Spreadsheets are more than just number crunchers—they are powerful tools for structured data management and analysis. This course empowers participants to build databases in Excel with validation rules, lookup functions, and dynamic filtering techniques. They will learn to work with Excel’s database features to efficiently organise, filter, and extract insights from structured datasets.
Learning Outcomes:
Use Excel’s database tools to manage structured data effectively
Apply filters and sorting to analyse large data sets
Create formulas for conditional analysis and summaries
Generate pivot tables to derive insights from raw data
Design user-friendly data entry templates for consistency
Key Topics:
Excel tables and database management features
Filtering, sorting, and conditional formatting
Lookup functions and logical formulas
Pivot tables and charts for summarising data
Data validation and template design
Lesson 1 – Working with Excel Database
- Create a Database (Excel Table)
- Modifying Database (Add A New Record)
- Modifying Database (Add A New Field)
- Sort By Custom List
- Using Data Validation
- Validate Text Length
- Create a Custom Error Message
- Validate Data Using a List
- Set Maximum and Minimum Values
- Remove Validation Rules
- Using Subtotal
- Creating Subtotal
- Use Outlines in Subtotal
- Apply Multiple Subtotals
Lesson 2 – Using Autofilter
- Enable AutoFilter
- Use AutoFilter to Filter Data
- Clearing AutoFilter Criteria
- Display Top Ten Records
- Create a Custom AutoFilter
- Create a Custom Filter Using Wildcard
Lesson 3 – Working with Advanced Filters
- Create Criteria Range
- Use a Criteria Range
- Use an AND Condition
- Use an OR Condition
- Copy Filtered Records
- Use Database Functions
Lesson 4 – Using Lookup Function
- Use Vlookup to Find Specific Data
- Use HLookup To Find Values in Rows
Lesson 5 - EXPORTING AND IMPORTING DATA
- Export Excel Data As Text File
- Import Data From Text File
- Refresh Data
- Change External Data Range Properties
- Remove Query Definition
- Import Data From Other Applications
Lesson 6: PivotTables
- Get Answers with PivotTables
- Use the PivotTable
- Create a PivotTable Layout
- What Goes Where
- Filtering Our Data ~ By Product
- Rearrange The Layout
- Format a PivotTable Report
- Create a PivotChart Report