Excel Training & Classes

See below for sample course outlines.

Note: all courses can be customized to each clients’ needs and learning objectives.

Course: Intro Level Excel
(many topics can be combined with Intermediate level outline)

Basic Formulas & Functions

• Creating a basic formula
• Entering cell references with the mouse
• Editing a formula
• Autofill functions
• Using AutoFill to copy a formula
• Absolute and relative references
• Observing the limitations of relative references
• Entering functions
• Entering a SUM function
• AutoSUM
• Using AVERAGE
• Using MIN
• Using MAX
• Using COUNT and COUNTA

Formatting

• Formatting/inserting/deleting rows, columns
• Formatting text
• Formatting a non-contiguous range
• Format Cells dialog box to format text
• Changing column width and row height
• Applying color to a row
• Setting alignment
• Merge and center
• Wrap text
• Applying borders to cell ranges
• Using the border-drawing pencil
• Using the Paste Special command
• Removing a border
• Applying cell styles
• Applying table styles and sorting data
• Working with tables

Number formatting

• Using the Number group to format numbers
• Exploring the Number tab
• Conditional formatting
• Creating a conditional format
• Editing and deleting a conditional format
• Conditional formatting with graphics
• Creating data bars
• Using color scales
• Creating icon sets
• Using special number formats

Printing and Page Setup

• Page Setup options
• Setting page orientation and scaling
• Adjusting margins
• Creating headers and footers
• Formatting headers and footers
• Printing gridlines and headings
• Printing worksheets
• Printing a selected range

Charts

• Chart basics
• Creating a chart
• Moving a chart within a workbook
• Examining chart elements
• Creating and editing a pie chart
• Formatting charts
• Applying chart types and chart styles
• Modifying chart elements

Managing large workbooks

• Viewing large worksheets
• Locking rows and columns
• Opening and arranging new windows
• Splitting a worksheet into panes
• Hiding and unhiding columns and worksheets
• Minimizing the Ribbon
• Printing large worksheets
• Setting print titles
• Adjusting page breaks
• Inserting different even and odd headers
• Working with multiple worksheets
• Navigating between worksheets
• Naming worksheets and coloring tabs
• Working with multiple worksheets
• Previewing and printing multiple worksheets
• Saving a worksheet as a PDF file
• Moving and copying data

Misc. Excel Topics

• Autofill for formulas
• Autofill Custom Lists
• Sorting techniques
• Filtering data
• Print Area
• How to show/hide formulas
• Ctrl+`
• Excel shortcuts tips
• Deleting Duplicates
• Quick Access Toolbar
• preferences
• Change order of ribbon tabs       

Graphics/Conditional Formatting

• Conditional formatting with graphics
• Creating data bars
• Using color scales
• Creating icon sets
• SmartArt graphics
• Inserting a SmartArt graphic
• Modifying a SmartArt graphic
• Screenshots
• Inserting a screenshot
• Modifying a screenshot
• Inserting and modifying a picture

Course: Intermediate Level Excel
(many topics can be combined with intro and advanced class)

• Creating Subtotals
• Creating and using Named Ranges
• Text to Columns
• Data Validation (creating drop down lists)
• Flash Fill
• Excel Security
• Locking cells
• Locking sheets
• Sorting and filtering data
• Advanced filtering
• Chart formatting options
• Combination charts
• Graphical elements
• Consolidating
• Scenario Manager
• Goal Seek

Course: Advanced Excel
(many topics can be combined with intermediate and advanced class)

• Logical functions (IF, SUMIF, COUNTIF, SUMIFS, etc.)
• IF, OR, AND
• Nested functions
• ROUND
• Using lookup functions (XLOOKUP, VLOOKUP, HLOOKUP)
• INDEX
• MATCH
• INDEX MATCH
• INDIRECT
• OFFSET
• FILTER
• SORT
• Forecasting
• Using Functions for editing text (PROPER, CONCATENATE, LOWER, UPPER)
• What If Scenarios
• Goal Seek
• Advanced Conditional Formatting
• Macros

Pivot Tables

• Creating PivotTables
• Filtering
• Calculated Fields
• Working with dates
• Working with Groups
• Drilling down
• Data Modeling
• Power Query
• Slicers
• Percentages
• Formatting PivotTables
• Using PivotCharts
• And more…

Contact us for more info or to set up a custom class for your group or a private tutoring session.