Course Description

Doing It Right the First Time is one of the most important focuses of this course. Once you get the essentials right, you will instantly identify and avoid the common pitfalls and costly mistakes in using Excel.

• Are you using Excel the right way?
• How do you ensure data is entered as required?
• How do you ensure that dates are entered in the required format?
• Are you spending too much time getting your data ready?
• Are you spending too much time interpreting your numbers – what they mean? Is your data so messy that you can’t make head or tail of it?
• The amount of my data is not large. Why is my workbook so slow?

Learn to get familiar with Excel ribbons, entering and formatting data, and calculating totals and summaries using formulas. Highlighting data to meet specific conditions, restricting data entries, and creating reports & charts will also be covered. These topics will get you going instantly so you can start applying what has been taught at work right away.

Prerequisites

Participants should have some basic knowledge in using Windows.

Course Outline

Module 1: Getting Started

Excel is an application with thousands of features and hundreds of ribbon (menu) commands. It is easy to lose track once you get started. This module equips you with the basic but crucial skills to navigate the Excel software.

• Quick Access Bar
• Ribbon
• Creating and Opening Workbooks
• Saving Workbooks
• Moving Between Workbooks
• Moving Around Worksheet
• Close Workbook

Module 2: Entering, Editing & Formatting Data and Numbers

Excel is intuitive and simple to use when it comes to typing and managing data. Because of its grid nature, it can store & manage thousands of data points with ease. Built-in features like copy, paste, find, highlight, go to and styles make the process very easy.

• Selecting Data
• Enter Data
• Data Entry Techniques
• Autofill
• AutoComplete Feature
• AutoCorrect
• Edit in Worksheet
• Delete Content Within Cells
• Copy and Paste Cell Content
• Cut and Paste Cell Content
• Access More Paste Options
• Using Clipboard
• Rearranging Data
• Undo and Redo
• Find and Replace
• Formatting Text
• Formatting Numbers and Dates
• Copy Format
• Clear Cell Formatting
• Features to Make You a Formatting Pro

Module 3: Calculating Totals & Summaries using Formulas

Formulas make Excel smart. Without formulas, Excel is merely a massive grid to store data. By using the built-in formulas, Excel becomes a far more powerful calculation tool.

• Writing the Formula
• Simple Formulas for Beginners
• Creating Formulas with Cell References
• Creating Complex Formulas
• Working with Cell References
• Working with Basic Functions – SUM, AVERAGE, COUNT, MAX, MIN
• The Functions Library
• The Insert Function Command
• More Functions – NOW(), TODAY(), DATE, DAY, MONTH, YEAR, ROUND, ROUNDDOWN, ROUNDUP, IFERROR

Module 4: Data Validation

In Excel, the data validation feature controls what is entered in your worksheet. In this module you will learn:

• Types of Validation Criteria You Can Apply
• Set Validation Rule
• Error Alert
• Check for Invalid Entries
• Hide Validation Circles
• Remove Data Validation

Module 5: Conditional Formatting

Conditional Formatting in Excel is often underutilized. With conditional formatting, you can instruct Excel to highlight portions of your data that meet any given condition. This module leverages the extended capabilities of conditional formatting to highlight data that meets almost any condition/criteria.

• Working with Conditional Formatting
• Conditional Formatting Presets
• Compare 2 Lists in Excel
• Highlight All Blank Cells in Your Data
• Format Entire Row Based on One Cell

Module 6: Managing Multiple Worksheets

This topic shows how to share data between multiple worksheets and gives tips for adding, moving, and navigating worksheets and workbooks efficiently. It covers what to avoid and shows how to make global changes, create simple formulas that connect worksheets, and make super-efficient 3D formulas to calculate summary totals from multiple worksheets.

• Select a Worksheet
• Rename a Worksheet
• Insert a Worksheet
• Move a Worksheet
• Delete a Worksheet
• Copy a Worksheet
• Zoom
• Split
• Freeze Panes
• Group Worksheets
• View Multiple Worksheets
• Consolidate
• 3D Formula Reference

Module 7: Printing – How Not to Have “Sexy on Spreadsheet, Ugly on Printout”

We focus on creating that perfect workbook, report or model… and we forget the proper print settings!

• Print a Worksheet
• What to Print
• Multiple Copies
• Orientation
• Page Margins
• Scaling
• Page Breaks
• Headers and Footers
• Page Numbers
• Print Titles
• Center on Page
• Print Gridlines and Headings
• Print Cell Comment
• Hide Formula Errors from Printing
• Print Area

Module 8: Basic Skills for Chart Makers

• Choosing the Right Chart Type in Excel
• Create a Chart
• Chart Tools
• Creating a Pie Chart
• Adding Percentages to Pie Charts in Excel
• Rotating the Pie Chart

Module 9: Using Excel Productively

This module enables you to explore important keyboard shortcuts, ‘work-arounds’, Excel customizations & how to make everything look slick.

• Using Templates
• Comments
• Protect Sheet
• Using Excel as Database
• Excel Keyboard Shortcuts