Onsite Excel Training

Group Excel Training delivered in-house
Group Excel training delivered by a Microsoft Certified trainer at your location. Choose one of our existing outlines or customize your own course.
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Excel 2016 Level 1
1 day | Windows | Mac
9.00am to 4.30pm
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Course Description

On this Excel class students will learn the basics of Excel, including the Excel interface, creating basic worksheets, performing calculations and basic functions, manipulating data, formatting worksheets, managing data in large workbooks, printing from Excel and customizing the Excel environment.

Prerequisites

No prior experience of Microsoft Excel is needed . Basic computer knowledge is required.

Target Audience

Aimed at new users of Excel.

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Lesson 1: Getting Started with Microsoft Excel

The Excel Interface
What are Spreadsheets, Worksheets, and Workbooks?
Columns, Rows, Cells, and Ranges?
Navigation Options
Creating a New Blank Workbook

Lesson 2: Performing Calculations

Create Formulas in a Worksheet
Insert Functions in a Worksheet
Common Functions in Excel
Cut, Copy, and Paste Commands
Relative and Absolute References

Lesson 3: Modifying a Worksheet

Undo and Redo Commands
Insert, Manipulate, and Delete Cells, Columns, and Rows
Column Width and Row Height
Hide and Unhide Options
Find and Replace Data

Lesson 4: Formatting a Worksheet

Modify Fonts
The Format Painter
Add Borders and Colors to Cells
Apply Number Formats
Alignment Options
Indents and Text Wrap

Lesson 5: Printing Workbook Contents

Page Setup Dialog Box
Print Preview Option
Headers and Footers
Page Margins
Page Breaks
Setting a Print Area

Lesson 6: Managing Large Workbooks

Renaming and Formatting Worksheet Tabs
Re-positioning Worksheets
Inserting or Deleting Worksheets
Worksheet References in Formulas
Split Command
Freeze Panes Options

Lesson 7: Customizing the Excel Environment

General and Language Options
Formula Options
Proofing and Save Options
Ribbon and Quick Access Toolbar
Enabling Add-Ins

Excel 2016 Level 2
1 day | Windows | Mac
9.00am to 4.30pm
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Course Description

On this Intermediate Excel class students will learn advanced formulas and functions, how to analyze data with logical and lookup functions, PivotTables, PivotCharts and Slicers, how to work with tables, sorting and filtering data, charting, adding graphics, enhancing and protecting your workbooks.

Prerequisites

Excel Level 1 or equivalent experience.

Target Audience

Existing users of Excel.

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Lesson 1: Creating Advanced Formulas

Range Names
Using Range Names in Formulas
Function Categories
Function Syntax
Using Nested Functions
Showing and Hiding Formulas

Lesson 2: Logical and Lookup Functions

Text Functions - LEFT, RIGHT, MID, LEN, TRIM, UPPER and LOWER
Text Functions cont. - PROPER, CONCATENATE and TRANSPOSE
Logical Functions - AND, OR and IF
Lookup Functions - VLOOKUP and HLOOKUP
Date Functions - TODAY and NOW
Financial Functions - IPMT, PPMT, NPV and FV

Lesson 3: Organizing Worksheet Data with Tables

Create and Modify Tables
Sort and Filter Data
Removing Duplicate Values
Use Subtotal and Database Functions to Calculate Data

Lesson 4: Visualizing Data with Charts

Create Charts
Modify and Format Charts
Adding a Legend to the Chart
Create Advanced Charts

Lesson 5: PivotTables, Slicers, and PivotCharts

PivotTables
PowerPivot Functions
Filter Data by Using Slicers
Analyze Data with PivotCharts

Lesson 6: Inserting Graphics

Insert and Modify Graphic Objects
WordArt and Text Boxes
Picture and Drawing Tools
Layer and Group Graphic Objects
Incorporate SmartArt

Lesson 7: Enhancing Workbooks

Comments, Hyperlinks, Watermarks
Themes and Templates
Recovering Lost Data
Worksheet and Workbook Protection

Excel 2016 Level 3
1 day | Windows | Mac
9.00am to 4.30pm
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Course Description

On this advanced Excel course students will learn how to automate worksheets using Macros, audit worksheets, analyze and present data, how to work with multiple workbooks, and how to export and import data.

Prerequisites

Excel Level 2 or equivalent experience.

Target Audience

Existing users of Excel.

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Lesson 1: Automating with Macros

Workbook Properties
Recording Macros
Naming Macros
Visual Basic for Applications
Copying Macros Between Workbooks
Macro Security Settings
Conditional Formatting
The New Formatting Rule Dialog Box
Clear Rules
Data Validation

Lesson 2: Auditing Worksheets

The Trace Cells Feature
Tracer Arrows
Invalid Data
The Error Checking Command
Error Types
The Watch Window
Formula Evaluation
Outlines
The Outline Group

Lesson 3: Analyzing and Presenting Data

Types of Sparklines
The Sparkline Tools ñ Design Tab
Scenarios
The What-If Analysis Tools
The Scenario Manager Dialog Box
Add-In Types
Goal Seek Feature
The Solver Tool and Analysis ToolPak
The Data Analysis Dialog Box
The Power View Add-In

Lesson 4: Working with Multiple Workbooks

Data Consolidation
The Consolidate Dialog Box
Consolidation Functions
External References
The Compare and Merge Workbooks Feature

Lesson 5: Exporting Excel Data

The Export Process
The Import Process
The Get External Data Group
Delimited Text Files
Methods of Importing Text Files
The File Publishing Process
Publish as Web Page Dialog Box
Web Queries

Lesson 6: Importing and Exporting XML Data

XML Components
XML Schemas
XML Maps
The XML Source Task Pane
Import and Export XML Data

Excel 2016 Macros & VBA
1 day | Windows
9.00am to 4.30pm
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Course Description

This class will give students the skills they need to harness Visual Basic for Applications, or VBA, to automate many tasks they encounter while using Excel 2016.

Prerequisites

Excel Level 3 or equivalent experience.

Target Audience

Existing Excel users who need to automate daily tasks in Excel.

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Lesson 1: VBA Concepts

The Object Model Hierarchy
Understanding Object Properties, Methods and Events
VBA Module and Procedure Types

Lesson 2: Accessing VBA Functionality

Macro Security Options
Using the Macro Recorder
Writing and Editing Macros
Essential VB Editor Components
Exploring the Object Browser
Using VBA Comments and Formatting to Write Solid Code

Lesson 3: Debugging and Error Handling

Types of Programming Errors
VBE Debugging Tools
Error Handling Code

Lesson 4: Using Variables to Store Data

VBA Data Types and Naming Rules
Declaring Variables

Lesson 5: VBA Looping and Decision Structures

For...and Do...Loops for Repetitive Actions
If..then Statements
Select Case Statement

Lesson 6: User-Interactive Worksheets

Capturing User Input
Dialog Box Types

Lesson 7: Performing Calculations with VBA

Using VBA’s Built-in Functions
Writing User-Defined Functions for Custom Calculations
Code to Automate Inserting SUM Functions

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I would love to learn more from Rich. He has a skill at being clear and concise and at the same time patient and willing to elaborate. He knows his subject so well--the potential for Excel became very clear throughout the day. Great class. Definitely worth my time and my employer's money!

Danele Butler - Helping Hand School for Autism

Key Benefits

Affordable
Affordable

Onsite training is an affordable
way to up-skill your entire team.

Convenient
Convenient

Let one of our trainers come to you,
we deliver training to your doorstep.

Customizable
Customizable

Tailor the training to meet your needs.
All classes are fully customizable.

Locations

We provide onsite Excel training right across the country, including:

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