Microsoft Office Excel

Microsoft Excel is a spreadsheet application that works with text, numbers, and date information and gives you the ability to manipulate data easily. You can perform basic calculations, create tables, charts, and pivot tables.

Excel is widely used for organization of information and tracking data as in a list of sales leads, contact list, or inventory levels. Excel is also useful for statistical analysis with large data sets using graphing and charting tools.

This powerful program can analyze data that you have imported from or exported to other applications. Excel gives the user the option of using VBA (Visual Basic Application) to code directly using the Visual Basic Editor.

Microsoft Office programs are integrated into almost every type of business/corporation. From entrepreneurs to Government offices, proficiency in programs such as Word, Excel, and Outlook are usually required qualifications for any job description. Maximize your chances of employment by being familiar with the most current Microsoft Office version.

We offer courses in Excel Level 1, Excel Level 2, Excel Level 3, Excel Level 4, and Custom Excel courses. Courses can be delivered in 3-hour blocks, and scheduled in the morning, afternoon, or early evenings. Yes, we also provide weekend training classes.

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Microsoft Excel - Level 1

Who should attend?        This course is intended for new Microsoft Excel users.
Prerequisites:                    Windows 7, Windows 8, or Windows 10.

Duration:                            6 Hours

Course Objectives
Upon completion of the course, participants will be able to accomplish the following:

  • Create, save, open, close and move around in an Excel workbook to learn navigation skills necessary for creating and using Excel worksheets.
  • Organize columns and rows to accommodate information and edit the contents of cells to organize the information in your worksheet.
  • Calculate values by entering formulas into cells and specify an exact address of a cell by creating an absolute cell reference, create formulas by typing functions or build more complex formulas using the Insert Function dialog box.
  • Format worksheets and use view features to more effectively review large worksheets.
  • Use views to determine the layout of a worksheet, change the page setup, and preview/print workbooks.

Course Content

Getting Started with Excel:

  • Understanding Spreadsheet Concepts
  • Creating and Saving Workbooks
  • Opening and Closing Workbooks

Modifying Worksheets:

  • Working with Columns and Rows
  • Working with Cell Contents

Using Formulas and Functions:

  • Creating and Using Formulas
  • Creating and Using Functions
  • Using Absolute Cell References
  • Inserting Functions

Formatting and Viewing Worksheets:

  • Formatting Worksheets
  • Viewing Worksheets

Printing Workbooks:

  • Using Workbook Views
  • Changing the Page Setup
  • Previewing and Printing Workbooks

 

Microsoft Excel - Level 2

Who should attend?        This course is intended for participants who are familiar with Microsoft Excel.
Prerequisites:                    Microsoft Excel – Level 1 or Equivalent.

Duration:                            6 Hours

Course Objectives
Upon completion of the course, participants will be able to accomplish the following:

  • Organize, protect, and display data using various tools.
  • Use the IF function, create linking formulas, and manage links.
  • Manage and arrange multiple workbooks, insert and manage multiple worksheets within a workbook, and consolidate data from multiple sources.
  • Create and modify charts to present data effectively; customize charts to enhance their appearance.
  • Create, apply and modify styles to format worksheets consistently and quickly; use comments, text boxes to annotate worksheets, and Sparklines to highlight and explain data.

Course Content

Worksheet Organization:

  • Managing Range Names
  • Creating and Using Workbook Templates
  • Applying Worksheet Security
  • Creating and Using Outlines

Advanced Formulas:

  • Using the IF Function
  • Linking Formulas
  • Modifying and Restoring Links

Using Multiple Workbooks and Worksheets:

  • Working with Multiple Workbooks
  • Working with Multiple Worksheets
  • Consolidating Data

Working with Charts:

  • Creating Charts
  • Changing Chart Data
  • Modifying Chart Elements
  • Creating Custom Charts

Applying Formatting:

  • Working with Styles
  • Annotating Worksheets
  • Using Sparklines

 

Microsoft Excel - Level 3 Datasheet Management

Who should attend?         This course is intended for participants who are familiar with Microsoft Excel.
Prerequisites:                     Microsoft Excel  – Level 2 or Equivalent.

Duration:                             6 Hours

Course Objectives
Upon completion of the course, participants will be able to accomplish the following:

  • Create and use Excel tables, as well as add, edit, search for, and delete records in a data list using a form, as well as look up data.
  • Sort records in a data list using a variety of methods.
  • Filter data in a list using a variety of methods, as well as work with filtered data.
  • Create and work with subtotalled lists, as well as use various database functions to summarize data.
  • Create, modify, and work with PivotTables, PivotCharts, and Slicers.
  • Import external data from a variety of sources into Excel.

Course Content

Maintaining Data:

  • Data List and Excel Table Concepts
  • Using Data Forms
  • Using Lookup Tables

Sorting Lists:

  • Sorting Concepts
  • Sorting Lists
  • Custom Sort Orders

Filtering Lists:

  • Filtering Concepts
  • Using AutoFilter
  • Using Advanced Filter
  • Working with Filtered Data

Summarizing Data:

  • Automatic Subtotals
  • Working with Subtotalled Lists
  • Using Functions to Summarize Data

Working with PivotTables:

  • PivotTable Concepts
  • Creating PivotTables
  • Modifying PivotTable Layouts
  • Working with PivotTables
  • PivotCharts
  • Slicers

Working with External Data:

  • External Data Concepts
  • Importing Query Data from Access
  • Importing Query Data from Web Pages
  • Importing Query Data from Text Files

 

Microsoft Excel - Level 3 Spreadsheet Analysis

Who should attend?         This course is intended for participants who are familiar with Microsoft Excel.
Prerequisites                      Microsoft Excel – Level 2.

Duration:                             6 Hours

Course Objectives
Upon completion of the course, participants will be able to accomplish the following:

  • Use absolute and mixed references in a formula, as well as using financial functions.
  • Use the Goal Seek feature and Data Tables.
  • Create and manage scenarios, as well as create scenario reports.
  • Define and solve problems with Solver, as well as create reports.
  • Understand and utilize the various tools used to audit workbooks.

Course Content

Using Functions:

  • Function Concepts
  • Absolute and Mixed References
  • Financial Functions

Projecting Figures:

  • Goal Seek
  • Data Tables

Performing What-If Scenarios:

  • Scenario Concepts
  • Creating Scenarios
  • Managing Scenarios
  • Scenario Reports

Using Solver:

  • Solver Concepts
  • Defining the Problem
  • Solving the Problem
  • Solver Reports
  • Solver Options

Auditing Workbooks:

  • Auditing Concepts
  • Tracing a Worksheet
  • Evaluating Formulas
  • Locating and Correcting Errors in Formulas
  • Tracking Cells in a Workbook

Microsoft Excel - Level 4 VBA Macros

Who should attend?         This course is intended for participants who are familiar with Microsoft Excel.
Prerequisites                      Microsoft Excel – Level 3.

Duration:                             6 Hours

Course Objectives
Upon completion of the course, participants will be able to accomplish the following:

  • Understand key concepts that will be used to build custom solutions using Microsoft Excel VBA Macros.
  • Become familiar with basic macro techniques for recording, writing, running, and maintaining macros.
  • Understand how Visual Basic for Applications is incorporated, used, and modified in Microsoft Excel.
  • Learn how to design and layout a user form and controls to create a customized dialog box to simplify data entry.
  • Understand how to prepare an Excel Workbook containing macros and toolbars for deployment to other users and machines.
  • Learn to customize macros with VBA source code to automate data entry tasks and enable source code protection.
  • Learn to enhance source code with variables, constants, and logical operators.
  • Learn to handle the three types of errors that can be generated when working with source code.
  • Learn to access external data by using ActiveX Data Objects.
  • Learn how to use Excel as an automation server to control Excel objects externally outside of the application.

Course Content

Building Solutions:

  • Course Overview
  • Solution Concepts
  • Data Entry Concepts
  • Macro Concepts
  • Programming Concepts

Macro Basics:

  • Planning Macros
  • Recording Macros
  • Executing Macros
  • Maintaining Macros

VBA Programming Basics:

  • Understanding Objects
  • Using the Visual Basic Editor
  • Understanding VBA Code
  • Executing VBA Code
  • VBA Help Reference

VBA User Form Basics:

  • Planning User Forms
  • Designing User Forms

Deployment Basics:

  • Preparing for Deployment
  • Code Security
  • Adding Macros to the Quick Access Toolbar
  • Modifying Quick Access Toolbar Buttons

Customizing Macros:

  • Prompting for User Input
  • Automating Data Entry
  • Recording Absolute vs. Relative References
  • Protecting VBA Source Code

Enhancing VBA Code:

  • Writing Source Code
  • Variables and Constants
  • Writing Tips
  • Logical Operators
  • Flow Control

Handling Errors:

  • Handling Errors
  • Syntax Errors
  • Logical Errors
  • Run-Time Errors

Accessing External Data:

  • External References
  • ActiveX Data Objects Concepts
  • Connecting to a Database
  • Retrieving Records from a Database

Excel Automation:

  • Automation Concepts
  • Working with Object Models
  • Excel’s Object Model
  • Automating Excel with VBScript
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