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

  • Fundamentals
  • Intermediate
  • Advanced
  • Virtual Classroom
  • On Demand

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.
 

Module 1: Advanced Formulas
This module explains how to work with formulas.
Lessons

  • Using Named Ranges in Formulas
  • Naming a Single Cell
  • Naming a Range of Cells
  • Naming Multiple Single Cells Quickly
  • Using Formulas That Span Multiple Worksheets
  • Using the IF Function
  • Using AND/OR Functions
  • Using the SUMIF, AVERAGEIF, and COUNTIF Functions
  • Using the PMT Function
  • Using the LOOKUP Function
  • Using the VLOOKUP Function
  • Using the HLOOKUP Function
  • Using the CONCATENATE Function
  • Using the TRANSPOSE Function
  • Using the PROPER, UPPER, and LOWER Functions
  • The UPPER Function
  • The LOWER function
  • The TRIM Function
  • Using the LEFT, RIGHT, and MID Functions
  • The MID Function
  • Using Date Functions
  • Using the NOW and TODAY Functions
  • Creating Scenarios
  • Utilize the Watch Window
  • Consolidate Data
  • Enable Iterative Calculations
  • What-If Analyses
  • Use the Scenario Manager
  • Use Financial Functions

Lab 1: Advanced Formulas

  • Using Named Ranges in Formulas
  • Entering a Formula Using Data in Multiple Worksheets
  • Using the IF Function
  • Using the PMT Function
  • Using the VLOOKUP Function
  • Using the CONCATENATE Function
  • Using the PROPER Function
  • Using the LEFT and RIGHT Functions
  • Using the YEAR, MONTH, and DAY Functions

After completing this module, students will be able to:

  • Name and label cells and ranges of cells.
  • Use names and labels in formulas.
  • Create formulas that span multiple worksheets.
  • Use the conditional IF function and its variants in formulas.
  • Use the PMT function to calculate payments for loans.
  • Use the LOOKUP function.
  • Use the VLOOKUP function.
  • Use the HLOOKUP function.
  • Use the CONCATENATE function to join the contents of numerous cells.
  • Use the TRANSPOSE function.
  • Use the PROPER, UPPER, and LOWER functions to alter the casing of text.
  • Use the LEFT, RIGHT, and MID functions to return characters from the
  • start or end of a string, or a specific number of text characters.
  • Use various date functions.

Module 2: Working with Lists
This module explains how to work with lists.
Lessons

  • Converting a List to a Table
  • Removing Duplicates from a List
  • Sorting Data in a List
  • Filtering Data in a List
  • Adding Subtotals to a List
  • Grouping and Ungrouping Data in a List

Lab 1: Working with Lists

  • Converting a List to a Table
  • Removing Duplicates from a List
  • Sorting Data in a List
  • Filtering Data in a List
  • Adding Subtotals to a List

After completing this module, students will be able to:

  • Convert data into tables.
  • Remove duplicates from tables.
  • Sort data in Excel.
  • Filter data in Excel.
  • Use subtotals to automatically total related data.
  • Group and ungroup data.

Module 3: Working with Illustrations
This module explains how to work with illustrations.
Lessons

  • Working with Clip Art
  • Using Shapes
  • Working with SmartArt

Lab 1: Working with Illustrations

  • Working with Clip Art
  • Adding Shapes

After completing this module, students will be able to:

  • Add pictures to your worksheets.
  • U use Clip Art to illustrate your worksheets.
  • Insert shapes into Microsoft Excel worksheets.
  • Use SmartArt to illustrate your worksheets.

Module 4: Visualizing Your Data
This module explains how to work with charts, objects, and text boxes.
Lessons

  • Creating a Custom Chart Template
  • Inserting Charts
  • Add and Format Objects
  • Insert a Text Box
  • Create a Custom Chart Template

Lab 1: Visualizing Your Data

  • Inserting Charts
  • Editing Charts

After completing this module, students will be able to:

  • Create charts that enable you to visualize your data.
  • Choose what data is displayed in your charts.
  • Show and hide data labels.
  • Show and hide the legend.
  • Show and hide the chart title.
  • Add a picture or shape to a chart.
  • Change the way text displays in a chart.
  • Change the fill color of a chart.
  • Add and format objects in a worksheet.

Module 5: Working with Tables
This module explains how to work with tables.
Lessons

  • Format Data as a Table
  • Move between Tables and Ranges
  • Modify Tables
  • Define Titles

Lab 1: Working with Tables

  • Creating and Modifying a Table in Excel

After completing this module, students will be able to:

  • Format data in Excel as a table.
  • Modify Excel tables.

Module 6: Advanced Formatting
This module explains how work with formatting options in Excel.
Lessons

  • Applying Conditional Formatting
  • Working with Styles
  • Creating and Modifying Templates

Lab 1: Advanced Formatting

  • Using Conditional Formatting
  • Working with Styles

After completing this module, students will be able to:

  • Use conditional formatting to display cells differently based on their values.
  • Quickly format tables using styles.
  • Format cells using styles.

Module 7: Microsoft Excel Features that Were New in 2013
This module explains how to use some features that were new in 2013.
Lessons

  • New Functions in Excel 2013
  • Using New Chart Tools
  • Using the Quick Analysis Tool
  • Using the Chart Recommendation Feature

Lab 1: Microsoft Excel Features that Were New in 2013

  • Using the New Excel Functions
  • Using the New Excel 2013 Chart Tools
  • Using the Quick Analysis Tool

After completing this module, students will be able to:

  • Use the new chart tools in Excel.
  • Use the Quick Analysis tool.
  • Use the Chart Recommendation feature.

Module 8: Features New in 2016
This module explains how to use the new charts in 2016.
Lessons

  • New Charts
  • Treemap
  • Sunburst
  • Histogram
  • Waterfall
  • Box and Whisker
  • Pareto

Lab 1: None

  • None

After completing this module, students will be able to:

  • Use the new charts in Excel 2016.
 
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Module 1: Using Pivot Tables
This module explains how to use Pivot Tables.
Lessons

  • Creating Pivot Tables
  • Inserting Slicers
  • Working with Pivot Tables
  • Inserting Pivot Charts
  • More Pivot Table Functionality

Lab 1: Using Pivot Tables

  • Working with Pivot Tables

After completing this module, students will be able to:

  • Use pivot tables to analyze data.
  • Edit pivot tables.
  • Format pivot tables.
  • Insert pivot charts.
  • Use Slicers.

Module 2: Auditing Worksheets
This module explains how to audit worksheets.
Lessons

  • Tracing Precedents
  • Tracing Dependents
  • Showing Formulas

Lab 1: Auditing Worksheets

  • Tracing Precedents
  • Tracing Dependents

After completing this module, students will be able to:

  • Audit formulas.
  • Trace precedents to determine which cells impact a specific cell.
  • Trace dependents to determine which cells are impacted by a specific cell.
  • Remove precedent and dependent arrows.
  • Show formulas.
  • Check for errors frequently found in formulas.

Module 3: Data Tools
This module explains how to work with data tools.
Lessons

  • Converting Text to Columns
  • Linking to External Data
  • Controlling Calculation Options
  • Data Validation
  • Consolidating Data
  • Goal Seek

Lab 1: Data Tools

  • Converting Text to Columns
  • Using Data Validation
  • Consolidating Data
  • Using Goal Seek

After completing this module, students will be able to:

  • Convert text to columns.
  • Use Data Validation to restrict the type of data that can be entered into a
  • cell.
  • Consolidate data from a number of different ranges into one new range.
  • Use Goal Seek to figure out the value to input to obtain a specific result.

Module 4: Working with Others
This module explains how to do various tasks associated with working with others in Excel.
Lessons

  • Protecting Worksheets and Workbooks
  • Tracking Changes
  • Marking a Workbook as Final

Lab 1: Working with Others

  • Password Protecting a Workbook
  • Password Protecting a Worksheet
  • Password Protecting Ranges in a Worksheet
  • Tracking Changes

After completing this module, students will be able to:

  • Password protect a workbook.
  • Password protect a worksheet.
  • Password protect ranges in a worksheet.
  • Use track changes.
  • Accept and reject changes.
  • List all changes on a new sheet.

Module 5: Recording and Using Macros
This module explains how to record and use macros.
Lessons

  • Recording Macros
  • Running Macros
  • Editing Macros
  • Adding Macros to the Quick Access Toolbar

Lab 1: Recording and Using Macros

  • Recording a Macro
  • Adding a Macro to the Quick Access Toolbar

After completing this module, students will be able to:

  • Run macros.
  • Edit macros.
  • Add macros to the Quick Access Toolbar.

Module 6: Random Useful Items
This module explains how to do some random useful tasks in Excel.
Lessons

  • Sparklines
  • Preparing a Workbook for Internationalization and Accessibility
  • Importing and Exporting Files

Lab 1: Random Useful Items

  • Inserting and Customizing Sparklines
  • Importing Text Files
  • Copying Data from Excel to Word
  • Copying Charts from Excel to Word

After completing this module, students will be able to:

  • Insert sparklines into worksheets.
  • Customize Sparklines..
  • Prepare a workbook for internationalization and accessibility.
  • Import text files into Microsoft Excel.
  • Copy cells from a worksheet into Microsoft Word.
  • Copy and paste a chart into Microsoft Word.

Module 7: Microsoft Excel Features that Were New in 2013
This module explains how to use some new features that were new in 2013.
Lessons

  • Using Slicers to Filter Data
  • Creating a PivotTable Timeline
  • Creating a Standalone PivotChart
  • Workspaces in Excel 2013

Lab 1: Microsoft Excel Features that Were New in 2013

  • Filtering Data with Slicers
  • Creating a Timeline

After completing this module, students will be able to:

  • Use slicers to filter data.
  • Create a PivotTable timeline.
  • Create a standalone PivotChart.

Module 8: Features New in 2016
This module explains how to some new features new in 2016.
Lessons

  • PivotTable Updates
  • Ink Equations
  • Multi-Select Option in Slicers
  • Quick Shape Formatting
  • Sharing with SharePoint or OneDrive

Lab 1: None

  • None

After completing this module, students will be able to:

  • Understand the enhancements to PivotTables.
  • Use the Ink Equation feature.
  • Use the Multi-Select option in slicers.
  • Use the Quick Shape formatting.
  • Share workbooks.
 

Training made easy...In the Cloud

  

Attending a Virtual Classroom training session has never been easier than it is today. Using the latest in web conferencing and voice over IP (VOIP) technologies we have worked hard to provide the best in class for Virtual Classroom course delivery.

What is required:

  • A high speed Internet connection.
    Note: Sometimes in office environments firewalls used for internet security prevent those connections from being made.
  • Computer, a tablet or both.
    • Option 1: One computer with two monitors.
      This allows you to view the instructor on one machine and work with your system on the other screen.
    • Option 2: Two computers.
      This is ideal for a workstation and laptop setup which will be used for viewing on one machine and working with your system on the other computer.
    • Option 3: One computer and tablet/iPad.
      This is a great option if you have a tablet or iPad. You can connect to the instructor’s presentation via the iPad/tablet device and use your computer for working your environment. You can even use the audio from the iPad/tablet for participating in the session.
    • Option 4: One computer.
      This option is for the student that is comfortable with toggling back and forth during the lecture/presentation/demo and your environment.
  • A speaker phone or hands-free headset for your telephone/device.
    Because you’ll be using the keyboard and mouse throughout the class, you will need a speakerphone or headset by your computer.
  • VOIP or Unlimited long-distance phone service.
    You can use the GotoMeeting microphone and speaker option, or using Skype is a good option. You can also call in using your Unlimited long-distance calling plan (if you have one).

Software:

The set up is easy, but you will often need your own software. 
You will need your own software and setup before attending the training session. Each course is different, so we encourage you to work with a COD representative to determine your needs before attending. Contact us if you need a virtual training lab.

Virtual Classroom Meeting Software (GotoMeeting)
You will need to test your device and install the GotoMeeting software before attending.

Test Your Connection.

 

Install GotoMeeting™ on the computer or device you're using to join the training session.


System Requirements.
Make sure the computer you are connecting to meets the minimum requirements:

For PC-based participants:

  • Internet Explorer 7.0, Mozilla Firefox 4.0, Google Chrome 5.0 (JavaScript enabled) or the latest version of each web browser
  • Windows 8, 7, Vista, XP or 2003 Server
  • Cable modem, DSL, or better Internet connection
  • Dual-core 2.4GHz CPU or faster with 2GB of RAM (recommended)

For Mac-based participants:

  • Safari 3.0, Firefox 4.0, Google Chrome 5.0 (JavaScript enabled) or the latest version of each web browser
  • Mac OS X 10.6–Snow Leopard or newer
  • Intel processor (1GB of RAM or better recommended)
  • Cable modem, DSL, or better Internet connection

Participants wishing to connect to audio using VoIP will need a fast Internet connection, a microphone and speakers. (A USB headset is recommended.)

Connect 10 minutes before the class.
A few days before the class we will send an email with instructions on how to access your meeting connection and phone bridge. Be sure to allow yourself about 20 minutes of set up time just before the start of the training session.

  

 

   
 
 

On your schedule...In the Cloud

Our On Demand learning portal allows you to learn at your own pace, on your schedule and with the support from our instructors. With our On Demand subscriptions students get access to our learning portal which provides some of the best tools and content for learning including:

Filtered Learning

Filtered Learning uses personalization to filter out content that is only relevant to your speicfic requirements. This helps to alleviate undesired or unncessary topics. We put your existing investment in learning to work again and we match the content with your current skill level.

With just a few clicks a list of recommendations are compiled for you.

 

Activity Tracking

Activity tracking and analysis helps you to adapt your learning in the most effective way. This level of reporting gives you and your team deeper insight into what you know and what you need to work on.

 
 

Training Material, Labs & Exercises

Students can continue to improve their knowledge with labs and exercises and we provide the latest and most concise training material available today. We only work with the most comprehensive content delivered either in print or PDF along with labs and exercise files so that you can work through the material at your own pace on your schedule.
 
 

Instructor Supported

Our courses are also monitored by our expert instructors available to answer questions any time. That's why we're here!

Excel Fundamentals On Demand

Excel Fundamentals - Advanced-On Demand

Learn more about COD

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FAQ's

  • What is the difference between On Demand and Virtual Classroom?
    • On demand is learn at your own pace on your schedule while virtual classroom is instructor-led at set time and dates.
  • With On Demand, do I have access 24/7?
    • Yes, you can login and work with the material and labs anytime you like.
  • Do I need any special software?
    • A browser and an Internet connection is all you need.
  • For Virtual Classroom, is it taught by a live instructor?
    • Yes
  • Are the courses monitored by experts?
    • Yes, we only work with subject matter experts with many years of consulting and training.
  • Can I ask follow up questions with the Instructor?
    • Yes, that's why we are here.
  • How long do I have access after I sign up?
    • Most courses are 90 days but some of the bundles are one year.
  • Can I take both On Demand and attend a Virtual Classroom session for a discount?
    • Yes, just talk to one of our COD representatives and they can provide bundle discounts and pricing.
  • How long does it take after I sign up?
    • Usually within 24 hrs or less.
  • Check all of our FAQ's

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