Excel Intermediate 2: Manage Lists and Tables of Data

❝ Thank you for providing such a great first session! I thought the flow and how you explained functionality was perfect – very detailed, thorough, and easy to understand. I’m already getting feedback from some of the team that they loved the training.
- Heidi Hartwig, Director, National Field Sales Operations, Ultra Mobile

Upcoming Dates

Thursday, December 19, 2024

12:00 PM - 3:00 PM Pacific Time
Trainer: Tim

Register

Cost

Price per person: $129
Length of class:three hours
Version covered:for Office 365
Delivery format:live over Zoom


Description

In this three-hour session for Mac and Windows users, you will import external data and create queries using Power Query to bring in data from external sources. You will sort lists by multiple columns, generate automatic subtotals on sorted data, including multi-level subtotals. Finally, you will convert data into a table, apply automatic formatting and totals and use AutoFilter to show only rows that meet your criteria.


Prerequisites

This class is suited for people who have taken Excel Intermediate 1 or been using Excel (any version) for a year or more and want to learn Excel’s powerful tools for managing and summarizing long lists of data.


Outline

Importing Data
- import data from text files
- modify queries using Power Query Editor
- refresh the results of a query

Summarizing Data Using Subtotals
- sorting tables by one or many fields
- generating sub- and grand totals automatically
- use outlining to show only sub- and grand totals
- creating multi-level subtotals

Using Data in Tables
- convert a normal list into an Excel table
- name and design a table
- write formulas that use table structured references
- use Filter to find records
- create custom Filter criteria
Advanced Filtering
- creating the three needed ranges
- entering simple filter criteria
- filtering the list in-place and to the Extract range
- entering complex filter criteria

Database Functions
- use DCOUNT to count rows that meet criteria
- use DSUM to sum rows that meet criteria


Printable Course Description


More quotes from our Excel students

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    Silvia Wang, Senior Product Developer
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    - Heidi Hartwig, Director, National Field Sales Operations, Ultra Mobile
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  • It has been a few months since my class and I am still applying the information that I learned to everyday work. Tim Jones is a wonderful instructor who makes learning enjoyable.
    - Accelerate student
  • Tim is a very good tutor. Extremely easy to understand and moves the class at a steady pace. I came to this class feeling I had very little knowledge of Excel, but am learning. I learned much more than I thought I would. I now feel more confident with Excel. I look forward to taking the Advanced Excel class if Tim is the instructor.
    - Accelerate student
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