This course serves as a refresher for all professionals who need to sharpen their Excel skills for professional use. It presents 10 cases which have been collected directly from real working environments. These cases will teach you how to leverage Excel in “the real world”.

For these cases to be relevant and organized, the course first provides a unique view of the Body of Knowledge (BOK) of Excel created by the instructor, which is a first in Excel training and publications. The BOK illustrates the usual learning path of an Excel learner, naturally from basic to intermediate, and then on to advanced to expert levels. The BOK documents the essential components of Excel, such as cells, sheets, files, tables, formulas, commands, macros, pivot tables, and power suite, and is open ended with the top level embracing more esoteric skills and future developments in Excel.

Under the guidance of the BOK, all cases are tailored to the corresponding knowledge level so that the learner may ascertain which areas they are good at and which require a bit more work. For each case, the course illustrates what the issues are, why the issues exist, and how to solve them. The course also encourages contributions from the audience who believe there may be better ways of resolving these issues. Those suggestions from the audience will be shared and acknowledged in future parts of the series.

This course covers the following:

  • Identify key components in the EXCEL body of knowledge (BOK) created by the instructor
  • Explore features of TEXT functions in EXCEL
  • Explore the means of getting file names and sheet names
  • Explore how to make simple Visual Basic for Applications (VBAs) by using the Macro Recorder
  • Discover examples to deploy batch processing when working in EXCEL
  • Explore ways to synchronize charts in dashboard reporting.

Course Series

This course is included in the following series:

2 CoursesExcel Challenges

  1. EXCEL Challenges (Part I): Real Cases from Work
  2. EXCEL Challenges (Part II): Real Cases from Work
Learning Objectives
  • Identify key components in the EXCEL body of knowledge (BOK) created by the instructor
  • Explore features of TEXT functions in EXCEL
  • Explore the means of getting file names and sheet names
  • Explore how to make simple Visual Basic for Applications (VBAs) by using the Macro Recorder
  • Discover examples to deploy batch processing when working in EXCEL
  • Explore ways to synchronize charts in dashboard reporting.
Last updated/reviewed: March 7, 2024
8 Reviews (58 ratings)

Reviews

4
Member's Profile
On case 4 there is an editing error and part of the discussion is cut off jumps to case 5 then jumps to excel example for case 4.

5
Anonymous Author
I enjoyed this course. It was presented in a way that was easy to follow and it touched on a lot of good points.

4
Member's Profile
Good variety of Excel tips. Dark colors in background of slides sometimes interfered with legibility of text.

5
Anonymous Author
Lots of good content. Well-designed and organized presentation with walk-through examples.

5
Anonymous Author
Thank you, Lenny for another excellent course! Much useful information!

5
Member's Profile
Another great course! Very useful even for advanced users.

5
Member's Profile
Some good real life examples of Excel.

5
Member's Profile
great course. very useful info

Prerequisites
Course Complexity: Intermediate

No advanced preparation or prerequisites are required for this course, but completion of the other courses in this series will be helpful.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to EXCEL Challenges (Part II): Real Cases from Work5:37
Basic
  Case 1 – Rename a sheet (Basic)1:38
  Case 2 – Summary and detail views(Basic)4:02
  Case 3 – Add a line in a cell (Basic)4:04
  Case 4 – Quickly Change words (Basic)4:38
  Case 5 – Delete non-adjacent rows (Basic)3:26
  Case 6 – Text functions (Basic)9:04
Intermediate
  Case 7 – Tab name and file name (Intermediate)7:44
  Case 8 – Macro and macro recorder (Intermediate)9:22
  Case 9 – Dropdown list (Intermediate)6:30
Advanced
  Case 10 – Synched charts (Advanced)8:31
  Case 10 – Synched charts (Advanced) Continued9:45
  Summary 3:59
Continuous Play
  EXCEL Challenges (Part II): Real Cases from Work 1:22:41
SUPPORTING MATERIALS
  Slides: (Part II) Real Cases from WorkPDF
  Real Cases from Work Glossary/IndexPDF
  Excel challenges - Part 2XLSM
REVIEW and TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam