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Microsoft Excel

Introduction


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Day 1Day 2
Module 1 - Excel Environment
  • Explore the interface.
  • Review the Excel Application.
  • Learn navigation and selection.
  • Save and convert files.

Module 4 - Sorting and Filtering Data
  • Learn to prepare data for lists.
  • Create header rows.
  • Work in single level sort orders.
  • Work in multi-level sort orders.
  • Use AutoFilter
Module 2 - Create and Modify Worksheets
  • Learn data entry shortcuts.
  • Quickly fill data series with the fill handle.
  • Insert, hide, delete columns, rows, and cells.
  • Manipulate data with cut, copy, and paste.
  • Work with flash fill.
  • Format worksheets.
Module 5 - Create and Modify Charts
  • Make a default chart.
  • Create column charts.
  • Create pie charts.
  • Modify and format charts.
  • Learn about sparklines. (Mini charts).
  • Modify sparklines.
Module 3 - Calculate with Formulas and Functions
  • Learn formula basics.
  • Work with basic functions.
  • Learn date calculations.
  • Work in grouped sheets.
Module 6 - Page Layout and Printing
  • Work with page layouts
  • Work with print settings
  • Print to pdf.
  • Print to OneNote.
Appendix A - More Functions
  • Learn the IF function.
  • Learn the VLOOKUP function.
Appendix B - Advanced Filter
  • Create a criteria section.
  • Filter data with more and/or criteria.

Intermediate


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Day 1Day 2
Module 1 - Useful Functions
  • Learn text functions.
  • Examine logical functions.
  • Learn lookup and statistical functions.
  • Work with date and time functions.
  • Use range names in functions.
Module 4 - Create and Modify Tables
  • Use a cell range to create a table.
  • Format tables and learn styles.
  • Modify the table design.
  • Calculate easily using the total row feature.
  • Benefits of tables
Module 2 - Create and Edit Links
  • Use 3D formulas to link internal worksheets.
  • Troubleshoot internal links.
  • Use external links to link workbooks.
  • Troubleshoot external links.



Module 5 - Create PivotTables and PivotCharts to analyze data.
  • Create pivottables.
  • Modify pivot data.
  • Refresh pivot data.
  • Work with slicers
  • Group pivot data.
  • Use multiple data sources.

Module 3 - Apply Conditional Formatting
  • Create conditional formats to visually highlight important data.
  • Work with data bars and icon sets.
  • Use the rules manager to modify existing rules.
  • Use formulas in your rules.
Module 6 - Protect Worksheets and Workbooks
  • Protect your worksheets from mishaps.
  • Protect your worksheets for structure.
  • Protect the file for read only or edit.

Appendix A - Work with XLOOKUP
  • New alternative to VLOOKUP and HLOOKUP.
  • New alternative to INDEX and MATCH
Appendix B - Fiscal Qtr. Workarounds
  • Group your pivottables by fiscal quarters using the CHOOSE function.

Advanced


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Day 1Day 2
Module 1 - Apply Data Validation Criteria
  • Data entry validation.
  • Circle invalid data
  • List validation
Module 4 - Use Auditing Tools
  • Trace precedents and dependents.
  • Evaluate formulas.
  • Use the watch window.
Module 2 - Work with Outlining and Subtotal
  • Hide columns and rows.
  • Create automatic outlines.
  • Create manual outlines.
  • Create subtotals in your lists.
Module 5 - What if Analysis Tools
  • Use the Scenario Manager.
  • Work with Goal Seek.
  • Work with Solver.
  • Create Data Tables.
Module 3 - Advance Conditional Formatting
  • Use list validation with CF.
  • Us CF for duplicate values.
  • Validate top earners.
  • Use formulas.
Module 6 - Create and Edit Macros
  • Create macros with the recorder.
  • Learn where to store macros.
  • Work with relative and absolute macros.
  • Edit Macros in VBA.
  • Add command buttons to macros.
Appendix A - Using Array Formulas
  • Single cell array formulas
  • Multicell array formulas.

Appendix B - More PivotTables
  • Review basic PivotTables.
  • Fiscal quarter workaround.

Calculations


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Day 1Day 2
Module 1 - Formula Basics
  • Learn formula basics.
  • Work with basic functions.
  • Absolute vs. relative reference.
  • Show formulas.
Module 4 - Linking Formulas
  • Linking within a workbook.
  • External linking with workbooks.
  • 3D formula linking.
Module 2 - Learn an Array of Functions
  • Lookup functions.
  • Math functions.
  • Statistical functions.
  • Text functions.
  • Logical functions.
  • Date & time functions.
Module 5 - Data Analysis Tools
  • Data tables.
  • Goal Seek.
  • Solver.
  • Data analysis add ins.
  • Sampling.
  • Histogram.
Module 3 - Conditional Formatting with Formulas
  • Compare data outside the conditional formatted range.
  • Use icons for key performance indicators.
Module 6 - Array Formulas
  • Single cell arrays.
  • Multi cell arrays.
Appendix A - PivotTables
  • Create PivotTables.
  • Calculate with PivotTables
Appendix B - Range Names
  • Create range names.
  • Apply and modify range names.

Column


rcamara@windwardstc.com



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