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

Public Training Programme

Explore our current selection of public courses, available as convenient and cost-effective virtual sessions.

Engage with expert instructors and a diverse peer group in an interactive, online learning environment.

Ideal for those valuing flexibility and affordability, our public courses are ideal where you only have small numbers requiring training and offer training from the comfort of your home or office.

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Contact us

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• Email: [email protected]
• Phone: +44 (0)20 8152 6551

Our dedicated team is ready to respond to your enquiries and provide the support you need. Feel free to reach out, and we'll do our best to assist you.

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