Microsoft Excel Training Master Topic List

Transcription

1 BUILD YOUR OWN EXCEL COURSE Microsoft Excel Training Our build your own course program provides the ultimate level of flexibility to ensure your team gets the most out of their training. Simply mix and match any of the topics listed below and send us your list. Each section shows the approximate time required in minutes or hours. A full day course is 6 hours (360 minutes). Build your own courses include a customized reference manual for each person featuring your selected topics, and the same 30 days of technical support as our standard offerings. Course fee is $ 275 / person (minimum charge 4 people). Discounts for groups of 6 or more. Beginner Topics Getting Started (15 min) The startup screen Workbooks and sheets Customize the Quick Access Toolbar Using the Ribbon Entering Data (45 min) Rules for entering data Deleting cell contents Editing cell entries Moving around a worksheet Selecting cells (shortcuts) What is Quick Analysis (2013/2016) Using Clear Using Undo and Redo Formulas & SUM/AVERAGE (45 min) Entering a basic formula Operators & order of operations Using the Sum & Average functions Using Number Formats (45 min) Choosing number formats Date formats & custom date formats How Excel stores dates The Today and Now functions Setting decimal places Negative value display Cell Alignment Options (30 min) Left, center and right Vertical cell alignment Centering a heading Wrapping text Rotating text Using indent to create space Columns & Rows (30 min) Column widths & row heights Hiding and unhiding Inserting and deleting Cut, Copy, Paste (20 min) Drag & Drop to move or copy Cut, Copy, & Paste (different in Excel) Using Paste Special Using Fill (45 min) Automate entering months, days, a series of numbers, and more Using Fill to copy formulas Fill options / Fill tricks Using Flash Fill (2013/2016) Fonts, Borders & Cell Colour (20 min) Changing fonts and sizes Bold, italic, underline Font colour & cell colour Applying borders Databases Quick Overview (30 min) Understanding/setting up a database A quick look at sorting & filtering Files (20 min) Saving & opening Working with multiple files open Closing files Creating new files Page Layout & Printing (15 min) Portrait & landscape Scaling Paper size Margins Centre on page Print preview Printing Zooming In and Out (5 min) Using the zoom bar & dialog box Zoom to selection AutoCorrect (15 min) Using built in settings Using existing abbreviations Adding/Delete abbreviations Find and Replace (15 min) Finding or Replacing entries, formulas and formats Page 1 of 5

2 Intermediate Topics Setting up a Database (15 min) Proper database design The current region Sorting (30 min) Multiple level sorting Sort options Sort warning Custom sorts & custom lists for Fill Sorting by colour/icon Back to original sort order Filtering With AutoFilter (1 hour) Activating filter Using the search box / check marks Entering custom criteria Understanding arguments And vs. Or Filter on cell values Formulas with filters Reapplying a filter Clearing filters Using the Subtotal function Using data forms Saving filters (see Custom Views) Split & Freeze (15 min) Splitting the screen into 2 or 4 panes View widely separated areas simultaneously Freezing panes to lock headings Removing a split or freeze Conditional Formatting (1 hour) Highlight cell rules Top/bottom rules Data bars, color scales, icon sets Using Quick Analysis (2013/2016) Pre set and custom formats A trick for finding duplicates Using formulas in rules More rules / new rules Using manage rules Clearing rules Multiple Sheets (45 min) Navigating from sheet to sheet Sizing sheet display area Adding, deleting, renaming sheets Setting sheet tab colour Moving and copying sheets Hiding & unhiding sheets Setting defaults for all sheets Setting default number of sheets Sheet background picture Protecting a Workbook View multiple sheets on the screen Multiple Windows (30 min) Creating new windows Switching windows View multiple sheets/multiple files Arranging together on the screen Hiding windows Closing all windows Save Workspace (2007/2010) Creating Custom Views (20 min) Saving multiple print settings Saving multiple filters Saving other settings Advanced Printing (1 hour) Normal, layout and page break views Creating headers and footers Using print titles The Page Setup options Using Page Breaks Cell Styles (30 min) Using styles to speed repetitive formatting Creating and editing cell styles Using cell styles in other workbooks Using the Format Painter (15 min) Customize the Ribbon ( ) & Quick Access Toolbar (45 min) Charts Basic (1 hour) Create column, bar, line & pie charts Instant charts Quick analysis charts (2013/2016) Recommend charts (2013/2016) Unlinking a chart (make it static) Selecting, moving & sizing charts Changing the chart type Transposing the data Change data ranges Chart titles & data labels Using the chart buttons (2013/2016) Printing charts Quick chart layouts & chart styles Changing colour schemes (2013/2016) Selecting, moving & sizing elements Formatting chart elements Charts Advanced (2 hours) Adding Chart Elements Adding Pictures to Charts or as Backgrounds X Axis and Y Axis Data tables Error bars Gridlines Legends Series lines Trendlines Up/Down bars Creating Advanced Charts Pie of Pie / Bar of Pie Combo Charts (bar and line) A Quick Look at Other Chart Types Bubble, Gantt, Radar, Combined, Stock, Doughnut Adding Sparklines (2010/2013/2016) Shapes/Objects (45 min) Lines, arrows, boxes, circles, etc. Text boxes Arrange, align and rotate Group and ungroup Styles, fill and outline Moving, Sizing, Formatting Objects Add Pictures and Clip Art SmartArt Graphics Page 2 of 5

3 Intermediate Topics Passwords & Protecting (30 min) Protecting sheets Protecting workbooks Password to open files Password to modify files Data Validation (45 min) Setting the validation rules Setting the allowable values Choosing from a drop down list Input message Error alert Cell Comments (15 min) Attaching comments to cells Editing, deleting & printing comments Moving & sizing comments Setting comment options Multiple Files (45 min) Opening multiple files Displaying multiple files Linking formulas between files Updating & editing links Closing all files Range Names (30 min) Creating a range name Using range names for navigation Using names already entered as headings Range names as bookmarks Filtering range names Formulas Topics Formulas Basics (15 min) Creating a Basic Formula Copying and Filling Formulas Order of Calculation Absolute Formulas (30 min) Relative vs Absolute Full & Partial Absolute Formulas Range Names in Formulas (20 min) Why use a range name Range name rules Different ways to create range names Using range names in new and existing formulas Entering/Formatting Dates (20 min) Entering dates and times properly How Excel interprets dates & times Formatting pre set and custom Formulas to calculate dates or times Multiple Sheet/ Multiple File Formulas (30 min) Formulas that Reference Other Sheets Formulas that Reference Other Files Text with Values (15 min) Showing text with a value Performing calculations More About Formulas (75 min) Using Transpose to flip data Tips for editing formulas Displaying formulas (sheet or cells) Reference a single cell in a formula Concatenating formulas Converting formulas to values Splitting one column into several Flash Fill to split data (2013/2016) Protecting formulas Auditing Formulas (15 min) Tracing formulas Tracing dependents and precedents Step into a formula Error checking The watch window Goal Seek (15 min) Have excel change cell value to arrive at desired result Array Formulas (20 min) Creating array formulas Editing array formulas Trouble Shooting Error Messages in Formulas (10 min) How to fix errors Error indicators Functions Topics Using Functions (20 min) Using Sum & Average Using AutoSum Quick Analysis Totals (2013/2016) Using Insert Function The Function icons Understanding Function Syntax Multiple Ranges (15 min) Multiple ranges on same sheet Multiple ranges on different sheets Multiple ranges in different files (linking) The IF Function (75 min) Quick overview Rules and conditions True and false Using Data Validation Ifs without IF Nesting IF s Closing brackets Multiple conditions with AND/OR The VLOOKUP Function (75 min) Quick overview Creating a lookup table Using VLookup with that table Numbers outside the range Using IF and OR with VLookup Using IFNA with VLookup (2013/2016) Using Data Validation with VLookup Vlookup vs. HLookup Page 3 of 5

4 Functions Topics Statistical Functions (30 min) Count / CountA Large Small Rank Max / Min Average / Median Mode Math and Trig Functions (45 min) Product Roman Arabic Sum SumIf Round / RoundUp / RoundDown Ceiling Floor Ceiling.Math Floor.Math Date and Time Functions (30 min) Today Now Date Value with dates Day Month Year Days (2013/2016) Weekday Workday NetworkDays Text Functions (30 min) Left / Mid / Right Len / Search / Trim Lower / Upper / Proper Value / NumberValue (2013/2016) Information Functions (30 min) IsErr NA IsText IsNumber IsBlank IfNa Sheet/Sheets Financial Functions (30 min) IRR FV PMT PV DB Other Lookup Functions (15 min) Choose Transpose FormulaText Other Functions can be included upon request Advanced Topics Create and Format a Table (30 min) Why use a table and how to create one Using table tools Filtering & Sorting with Tables Using Slicers (2013/2016) Displaying Totals Design Your Own Table Style Advanced Filter (1 hour) AutoFilter vs. Advanced Filter The three ranges Entering simple and formula based criteria Performing a filter Using OR conditions and range names Copy unique records Using Subtotal, Sumif/ifs, Averageif/ifs and Countif/ifs Duplicate records (finding/removing) Group, Outline & Subtotals (1 hour) Grouping rows/columns on a sheet Showing/hiding details in an outline Display/hide outline symbols Creating Groups Adding automatic subtotals Adding other automatic analysis (Average, Count, etc) Removing subtotals Importing Data (15 min) From another spreadsheet Paste link / Insert object Importing other formats such as Access, CSV, Text, etc. PivotTables Part 1 (1.5 hours) Proper Database Design Use a Table as the Source Creating a PivotTable Using/Modifying the Fields List Adding Column/Rows/Values/Filters Moving & Removing fields Inside vs Outside the PivotTable Changing Report Layout Applying Basic Formatting Refreshing a PivotTable Changing the Source Range Editing Database Data Editing the PivotTable Data Saving Formatting on Refresh Undo with PivotTables Grand Totals On/Off Changing the Summary Function Basic Filters with Filter Fields Modifying the Fields List Window Page 4 of 5

5 Advanced Topics PivotTables Part 2 (1.5 hours) More About Multiple Rows/Columns Changing the Field Order Expanding/Collapsing Showing All Items in Each Group Increase/Decrease Indent Blank Lines Between Groups Multiple Subtotals Handling Blank Values Showing Details (Drill Downs) The PivotTable Cache Using Multiple Value Columns Percent, Running Totals, Ranking, etc. Using and Creating Styles Move / Copy a PivotTable Sorting Data More About Filters Data Filters Creating Filter Pages Hiding/Keeping Items Applying Label & Value Filters Creating Custom Groups Grouping Dates PivotTables Part 3 (1.5 hours) Calculations/Formulas Adding Calculated Fields Adding Calculated Items Listing Formulas Calculations Outside the PivotTable Using Conditional Formatting with Values Adding Timelines (2013/2016) PivotTable Slicers (2010/2013/2016) Multiple Consolidation Ranges Creating Pivot Charts Creating a PivotTable/Chart Dashboard Customizing Excel (15 min) Changing default options Custom lists Templates (30 min) Using An Existing File As A Template Creating A Template Using In A New File Templates And Inserting Sheets Auto Templates For Default Books/ Sheets Forms (30 min) Form Templates Designing The Form Tools combo Boxes, List Boxes, Etc. Control Properties Protecting The Form Sharing Workbooks and Tracking Changes (30 min) Sharing workbooks on a network Multiple users in the same file Controlling which changes are saved Data Consolidation (30 min) Consolidate worksheets into one Consolidate by position Consolidate by category Consolidate from other workbooks Custom Number Formats (15 min) Creating custom formats Formatting codes Custom date & time formats Special characters Codes that react to different types Dividing / multiplying formats Scenarios (20 min) Creating and saving the scenario Displaying scenarios Options edit, merge, summary, etc. Data Tables (20 min) Creating Substitute consecutive values in formula Solver (20 min) Setting objective/target Specifying variable cells Specifying constraints Introduction to Macros (1 hour) What is a macro? Recording & playing a macro Relative referencing Re recording a macro VBA (Visual Basic) We have 9 days of material available on this topic and a separate for VBA. Your Name Your Company Your Phone Number of People to be Trained Version of Excel Page 5 of 5