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Three one-month courses for a total of 48 hours, 4.8 CEUs
Course Outcomes
Upon completion of this course you will:
- Understand how to use Excel to create effective spreadsheets for use in business
- Know what the various parts of a Excel worksheet are and how to control them
- Understand how to create a Excel worksheet from scratch
- Learn how to add pictures, charts, graphs and labels to your work
- Understand what is most effective in the presentation and delivery of your Excel worksheets and workbooks
- Have created several Excel worksheets that you can use as templates for future work
Course Objectives
- Learn how to operate Excel as a spreadsheet creation and management tool
- Understand the various kinds of spreadsheets that Excel can read and create
- Discover how various menu items, commands, settings and processes affects the look of your Excel worksheets and workbooks
- Use Excel in practical applications for every day business use
- Explore how Excel integrates with other Office modules, like Outlook, Word and PowerPoint
Mastering Microsoft Excel
One-month, 16 hours, 1.6 CEUs
Agenda
Unit 1
Excel From The Ground Up
- Why businesses use Excel for spreadsheet management
- Technical requirements to use Excel (and all Office modules)
- Launch Excel and create your first Excel worksheet
- Discover how to protect and save your document
- Set your document’s Properties and Attributes including Subject, Title and Author
Unit 2
Excel Document Creation
- Explore the different parts of the Excel worksheet and document navigation
- Understand cells and their makeup
- Learn how to populate, format and merge cells
- Create multiple worksheet “workbooks”
- Learn how to insert comments and check spelling
Unit 3
Advanced Features and Functionality
- Create and manage formulas and functions
- Filter and sort tables and data
- Create “live” connections between multiple worksheets
- Create effective and informative table and charts
Unit 4
Create effective and informative table and charts
- Create meaningful file names and understand filing systems to manage Excel documents
- Organize your documents on your hard drive and learn how to copy and move documents
- Manage track changes when co-authoring documents
- Printing and PDF file creation including setting print areas
- Learn how to export Excel tables and charts to PowerPoint presentations and Word documents
- Use Outlook to send Excel worksheets and workbooks to other users
Intermediate Excel
One-month, 16 hours, 1.6 CEUs
Agenda
Unit 1
Organizing Worksheet and Table Data
- Introduction to tables
- Formatting tables using table styles
- Using formulas in tables
- Sorting and Filtering table data
Unit 2
Understanding Popular Excel Functions
- Understanding Named Ranges
- Applying business functions
- Creating functions that handle text
- Performing basic lookup functions
- Creating functions that work with dates and times
Unit 3
Improving Worksheet Appearance
- Formatting cells in worksheets
- Correcting common function errors
- Creating and using templates
- Customizing Excel toolbar
Unit 4
Analyzing Data Using Data Validation and Pivot Tables
- Understanding how to convert text to columns
- Understanding how to analyze spreadsheet data
- Understanding the basic pivot table layout and key terms
- Creating and formatting simple pivot tables
Advanced Excel
One-month, 16 hours, 1.6 CEUs
Agenda
Unit 1
Advanced Functions Used To Make Business Decisions
- Applying multiple criteria to functions
- Using And criteria
- Using Or criteria
- Advanced Logical functions
- Using If -Then control statements
- Implementing If functions with Aggregate functions
Unit 2
Functions Used to Make Financial Decisions
- Learning basic financial functions
- Applying functions to perform loan calculations
- Computing loan payments
- Computing interest rate
- Computing number of payment periods
- Computing present value of a loan
- Working with additional functions
Unit 3
Applying Different Scenarios Using Excel Data Tools
- Understanding Different What-If Analysis Tools
- Performing What-If Analysis to see how data changes outcomes in formulas
- Using Scenario Manager
- Using Data Tables
- Using Goal Seek
- Applying rules to manage cell data
- Implement validation rules to avoid invalid entries
- Avoiding duplicate data entries
Unit 4
Powerful Tools Used to Complete Data Implementation and Analysis
- Exporting and Importing Data into Workbook
- Protecting a workbook
- Making improved business decisions using pivot tables
- Creating an Excel Dashboard to visually display relevant data