Microsoft Excel 365 - Level 3

Overview

Delivery method

Virtual classroom

Duration

7 hours (2 half days)

Audience

All SSC employees at all levels

Description

Notice: SSC incurs expenses for the Microsoft sessions regardless of attendance. Please be mindful and committed to your registration. If your plans change, please cancel 12 business days prior to the course start date.

Introduction – Excel in the M365 environment

• The different ways of accessing Excel in the M365 ecosystem
• Via Teams
• Via SharePoint
• Teams vs browser vs desktop application
• Recommended best practices

Chapter 1 – Use information, text, statistical and search functions in a data table

• Use functions to search for values in a list
• Use the VLOOKUP function
• Use the HLOOKUP function
• Use Data functions (sumif, dsum, etc.)
• Use information function (numfile, directory, etc)
• Use text function (left, right, search, clean, etc.)

 Chapter 2 - Create PivotTables

• Set a PivotTable
• Create a PivotTable
• Change display options and layout of a PivotTable
• Insert a segment
• Manipulate fields
• Apply a PivotTable style
• Update data in a PivotTable

Chapter 3– Create a PivotChart

• Set and create a PivotChart
• Add fields in a PivotChart
• Filter the PivotChart data

Chapter 4 – Create and manipulate charts

• Create a chart
• Manipulate a chart
• Add a title to a chart
• Print a chart
• Choose the type of chart
• Modify the type of chart
• Set the chart location
• Edit a series of data
• Add a series of data
• Delete a series of data
• Show hidden data and empty cells in a chart

Chapter 5 - Create macros using the Recorder

• Set macro security
• Save a macro with AutoSave
• Access the Visual Basic code of a macro
• Delete a macro
• Save a macro in Visual Basic
• Assign a macro to an image, shape, object, or control

Objectives

• Illustrate the data in a data list using PivotTable and PivotChart
• Create formulas using a data list

Target Audience
SSC Employees who use Microsoft Excel

Prerequisite(s)
Windows - User or equivalent

Legacy course code: MS365-EA3-SSC