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Microsoft Excel 2016 – Level 3

  • Course Code:

  • Course Duration:

    1 Day
  • Course Price:

  • Availability:

    Call/Email to register interest
  • Overview & ObjectivesOpen or Close

    The skills and knowledge acquired in Microsoft Excel 2016 – Level 3 are sufficient to be able to protect worksheet data, perform advanced data operations using summarising, data consolidations, filters and Pivot Tables, macros, and much more.

  • Skills GainedOpen or Close

    At the completion of this course you should be able to:

    • modify Excel options
    • protect data in worksheets and workbooks
    • import data into Excel and export data from Excel
    • use data linking to create more efficient workbooks
    • group cells and use outlines to manipulate the worksheet
    • create summaries in your spreadsheets using subtotals
    • use the Data Consolidation feature to combine data from several workbooks into one
    • create, use and modify data tables
    • create and work with scenarios and the Scenario Manager
    • understand and create simple PivotTables
    • construct and operate PivotTables using some of the more advanced techniques
    • create and edit a PivotChart
    • use advanced filters to analyse data in a list
    • use a variety of data validation techniques
    • create and use a range of controls in a worksheet
    • share workbooks with other users
    • create recorded macros in Excel
  • Course ModulesOpen or Close

    Setting Excel Options

    • Understanding Excel Options
    • Personalising Excel
    • Setting the Default Font
    • Setting Formula Options
    • Understanding Save Options
    • Setting Save Options
    • Setting the Default File Location
    • Setting Advanced Options

    Protecting Data

    • Understanding Data Protection
    • Providing Total Access to Cells
    • Protecting a Worksheet
    • Working With a Protected Worksheet
    • Disabling Worksheet Protection
    • Providing Restricted Access to Cells
    • Password Protecting a Workbook
    • Opening a Password Protected Workbook
    • Removing a Password From a Workbook

    Importing and exporting

    • Understanding Data Importing
    • Importing From an Earlier Version
    • Understanding Text File Formats
    • Importing Tab Delimited Text
    • Importing Comma Delimited Text
    • Importing Space Delimited Text
    • Importing Access Data
    • Working With Connected Data
    • Unlinking Connections
    • Exporting to Microsoft Word
    • Exporting Data as Text
    • Inserting a Picture
    • Modifying an Inserted Picture

    Data Linking

    • Understanding Data Linking
    • Linking Between Worksheets
    • Linking Between Workbooks
    • Updating Links Between Workbooks

    Grouping and outlining

    • Understanding Grouping and
    • Outlining
    • Creating an Automatic Outline
    • Working With an Outline
    • Creating a Manual Group
    • Grouping by Columns

    Summarising and Subtotalling

    • Creating Subtotals
    • Using a Subtotalled Worksheet
    • Creating Nested Subtotals
    • Copying Subtotals
    • Using Subtotals With AutoFilter
    • Creating Relative Names for Subtotals
    • Using Relative Names for Subtotals

    Data consolidation

    • Understanding Data Consolidation
    • Consolidating With Identical Layouts
    • Creating a Linked Consolidation
    • Consolidating From Different Layouts
    • Consolidating Data Using the SUM Function

    Data Tables

    • Understanding Data Tables and
    • What-If Models
    • Using a Simple What-If Model
    • Creating a One-Variable Table
    • Using One-Variable Data Tables
    • Creating a Two-Variable Data Table


    • Understanding Scenarios
    • Creating a Default Scenario
    • Creating Scenarios
    • Using Names in Scenarios
    • Displaying Scenarios
    • Creating a Scenario Summary Report
    • Merging Scenarios

    Pivot Tables

    • Understanding PivotTables
    • Recommended PivotTables
    • Creating Your Own PivotTable
    • Defining the PivotTable Structure
    • Filtering a PivotTable
    • Clearing a Report Filter
    • Switching PivotTable Fields
    • Formatting a PivotTable
    • Understanding Slicers
    • Creating Slicers
    • Inserting a Timeline Filter
    • Challenge Exercise
    • Challenge Exercise Sample

    Pivot Table Features

    • Using Compound Fields
    • Counting in a PivotTable
    • Formatting PivotTable Values
    • Working With PivotTable Grand Totals
    • Working With PivotTable Subtotals
    • Finding the Percentage of Total
    • Finding the Difference From
    • Grouping in PivotTable Reports
    • Creating Running Totals
    • Creating Calculated Fields
    • Providing Custom Names
    • Creating Calculated Items
    • PivotTable Options
    • Sorting in a PivotTable

    Pivot Charts

    • Inserting a PivotChart
    • Defining the PivotChart Structure
    • Changing the PivotChart Type
    • Using the PivotChart Filter Field Buttons
    • Moving PivotCharts to Chart Sheets

    Advanced Filters

    • Using an Advanced Filter
    • Extracting Records With Advanced Filter
    • Using Formulas in Criteria
    • Understanding Database Functions
    • Using Database Functions
    • Using DSUM
    • Using the DMIN Function
    • Using the DMAX Function
    • Using the DCOUNT Function

    Validating Data

    • Understanding Data Validation
    • Creating a Number Range Validation
    • Testing a Validation
    • Creating an Input Message
    • Creating an Error Message
    • Creating a Drop Down List
    • Using Formulas as Validation Criteria
    • Circling Invalid Data
    • Removing Invalid Circles
    • Copying Validation Settings


    • Understanding Types of Controls
    • Understanding How Controls Work
    • Preparing a Worksheet for Controls
    • Adding a Combo Box Control
    • Changing Control Properties
    • Using the Cell Link to Display the
    • Selection
    • Adding a List Box Control
    • Adding a Scroll Bar Control
    • Adding a Spin Button Control
    • Adding Option Button Controls
    • Adding a Group Box Control
    • Adding a Check Box Control
    • Protecting a Worksheet With
    • Controls

    Sharing Workbooks

    • Sharing Workbooks via the Network
    • Sharing Workbooks via OneDrive
    • Saving to OneDrive
    • Sharing Workbooks
    • Opening Shared Workbooks
    • Enabling Tracked Changes
    • Accepting or Rejecting Changes
    • Disabling Tracked Changes
    • Adding Worksheet Comments
    • Navigating Worksheet Comments
    • Editing Worksheet Comments
    • Deleting Comments

    Recorded Macros

    • Understanding Excel Macros
    • Setting Macro Security
    • Saving a Document as Macro Enabled
    • Recording a Simple Macro
    • Running a Recorded Macro
    • Relative Cell References
    • Running a Macro With Relative References
    • Viewing a Macro
    • Editing a Macro
    • Assigning a Macro to the Toolbar
    • Running a Macro From the Toolbar
    • Assigning a Macro to the Ribbon
    • Assigning a Keyboard Shortcut to a
    • Macro
    • Deleting a Macro
    • Copying a Macro
  • PrerequisitesOpen or Close

    Microsoft Excel 2016 – Level 3 assumes some knowledge of the software as well as a general understanding of personal computers and the Windows operating system environment.

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