Microsoft Office Excel 2016: Part 2 (Intermediate)

Transcription

1 Microsoft Office Excel 2016: Part 2 (Intermediate) In this course you'll learn create advanced workbooks and worksheets that can help deepen your understanding of organizational intelligence. The ability to analyze massive amounts of data, extract actionable information from it, and present that information to decision makers is at the foundation of a successful organization that is able to compete at a high level. To gain a truly competitive edge, you need to be able to extract actionable organizational intelligence from your raw data. In other words, when you have questions about your data, you need to know how to get Excel to provide the answers for you. This course covers Microsoft Office Specialist exam objectives to help students prepare for the Excel 2016 Exam and the Excel 2016 Expert Exam. Target Student This course is designed for those, who already have foundational knowledge and skills in Excel 2016 and who wish to begin taking advantage of some of the higher-level functionality in Excel to analyze and present data. Course Prerequisites This course builds upon the foundational knowledge presented in the Microsoft Office Excel 2016: Part 1 course. Course Objectives Upon successful completion of this course, you will be able to leverage the power of data analysis and presentation in order to make informed, intelligent organizational decisions. You will: Work with functions. Work with lists. Analyze data. Visualize data with charts. Use PivotTables and PivotCharts. Total (hh:mm:ss): 02:26:24 Total (Videos): 52 Working with Functions You already know how to get Microsoft Office Excel 2016 to perform simple calculations to make your job easier. However, manually entering formulas will take you only so far. As you progress with Excel, you'll need to know how to ask Excel more complex questions about your data and to get the answers you expect. Total (mm:ss): 08:00 Course Overview - Introduction (02:27) In this training you learn averything that you ll need to create error-free and easy-to-read worksheets - from the beginner level to expert from working with Functions to analyze data in order to make profound business decisions. (Introduction, Table of Contents) Work with Functions - Introduction (01:04) Learn how to 'talk' to Excel at a higher level to get the most out of your data. Page 1 of 6

2 Work with Ranges - Introduction (00:56) Learn how to ease your work by name ranges for use in functions and formulas. Name and Edit Ranges (05:34) Cell names and range names are exactly what they sound like. They are meaningful names you assign to a given cell or range to make it easier to both understand what calculations are being performed in a formula and to reuse the references for a number of purposes. (Cell and Range Names, Names and the Name Box, Name Manager, The Create from Selection Command) Use Defined Names in a Formula (03:12) Although it's certainly helpful to be able to name a range or a cell for easy navigation, the real power of this feature lies in the ability to easily identify references in formulas and to quickly and accurately insert references into multiple formulas. (Cell and Range Names in Formulas, Manually Entering Cell or Range Names, The Use in Formula Command Method, The Formula AutoComplete Method) Locate and Use Specialized Functions (05:06) Learn how to perform far more complex tasks in Excel beyond adding up rows and columns and multiplying the sum by some other figure. (Function Categories, The Excel Function Reference, Comparison Operator Basics, Function Syntax, The COUNTIF Function, The TODAY Function) Work with Logical Functions - Introduction (02:13) The logical functions in Excel provide a method for testing various conditions to calculate a result of a value, text, or a calculation which enable you to ask questions of your data. IF Function (04:29) The IF function returns one value if the logical test you enter as an argument is true, and it returns a different value if the logical test is not true. (IF Function) AND, OR and NOT Function (05:40) Learn how to combine logical tests. (AND Function, OR Function, NOT Function) Combine Functions (06:18) The key to combining multiple calculations into a function in a single cell is nesting. Nesting is, simply, using a function as an argument within another function. (Nesting, Nested Function Syntax, Guidelines for Combining Functions) Functions Similar to the IF Function (05:14) Learn how to use other powerful IF Functions. (Functions Similar to the IF Function (SUMIF, COUNTIF, AVARAGEIF)) Work with Date and Time Functions - Introduction (01:24) Learn how to work with of some of the more commonly used date and time functions. TODAY, NOW and DATE Functions (02:54) Learn how to master the most basic date and time functions. (TODAY, NOW, DATE) NETWORKDAY, WEEKDAY, WORKDAY and ISOWeeknum Functions (05:28) Learn how to work with more advanced date and time functions - not only important to all, who frequently deal with scheduling and analyzing data for particular periods of time. (The NETWORKDAYS Function, The WEEKDAY Function, The WORKDAY Function, The ISOWeeknum Function) Work with Text Functions - Introduction (00:47) Excel's text functions let you manipulate text in cells to extract portions of text to other cells or combine them. LEFT, RIGHT and MID Functions (02:40) This basic text functions let you manipulate text in cells to extract portions of text to other cells or combine them to produce e.g. full names or addresses. (The LEFT Function, The RIGHT Function, The MID Function) FIND Function (03:19) To extract text from cells that contain values of varying characters, Excel also includes the FIND function. (The FIND Function) Page 2 of 6

3 Text to Columns Feature (03:38) This feature splits a single column of text into multiple columns. For example, you can create first and last name columns from one column of full names. (The Text to Columns Feature) CONCATENATE Function (02:59) One of the most powerful text functions available in Excel is the CONCATENATE function. This function enables you to concatenate, or join together, text strings from multiple cells into a single cell. This function can save you massive amounts of time when you need to pull together data from multiple cells that already exists in your worksheets. (The CONCATENATE Function, Text Concatenation with the Ampersand, &) UPPER, LOWER and PROPER Functions (02:38) Excel contains three text functions that are very useful for formatting text to display it in the desired format. (The UPPER, LOWER and PROPER Function) Working with Lists Organizing and presenting your data in a logical and coherent manner is just as important as working with functions to analyze that data. In this lesson, you will use Microsoft Office Excel 2016 to sort, filter, and subtotal data. These functions help you organize your data for better analysis and presentation. Total (mm:ss): 14:33 Sort Data - Introduction (00:30) By reordering your data, you can more easily locate and interact with specific entries, even in massive worksheets with tens of thousands of entries. Sort Data (03:00) By reordering your data, you can more easily locate and interact with specific entries, even in massive worksheets with tens of thousands of entries. (Sorting, Clean Data, Multiple Column/Row Sorting, Quick Sorts, Custom Sorts) Filter Data - Introduction (00:36) In this topic, you will learn to filter data, which limits the rows of data you have to review in order to find what you are looking for. Filter Data (02:29) When you filter data in Excel, you do not affect the actual data entries; you alter only how Excel displays your data. Learn how to use this feature to your advantage. (Filter, AutoFilters, Custom AutoFilters, Advanced Filtering, The Criteria Range, Filter Operators) Query Data with Database Functions - Introduction (00:42) Similar to advanced filters, you can use database functions. These functions allow you to find the data you are looking for and perform calculations all in one step. Database Functions (03:12) Learn how to query data with database functions. Database functions, essentially, combine the functionality of Excel functions with the functionality of advanced filters. (Database Functions, Database Function Syntax,) Outline and Subtotal Data - Introduction (00:36) Learn how to outline and subtotal your data which may be especially useful when you are working on a spreadsheet with a large amount of data. Use Subtotals to Summarize Data (03:28) Learn how to outline data and perform calculations on subsets of data. (Outlines, The SUBTOTAL Function, The Subtotals Feature) Page 3 of 6

4 Analyzing Data As you have learned, manipulating raw data for analysis can be done in many ways, and each method has its merits. In this lesson, you will learn how to create tables to make reviewing data easier. In addition, you will learn how to format data in order to show highs, lows, or trends. Total (mm:ss): 18:26 Create and Modify Tables - Introduction (00:44) By converting your raw data into tables, you will be able to take advantage of additional reporting features without affecting any of the data you have entered into your worksheets. Create and Modify Tables (06:49) Excel tables contain robust functionality that enables you to organize, change the display of, and perform calculations on worksheet data quickly and easily. (Tables, Table Components, The Table Tools Design Contextual Tab, Table Styles and Quick Styles, Quick Analysis) Use Summary Functions in Tables (03:21) Learn how to apply basic function to your data in tables. (Summary, Average, Count) Apply Intermediate Conditional Formatting - Introduction (00:41) Learning additional conditional formatting options beyond the basics is the next step to help you analyze data trends. Apply Intermediate Conditional Formatting (02:44) In addition to the preconfigured conditional formatting options available in Excel 2016, you have the option of creating completely custom conditional formats to suit your needs. A mayor step in becoming an Excel Expert! (Custom Conditional Formats, Rule Precedence) Apply Advanced Conditional Formatting - Introduction (00:35) Learn how to examine and evaluate the data in one column, and then apply the specified conditional formatting to another column. And how to format the cells in numerous columns based on criteria in a different column. Use Logical Functions to Apply Conditional Formatting (03:32) The tools available in Excel enable you to create specific rules you can use to apply conditional formatting and to tailor the display of conditionally formatted cells using an incredible array of options. (Use a Formula to Determine Which Cells to Format Rule, Cell References and Conditional Formatting, Guidelines for Applying Conditional Formatting to Cells Based on Values in Other Cells) Visualizing Data with Charts You need a way to generate visual representations of your data. Excel 2016 includes some handy functionality that can convert your raw or analyzed data into visually clear, easytointerpret diagrams with just a few steps. Total (mm:ss): 23:20 Create Charts - Introduction (00:38) Charts are a great way to interpret data, as many people need to see data visually to comprehend it better. Plotting data in charts can make spreadsheets less confusing when incorporated in your workbooks. Create Charts (04:28) Learn how to create Charts, that help worksheet viewers to quickly and easily interpret the data in a worksheet. (Chart Basics, Chart Types, Chart Insertion Methods, Recommended Charts) Modify and Format Charts - Introduction (01:09) A well-formatted chart can mean the difference between simply delivering information and making an impact on your audience. Page 4 of 6

5 Modify and Format Charts (05:15) Excel 2016 provides you with a vast array of options when it comes to modifying and formatting your charts. (Modification vs. Formatting, Chart Elements, Chart Elements Guidelines, The Chart Tools Contextual Tab, The Format Task Pane, The Chart Tools Buttons) Use Advanced Chart Features - Introduction (00:29) Excel 2016 includes a wide range of advanced charting features that enable you to display widely varying sets of data together, include forecasting trends on your charts. Create a Dual-Axis Chart (04:27) A dual-axis chart is, simply, a chart that displays two sets of information on the same chart. The main advantage to dual-axis charts is the ability to not only display two different sets of data simultaneously, but also to format the different sets of data independently of each other. (Dual-Axis Charts, Forecasting, Trendiness, Trendline Types, The Format Trendline Task Pane) Create a Chart Template (03:02) Working with advanced charting features can require quite a bit of chart formatting and modification. And, it's likely you'll need to reuse at least some of your charts. (Chart Templates) Visualizing Data with Charts - Best Practice - Introduction (03:52) If your data is misrepresented or presented ineffectively, key insights and understanding are lost, which hurts both your message and your reputation. (Order Data Appropiately, Space Bars Appropiately, Reduce Unnecessary Labeling, Increase Readability, Chart Type Considerations, Line Margins, Maintain Itegrity) Using PivotTables and PivotCharts Excel 2016 includes a powerful feature that enables you to ask any number of questions of your data; get detailed, specific answers; and do it all over again in just a matter of moments. By taking advantage of the PIVOTTABLES and PIVOT CHARTS functionality, you can get critical, time-sensitive intelligence quickly, easily, and with a high-level of flexibility. Understanding PivotTables and PivotCharts is key to become an Excel Expert! Total (mm:ss): 22:05 Create a PivotTable - Introduction (00:17) PivotTables combine some of the most powerful and useful types of Excel functionality, such as sorting, filtering, summary functions, and subtotals, to give you an incredible level of control over how you view your data. Create a PivotTable (04:03) To take advantage of the functionality and flexibility of PivotTables, you must first understand how to create them. (PivotTables, Recommended PivotTables, The PivotTable Fields Task Pane) Analyze PivotTable Data - Introduction (00:38) Excel 2016 provides you with a number of different tools and commands you can use to organize the structure of your PivotTables. Knowing how these tools work and understanding how PivotTable structure translates into actionable intelligence are the keys to getting the answers you seek. Analyze PivotTable Data (04:29) (The PivotTable Tools Contextual Tab, Summarize and Show Combinations, The GETPIVOTDATA Function) Present Data with PivotCharts - Introduction (00:50) Like standard Excel charts, PivotCharts are graphical representations of numeric values and relationships among those values. The main difference is simply that PivotCharts are linked to PivotTable data, whereas standard charts are linked to either a range of data or a table. Present Data with PivotCharts (05:01) Learn how to translate your PivotTable data into PivotCharts. (PivotCharts, The PivotChart Fields Task Pane, PivotChart Filters) Page 5 of 6

6 Filter Data by Using Timelines and Slicers - Introduction (00:54) Slicers are a tool that gives you a high level of control over PivotTable filtering. is easy to work with and easy to interpret regardless of how many filters you apply to your PivotTables. Filter Data by Using Slicers and Timelines (04:18) Learn how to apply Slicers as a high level of control over PivotTable filtering, one that is easy to work with and easy to interpret regardless of how many filters you apply to your PivotTables and PivotCharts. (Slicers, The Slicer Tools Contextual Tab, The Report Connections Dialog Box, Timelines, The Timeline Tools Contextual Tab) Course Follow-Up - Introduction (01:35) Hope you enjoyed this training and that I see you in the Microsoft Office Excel 2016: Part 3. In that course, you will build upon the skills you have acquired by working with multiple worksheets and workbooks, use lookup functions and formula auditing to troubleshoot your workbooks and fix errors, and to share and protect workbooks from unwanted changes. You will also learn to automate Excel functions, create sparklines and map data, as well as to forecast future data. Page 6 of 6