Corporate essentials

Transcription

1 Microsoft Office Excel 2016, Corporate essentials A comprehensive package for corporates and government organisations Knowledge Capital London transforming perfomance through learning

2 MS OFFICE EXCEL 2016 Level: Basic to Intermediate Duration: 3 Days Audience: Professionals, Managers and Executives Prerequisite: Basic Computer Knowledge Level: Basic Introduction to Excel Application. Understand Excel Model / Spreadsheet Model Excel Application Interface Excel Basic Concepts Identify New Features (Version Differences 2007/2010/2013) Working with list of Series Inserting and removing rows, Columns and sheets How to use Shortcuts (List of Shortcuts) The Backstage View (The File Menu) Introduction to the Backstage View Opening a Workbook New Workbooks and Excel Templates Printing Worksheets Adding Your Name to Microsoft Excel The Quick Access Toolbar Adding Common Commands Adding Additional Commands with the Customize Dialog Box Adding Ribbon Commands or Groups Placement Setting Up a Workbook Creating Workbooks Modifying Workbooks Modifying Worksheets Customizing the excel Program Window Zooming In on a Worksheet Arranging Multiple Workbook Windows Adding Buttons to the Quick Access Toolbar Maximizing Usable Space in the Program Window Excel Data Modelling Tools Working with Auto fill options Basics of Copy & Cut Feature Advanced cut and copy features Paste data from different multiple applications Advanced Pasting features Modifying data while pasting Working With Data and Excel Tables Entering and Revising Data Moving Data within the Workbook Finding and Replacing Data Correcting and Expanding Upon Worksheet Data Defining Excel Tables Changing Workbook Appearance Basics of Formatting features Formatting Cells Data Applying Workbook Themes and Excel Table Styles Adding Images to Worksheets Creating illustrations into the worksheets Working with defined formatting Rules Format Data based on conditions. Creating KPIs (Key Performance Indicators) Printing Preparing Worksheets for Printing Previewing Worksheets Before Printing Changing Page Breaks in a Worksheet Changing the Page Printing Order for Worksheets Adding Headers and Footers to Printed Pages Printing Worksheets Printing Parts of Worksheets Printing Charts

3 Contents: Intermediate Changing Workbook Appearance Defining Styles Making Numbers Easier to Read Changing the Appearance of Data Based on its Value Creating Data Bars Inserting Mini charts into cells Large data Formatting based on data types Focusing on Specific Data by Using Filters Limit Data that appears on your screen Manipulating Worksheet data Selecting List rows at random Summarizing Worksheet with Hidden and Filtered Rows Finding Unique Values Within a Data Set Defining Valid Sets of Values for Ranges of Cells Working with Slicer Crating basic Dashboards Reordering and Summarizing Data Sorting Worksheet Data Organizing Data into Levels Looking Up Information in a Worksheet Sorting data with Custom Order Arranging data in Vertical and horizontal order Advanced Sorting concepts Combining Data from Multiple Sources Using Workbooks as Templates for Other Workbooks Linking to Data in Other Worksheets and Workbooks Consolidating Multiple Sets of Data into a Single Workbooks Grouping Multiple Sets of Data Performing Calculations on Data Basics Excel Function Rule Understanding cell Referencing Naming Groups of Data Creating Formulas to Calculate Values Mathematical Functions (SUM, PRODUCT, POWER, SQRT ETC.) Statistical Functions (COUNT, MIN, MAX, AVERAGE, COUNTA, AVERAGEA, ETC.) Text Functions (UPPER, LOWER, TEXT, SEARCH, LEN, TRIM, LEFT, RIGHT, ETC.) Date & Time Functions (TODAY, NOW, EOMONTH, NETWORKDAYS, DATEDIF ETC.) Logical Function (IF, NESTED IF, AND, OR, NOT) Finding and Correcting Errors in Calculations New Features in Excel 2013/6 One Workbook Per Window Feature Using Flash Fill MS OFFICE EXCEL 2016 Level: Advanced to Expert Duration: 7 Days Audience: Professionals, Managers and Executives Prerequisite: Basic & Intermediate

4 Contents: Advanced Advanced Excel Tools for Financial Modelling & Calculations Excel Function Rules Naming groups of data Cell References, 3D References Summarizing data that meets specific conditions Working with Array Functions Working with Indirect Functions Working with VLOOKUP & HLOOKUP Functions with multiple tables Replace VLOOKUP & HLOOKUP with INDEX & MATCH Function Using the TRANSPOSE function Using the NOW and TODAY functions Create dynamic range using OFFSET Functions Using Formulas that Span Multiple Worksheets Using Text, Date & Time functions Finding and Correcting Errors in Calculations Use of Auditing Tools Advanced Drop Down List Analyzing Alternative Data Sets Defining an Alternative Data Sets Defining Multiple Alternative Data Sets Varying Your Data to Get a Desired Result by Using Goal Seek Finding Optimal Solutions by Using Solver Analyzing Data by Using Descriptive Statistics Creating Dynamic Report & Dashboard using PivotTables Analyzing Data Dynamically by Using PivotTables Filtering, Showing, and Hiding PivotTable Data Editing PivotTables Creating PivotTables from External Data Creating Dynamic Charts with Pivot Charts Grouping PivotTable Data and charts Using Formula & Functions in Pivot Table Creating Calculated Column Creating Calculated Item Creating Charts and Graphics Creating Charts Customizing the Appearance of Charts Finding Trend in Your Data Summarizing Your Data by Using Sparklines Creating Dynamic Charts by Using PivotCharts Creating Diagrams by Using SmartArt Creating Shapes and Mathematical Equations Importing Data with Power Query Introducing Power Query Understanding Power Query elements Viewing published models Importing and transforming data Understanding query sharing Discovering queries Demo: Sharing and discovering queries Analyzing Data Understanding PowerPivot data analysis Understanding PivotTable and PivotChart Understanding PowerPivot Field List Creating PivotTable and PivotChart reports Understanding slicers Handling metadata issue and changes Working with Other Microsoft Office Programs Including Office Documents in Workbooks Storing Workbooks as Parts of Other Office Documents Creating Hyperlinks Pasting Charts into Other Documents Collaborating with Colleagues Sharing workbooks Managing Comments Tracking and Manage Colleagues Changes Protecting Workbooks and Worksheets Authenticating Workbooks Saving Workbooks for the Web Basics of using Macros Enabling and Examining Macros Macro Security in Excel Examining Macros Creating and Modifying Macros Running Macros When a Button Is Clicked Running Macros When a Workbook Is Opened Programming Concepts Essential VBA Language Elements Working with Range Objects Using VBA and Worksheet Functions Controlling Program Flow and Making Decisions Automatic Procedures and Events Error-Handling Techniques Bug Extermination Techniques VBA Programming Examples

5 Contents: Expert Data Analysis with Excel Advanced Functions & Formulas Range Names Cell References, 3D References The COUNTIF, COUNTIFS, COUNT, COUNTA, and COUNTBLANK Functions The SUMIF, AVERAGEIF, SUMIFS, and AVERAGEIFS Functions IF & Nested If Statements Circular References Time and Time Functions Lookup Functions The INDEX Function The MATCH Function Text Functions Dates and Date Functions Evaluating Investments by Using Net Present Value Criteria Internal Rate of Return More Excel Financial Functions Three-Dimensional Formulas The OFFSET Function The INDIRECT Function Array Formulas and Functions Summarizing Data with Database Statistical Functions Working with Excel Powerful Tools Building a KPI using Conditional Formatting The Auditing Tool Importing Data from a Text File or Document Importing Data from the Internet Importing data from other database application Sparklines (Mini Charts) Filtering Data and Removing Duplicates Consolidating Data Creating Subtotals Turning Data into Decisions Using PivotTables & PowerPivot Working with External data Data Analyzing data dynamically by using PivotTables Filtering, showing, and hiding PivotTable data Editing PivotTables Using PivotTables and Slicers to Describe Data Formatting PivotTables Creating PivotTables from external data Creating dynamic charts by using Pivot Charts PowerPivot Sensitivity Data Analysis Sensitivity Analysis with Data Tables Varying your data to get a specific result by using Goal Seek Using the Scenario Manager for Sensitivity Analysis Defining an alternative data set Defining multiple alternative data sets Analyzing data by using descriptive statistics Finding optimal solutions by using Solver Excel Interactivity tools Uses of Form controls Working with Spin Buttons, Scroll Bars, Option Buttons, Check Boxes, Combo Boxes, and Group List Boxes Visual Basic and Macros Creating Macros by writing Visual Basic Codes Trigger a Macro Display a Message Box Asking for input using InputBox Convert your Excel Sheet into a practical form. What Is VBA? Okay, So What Is VBA? What Can You Do with VBA? Inserting a bunch of text Automating a task you perform frequently Automating repetitive operations Creating a custom command Creating a custom button Developing new worksheet functions Creating custom add-ins for Excel Creating complete, macro-driven applications Advantages and Disadvantages of VBA VBA advantages VBA disadvantages VBA in a Nutshell Jumping Right In First Things First What You ll Be Doing Taking the First Steps Recording the Macro Testing the Macro Examining the Macro Modifying the Macro Saving Workbooks That Contain Macros Understanding Macro Security More about the Name and Time Macro

6 Contents: Expert Working in the Visual Basic Editor What Is the Visual Basic Editor? Activating the VBE Understanding VBE components Working with the Project Window Adding a new VBA module Removing a VBA module Exporting and importing objects Working with a Code Window Minimizing and maximizing windows Creating a module Getting VBA code into a module Entering code directly Using the macro recorder Copying VBA code Customizing the VBA Environment Using the Editor tab Using the Editor Format tab Using the General tab Using the Excel Macro Recorder Is It Live, or Is It VBA? Recording Basics Preparing to Record Relative or Absolute? Recording in absolute mode Recording in relative mode What Gets Recorded? Recording Options Macro name Shortcut key Store Macro In Description Is This Thing Efficient? Introducing the Excel Object Model Excel Is an Object? Climbing the Object Hierarchy Wrapping Your Mind around Collections Referring to Objects Navigating through the hierarchy Simplifying object references Diving into Object Properties and Methods Object properties Object methods Object events Finding Out More Using VBA s Help system Using the Object Browser Automatically listing properties and methods VBA Sub and Function Procedures Subs versus Functions Looking at Sub procedures Looking at Function procedures Naming Subs and Functions Executing Sub procedures Executing the Sub procedure directly Executing the procedure from the Macro dialog box Executing a macro by using a shortcut key Executing the procedure from a button or shape Executing the procedure from another procedure Executing Function procedures Calling the function from a Sub procedure Calling a function from a worksheet formula Essential VBA Language Elements Using Comments in Your VBA Code Using Variables, Constants, and Data Types Understanding variables What are VBA s data types? Declaring and scoping variables Working with constants Pre-made constants Working with strings Working with dates Using Assignment Statements Assignment statement examples About that equal sign Smooth operators Working with Arrays Declaring arrays Multidimensional arrays Dynamic arrays Using Labels Working with Range Objects A Quick Review Other Ways to Refer to a Range The Cells property The Offset property Some Useful Range Object Properties The Value property The Text property The Count property The Column and Row properties The Address property The HasFormula property The Font property The Interior property The Formula property The NumberFormat property

7 Contents: Expert (Continued) Some Useful Range Object Methods The Select method The Copy and Paste methods The Clear method The Delete method Using VBA and Worksheet Functions What Is a Function? Using Built-In VBA Functions VBA function examples VBA functions that do more than return a value Discovering VBA functions Using Worksheet Functions in VBA Worksheet function examples Entering worksheet functions More about using worksheet functions Using Custom Functions Controlling Program Flow and Making Decisions Going with the Flow, Dude The GoTo Statement Decisions, Decisions The If-Then structure The Select Case structure Knocking Your Code for a Loop For-Next loops Do-While loop Do-Until loop Using For Each-Next Loops With Collections Simple Dialog Boxes UserForm Alternatives The MsgBox Function Displaying a simple message box Getting a response from a message box Customizing message boxes The InputBox Function InputBox syntax An InputBox example Another type of InputBox The GetOpenFilename Method The syntax for the GetOpenFilename method A GetOpenFilename example The GetSaveAsFilename Method Getting a Folder Name Displaying Excel s Built-in Dialog Boxes UserForm Basics Knowing When to Use a UserForm Creating UserForms: An Overview Working with UserForms Inserting a new UserForm Adding controls to a UserForm Changing properties for a UserForm control Viewing the UserForm Code window Displaying a UserForm Using information from a UserForm A UserForm Example Creating the UserForm Adding the CommandButtons Adding the OptionButtons Adding event-handler procedures Creating a macro to display the dialog box Making the macro available Testing the macro Using UserForm Controls Getting Started with Dialog Box Controls Adding controls Introducing control properties Dialog Box Controls: The Details CheckBox control ComboBox control CommandButton control Frame control Image control Label control ListBox control MultiPage control OptionButton control RefEdit control ScrollBar control SpinButton control TabStrip control TextBox control ToggleButton control Working with Dialog Box Controls Moving and resizing controls Aligning and spacing controls Accommodating keyboard users Testing a UserForm Dialog Box Aesthetics

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