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Course Information

This one-day course is designed to build on the intermediate skills developed by attending Excel Level 2.

Delegates will learn to manage and summarise data files, perform multi-sheet and cross-book calculations and automate their workbooks.


This course is designed for delegates who have attended the Level 1 and 2 courses or who have relevant experience in Microsoft Excel.

What you will learn:

Unit 1: Pivot Table Reports

  • Create and Manipulate a PivotTable
  • Pivot Charts
  • Using Slicers
  • PivotTable Timelines

Unit 2: Data Consolidation

  • Consolidate Data in the Same Workbook
  • Consolidate Data from Different Workbooks

Unit 3– File Handling

  • Apply/Remove a Password to Open
  • Apply/Remove a Password to Modify
  • Protecting Cells Within a Workbook
  • Data Validation
  • Finding Files

Unit 4: Shared Workbooks

  • Sharing the Workbook
  • Checking User Status
  • Tracking Changes
  • Resolving Conflicts
  • History Worksheet

Unit 5: Templates

  • Create a Template
  • Use a Template
  • Edit a Template
  • Insert a Template as a Worksheet

Unit 6: What-If

  • What-If Tables
  • Use Goal Seek
  • Scenario Manager

Unit 7: Solver

  • Solver Overview
  • Use the Solver Feature
  • Use the Help Feature to Obtain Help on Solver Reports

Unit 8: Macros and Custom Controls

  • Record a Macro
  • Assign a Macro to a Shortcut Key
  • Run a Macro Using the Tools Macro Command
  • Attach Macro to a Button
  • Format the Text Inside a Button

Unit 9: Auditing Worksheets

  • Trace Errors in Formulae
  • Using Trace Precedents and Dependents

Unit 10: Importing Data

  • Import Text into a Worksheet
  • Import Data from a Database

Course Curriculum

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