SF Tech Training is proud to offer custom Excel classes to our corporate clients. We work with all industries, nationwide, and teach all levels and backgrounds.
Our classes can be personalized to meet your learning goals, or we can work from our preset course outlines. We work on-site (your location) and virtually.
Group classes (personalized for your company) and private tutoring available. Courseware, exercise files and reference materials all-inclusive with every training.
Schedule a class that works with your team’s calendar by contacting us here. Interested in other training topics? Go here.
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
- Data entry
- Creating/editing a basic formula
- Absolute and relative references
- Autofill functions
- Entering functions
- 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
- Filtering with Tables
- Slicers and Tables
Number formatting
- Using the Number group to format numbers
- Using special number formats
- Formatting dates
- Conditional formatting
- Conditional formatting with graphics
- Creating data bars
- Using color scales
- Creating icon sets
Printing and Page Setup
- Page Setup options
- Setting page orientation and scaling
- Adjusting margins
- Scale to Fit
- Freeze Panes
- Print Titles
- 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 formatting and formulas
- Autofill Custom Lists
- Sorting techniques
- Filtering data
- How to show/hide formulas
- Excel keyboard shortcuts tips
- Deleting Duplicates
- Customize Quick Access Toolbar preferences
- Customize the Ribbon
- Export as PDF
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
- Protecting sheets, cells and document
- Locking cells
- Locking sheets
- Sorting and filtering data
- Advanced filtering
- Chart formatting options
- Combination charts
- Graphical elements
- Consolidating
- Scenario Manager
- Goal Seek
- Named Ranges
- Commenting
Pivot Tables
- Creating PivotTables
- Filtering
- Calculated Fields
- Working with dates
- Working with Groups
- Drilling down
- Slicers
- Percentages
- Formatting PivotTables
- Using PivotCharts
COURSE: ADVANCED LEVEL EXCEL
(many topics can be combined with Beginner, Intermediate and Advanced class)
- Logical functions (IF, SUMIF, COUNTIF, SUMIFS, etc.)
- IF, OR, AND
- Nested functions
- Named Ranges
- Using LOOKUP functions (XLOOKUP, VLOOKUP, HLOOKUP)
- INDIRECT
- OFFSET
- FILTER Function
- SORT, SORTBY Functions
- Forecasting tools
- Using Functions for editing text (PROPER, CONCATENATE, LOWER, UPPER)
- What-If Scenarios
- Goal Seek
- Advanced Conditional Formatting
- Macros
- Data Modeling
- Power Query intro
Pivot Tables
- Creating PivotTables
- Filtering and filter pages
- Calculated Fields
- Calculated Items
- Grouping Data
- Filter Page Reports
- Convert to Percentage
- Working with dates
- Slicers
- Timelines
- Drilling down
- Data Modeling
- Power Query
- 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.
