Excel Module 3

Data Management Techniques

Take things a step further and improve your knowledge of some of the more niche Excel techniques to help manage your data

Course overview

Duration:Ā 1 day (6.5 hours)

Our Excel Module 3 ā€“ Data Management Techniques course looks at the next steps in working with your data.Ā 

It explores techniques to make working with data easier and more efficient and how you can combine these to create interactive worksheets and charts.Ā  It looks at protecting the work you have done and automating tasks with macros.Ā 

This course is aimed at existing users of Excel who want to further their skills. Participants should be able to confidently create and amend worksheets, build formulas and use basic data validation and conditional formatting.

ObjectivesĀ 

By the end of the course you will be able to:

  • Use partial absolute cell referencing
  • Name and work with named ranges
  • Use formulas to set conditional formatting
  • Create linked data validation lists
  • Use the XLOOKUP command
  • Create interactive charts on linked data
  • Set cell protection
  • Create macros to automate common tasks

Content

Advanced absolute cell referencing

  • Review of absolute vs relative references
  • Copying formulas and their behaviour
  • Using partial absolute referencing

Range Naming

  • Naming cells
  • Amending ranges
  • Using range names in formulas
  • Single cell ranges
  • Multi cell ranges
  • Finding named ranges

Advanced conditional formatting

  • Formatting based on other column information
  • Using conditional formulas
  • Finding cells with conditional formatting

Advanced data validation

  • Creating validation lists
  • Naming lists
  • Linked data validation lists
  • Using the INDIRECT function

Using Lookups

  • Using Xlookup to find data on other worksheets

Interactive Charting

  • Conditional linking
  • Creating graphs on variable data

Cell Protection

  • Setting cell protection
  • Locking and unlocking cells
  • Hiding formulas
  • Protecting a worksheet
  • Allow edit ranges
  • Setting the level of protection
  • Protecting a workbook

Starting to use Macros

  • Macro concepts
  • Recording macros
  • Example macros
  • Running macros
  • Adding buttons to run macros

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