Microsoft Excel Essentials

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Course Description

Participants will gain an advanced level of understanding for the Microsoft Excel environment, and the ability to guide others to the proper use of the program's full features - critical skills for those in roles such as accountants, financial analysts, and commercial bankers.

Participants will create, manage, and distribute professional spreadsheets for a variety of specialized purposes and situations. They will customize their Excel 2016 environments to meet project needs and increase productivity. Expert workbook examples include custom business templates, multi-axis financial charts, amortization tables, and inventory schedules.

15+

Hours

80+

Lectures

$60

Price

WHAT TO EXPECT

Learning Objectives

  • Create worksheets and workbooks
  • Navigate in worksheets and workbooks
  • Format worksheets and workbooks
  • Change views and configurations
  • Print and distribute worksheets and workbooks
  • Manage data cells and ranges
  • Create tables, charts and objects
  • Perform operations with formulas and functions

Course Outline

Module One: Create and Manage Worksheets and Workbooks

  • Create Worksheets and Workbooks
    o Create a workbook
    o Import data from a delimited text file
    o Add a worksheet to an existing workbook
    o Copy and move a worksheet

  • Navigate in Worksheets and Workbooks
    o Search for data within a workbook
    o Navigate to a named cell, range, or workbook element
    o Insert and remove hyperlinks

  • Format Worksheets and Workbooks
    o Change worksheet tab color
    o Rename a worksheet
    o Change worksheet order
    o Modify page setup
    o Insert and delete columns or rows
    o Change Workbook themes
    o Adjust row height and column width
    o Insert headers and footers

  • Customize Options and Views for Worksheets and Workbooks
    o Hide or unhide worksheets
    o Hide or unhide columns and rows
    o Customize the Quick Access toolbar
    o Change workbook views
    o Change window views
    o Modify document properties
    o Change magnification by using zoom tools
    o Display formulas

  • Configure Worksheets and Workbooks for Distribution
    o Set a print area
    o Save workbooks in alternative file formats
    o Print all or part of a workbook
    o Set print scaling
    o Display repeating row and column titles on multiple worksheets
    o Inspect a workbook for hidden properties or personal information
    o Inspect a workbook for accessibility issues
    o Inspect a workbook for compatibility issues

Module Two: Manage Data Cells and Ranges

  • Insert data in cells and ranges
    o Replace data
    o Cut, copy, or paste data
    o Paste data by using special paste options

  • Fill cells by using Auto Fill
    o Insert and delete cells

  • Format cells and ranges
    o Merge cells
    o Modify cell alignment and indentation
    o Format cells by using Format Painter
    o Wrap text within cells
    o Apply number formats
    o Apply cell formats, apply cell styles

  • Summarize and organize data
    o Insert sparklines
    o Outline data
    o Insert subtotals
    o Apply conditional formatting

Module Three: Create tables

  • Create and manage tables
    o Create an Excel table from a cell range
    o Convert a table to a cell range
    o Add or remove table rows and columns


  • Manage table styles and options
    o Apply styles to tables
    o Configure table style options
    o Insert total rows


  • Filter and sort a table
    o Filter records
    o Sort data by multiple columns
    o Change sort order
    o Remove duplicate records

Module Four: Perform operations with formulas and functions

  • Summarize data by using functions
    o Insert references
    o Perform calculations by using the SUM function

  • Perform calculations by using MIN and MAX functions
    o Perform calculations by using the COUNT function
    o Perform calculations by using the AVERAGE function

  • Perform conditional operations by using functions
    o Perform logical operations by using the IF function
    o Perform logical operations by using the SUMIF function
    o Perform logical operations by using the AVERAGEIF function
    o Perform statistical operations by using the COUNTIF function

  • Format and modify text by using functions
    o Format text by using RIGHT, LEFT, and MID functions
    o Format text by using UPPER, LOWER, and PROPER functions
    o Format text by using the CONCATENATE function

Module Five: Create charts and objects

  • Create charts
    o Create a new chart
    o Add additional data series
    o Switch between rows and columns in source data
    o Analyze data by using Quick Analysis

  • Format graphic elements
    o Resize charts
    o Add and modify chart elements
    o Apply chart layouts and styles
    o Move charts to a chart sheet

  • Insert and format objects
    o Insert text boxes and shapes
    o Insert images
    o Modify object properties
    o Add alternative text to objects for accessibility

Assessment