Peltier Tech Advanced Excel Classes

Jon Peltier of Peltier Technical Services has developed and conducted several advanced Excel modules in various venues, including the wildly successful Excel Dashboard and Visualization Bootcamps, the annual Excel User Conferences, and occasionally at third-party locations.

Peltier tech's advanced classes reach far beyond the introductory "This is a row, this is a column" training which a motivated individual can self-teach online. These classes assume an intermediate level of competency in Excel, and build on this base to develop strong skills.

Classes are hands-on experiences, scheduled to take three to four hours. Students work on practical examples using their own notebook computers. Class materials include presentations and workbooks, as well as utilities chosen for each specific module.

The classes which Peltier Technical Services has developed include:

• Excel Dashboard Reports
• Advanced Charting Techniques
• Automating Excel Charting with VBA
• Integrating Excel and PowerPoint
• Intermediate Automation of Excel with VBA
• Easy Data Analysis with Pivot Tables
• Advanced User Interfaces for Microsoft Office

Advanced Excel Class Outlines

Excel Dashboard Reports

• Best Practices: Displaying Data in Tables
• Formatting
• Conditional Formatting for Indicators
• Staging Area
• Dynamic Tables
• Sparklines
• Using Pivot Tables
• Best Practices: Dashboard Charts
• Chart Types
• Formatting
• Staging Area
• Dynamic Charts
• Interactive Charts with Form Controls
• Sparklines: Cell-Sized Charts
• Built-In Sparklines
• Third-Party Add-Ins
• Formula Charts
• Mini Charts

Advanced Charting Techniques

• Get the Data Right
• Pick the Right Chart Type
• A Little Formatting Goes a Long Way
• Building Combination Charts
• Custom chart types
• Dummy series
• Reference lines
• Customized labels
• Creating Dynamic Charts That Expand with Your Data
• Make Your Charts Interactive
• Axis Tricks
• Advanced Formatting
• Conditional formatting in charts
• Linking chart text to cells
• Error bars
• Custom Chart Types You Didn't Think Excel Could Make
• Waterfall Charts
• Clustered-Stacked Charts
• Panel Charts
• Control Charts (Run Charts)
• Gantt Charts
• Stock Charts
• Step Charts

Automating Excel Charting with VBA

• Record Macros to Create and Format Charts Automatically
• Understanding the VB Editor
• Visual Basic Elements
• Project Explorer, Properties Window
• Object Browser, Immediate Window, Locals
• VBE Options
• Tweaking Recorded Macros
• Debugging and Error Proofing
• Errors in Recorded Macros
• Error Trapping
• Using a Dialog to Interact with Users
• Let User Select Chart Data and Chart Position
• Let User Select Chart Options from a Custom Dialog
• Improve your Programming Technique
• Variables
• VB Structural Elements
• The Chart's Object Model
• Chart-Specific Coding Considerations
• VBA Programming Tools
• Modular (Reusable) Procedures
• VBA for Charting Across Applications

Integrating Excel and PowerPoint

• Manually Place Excel Charts and Tables into PowerPoint
• Link PowerPoint to the Excel Source
• Copy Charts as Images
• Use VBA to Paste from Excel into PowerPoint
• Position and Size Charts when Pasting Them
• Make Multiple Slides from Multiple Charts or Tables
• Use an Excel Table to Construct an Entire Presentation

Intermediate Automation of Excel with VBA

• Record Macros to Repeat Tasks Automatically
• Understanding the VB Editor
• Visual Basic Elements
• Project Explorer, Properties Window
• Object Browser, Immediate Window, Locals
• VBE Options
• Tweaking Recorded Macros
• Debugging and Error Proofing
• Errors in Recorded Macros
• Error Trapping
• Using a Dialog to Interact with Users
• Let Users Select Simple Options
• Let Users define Complex Options Using a Custom Dialog
• Improve your Programming Technique
• Variables
• VB Structural Elements
• Excel's Object Model
• VBA Programming Tools
• Modular (Reusable) Procedures
• VBA for Working Across Applications

Easy Data Analysis with Pivot Tables

• Data Sources
• Excel Data
• External Data
• Working with Pivot Tables
• Pivoting
• Grouping
• Helpful Tricks
• Charting Pivot Data
• Pivot Charts
• Regular Charts

Advanced User Interfaces for Microsoft Office

• The Office Ribbon
• RibbonX
• Custom Tabs
• Control Types
• Callbacks
• Integration
• Advanced Dialogs
• Message Box and Input Box
• User Forms
• Controls
• Methods
• Properties
• Working With Data
• Implementation

Contact Peltier Technical Services

Contact Peltier Tech to get information on upcoming training programs, to schedule a training program at your facility, or to customize a training program to meet the needs of your organization.

Excel Chart Add-Ins | Training | Peltier Tech Blog

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