Advanced Excel with Pivot Tables and Macros

Course Overview

The “Advanced Excel with Pivot Tables and Macros” course from Microsoft is designed to help users master complex Excel functionalities, focusing on advanced techniques and tools. The course delves into the creation and utilization of Pivot Tables to analyze and summarize large datasets effectively, providing learners with skills to manipulate data dynamically and create insightful reports. Additionally, it covers the use of Macros, allowing users to automate repetitive tasks and streamline workflows through VBA (Visual Basic for Applications). Participants will learn to write, edit, and debug Macros, and understand how to use advanced features of Excel to enhance productivity and data analysis capabilities. This course is ideal for individuals looking to deepen their Excel expertise and leverage advanced features for more efficient and powerful data management.

Course Prerequisites

To ensure a successful learning experience in the Advanced Excel with Pivot Tables and Macros course, participants should ideally meet the following prerequisites:

Basic understanding of Microsoft Excel: Familiarity with Excel’s interface, basic functions, and formula creation.
Proficiency in data entry and formatting: Ability to enter and format data in Excel spreadsheets.
Knowledge of basic Excel operations: Comfortable with operations such as sorting, filtering, and using simple functions like SUM and AVERAGE.
Fundamental understanding of Excel tables: Experience with creating and manipulating tables within Excel is beneficial.
Basic problem-solving skills: Ability to think logically and solve simple data-related problems.
Willingness to learn: A positive attitude and eagerness to acquire new skills in Excel and VBA.

These prerequisites are intended to provide a foundation upon which the course content can build. They are not meant to be barriers but rather to ensure that all participants can keep pace with the course material and get the most out of their training experience.

Schedule Dates

Advanced Excel with Pivot Tables and Macros

11 November 2024

Advanced Excel with Pivot Tables and Macros

11 February 2025

Advanced Excel with Pivot Tables and Macros

12 May 2025

Advanced Excel with Pivot Tables and Macros

12 August 2025

Course Content

Creating a PivotTable from a Data Range & Adding Fields to the PivotTable
Creating a PivotTable with Recommended PivotTables

PivotTable Fields Task Pane
Resizing PivotTable Fields Task Pane

Exploring Data with PivotTable
Summarizing Values
Updating a PivotTable

COLUMNS , VALUES & FILTERS

Sorting and Filtering Data
Nesting, Expanding and Collapsing Fields
Grouping and Ungrouping Field Values

Sorting on Fields, Subtotals & More Sort Options

Reporting, Filtering & Inserting
PivotTable – Nesting
Nesting Order of the Fields
Changing the Nesting Order

ANALYZE Commands
Expanding and Collapsing a Field
Grouping and Ungrouping Field Values
Grouping by a Date Field

Sum & Value Field Settings

Updating PivotTable Layout
Updating PivotTable Layout
Changing the Source Data of a PivotTable
Changing to External Data Source
Deleting a PivotTable

Hierarchies ,Report Filter & Slicers
Timeline in PivotTable & DESIGN Commands
Report Layout

Recording of Macros
Macro Securities
Editing of Macros

Introduction to Macros
Introduction to VBA
Generating API Keys
Embedding API Key in Visual Basic
Customising the Quick Access Toolbar

FAQs

The course is designed to enhance proficiency in Excel by covering advanced techniques, particularly in using Pivot Tables for data analysis and Macros for automating tasks. Participants will learn to create complex Pivot Tables for dynamic data summaries and use VBA to develop Macros that automate repetitive tasks, thus improving efficiency.

Participants should have a fundamental knowledge of Excel, including basic functions and formulas. Experience with Pivot Tables and a basic understanding of Macros or VBA is beneficial but not required.

Participants will receive course materials, including exercise files, cheat sheets, and access to instructional videos. They will also have access to a platform for Q&A and support during and after the course.

Attendees will learn to:

Create and customize Pivot Tables to summarize and analyze data.
Utilize advanced Pivot Table features such as calculated fields and multiple consolidation ranges.
Develop and edit Macros using VBA to automate repetitive tasks.
Write VBA code to create custom functions and streamline workflows.
Debug and troubleshoot VBA code to ensure effective automation.