Automating Worksheet Functionality Using Excel Macros, Validation and Auditing tools

In this course will cover all the functionalities of Excel. By end of this training you will be expert with automating worksheet functionality and auditing worksheets using a variety of different analysis tools, working effectively with multiple workbooks and exporting Excel data.

Productivity

3 Hours

Description

In Excel, you can view, add, or even edit the properties of an existing workbook. These properties can include information such as who authored the workbook, date information, and more. This type information is referred to as metadata, and it can very useful when managing multiple workbooks. Over the course of this topic you will learn all about workbook properties and how to work with them.

Due to the nature of Excel and how it is used, you may often find yourself repeating the same task over and over again. To help streamline your workflow, it is possible to automate those tasks by creating a macro. Macros are created using code in Visual Basic for Applications; however, you don’t need to know programming in order to create a macro. Over the course of this topic, you will learn how to create a macro using the Macro Recorder.

While Excel workbooks and worksheets can contain all sorts of important and enlightening data, those important bits can sometimes be lost in a sea of information. To help bring attention to patterns or outliers in your data, Excel allows you to apply conditional formatting. Conditional formatting is often used to highlight interesting and relevant data, but it can go much further. During this topic you will learn how conditional formatting works in Excel, as well as how to apply it.

By restricting the type of data that can be entered into your workbook, you can prevent data errors and have greater control over your data. For example, some data may need to be whole numbers while some may need to be a decimal value. Over the course of this topic, you will learn about data validation and how it is used in Excel.

To assist you in creating and troubleshooting formulas in a worksheet, the Trace Cells feature will graphically display where data is coming from and where it is going. For example, it can apply a colored outline to a range in a formula, as well as to where the solution of the formula is displayed. During this topic, you will learn about the Trace Cells feature and its related components.

While you already know how to use tracer arrows to identify the components of a formula and how they interact, sometimes that isn’t enough to figure out a formula problem. Invalid data can often be the root cause of formula errors and it can greatly affect the functionality of your worksheets. Over the course of this topic, you will learn how to find and troubleshoot invalid data and formula errors.

When working with complex formulas, you can ensure that they are operating correctly using the Watch Window. Additionally, by being able to evaluate formulas while you create them, you can ensure that they are operating as intended. During this topic you will learn how to watch and evaluate formulas in Microsoft Excel.

Course Objectives

Update workbook properties

Create and edit a macro

Apply conditional formatting

Add data validation criteria to a workbook

Trace cells

Troubleshoot invalid data and formula errors

Watch and evaluate formulas

Target Audience

Any Professional who would like to save time by learning more about automating repetitive tasks, data validation and auditing workbooks

Basic Understanding

Foundational Excel knowledge would be helpful for this course.

Course Content

No sessions available.

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Automating Worksheet Functionality Using Excel Macros, Validation and Auditing tools

Session 1: AUTOMATING WORKSHEET FUNCTIONALITY

  1. Update Workbook Properties

    Workbook Properties

    Remove Personal Information Using the Document Inspector

  2. Create and Edit a Macro

    Macros

    The Record Macro Dialog Box

    Naming Macros

    Visual Basic for Applications

    Copying Macros Between Workbooks

    Macro Security Settings

  3. Apply Conditional Formatting

    Conditional Formatting

    Conditional Formats

    The Conditional Formatting Rules Manager Dialog Box

    The New Formatting Rule Dialog Box

    Clear Rules

  4. Add Data Validation Criteria

    Data Validation

    The Data Validation Dialog Box

Session 2: AUDITING WORKSHEETS

  1. Trace Cells

    The Trace Cells Feature

    Tracer Arrows

  2. Troubleshoot Invalid Data and Formula Errors

    Invalid Data

    The Error Checking Command

    Error Types

  3. Watch and Evaluate Formulas

    The Watch Window

    Formula Evaluation

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