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Excel 2007 & 2010 Level 3

Cost: Contact us for quote.   Duration: 1 day

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This course aims to provide skills and knowledge which will allow the attendee to create lookup functions, set Excel working options, enhance charts, protect worksheet data, perform advanced data operations using summarising, PivotTables, data consolidations, goal seeking, and Solver, and create and use macros.

Learning Outcomes

At the completion of this course you should be able to:

  • use a range of lookup and reference functions
  • modify Excel options
  • customise the formatting of charts in Excel
  • create and use labels and names in a workbook
  • protect data in worksheets and workbooks
  • create summaries in your spreadsheets using subtotals
  • use data linking to create more efficient workbooks
  • use the Data Consolidation feature to combine data from several workbooks into one
  • understand and create simple PivotTable reports
  • construct and operate PivotTables using some of the more advanced techniques
  • create and edit a PivotChart
  • use goal seeking to determine the values required to reach a desired result
  • group cells and use outlines to manipulate the worksheet
  • use Solver to solve more complex and intricate problems
  • create recorded macros in Excel
  • use the macro recorder to create a variety of macros

Target Audience

This course is designed for users who need to use some of the more advanced features of Microsoft Excel 2010.


This course assumes a good understanding of spreadsheets using Microsoft Excel 2010 and how to create, print and chart workbooks. It would also be beneficial to have a general understanding of personal computers and the Windows operating system environment.


Scheduled classroom training (1 Day)


Lookup Functions

  • Understanding Data Lookup Functions
  • Using CHOOSE
  • Using VLOOKUP
  • Using VLOOKUP For Exact Matches
  • Using HLOOKUP
  • Using INDEX
  • Using MATCH
  • Understanding Reference Functions
  • Using ROW And ROWS
  • Using ADDRESS
  • Using INDIRECT
  • Using OFFSET

Setting Excel Options

  • Understanding Excel Options
  • Personalising Excel
  • Setting The Default Font
  • Setting Formula Options
  • Understanding Save Options
  • Setting Save Options
  • Setting The Default File Location
  • Setting Advanced Options

Chart Object Formatting

  • Understanding Chart Object
  • Formatting
  • Selecting Chart Elements
  • Using Shape Styles To Format Objects
  • Changing Column Colour
  • Changing Pie Slice Colour
  • Changing Bar Colours
  • Changing Chart Line Colours
  • Using Shape Effects
  • Filling The Chart Area And The
  • Plot Area
  • Filling The Background
  • The Format Dialog Box
  • Using The Format Dialog Box
  • Using Themes

Labels And Names

  • Understanding Labels And Names
  • Creating Names Using Text Labels
  • Using Names In New Formulas
  • Applying Names To Existing Formulas
  • Creating Names Using The Name Box
  • Using Names To Select Ranges
  • Pasting Names Into Formulas
  • Creating Names For Constants
  • Creating Names From A Selection
  • Scoping Names To The Worksheet
  • Using The Name Manager
  • Documenting Range Names

Protecting Data

  • Understanding Data Protection
  • Providing Total Access To Cells
  • Protecting A Worksheet
  • Working With A Protected Worksheet
  • Disabling Worksheet Protection
  • Providing Restricted Access To Cells
  • Password Protecting A Workbook
  • Opening A Password Protected Workbook
  • Removing A Password From A Workbook

Summarising And Subtotalling

  • Creating Subtotals
  • Using A Subtotalled Worksheet
  • Creating Nested Subtotals
  • Copying Subtotals
  • Using Subtotals With AutoFilter
  • Creating Relative Names For
  • Subtotals
  • Using Relative Names For Subtotals

Data Linking

  • Understanding Data Linking
  • Linking Between Worksheets
  • Linking Between Workbooks
  • Updating Links Between Workbooks

Data Consolidation

  • Understanding Data Consolidation
  • Consolidating With Identical Layouts
  • Creating An Outlined Consolidation
  • Consolidating With Different Layouts

Pivot Tables

  • Understanding Pivot Tables
  • Creating A PivotTable Shell
  • Dropping Fields Into A PivotTable
  • Filtering A PivotTable Report
  • Clearing A Report Filter
  • Switching PivotTable Labels
  • Formatting A PivotTable Report
  • Understanding Slicers
  • Creating Slicers

PivotTable Techniques

  • Using Compound Fields
  • Counting In A PivotTable Report
  • Formatting PivotTable Report Values
  • Working With PivotTable Grand Totals
  • Working With PivotTable Subtotals
  • Finding The Percentage Of Total
  • Finding The Difference From
  • Grouping In PivotTable Reports
  • Creating Running Totals
  • Creating Calculated Fields
  • Providing Custom Names
  • Creating Calculated Items
  • PivotTable Options
  • Sorting In A PivotTable


  • Creating A PivotChart Shell
  • Dragging Fields For The PivotChart
  • Changing The PivotChart Type
  • Using The PivotChart Filter Field Buttons
  • Moving PivotCharts To Chart Sheets

Goal Seeking

  • Understanding Goal Seek Components
  • Using Goal Seek

Grouping And Outlining

  • Understanding Grouping And Outlining
  • Creating An Automatic Outline
  • Working With An Outline
  • Creating A Manual Group
  • Grouping By Columns


  • Understanding How Solver Works
  • Installing The Solver Add-In
  • Setting Solver Parameters
  • Adding Solver Constraints
  • Performing The Solver Operation
  • Running Solver Reports

Recorded Macros

  • Understanding Excel Macros
  • Setting Macro Security
  • Saving A Document As Macro Enabled
  • Recording A Simple Macro
  • Running A Recorded Macro
  • Relative Cell References
  • Running A Macro With Relative References
  • Viewing A Macro
  • Editing A Macro
  • Assigning A Macro To The Toolbar
  • Running A Macro From The Toolbar
  • Assigning A Macro To The Ribbon
  • Assigning A Keyboard Shortcut To A Macro
  • Deleting A Macro
  • Copying A Macro

Recorder Workshop

  • Preparing Data For An Application
  • Recording A Summation Macro
  • Recording Consolidations
  • Recording Divisional Macros
  • Testing Macros
  • Creating Objects To Run Macros
  • Assigning A Macro To An Object

Concluding Remarks

Zip File
Download Exercise Files