Microsoft Excel Overview

Excel is a spreadsheet program that is great for calculating and analyzing numeric data. Whether you have month-end figures to calculate or you're simply working on a budget for the family vacation, Excel can make your work simple. Each level is a one-day class.

If you'd like to go beyond Level 3, we also offer a two-day class in Advanced Excel Macros and VBA Programming.

Microsoft Excel, Level 1

TOPIC 1 – AN OVERVIEW OF EXCEL

  • Opening a New or Existing Workbook
  • Overview of the Excel Environment
  • Navigating in Excel

TOPIC 2 – WORKING WITH DATA IN EXCEL

  • Entering and Editing Data
  • Styling Text
  • Using AutoCorrect
  • Using AutoComplete
  • Using Find and Replace
  • Resizing Columns and Rows
  • Inserting and Deleting Columns and Rows

TOPIC 3 – MANAGING WORKSHEETS

  • Using Split Bars
  • Freezing Panes
  • Editing Worksheet Tabs
  • Worksheet Tab Scroll Buttons
  • Worksheet Tab Split Bar
  • Moving and Copying Worksheets
  • Adding and Deleting Worksheets
  • Grouping Worksheets

TOPIC 4 – CREATING AN INVOICE WORKSHEET

  • Writing Basic Formulas
  • Using AutoSum
  • Using AutoFill
  • Naming Cells
  • The IF Function
  • Controlling Data Entry with Validation
  • Adding Comments to a Worksheet
  • Adding Pictures to a Worksheet

TOPIC 5 – FORMATTING THE INVOICE WORKSHEET

  • Formatting Cells
  • Borders and Shading
  • Formatting Numbers
  • Custom Number Formats
  • Custom Headers and Footers
  • Setting a Print Area

 

Microsoft Excel, Level 2

TOPIC 1 – WORKING WITH MULTIPLE WORKBOOKS

  • Opening Multiple Workbooks
  • Consolidating Multiple Worksheets
  • Viewing Multiple Worksheets in the Same Workbook

TOPIC 2 – ADVANCED FORMATTING AND FUNCTIONS

  • Applying Conditional Number Formatting
  • Filtering an Excel Worksheet
  • Using the AutoSum Button on Filtered Data
  • Using the SUMIF Function
  • Using AutoCalculate
  • Using the VLOOKUP Function
  • Using the Paste Link feature
  • Understanding Absolute References

TOPIC 3 – INTEGRATING WITH OTHER PROGRAMS

  • Linking
  • Embedding
  • Creating a Web Query
  • Enabling an External Connection

TOPIC 4 – PRINTING EXCEL WORKSHEETS

  • Changing Page Orientation
  • Printing Header Rows on Each Page
  • Printing Row and Column Headings
  • Displaying Gridlines when Printing
  • Printing Comments
  • Working with Manual Page Breaks
  • Using Page Break Preview
  • Creating Worksheet Views
  • Turning Worksheet Gridlines On and Off

TOPIC 5 – ADVANCED LAYOUT OPTIONS

  • Sorting
  • Creating Subtotals
  • Using the Outline Buttons
  • Importing Text Files

TOPIC 6 – PIVOTTABLES

  • Creating a PivotTable
  • Rearranging Data in a PivotTable
  • Updating a PivotTable
  • Creating Drilldown and Page Reports

TOPIC 7 – CHARTS AND DRAWING TOOLS

  • Creating a Chart
  • Formatting a Chart
  • Creating a PivotChart
  • Using AutoShape Drawing Tools
  • Creating WordArt

 

Microsoft Excel, Level 3

TOPIC 1 – FORMS AND PROTECTION

  • Formatting Alternating Rows
  • Displaying the Developer Tab on the Ribbon
  • Using Checkboxes on Forms
  • Locking and Hiding Cell Contents
  • Protecting and Unprotecting Worksheets
  • Creating Workbooks from Templates
  • Creating a Custom Template
  • Sending Files in Email

TOPIC 2 – MACROS

  • Adjusting the Macro Security Settings
  • Using the Macro Recorder
  • Examining a Macro in the Visual Basic Editor
  • Recording a Complex Macro
  • Editing a Macro in Visual Basic
  • Displaying a Message Using Visual Basic
  • Saving a Macro-Enabled Workbook
  • Attaching Macros to Button Objects
  • Adding Macros to the Quick Access Toolbar
  • Creating a Calendar Control Object

TOPIC 3 – TOOLS FOR POWER USERS

  • Converting Text to Columns
  • Marking Duplicate Entries on a Worksheet
  • Removing Duplicates
  • Using the Name Manager
  • Special Copy and Paste Methods
  • Creating Custom AutoFill Lists
  • Handling Leading Zeros

TOPIC 4 – ADVANCED FUNCTIONS

  • Using the SUMIFS Function
  • Creating Nested IF Functions
  • Using the AND and OR Functions
  • Using the IFERROR Function to Hide Error Messages
  • Using the CONCATENATE Function
  • Using the HYPERLINK Function

TOPIC 5 – AUDITING YOUR WORKSHEETS

  • Selecting Special Cells on a Worksheet
  • Using the Formula Auditing Tools
  • Using the Watch Window on Large Worksheets

TOPIC 6 – ADVANCED CHARTING

  • Advanced Charting Methods
  • Displaying Charts on a Worksheet
  • Switching Chart Rows and Columns
  • Changing Chart Layout
  • Resetting the Quick Access Toolbar