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Self-taught course

Provided by: University Information Services - Digital Literacy Skills


This course is self taught (Materials may be loaned out).

Bookings cannot be made on this course (Course is not taking bookings).

More information about UIS self-taught courses.

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Microsoft Excel 2013 Level 3 (with Challenge Exercises)


The skills and knowledge acquired in Microsoft Excel 2013 - Level 3 (with Challenge Exercises) are sufficient to be able to protect worksheet data, perform advanced data operations using summarising, data consolidations, filters and advanced PivotTable techniques, macros, and much more.

Target audience

Anyone who wants to know more about the functionality of Excel 2013.


Microsoft Excel 2013 - Level 3 (with Challenge Exercises) assumes some knowledge of the software as well as a general understanding of personal computers and the Windows operating system environment.

Topics covered

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
  • Practice Exercise
  • Practice Exercise Sample

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
  • Practice Exercise
  • Practice Exercise Sample

Importing and Exporting

  • Understanding Data Importing
  • Importing From An Earlier Version
  • Understanding Text File Formats
  • Importing Tab Delimited Text
  • Importing Comma Delimited Text
  • Importing Space Delimited Text
  • Importing Access Data
  • Working With Connected Data
  • Unlinking Connections
  • Exporting To Microsoft Word
  • Exporting Data As Text
  • Inserting A Picture
  • Modifying An Inserted Picture
  • Practice Exercise
  • Practice Exercise Sample

Data Linking

  • Understanding Data Linking
  • Linking Between Worksheets
  • Linking Between Workbooks
  • Updating Links Between Workbooks
  • Practice Exercise
  • Practice Exercise Sample

Grouping and Outlining

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

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
  • Practice Exercise
  • Practice Exercise Sample

Data Consolidation

  • Understanding Data Consolidation
  • Consolidating With Identical Layouts
  • Creating A Linked Consolidation
  • Consolidating From Different Layouts
  • Consolidating Data Using The SUM Function
  • Practice Exercise
  • Practice Exercise Sample

Data Tables

  • Understanding Data Tables And What-If Models
  • Using A Simple What-If Model
  • Creating A One-Variable Table
  • Using One-Variable Data Tables
  • Creating A Two-Variable Data Table
  • Practice Exercise
  • Practice Exercise Sample


  • Understanding Scenarios
  • Creating A Default Scenario
  • Creating Scenarios
  • Using Names In Scenarios
  • Displaying Scenarios
  • Creating A Scenario Summary Report
  • Merging Scenarios
  • Practice Exercise
  • Practice Exercise Sample


  • Inserting A PivotChart
  • Defining The PivotChart Structure
  • Changing The PivotChart Type
  • Using The PivotChart Filter Field Buttons
  • Moving PivotCharts To Chart Sheets
  • Practice Exercise
  • Practice Exercise Sample

PivotTable Features

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

Advanced Filters

  • Understanding Advanced Filtering
  • Using An Advanced Filter
  • Extracting Records With Advanced Filter
  • Using Formulas In Criteria
  • Understanding Database Functions
  • Using Database Functions
  • Using DSUM
  • Using The DMIN Function
  • Using The DMAX Function
  • Using The DCOUNT Function
  • Practice Exercise
  • Practice Exercise Sample

Validating Data

  • Understanding Data Validation
  • Creating A Number Range Validation
  • Testing A Validation
  • Creating An Input Message
  • Creating An Error Message
  • Creating A Drop Down List
  • Using Formulas As Validation Criteria
  • Circling Invalid Data
  • Removing Invalid Circles
  • Copying Validation Settings
  • Practice Exercise
  • Practice Exercise Sample

Information Functions

  • Understanding Information Functions
  • Using The CELL Function
  • Using The ISBLANK Function
  • Using The ISERR Function
  • Using The ISODD And ISEVEN Functions
  • Using The ISNUMBER And ISTEXT Functions
  • Using The TYPE Function
  • Practice Exercise
  • Practice Exercise Sample

Text Functions

  • Understanding Text Functions
  • Using The PROPER Function
  • Using The UPPER And LOWER Functions
  • Using The CONCATENATE Function
  • Using The LEFT And RIGHT Functions
  • Using The MID Function
  • Using The LEN Function
  • Using The SUBSTITUTE Function
  • Using The T Function
  • Using The TEXT Function
  • Using The VALUE Function
  • Practice Exercise
  • Practice Exercise Sample


  • Understanding Types Of Controls
  • Understanding How Controls Work
  • Preparing A Worksheet For Controls
  • Adding A Combo Box Control
  • Changing Control Properties
  • Using The Cell Link To Display The Selection
  • Adding A List Box Control
  • Adding A Scroll Bar Control
  • Adding A Spin Button Control
  • Adding Option Button Controls
  • Adding A Group Box Control
  • Adding A Check Box Control
  • Protecting A Worksheet With Controls
  • Practice Exercise
  • Practice Exercise Sample

Sharing Workbooks

  • Sharing Workbooks Via The Network
  • Sharing Workbooks Via OneDrive
  • Saving To OneDrive
  • Sharing Workbooks
  • Opening Shared Workbooks
  • Enabling Tracked Changes
  • Accepting Or Rejecting Changes
  • Disabling Tracked Changes
  • Adding Worksheet Comments
  • Navigating Worksheet Comments
  • Editing Worksheet Comments
  • Deleting Comments
  • Practice Exercise
  • Practice Exercise Sample

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
  • Practice Exercise
  • Practice Exercise Sample

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

  • modify Excel options
  • protect data in worksheets and workbooks
  • import data into Excel and export data from Excel
  • use data linking to create more efficient workbooks
  • group cells and use outlines to manipulate the worksheet
  • create summaries in your spreadsheets using subtotals
  • use the Data Consolidation feature to combine data from several workbooks into one
  • create, use and modify data tables
  • create and work with scenarios and the Scenario Manager
  • create and edit a PivotChart
  • construct and operate PivotTables using some of the more advanced techniques
  • use advanced filters to analyse data in a list
  • use a variety of data validation techniques
  • use a range of Information functions
  • use a range of text functions
  • create and use a range of controls in a worksheet
  • share workbooks with other users
  • create recorded macros in Excel

Watsonia workbook with 196 topics. Files for the exercises are provided on a CD or can be downloaded here


Approximately 20 hours

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