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Excel Module 3 training course hero image – Create automated Excel reports and streamline workflows.

Excel Module 3 - Reporting and Automating

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

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Course overview

Duration: 1 day (6.5 hours)

Our Excel Module 3 – Reporting and Automating course looks at how to create effective Excel reports from your data and automate creation using macros.

It looks at clever techniques to make the most of the features of Excel to get concise useful reports without wasting hours of time doing so. 

This course is aimed at existing users of Excel who want to further their skills. Ideally people should have attended our Excel Module 2 course or have equivalent knowledge and participants should be able to confidently create and amend worksheets, build formulas and use data lists.

 

Objectives 

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

  • Create and use templates
  • Create and use tables and range names
  • Create pivot tables and pivot charts
  • Use slicers and timeline filters
  • Create macros to automate common tasks
  • Use formulas to set conditional formatting
  • Create linked data validation lists
  • Use the XLOOKUP command
  • Create interactive charts on linked data

Content

Templates

  • Creating and saving templates
  • Using templates

Working with Tables and Ranges

  • Tables vs ranges
  • Creating tables
  • Adding formulas
  • Using range names in formulas
  • Summarising with pivot tables
  • Adding slicers and pivot charts

Starting to use Macros

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

Building templated reports

  • Creating report templates
  • Creating graphics
  • Populating the data
  • Refreshing the report

Advanced conditional formatting

  • Formatting based on other column information
  • Using conditional formulas
  • Using icon sets

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

Testimonials

"Enhance existing knowledge of Excel, with hints and tips for daily shortcuts for more efficiency. Great session, well paced, very informative and interactive. The benefits of XLOOKUP were particularly useful, such as auto-adjusting tables and saving time on replacing errors. This will make reporting and automation much more efficient."

Sharon Taylor – Payroll Manager, Gatwick Airport

"Yes definitely. Very useful. Irene was amazing – very engaging, not boring at all, one of the best trainers I have ever had. I loved the demo before completing the tasks, it just flowed so nicely. I’d love to partake in all of these courses. Notes are very useful and easy to follow."

Rhiannon – Lab Technician, BioMar

"Well structured and informative considering the wide variety of content covered. The course was very easy to follow and engaging – both sessions flew by! Having worked examples and applying knowledge straight away was a much easier way to learn. As a first introduction to macros, it’s inspired me to pursue more advanced Excel training."

Ethan Murphy – Senior Pricing Analyst, TotalEnergies

Frequently Asked Questions

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