Simon Sez IT – Microsoft Excel 2021 Intermediate Training Course

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Exploring the Essential Features of “Simon Sez IT – Microsoft Excel 2021 Intermediate Training Course”

Learn Excel 2021 beyond the basics with this intermediate course

In this second course of our Excel 2021 series, students will build on the skills learned in the beginners’ course and expand their essential Excel toolkit.

Students will learn how to create intermediate-level formulas, clean and analyze data using PivotTables and PivotCharts, control data input with validation rules, make decisions with WhatIf analysis tools, and learn the golden rules of spreadsheet design.

That’s just scratching the surface!

Students will also get to experience all the new functions and features available in Excel 2021, the latest standalone version of Excel from Microsoft.

Explore the exciting world of dynamic array functions and learn how to use XLOOKUP, XMATCH, FILTER, and so much more.

Excel 2021 Intermediate is designed for students who have a beginner-level knowledge of Excel and are looking to build on those skills. It’s also perfect for students who have beginner to intermediate skills in an older version of Excel and are looking to explore the newest features.

The only prerequisites for this course are a working copy of Excel 2021 and a beginner-level knowledge of Excel.

In this course, students will learn how to:

• Design better spreadsheets and control user input
• Use logical functions to make better business decisions
• Construct functional and flexible lookup formulas
• Use Excel tables to structure data and make it easy to update
• Extract unique values from a list
• Sort and filter data using advanced features and new Excel formulas
• Work with date and time functions
• Extract data using text functions
• Import data and clean it up for analysis
• Analyze data using PivotTables
• Represent data visually with PivotCharts
• Add interactions to PivotTables and PivotCharts
• Create an interactive dashboard to present high-level metrics
• Audit formulas and troubleshoot common Excel errors
• Control user input with data validation
• Use WhatIf analysis tools to see how changing inputs affect outcomes.

Course Curriculum

Section 1: Introduction

• Course Introduction (6:16)
• DOWNLOAD ME: Excel 2021 Intermediate Exercise Files
• DOWNLOAD ME: Excel 2021 Intermediate Course Files

Section 2: Designing Better Spreadsheets

• The Golden Rules of Spreadsheet Design (11:54)
• Improving Readability with Cell Styles (4:58)
• Controlling Data Input (8:19)
• Adding Navigation Buttons (8:42)

Section 3: Making Decisions with Logical Functions

• Logical Functions (AND, OR, IF) (13:18)
• The IF Function (5:26)
• Nested IFs (8:01)
• The IFS Function (6:04)
• Conditional IFs (SUMIF, COUNTIF, AVERAGEIF) (6:45)
• Multiple Criteria (SUMIFS, COUNTIFS, AVERAGEIFS) (7:12)
• Error Handling with IFERROR and IFNA (6:01)
• Exercise 01 (7:29)

Section 4: Looking Up Information

• Looking Up Information using VLOOKUP (Exact Match) (10:41)
• Looking Up Information using VLOOKUP (Approx Match) (4:25)
• Looking Up Information Horizontally using HLOOKUP (5:38)
• Performing Flexible Lookups with INDEX and MATCH (10:28)
• Using XLOOKUP and XMATCH (10:09)
• The OFFSET Function (10:50)
• The INDIRECT Function (9:07)
• Exercise 02 (5:03)

Section 5: Advanced Sorting and Filtering

• Performing Sorts on Multiple Columns (7:03)
• Sorting Using a Custom List (3:35)
• The SORT and SORTBY Functions (10:00)
• Using the Advanced Filter (6:52)
• Extracting Unique Values – The UNIQUE Function (5:16)
• The FILTER Function (9:29)
• Exercise 03 (5:41)

Section 6: Working with Date and Time

• Understanding How Dates are Stored in Excel (4:11)
• Applying Custom Date Formats (7:09)
• Using Date and Time Functions (8:44)
• Using the WORKDAY and WORKDAY.INT Functions (3:49)
• Using the NETWORKDAYS and NETWORKDAYS.INT Function (2:56)
• Tabulate Date Differences with the DATEDIF Function (6:14)
• Calculate Dates with EDATE and EOMONTH (7:22)
• Exercise 04 (4:51)

Section 7: Preparing Data for Analysis

• Importing Data into Excel (9:56)
• Removing Blank Rows, Cells and Duplicates (5:20)
• Changing Case and Removing Spaces (9:03)
• Splitting Data using Text to Columns (7:03)
• Splitting Data using Text Functions (8:05)
• Splitting or Combining Cell Data Using Flashfill (5:00)
• Joining Data using CONCAT (7:30)
• Formatting Data as a Table (8:33)
• Exercise 05 (5:41)

Section 8: PivotTables

• PivotTables Explained (2:12)
• Creating a PivotTable from Scratch (4:49)
• Pivoting the PivotTable Fields (5:31)
• Applying Subtotals and Grand Totals (3:14)
• Applying Number Formatting to PivotTable Data (3:00)
• Show Values As and Summarize Values By (5:50)
• Grouping PivotTable Data (5:39)
• Formatting Error Values and Empty Cells (5:02)
• Choosing a Report Layout (4:35)
• Applying PivotTable Styles (4:49)
• Exercise 06 (4:05)

Section 9: Pivot Charts

• Creating a Pivot Chart (5:04)
• Formatting a Pivot Chart – Part 1 (8:36)
• Formatting a Pivot Chart – Part 2 (9:14)
• Using Map Charts (5:30)
• Exercise 07 (4:18)

Section 10: Adding Interaction to PivotTables and Charts

• Inserting and Formatting Slicers (7:30)
• Inserting Timeline Slicers (5:07)
• Connecting Slicers to Pivot Charts (5:01)
• Updating PivotTable Data (4:25)
• Exercise 08 (6:48)

Section 11: Interactive Dashboards

• What is a Dashboard? (5:27)
• Assembling a Dashboard – Part 1 (11:25)
• Assembling a Dashboard – Part 2 (10:47)
• Assembling a Dashboard – Part 3 (8:49)
• Exercise 09 (2:27)

Section 12: Formula Auditing

• Troubleshooting Common Errors (8:11)
• Tracing Precedents and Formula Auditing (7:44)
• Exercise 10 (7:30)

Section 13: Data Validation

• Creating Dynamic Drop-down Lists (7:27)
• Other Types of Data Validation (7:05)
• Custom Data Validation (10:10)
• Exercise 11 (6:53)

Section 14: WhatIf Analysis Tools

• Goal Seek and the PMT Function (5:33)
• Using Scenario Manager (7:27)
• Data Tables: One Variable (4:29)
• Data Tables: Two Variables (4:12)
• Exercise 12 (8:32)

Section 15: Course Close

• Course Close (1:34)
• Course Quiz and Certificate of Completion

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