CPD - Microsoft Expert Training Course Outline

Audience: Successful candidates for the Microsoft  Excel Office Expert Training Course will create, manage, and distribute professional spreadsheets for a variety of specialised purposes and situations. They will customise their Excel environments to meet project needs and to enhance productivity. Expert workbook examples include custom business templates, multiple-axis financial charts, amortization tables, and inventory schedules. Candidate roles may include accountants, financial analysts analysts, data analysts, commercial bankers, and others.

This course is designed for CPD as well studying to become MOS accredited

Course Duration: 2 day 

CDP Points: 14

Course Types: Group bookings, public courses, 1-2-1 sessions, bespoke tailored courses and Saturday club.

Course Location: This Microsoft Excel Specialist Level 2 training course can be delivered either at our London training venue or at your offices. 

Tailored Course Content: Course content can be customised to meet your specific requirements, with scheduled dates to suit you.

At Course Completion

Module 1.1: Manage Workbooks 

  • Save a workbook as a template
  • Copy macros between workbooks
  • Reference data in another workbook
  • Reference data by using structured references
  • Enable macros in a workbook
  • Display hidden ribbon tabs

Module 1.2: Manage Workbook Review

  • Restrict editing
  • Protect a worksheet
  • Configure formula calculation options
  • Protect workbook structure
  • Manage workbook versions
  • Encrypt a workbook with a password

Module 2.1: Apply Custom Data Formats and Validation

  • Create custom number formats 
  • Populate cells by using advanced Fill Series options
  • Configure data validation

Module 2.2: Apply Advanced Conditional Formatting and Filtering

  • Create custom conditional formatting rules
  • Create conditional formatting rules that use formulas
  • Manage conditional formatting rules

Module 2.3: Create and Modify Custom Workbook Elements

  • Create custom colour formats
  • Create and modify cell styles
  • Create and modify custom themes
  • Create and modify simple macros
  • Insert and configure form controls

Module 2.4: Prepare a Workbook for Internationalisation

  • Display data in multiple international formats
  • Apply international currency formats
  • Manage multiple options for Body and Heading Heading fonts

Module 3.1: Apply Functions in Formulas

  • Perform logical operations by using AND, OR, and NOT functions 
  • Perform logical operations by using nested functions
  • Perform statistical operations by using SUMIFS, AVERAGEIFS, and COUNTIFS functions

Module 3.2: Look up data by using Functions

  • Look up data by using the VLOOKUP function
  • Look up data by using the HLOOKUP function
  • Look up data by using the MATCH function
  • Look up data by using the INDEX function

Module 3.3: Apply Advanced Date and Time Functions

  • Reference the date and time by using the NOW and TODAY functions 
  • Serialise numbers by using date and time functions

Module 3.4: Perform Data Analysis and Business Intelligence

  • Reference the date and time by using the NOW and TODAY functions
  • Import, transform, combine, display, and connect to data
  • Consolidate data
  • Perform what-if analysis by using Goal Seek and Scenario Manager
  • Use cube functions to get data out of the Excel data model
  • Calculate data by using financial functions

Module 3.5: Troubleshoot Formulas

  • Trace precedence and dependence
  • Monitor cells and formulas by using the Watch Window
  • Validate formulas by using error checking rules
  • Evaluate formulas
  • Serialise numbers by using date and time functions

Module 3.6: Define Named Ranges and Objects

  • Name cells
  • Name data ranges
  • Name tables
  • Manage named ranges and objects

Module 4.1: Create Advanced Charts

  • Add trendlines to charts 
  • Create dual-axis charts
  • Save a chart as a template

Module 4.2: Create and Manage PivotTables

  • Create PivotTables
  • Modify field selections and options
  • Create slicers
  • Group PivotTable data
  • Reference data in a PivotTable by using the GETPIVOTDATA function
  • Add calculated fields
  • Format data

Module 4.3: Format and Modify Text by using Functions 

  • Format text by using RIGHT, LEFT, and MID functions
  • Format text by using UPPER, LOWER, and PROPER functions
  • Format text by using the CONCATENATE function

Module 4.3: Create and Manage Pivot Charts

  • Create PivotCharts
  • Manipulate options in existing PivotCharts
  • Apply styles to PivotCharts
  • Drill down into PivotChart details

Module 3.4: Perform Data Analysis and Business Intelligence

  • Reference the date and time by using the NOW and TODAY functions 
  • Import, transform, combine, display, and connect to data
  • Consolidate data
  • Perform what-if analysis by using Goal Seek and Scenario Manager
  • Use cube functions to get data out of the Excel data model
  • Calculate data by using financial functions

Module 3.5: Troubleshoot Formulas

  • Trace precedence and dependence
  • Monitor cells and formulas by using the Watch Window
  • Validate formulas by using error checking rules
  • Evaluate formulas
  • Serialise numbers by using date and time functions

Module 3.6: Define Named Ranges and Objects

  • Name cells
  • Name data ranges
  • Name tables
  • Manage named ranges and objects

Module 4.1: Create Advanced Charts

  • Add trendlines to charts 
  • Create dual-axis charts
  • Save a chart as a template

Module 4.2: Create and Manage PivotTables

  • Create PivotTables
  • Modify field selections and options
  • Create slicers
  • Group PivotTable data
  • Reference data in a PivotTable by using the GETPIVOTDATA function
  • Add calculated fields
  • Format data

Module 4.3: Format and Modify Text by using Functions 

  • Format text by using RIGHT, LEFT, and MID functions
  • Format text by using UPPER, LOWER, and PROPER functions
  • Format text by using the CONCATENATE function

Module 4.3: Create and Manage Pivot Charts

  • Create PivotCharts
  • Manipulate options in existing PivotCharts
  • Apply styles to PivotCharts
  • Drill down into PivotChart details
, CPD – Microsoft Excel Expert Training Course Outline
, CPD – Microsoft Excel Expert Training Course Outline