Microsoft Excel continues to set the standard for compiling and working with data in new and meaningful ways. Users can create powerful charts graphs and integrate and display that information using web based portals such as Office 365 and SharePoint Excel Web Access. Our Excel training covers multiple topics from basic spreadsheet/workbook management to advanced Power BI reporting. 

 

Excel

  • Register
  • Introduction
  • Excel for Power Users
  • Analyzing Data with Excel

Title

Days

Cost

Excel 2016/Office 365    
Excel Introduction 1 $295
Excel for Power Users 2 $295
Analyzing Data with Excel-20779 3 $295
Analyzing Data with Excel-20779 (On Demand) 90 $995

Module 1: Creating a Microsoft Excel Workbook
This module explains how to create workbooks in Microsoft Excel.
Lessons

  • Starting Microsoft Excel
  • Creating a Workbook
  • Saving a Workbook
  • The Status Bar
  • Adding and Deleting Worksheets
  • Copying and Moving Worksheets
  • Changing the Order of Worksheets
  • Splitting the Worksheet Window
  • Closing a Workbook

Lab 1: Creating a Microsoft Excel Workbook

  • Creating a Microsoft Excel Workbook

After completing this module, students will be able to:

  • Start Microsoft Excel.
  • Create a Microsoft Excel workbook.
  • Save a Microsoft Excel workbook.
  • Add and delete Microsoft Excel worksheets.
  • Copy and move worksheets.
  • Split the worksheet window.
  • Close a Microsoft Excel workbook.

Module 2: The Ribbon
This module explains how to work with the Ribbon.
Lessons

  • Tabs
  • Groups
  • Commands

Lab 1: Exploring the Ribbon

  • Exploring the Ribbon

After completing this module, students will be able to:

  • Work with tabs.
  • Work with groups.
  • Work with commands.
  • Understand which groups and commands are found on which tabs.

Module 3: The Backstage View (The File Menu)
This module explains how to work with the Backstage View aka the File menu.
Lessons

  • Introduction to the Backstage View
  • Opening a Workbook
  • New Workbooks and Excel Templates
  • Printing Worksheets
  • Adding Your Name to Microsoft Excel
  • Managing Workbook Versions

Lab 1: The Backstage View (The File Menu)

  • Open a Workbook
  • Select, Open and Save a Template Agenda
  • Print a Worksheet

After completing this module, students will be able to:

  • Open a Microsoft Excel workbook.
  • Start a new Microsoft Excel workbook.
  • Use Microsoft Excel templates.
  • Print a Microsoft Excel workbook.
  • Personalize your copy of Microsoft Excel.

Module 4: The Quick Access Toolbar
This module explains how to work with the Quick Access Toolbar.
Lessons

  • Adding Common Commands
  • Adding Additional Commands with the Customize Dialog Box
  • Adding Ribbon Commands or Groups
  • Placement

Lab 1: The Quick Access Toolbar

  • Customize the Quick Access Toolbar

After completing this module, students will be able to:

  • Add common commands to the Quick Access Toolbar.
  • Add additional commands to the Quick Access Toolbar.
  • Move the Quick Access Toolbar.

Module 5: Entering Data in Microsoft Excel Worksheets
This module explains how to how to enter data in Excel worksheets.
Lessons

  • Entering Text
  • Expand Data across Columns
  • Adding and Deleting Cells
  • Adding an Outline
  • Adding a Hyperlink
  • Add WordArt to a Worksheet
  • Using AutoComplete
  • Entering Numbers and Dates
  • Using the Fill Handle

Lab 1: Entering Data in Microsoft Excel Worksheets

  • Entering Text and Using AutoComplete
  • Entering Numbers and Dates

After completing this module, students will be able to:

  • Enter text in Microsoft Excel worksheets.
  • Add or delete cells in worksheets.
  • Add an outline for your data.
  • Enter a hyperlink in a worksheet.
  • Use AutoComplete.
  • Enter numbers and dates in Microsoft Excel worksheets.
  • Use the Fill Handle to add data to cells.

Module 6: Formatting Microsoft Excel Worksheets
This module explains how to format Excel worksheets.
Lessons

  • Hiding Worksheets
  • Adding Color to Worksheet Tabs
  • Adding Themes to Workbooks
  • Adding a Watermark
  • The Font Group
  • The Alignment Group
  • The Number Group

Lab 1: Formatting Microsoft Excel Worksheets

  • Customize a Workbook Using Tab Colors and Themes
  • Working with Font Group Commands
  • Working with Alignment Group Commands
  • Working with Number Group Commands

After completing this module, students will be able to:

  • Select a range of cells within a worksheet.
  • Hide worksheets.
  • Add color to workbook tabs.
  • Add themes to worksheets.
  • Apply bold, italics, and underlining to text.
  • Add borders to cells.
  • Change text and cell colors.
  • Change the font and font size.
  • Align text.
  • Wrap text.
  • Indent text.
  • Merge and center text.
  • Change number formats.
  • Change date formats.

Module 7: Using Formulas in Microsoft Excel
This module explains how to use formulas in Excel.
Lessons

  • Math Operators and the Order of Operations
  • Entering Formulas
  • AutoSum (and Other Common Auto-Formulas)
  • Copying Formulas and Functions
  • Relative, Absolute, and Mixed Cell References

Lab 1: Using Formulas in Microsoft Excel

  • Working with Formulas

After completing this module, students will be able to:

  • nter basic formulas.
  • Use AutoSum to sum data with one click.
  • Understand absolute, relative, and mixed cell references.
  • Copy formulas and functions.

Module 8: Working with Rows and Columns
This module explains how to work with rows and columns.
Lessons

  • Insert lesson titles in a bulleted list.
  • Inserting Rows and Columns
  • Deleting Rows and Columns
  • Transposing Rows and Columns
  • Setting Row Height and Column Width
  • Hiding and Unhiding Rows and Columns
  • Freezing Panes

Lab 1: Working with Rows and Columns

  • Working with Rows and Columns

After completing this module, students will be able to:

  • Insert rows and columns in Microsoft Excel worksheets.
  • Delete rows and columns in Microsoft Excel worksheets.
  • Transpose rows and columns.
  • Change row heights.
  • Change column widths.
  • Hide and unhide rows and columns.
  • Freeze panes.

Module 9: Editing Worksheets
This module explains how to edit worksheets.
Lessons

  • Find
  • Find and Replace
  • Using the Clipboard
  • Managing Comments

Lab 1: Editing Worksheets

  • Using Find and Replace
  • Using the Clipboard

After completing this module, students will be able to:

  • Locate information in your worksheet using Find.
  • Use Find and Replace to quickly replace data with other data.
  • Use the Cut, Copy, Paste and Format Painter commands to edit worksheets.
  • Manage comments.

Module 10: Finalizing Microsoft Excel Worksheets
This module explains how to finalize worksheets.
Lessons

  • Setting Margins
  • Setting Page Orientation
  • Setting the Print Area
  • Print Scaling (Fit Sheet on One Page)
  • Printing Headings on Each Page/Repeating Headers and Footers
  • Headers and Footers

Lab 1: Finalizing Microsoft Excel Worksheets

  • Preparing to Print

After completing this module, students will be able to:

  • Set margins in Microsoft Excel worksheets.
  • Set the page orientation to portrait or landscape.
  • Set the print area in a worksheet.
  • Scale a worksheet so that all data prints on one page.
  • Add headers and footers to a worksheet.

Module 11: Microsoft Excel Features that Were New in 2013
This module explains how to use some of the features that were new in the 2013 version of Excel.
Lessons

  • One Workbook Per Window Feature
  • Using Flash Fill

Lab 1: Microsoft Excel Features that Were New in 2013

  • Using Flash Fill

After completing this module, students will be able to:

  • Use the one workbook per window feature.
  • Use Flash Fill.

Module 12: Features New in 2016
This module explains how to use two new features in 2016.
Lessons

  • Tell Me
  • Smart Lookup

Lab 1: None

  • None

After completing this module, students will be able to:

  • Use the Tell Me feature.
  • Use the Smart Lookup feature.
 

Overview

This two-day class offers the "best of" topics from our series of Excel classes:

- Excel Introduction (just tips and short-cuts from this class)

- Excel Charts Formatting and Reporting

- Excel Database Features and Pivot Tables

- Excel Workbooks, Formulas and Functions

- Excel Macros (Supplemental Hand-out)

This jam-packed, fast-paced class provides an overview of the most powerful and time-saving Excel techniques. In addition, you will receive a complete 5-volume set of Excel course materials from the above courses (with related data files).

With this complete reference library you will be able follow along in class as well as review additional topics that were not covered in the two-day event. Individuals preparing for their MOS Certification who need a quick Excel refresher class might also find this course of interest.

Version Note

While this class is being taught using the 2016 version of the Excel software, almost all topics (except for a few new 2016-only chart types) will be applicable to users of Excel 2013.

Target Student

You already know Excel and have been working with it for years. In the past, other Excel users might have even turned to you for assistance. But with all of the new features in Excel, your skills have not kept pace. To regain your edge, you don’t need an introduction class or a class on a single topic. You need a fast-paced overview. A class that will bring you up to speed on the latest features of Excel across all topics such as charting, database features, pivot tables, multiple worksheets, advanced functions and even an introduction to Macros. If you have a good foundation in Excel and want to be a Power User, this class is for you!

Who Should NOT Take This Class

If you are a novice Excel user, this class is not for you. Because this class is fast-paced, the instructor will not be able to stop and help individuals who do not meet the prerequisites and who do not know the basics of Excel. If you are new to the product, you will need to first take the Introduction to Excel class and then gain several months of experience creating worksheets before registering for the Power User class. For details on the entry-level course, go to

Introduction to Excel

Prerequisites

This class is not for beginning Excel users. The typical candidate for this class will be either self-taught or will have had some formal training in Excel and will have used Excel for 2 or more years.

Course Outline

Selected Topics from “Introduction to Excel”

Getting Started

Working with the Ribbon

Exploring the File Tab

Working with the Quick Access Toolbar

Using Excel Help – Tell Me

Entering Data

Selecting a Range of Cells

Using Auto Fill to Enter Data

Using Formulas

Entering Formulas

Using Auto Fill with Formulas

Using AutoSum

Printing Worksheets

Using Page Setup Tools

Working in Page Layout View

Using Page Break Preview

Select Topics from “Excel Charts, Formatting & Reporting”

Creating Charts

Creating a Chart

Changing the Chart Location and Size

Changing the Chart Type

Modifying Chart Elements

Formatting Chart Elements

Adding and Removing a Data Series

Applying a Chart Filter

Working with Charts

Creating a Hierarchy Chart

Creating a Histogram

Creating a Pareto Chart

Creating a Box and Whisker Chart

Creating a Waterfall Chart

Creating a Combo Chart

Creating a Sparkline

Creating and Using a Chart Template

Creating a Dashboard

Using Styles, Themes, and Templates

Working with Cell Styles

Merging Styles

Using Themes

Using Templates

Creating a Template

Working with Formatting

Creating and Using Custom Formats

Applying Conditional Formatting

Creating a New Conditional Formatting Rule

Using the Quick Analysis Tool

Using Excel Data in Other Office Applications

Understanding Pasting, Linking and Embedding

Pasting an Excel Range into a Word Document

Pasting an Excel Chart into a Word Document

Pasting an Excel Range into PowerPoint

Pasting an Excel Chart into PowerPoint

Creating a Chart in Word or PowerPoint

Select Topics from “Excel Workbooks, Formulas & Functions”

Working with Workbooks

Editing a Group

Working with Multiple Worksheets and Workbooks

Creating Linked Formulas

Viewing Multiple Worksheets

Using Absolute Cell References

Creating Linked Formulas between Workbooks

Working with Financial and Date Functions

Using Financial Functions

Using Date Functions

Working with Logical Functions

Using the IF Function

Nesting Functions

Using Multiple Conditions with the IF Function

Nesting IF Functions

Working with Lookup and Reference Functions

Using HLOOKUP and VLOOKUP Functions

Using the MATCH Function

Using the INDEX Function

Nesting the INDEX and MATCH Functions

Using INDEX MATCH MATCH

Using INDEX MATCH & MATCH

Select Topics from “Excel Database Features and Pivot Tables”

Using Lists

Creating and Using Absolute Named Ranges

Freezing and Unfreezing Panes

Using Functions with Lists

Using Table Features

Creating a Table

Filtering a Table

Creating a Slicer

Working with the Total Row

Creating a Calculated Column

Working with Data

Importing Data from a Text File

Using Flash Fill

Connecting to Data in an Access Database

Creating and Working with PivotTables

Creating a PivotTable using Worksheet Data

Creating a PivotTable using an External Data Connection

Using a Report Filter

Using VLOOKUP to Add a Column to a List

Enhancing PivotTables

Working with Summary Functions

Creating a Slicer

Grouping Data

Creating a Calculated Field

Creating a PivotChart

Analyzing Data

Using Automatic Outlining

Inserting Subtotals

Creating an Advanced Filter

Using the Quick Analysis Tool

Select Topics from "Excel Macros"

Working with Macro

Recording a Macro

Creating a Macro Button

Read More

Overview

 

The main purpose of the course is to give students the ability to add BI techniques to Excel data analysis. The course goes beyond the capabilities of tables and charts and uses Pivot Charts, the Excel Data Model, and Power BI.

 

Audience profile

This course is intended for anyone responsible for analyzing data with Excel.

 

The course will likely be attended by SQL Server report creators who are interested in alternative methods of presenting data.

 

Special Note to New Hampshire Residents

This course has not yet been approved by the State's Department of Education. Please contact us to get an update as to when the class should be available in New Hampshire.

 

Prerequisites

Before attending this course, students must have:

• Basic knowledge of the Microsoft Windows operating system and its core functionality.

• Good Knowledge of Excel spreadsheets, functions, and charts.

• Working knowledge of relational databases.

 

At course completion

After completing this course, students will be able to:

• Explore and extend a classic Excel dashboard.

• Explore and extend an Excel data model.

• Pre-format and import a .CSV file.

• Import data from a SQL Server database

• Import data from a report.

• Create measures using advanced DAX functions.

• Create data visualizations in Excel.

• Create a Power BI dashboard with Excel.

 

Course Outline

 

Module 1: Data Analysis in Excel

This module looks at the classic Excel dashboard and at ways to extend it.

Lessons

• Classic Data Analysis with Excel

• Excel Pivot Tables

• Limitations of Classic Data Analysis

Lab : Building a Classic Excel Dashboard

• Filtering and Formatting Data

• Building a Pivot Table

• Building a Pivot Chart

• Building a Dashboard

 

Module 2: The Excel Data Model

This module looks at the classic Excel data model and at ways to extend it.

Lessons

• Using an Excel Data Model

• DAX

Lab : Explore an Excel Data Model

• Create Calculated Columns

• Format Data Model Data

• Create Measures

• Analyze the Data

 

Module 3: Importing Data from Files

This module looks at pre-formatting and importing CSV files.

Lessons

• Importing Data into Excel

• Shaping and Transforming Data

• Loading Data

Lab : Importing Data from a CSV File

• Import and Transform Data from a CSV File

• Add Data from a Folder

 

Module 4: Importing Data from Databases

This module looks at how to import data into Excel from a SQL Server database.

Lessons

• Available Data Sources

• Previewing, Shaping, and Transforming Data

• Table Relationships and Hierarchies

• Loading Data

Lab : Import Data from Multiple Sources

• Import Data from SQL Server

• Import Data from a CSV File

• Create a Data Table

 

Module 5: Importing Data from Excel Reports

This module describes how to import data from a report.

Lessons

• Importing Data from Excel Reports

• Transforming Excel report Data

Lab : Importing Data from a Report

• Import Data from Excel

• Transform the Excel Data

• Load the Data into an Excel Data Model

 

Module 6: Creating and Formatting Measures

This module describes how to create and format measures.

Lessons

• DAX

• Measures

• Advanced DAX Functions

Lab : Creating Measures using Advanced DAX Functions

• Last year comparison

• Year to date

• Market Share

 

Module 7: Visualizing Data in Excel

This module describes how to visualize data in Excel.

Lessons

• Pivot Charts

• Cube Functions

• Charts for Cube Functions

Lab : Data Visualization in Excel

• Create a Tabular Report

• Create a Pivot Chart

• Add Slicers to Charts

 

Module 8: Using Excel with Power BI

This module describes how to use Excel with Power BI.

Lessons

• Power BI

• Uploading Excel Data to Power BI

• Power BI Mobile App

Lab : Creating a Power BI Dashboard with Excel

• Uploading Excel Data

• Creating a Power BI Dashboard

 

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FAQ's

  • What is Virtual Classroom?
    • Virtual Classroom is Instructor-led training delivered to dispersed students on specific dates and times. Students attend using a computer and Internet connection. Learn More.
  • What is On Demand?
    • On Demand allows students to learn at their own pace on their own time with the support from our instructors. Learn More.
  • Do you provide training for groups?
    • Group training is an option across all of the titles we teach.
  • Can it also be done at our location?
    • Yes, we have trainers available for onsite as well.
  • What if our team is dispursed across the country or globe?
    • Satellite classrooms can be set up across our 3,000+ worldwide locations. Learn More
  • What if we don't need to be trained on all of the content in the standard outlines?
    • All of our titles can be tailored to accomodate your organizational learning objectives.
  • Can the students be tested and monitored as part of the training objectives?
    • Yes, we have a Learning Mangement System (LMS) as part of our suite of learning management solutions. Learn More.
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