom

01 July 2024