Excel 365 – Advanced

Cross-cutting
Digital Skills

Digital Skills

Duration

40 hours

PRESENTATION

The Course Advanced Excel 365 It will help us manage the spreadsheets in that application and design Pivot Tables, plan different scenarios, and create professional reports and charts. Constant technological advancements and the development of computer systems make it necessary to acquire technological skills applicable to various professional settings. Thus, this course aims to provide the knowledge necessary to use this tool effectively professional and efficient.

Objectives

– Learn how to edit data and formulas.

-Analyze the database and publications.

– Describe how to access external functions.

– Identify documents and digital security.

– Learn how to customize Excel.

Syllabus

TEACHING UNIT 1. BASIC CONCEPTS Interface Elements Entering and Editing Data Formatting Working with Multiple Sheets Creating Charts Customization Help: An Important Resource TEACHING UNIT 2. DATA ENTRY AND FORMULAS Data Types – Assigning a data type – Determining a data type Data Entry – Entering text and numbers – Entering dates and times – Entering Formulas – Repeatedly Entering the Same Data – Generating Sequences – The Enhanced Office Clipboard Cell References – Multiple References and Range References – Two-Dimensional, Three-Dimensional, and Other References – References and names – Data validation Formatting – Custom formats – Conditional formatting – AutoFormat LEARNING UNIT 3. TABLES AND DATA LISTS Initial data Totaling and summarizing – Totaling – Sorting Filtering and grouping data – Creating subtotals and groups – Creating layouts – Filtering data – Advanced filters Pivot Tables – Designing a pivot table – Customizing elements – Including additional fields – PivotTable Reports – PivotCharts – Using PivotTable Data in Formulas Data Tables LEARNING UNIT 4. DATA ANALYSIS Configuring Analysis Tools Tables with Variables – Table with One Variable – Table with two variables Functions for making forecasts Scenario simulation – Creating scenarios – Using scenarios Goal seeking The Solver tool – Applying constraints – Reports and scenarios – Solution options – Applications of Solver Other Data Analysis Tools – Descriptive statistics – Creating a histogram TEACHING UNIT 5. DATABASES Obtaining Data – Data sources – Text files – Data tables – Database queries – Connection settings – Web queries – Microsoft Query – Data properties – Updating data Editing databases Database functions XML mapping LEARNING UNIT 6. CHARTS AND DIAGRAMS Creating Charts – Creating a Chart – Chart Areas – Customizing Elements Inserting Mini-Charts Customizing Highs and Lows Inserting Shapes – Using Controls – Text Boxes – Outlines and Fills – Shadows, borders, reflections, and 3D rotation – Layouts Images – Searching for images online – Editing images Graphic elements and interactivity SmartArt – The Text Pane – Formatting SmartArt LEARNING UNIT 7. PUBLISHING DATA Printing Worksheets – Selecting data to print – Page breaks – Headers and footers – Preview Publishing Excel Workbooks – Sending directly to one or more recipients – Web publishing LEARNING UNIT 8. LOGICAL FUNCTIONS Relationships and logical values – Comparing values – Complex expressions Decision-making – Using decisions to avoid errors Nesting expressions and decisions Conditional operations Selecting values from a list LEARNING UNIT 9. DATA SEARCH Manipulating References – Number of Rows and Columns – Direct and Indirect References – Shifting References Searching for and Selecting Data – Finding Matches – Direct selection of a data point – Searching in rows and columns – VLOOKUP function Transposing tables TEACHING UNIT 10. OTHER USEFUL FUNCTIONS Text manipulation – Codes and characters – Concatenating strings – Extracting characters – Search and replace – Conversions and other operations Working with dates – Informational functions – Operational functions Miscellaneous information TEACHING UNIT 11. ACCESSING EXTERNAL FUNCTIONS Registering External Functions – Macro Sheets – The Register Operation Invoking Functions – Obtaining a Function’s Identifier – Calls with Automatic Registration Excel 4.0-Style Macros Workbooks with Macros TEACHING UNIT 12. MACROS AND FUNCTIONS Recording and Playing Back Macros – A Macro to Insert Subtotals – Playing Back the Macro Managing Macros – Modifying and Step-by-Step Tracking – Macros and Security Defining Functions LEARNING UNIT 13. INTRODUCTION TO VBA The Visual Basic Editor – Project management – Editing properties The Code Editor – Examining objects The Immediate Window A Practical Example – Workbooks, worksheets, cells, and ranges – Drawing boxes – Renaming worksheets LEARNING UNIT 14. VARIABLES AND EXPRESSIONS Variables – Defining variables – The default type – Arrays – Scope issues Expressions TEACHING UNIT 15. CONTROL STRUCTURES. THE EXCEL OBJECT MODEL Conditional values Conditional Statements – If/Then/Else – Select Case Looping Structures – Counter-based loops – Condition-based loops – Iterating through collections Core Excel Objects – The application – The workbook – The worksheet Other Excel Objects LESSON 16. DATA MANIPULATION Selecting a Data Table – Cells, Ranges, and Selections – Selection and Activation – Navigation – Selecting the Table Data Manipulation Inserting New Data The Complete Solution LESSON UNIT 17. DIALOG BOXES Pre-designed dialog boxes – How to display a dialog box – Confirmations and data requests Custom dialog boxes – Adding a form to the project – Working with components – Component access order A more user-friendly and convenient macro Launching the dialog box – Adapting the process to the options TEACHING UNIT 18. GROUP WORK Sharing a Workbook Commenting on Data Track Changes – Enabling Track Changes – Change Summary – Reviewing Changes Review Tools LESSON UNIT 19. DOCUMENTS AND SECURITY Restricting Access to a Document – Workbook Protection – Sheet Protection – Password-Protected Ranges – Protecting Other Elements Digital Security – Obtaining a Digital Certificate – Digital Signing TEACHING UNIT 20. CUSTOMIZING EXCEL Settings for Workbooks and Sheets – Default Attributes for New Workbooks – Options for Individual Workbooks and Sheets Environment Options – The Quick Access Toolbar The Ribbon Creating Custom Tabs and Groups
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