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Excel Charts, Sharing, Automation, and VBA

Excel Charts, Sharing, Automation, and VBA

This course is part of Excel All-in-One For Dummies Specialization

Instructor: Wiley Skills Network

Included with

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7 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

7 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

How to protect and share workbooks for collaboration and security.
How to visualize data through charts and enhance reports with graphic elements.
How to automate tasks using macros and develop VBA programs for custom functionality.

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

See how employees at top companies are mastering in-demand skills

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Build your subject-matter expertise

This course is part of the Excel All-in-One For Dummies Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 7 modules in this course

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.

Module details

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.

What's included

1 video9 readings1 assignment

1 videoTotal 1 minute

Adding Graphic Objects - Overview Video1 minute

9 readingsTotal 90 minutes

Introduction10 minutes
Moving Graphic Objects to New Layers10 minutes
Grouping Graphic Objects10 minutes
Inserting Different Types of Graphics10 minutes
Making Changes to Graphics10 minutes
Drawing Predefined Shapes10 minutes
Formatting a Text Box10 minutes
Adding an Arrow to a Text Box10 minutes
Adding Images to a SmartArt Picture10 minutes

1 assignmentTotal 10 minutes

Graphic Object Manipulation and Formatting10 minutes

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.

What's included

1 video7 readings1 assignment

1 videoTotal 1 minute

Building and Maintaining Tables - Overview Video1 minute

7 readingsTotal 70 minutes

Introduction10 minutes
Converting a Range to a Table (and Back Again)10 minutes
Adding New Records with the Data Form10 minutes
Deleting Records with the Data Form10 minutes
Sorting Records on a Single Field10 minutes
Sorting a Table on Font and Fill Colors and Cell Icons10 minutes
Subtotaling Table Data10 minutes

1 assignmentTotal 10 minutes

Mastering Table Operations in Excel10 minutes

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.

What's included

1 video11 readings1 assignment

1 videoTotal 1 minute

Filtering and Querying a Table - Overview Video1 minute

11 readingsTotal 110 minutes

Introduction10 minutes
Doing Basic Filtering by Selecting Specific Field Entries10 minutes
Using the Number Filters Options10 minutes
Custom AutoFilter at Your Service10 minutes
Only the Unique Need Apply10 minutes
Setting Up Logical AND Logical OR Conditions10 minutes
Using the AND, OR, and NOT Functions in Calculated Criteria10 minutes
Querying External Data10 minutes
Retrieving Data from Access Database Tables10 minutes
Retrieving Data from the Web10 minutes
Querying Data from Other Data Sources10 minutes

1 assignmentTotal 10 minutes

Mastering Excel Table Manipulation10 minutes

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.

What's included

1 video8 readings1 assignment

1 videoTotal 1 minute

Performing What-If Analysis - Overview Video1 minute

8 readingsTotal 70 minutes

Introduction5 minutes
Creating a One-Variable Data Table10 minutes
Creating a Two-Variable Data Table10 minutes
Creating New Scenarios10 minutes
Producing a Summary Report10 minutes
Using Solver10 minutes
Solving the Problem10 minutes
Saving and Loading a Model Problem5 minutes

1 assignmentTotal 10 minutes

Mastering Excel's What-If Analysis Tools10 minutes

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.

What's included

1 video8 readings1 assignment

1 videoTotal 1 minute

Performing Large-Scale Data Analysis - Overview Video1 minute

8 readingsTotal 100 minutes

Introduction10 minutes
Creating Recommended PivotTables10 minutes
Customizing the PivotTable Fields Task Pane Display20 minutes
Using Timeline Filters10 minutes
Changing the PivotTable Options20 minutes
Switching Between the Data View and Diagram View10 minutes
Using the 3D Maps Feature10 minutes
Using Power BI with Excel Worksheet Data10 minutes

1 assignmentTotal 10 minutes

Mastering Excel and DAX for Data Analysis10 minutes

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.

What's included

1 video5 readings1 assignment

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.