Overview

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This course is designed to teach you the essential skills for working with Excel, focusing on charting, sharing, and automating tasks using VBA. Excel is a critical tool for professionals across industries, and mastering these capabilities will significantly enhance your productivity and data management skills. Throughout this course, you'll learn how to protect and share workbooks, visualize data through charts, and integrate graphic objects to make your reports more insightful. You will also explore how to automate tasks using macros and customize Excel functionality with basic VBA programming, equipping you to solve real-world business challenges efficiently. This course stands out by combining practical knowledge with real-world examples, ensuring that you can apply what you learn directly in your work. Whether you’re preparing reports, building dashboards, or managing workflows, the techniques covered will make you more effective with Excel in your day-to-day tasks. Ideal for professionals who want to elevate their Excel skills, this course is perfect for those with basic Excel knowledge looking to move toward automation and more advanced functionality. If you're ready to improve your workflow and automate repetitive tasks, this course will provide you with the tools and knowledge to do so. This course is part three of a three-course Specialization designed to provide a comprehensive learning pathway in this subject area. While it delivers standalone value and practical skills, learners seeking a more integrated and in-depth progression may benefit from completing the full Specialization. Copyright © 2022 by John Wiley & Sons, Inc., Hoboken, New Jersey Published simultaneously in Canada. Used by arrangement with John Wiley & Sons, Inc.

Syllabus

Adding Graphic Objects

In this section, we explore how to enhance Excel worksheets by incorporating graphic objects such as 2-D line art, online images, and local pictures. We cover inserting, formatting, and aligning graphics, as well as applying themes and SmartArt diagrams to improve data clarity and visual appeal.

Building and Maintaining Tables

In this section, we explore how to build and maintain tables in Excel, focusing on structured data management, sorting, and subtotaling. Key concepts include designing tables, using structured references, and leveraging Excel's tools for efficient data organization and analysis.

Filtering and Querying a Table

In this section, we explore how to filter and query data in Excel using AutoFilter, custom criteria, and database functions like DSUM and DAVERAGE. We also cover querying external data sources such as SQL databases, web pages, and text files, enabling efficient data extraction and analysis for real-world applications.

Performing What-If Analysis

In this section, we explore Excel techniques for financial forecasting and decision-making using one- and two-variable data tables, scenarios, and Goal Seek. The content emphasizes practical applications of these tools to evaluate business outcomes under varying conditions, supporting real-world financial modeling and strategic planning.

Performing Large-Scale Data Analysis

In this section, we explore how to perform large-scale data analysis using Excel tools like PivotTables, Power Pivot, and 3D Maps. We focus on summarizing data efficiently, creating visual forecasts with Forecast Sheets, and leveraging advanced features to uncover trends and insights. The content emphasizes practical applications, including data modeling, visual representation, and filtering techniques to enhance decision-making.

Recording and Running Macros

In this section, we explore how to record and run macros in Excel to automate repetitive tasks, enhancing efficiency and consistency. Key concepts include using the macro recorder, assigning macros to the Ribbon and Quick Access Toolbar, and adjusting macro security settings for safe execution.

VBA Programming

In this section, we explore VBA programming in Excel, focusing on using the Visual Basic Editor to edit macros, debug code, and create user-defined functions. Key concepts include implementing macros, custom functions, and saving them as add-ins for reuse, enhancing automation and flexibility in spreadsheet tasks.