Excel - Automating Excel with Macros and Analysis Tools

1 Days

6 CPD hours

To ensure success, students should have completed Excel Essentials and Excel Functions Including Pivot Tables and Lookups or have the equivalent knowledge and experience.

Upon successful completion of this course, students will be able to enhance productivity and efficiency by streamlining workflow, collaborate with others, and audit and analyse data.

This course is designed for students desiring to gain skills necessary to create macros, collaborate with others, audit and analyse data, incorporate multiple data sources, and import data.

Working with Multiple Worksheets and Workbooks

• Working with Named Ranges
• Link Cells Across Worksheets and Workbooks
• Use 3D References to Calculate Across Worksheets
• Consolidate Data

Use Formula Auditing and Error Checking

• Reveal Formulas
• Trace Cell Precedents and Dependents
• Locate Errors in Formulas
• Watch and Evaluate Formulas

Reviewing and Protecting Workbooks

• Control Data Entry via Data Validation
• Protect Workbook Access
• Protect Worksheets and Cell Content
• Add and Edit Comments
• Prepare a Workbook for Distribution
• Modify Excel's Default Settings

Using Macros to Automate Workbook Functionality

• Create Macros via Recording
• Run Macros via Buttons and Shortcuts
• Assign Macros to the Quick Access Toolbar and Ribbon
• Assign Macros to Objects
• View Macro Code

Forecasting and Analysis Data

• Use Conditional Formatting to Highlight, Sort and Filter Key Data
• Advanced Conditional Formatting using Formulas
• Create Sparklines to Visualise Data
• Add Trendlines to Charts to Visualise and Forecast Trends
• Use Data Tables and Scenarios to Project Potential Outcomes
• Use Goal Seek to Calculate Outcomes
• Forecast Data Trends Using Solver