Cross-cutting

Excel 365 – Advanced

Digital Skills 40 hours

Introduction

The course Advanced Excel 365 will help us to manage the spreadsheets in that application, design pivot tables, plan different scenarios and create professional reports and charts. Constant technological change and the development of IT systems make it necessary to acquire technological skills applicable to various professional contexts. This course therefore aims to provide the knowledge required to use this tool effectively professional and efficient.

Objectives

- Learn how to edit data and formulas.

- Analyse the database and the publications.

- Describe access to external functions.

- Identify documents and digital security.

- To understand the process of customising Excel.

Table of Contents

TEACHING UNIT 1. BASIC CONCEPTS
Interface elements
Data entry and editing
Formatting
Working with multiple sheets
Creating graphics
Customisation
Aid: an important resource

TEACHING UNIT 2. FORMATTING DATA AND FORMULAS
Data types
- Assigning a data type
- Determining the data type
Data entry
- Entering text and numbers
- Entering dates and times
- Entering formulae
- Repeated entry of the same data
- Sequence generation
- The enhanced clipboard in Office
Cell references
- Multiple references and range references
- Two-dimensional, three-dimensional and other coordinates
- References and names
- Data validation
Introduction
- Custom formats
- Conditional formatting
- AutoFormat

TEACHING UNIT 3. TABLES AND LISTS OF DATA
Initial data
Tally up and summarise
- Total
- Planning
Filtering and grouping data
- Creating subtotals and groups
- Creating diagrams
- Data filtering
- Advanced filters
Pivot tables
- Designing a pivot table
- Customisation of elements
- Inclusion of additional fields
- Pivot table reports
- Dynamic graphics
- Using data from a pivot table in formulas
Data tables

TEACHING UNIT 4. DATA ANALYSIS
Configuring analysis tools
Tables with variables
- Table with one variable
- Table with two variables
Functions for making forecasts
Scenario simulation
- Scenario creation
- Use of the scenarios
Pursuit of objectives
The Solver tool
- Applying restrictions
- Reports and scenarios
- Resolution options
- Applications of Solver
Other data analysis tools
- Descriptive statistics
- Creating a histogram

TEACHING UNIT 5. DATABASES
Data collection
- Data sources
- Text files
- Data tables
- Database queries
- Connection parameters
- Online enquiries
- Microsoft Query
- Data properties
- Updating data
Database editing
Database functions
XML mapping

TEACHING UNIT 6. GRAPHS AND DIAGRAMS
Graph generation
- Creating the chart
- Areas of the graph
- Customisation of elements
Inserting mini-charts
Customising maximum and minimum values
Inserting shapes
- Using the controllers
- Text boxes
- Outlines and fills
- Shadows, edges, reflections and 3D rotation
- Compositions
Images
- Online image searches
- Image editing
Graphic elements and interactivity
SmartArt
- The Text Panel
- SmartArt format

TEACHING UNIT 7. DATA PUBLICATION
Printing sheets
- Selecting the data to be printed
- Page breaks
- Headers and footers
- Preview
Publish Excel workbooks
- Direct delivery to one or more recipients
- Web publication

TEACHING UNIT 8. LOGICAL FUNCTIONS
Relationships and logical values
- Comparison of qualifications
- Complex expressions
Decision-making
- Using decision-making to avoid mistakes
Nesting of expressions and decisions
Conditional operations
Selecting values from a list

TEACHING UNIT 9. DATA SEARCH
Handling references
- Number of rows and columns
- Addresses and non-addresses
- Offset of references
Data retrieval and selection
- A meeting of common ground
- Direct selection of a piece of data
- Searching by rows and columns
- THE XLOOKUP function
Transposing tables

TEACHING UNIT 10. OTHER FUNCTIONS OF INTEREST
Text manipulation
- Codes and characters
- Joining chains
- Character extraction
- Find and replace
- Conversions and other operations
Working with dates
- Information functions
- Operational functions
Miscellaneous information

TEACHING UNIT 11. ACCESSING EXTERNAL FUNCTIONS
Registration of external functions
- Macro sheets
- Registration process
Function calls
- Retrieving a function’s identifier
- Calls with automatic call logging
Excel 4.0-style macros
Books containing macros

TEACHING UNIT 12. MACROS AND FUNCTIONS
Recording and playing back macros
- A macro to insert subtotals
- Running the macro
Macro management
- Step-by-step modification and monitoring
- Macros and security
Definition of functions

TEACHING UNIT 13. INTRODUCTION TO VBA
The Visual Basic editor
- Project management
- Editing properties
The code editor
- Examining objects
The ‘Immediate’ window
A case study
- Workbooks, sheets, cells and ranges
- Drawing boxes
- Changes to the names of the sheets

TEACHING UNIT 14. VARIABLES AND EXPRESSIONS
Variables
- Defining variables
- The default type
- Matrices
- Issues relating to the scope
Expressions

TEACHING UNIT 15. CONTROL STRUCTURES. THE EXCEL OBJECT MODEL
Conditional values
Suspended sentences
- If/Then/Else
- Select Case
Repetition structures
- Loops by counter
- Conditional loops
- Browsing collections
Key Excel objects
- The app
- The book
- The leaf
Other Excel objects

TEACHING UNIT 16. DATA MANIPULATION
Selecting a data table
- Cells, ranges and selections
- Selection and activation
- Travel
- Selecting the table
Data manipulation
Entering new data
The complete solution

TEACHING UNIT 17. DIALOGUE BOXES
Pre-designed dialogue boxes
- How to display a dialogue box
- Confirmations and requests for information
Customised dialogue boxes
- Add a form to the project
- Working with components
- Order of access to components
A more attractive and user-friendly macro
Opening the dialogue box
- Adapting the process to the options

TEACHING UNIT 18. GROUP WORK
Share a book
Notes on the data
Exchange control
- Activation of the gear-shift control
- Summary of changes
- Review of the changes
Proofreading tools

TEACHING UNIT 19. DOCUMENTS AND SECURITY
Restricting access to a document
- Book protection
- Leaf protection
- Password-protected ranges
- Protection of other aspects
Digital security
- Obtaining a digital certificate
- Digital signature

TEACHING UNIT 20. CUSTOMISING EXCEL
Parameters applicable to books and sheets
- Default attributes for new books
- Options for books and individual sheets
Environment options
- The Quick Access Toolbar
The ribbon
Create your own cards and groups

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