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Excel Training Outline

This document outlines training courses to teach Excel basics, intermediate, and advanced skills. The Excel basics course covers starting Excel, entering and formatting data, basic formulas and functions, and printing. The intermediate course builds on these skills and teaches charts, functions, illustrations, conditional formatting, and PivotTables. The advanced course focuses on sharing workbooks, automating tasks, forecasting data, macros, and importing/exporting data.

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S Banerjee
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1K views

Excel Training Outline

This document outlines training courses to teach Excel basics, intermediate, and advanced skills. The Excel basics course covers starting Excel, entering and formatting data, basic formulas and functions, and printing. The intermediate course builds on these skills and teaches charts, functions, illustrations, conditional formatting, and PivotTables. The advanced course focuses on sharing workbooks, automating tasks, forecasting data, macros, and importing/exporting data.

Uploaded by

S Banerjee
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Excel Basics Training Outline

Overview
Learn the basics of creating spreadsheets in Excel. Enter data, formulas, format and
print workbooks.

Learning Objectives
Upon successful completion of this course, you will be able to create and develop Excel
worksheets and workbooks in order to work with and analyze the data that is critical to
the success of your organization.

You will:
 Get started with Microsoft Office Excel 2019.
 Perform calculations.
 Modify a worksheet.
 Format a worksheet.
 Print workbooks.
 Manage workbooks.

Target Audience
This course is for individuals whose job responsibilities include creating, inputting and
printing basic spreadsheets. Additionally, the course includes practical case studies that
will reinforce everything you learn.

This training is highly recommended for university students, entry-level finance, business
and marketing professionals who would like to grow faster than their peers.

Prerequisites
Basic Windows, keyboarding and mouse skills.

Course Outline

Getting Started
Starting Excel
Opening a Workbook
Understanding the Display Screen
Working with the Ribbon
Exploring the File Tab
Working with the Quick Access Toolbar
Working with the Status Bar
Switching Between Opened Workbooks
Using Excel Help
Quiz
Practice Exercise

Entering Data
Moving the Cell Pointer
Selecting a Range of Cells
Creating a New Workbook
Inserting, Renaming, and Deleting Worksheets
Entering Constant Values
Using Auto Fill to Enter Data
Saving a Workbook
Editing Cell Contents
Clearing Cell Contents
Working with Undo and Redo
Closing a Workbook
Quiz
Practice Exercise

Using Formulas
Entering Formulas
Using Auto Fill with Formulas
Using the SUM Function
Summing Columns or Rows Automatically
Using Statistical Functions
Working with the Range Finder
Using Formula Error Checking
Quiz
Practice Exercise

Working with Constant Values and Formulas


Copying and Pasting Constant Values and Formulas
Cutting and Pasting Constant Values and Formulas
Using Collect and Paste
Quiz
Practice Exercise

Formatting Worksheets
Formatting Numbers
Changing the Font Format
Aligning Cell Contents
Merging Cells
Adding Borders
Applying Cell Styles
Quiz
Practice Exercise

Modifying Columns and Rows


Changing Column Width
Changing Row Height
Inserting and Deleting Columns or Rows
Hiding Columns or Rows
Quiz
Practice Exercise

Editing Workbooks
Working with AutoCorrect
Checking Spelling
Using Find and Replace
Quiz
Practice Exercise
Working with Different Views
Zooming in & Out
Splitting View
Freezing Panes
Viewing Side by Side
Using Page Layout View
Working with Gridlines, Headings & Formula Bar
Adding Custom Views
Quiz
Practice Exercise

Printing Worksheets
Using Print Preview
Working with Print Settings
Using Page Setup Tools
Working in Page Layout View
Creating a Header and Footer
Using Page Break Preview
Printing a Worksheet
Exiting Excel
Quiz
Practice Exercise
Excel Intermediate Training Outline

Overview
Learn the essentials regarding visualizations in Excel. Create charts, use styles and
templates, manage advanced worksheet formatting. Furthermore, learn about managing
large worksheets, creating models, and working financial, date, and logical functions.

Learning Objectives
Upon successful completion of this course, you will be able to leverage the power of data
analysis and presentation in order to make informed, intelligent organizational decisions.

You will:
 Work with formulas and functions.
 Visualize data with charts.
 Convert, sort, filter, and manage lists.
 Insert and modify illustrations in a worksheet.
 Work with tables.

Target Audience
This course is for individuals whose job responsibilities include publishing spreadsheet
results and need to create visualizations and manage formatting and advanced reports.

This training is for people who have a working knowledge of Excel 2019, but want to use
more complex functions and features to analyze data.

Prerequisites
Excel Introduction or equivalent skills.

Course Outline

Working with Workbooks


Viewing, Renaming, and Color-coding Worksheets
Editing a Group
Manipulating Worksheets
Quiz
Practice Exercise

Working with Multiple Worksheets and Workbooks


Creating Linked Formulas
Using 3-D References
Consolidating Information by Position or Category
Viewing Multiple Worksheets
Viewing Worksheets in Different Workbooks
Using Absolute Cell References
Creating Linked Formulas between Workbooks
Quiz
Practice Exercise
Working with Functions
Using Named Ranges in Formulas
Using the IF Function
Nesting Functions
Using Multiple Conditions with the IF Function
Nesting IF Functions
Using the PMT Function
Using the LOOKUP Function
Using the VLOOKUP Function
Using the HLOOKUP Function
Using the CONCAT Function
Using the TRANSPOSE Function
Using the PROPER, UPPER, and LOWER Functions
Using the PROPER Function
Using the LEFT, RIGHT, and MID Functions
Using the LEFT and RIGHT Functions
Using Date Functions
Using the YEAR, MONTH, and DAY Functions
Creating Scenarios
Quiz
Practice Exercise

Working with Illustrations


Working with Clip Art
Using Shapes
Adding Shapes
Working with Icons
Working with SmartArt
Using Office Ink
Quiz
Practice Exercise

Visualizing Your Data


Creating a Chart
Changing the Chart Location and Size
Changing the Chart Type
Modifying Charts
Working with Chart Elements
Using Chart Styles
Applying a Chart Filter
Formatting Chart Elements
Adding and Removing a Data Series
Printing Charts
Creating a Sparkline
Creating and Using a Chart Template
Creating a Dashboard
Quiz
Practice Exercise
Working with Formatting
Creating and Using Custom Formats
Applying Conditional Formatting
Creating a New Conditional Formatting Rule
Working with Conditional Formatting Rules
Using the Quick Analysis Tool
Quiz
Practice Exercise

Using Print Options


Using Print Areas
Creating and Using a Range Name for Printing
Working with Print Settings
Using Page Setup Tools
Using Page Break Preview
Using Print Titles
Using Headers and Footers
Printing Gridlines and Row and Column Headings
Using Custom Worksheet Views
Saving a Worksheet as a PDF File
Quiz
Practice Exercise

Working with Specialty Charts


Understanding Specialty Charts
Creating a Map Chart
Creating a Treemap Chart
Creating a Sunburst Chart
Creating a Histogram
Creating a Pareto Chart
Creating a Box and Whisker Chart
Creating a Waterfall Chart
Creating a Funnel Chart
Creating a Combo Chart
Quiz
Practice Exercise

Using PivotTable and PivotCharts


Creating a PivotTable
Summarizing Data in a PivotTable
Grouping Data in a PivotTable
Formatting a PivotTable
Selecting and Moving PivotTables
Changing PivotTable Options
Adding Calculated Fields
Presenting Data with PivotCharts
Using Slicers
Using Timeline Slicers
Quiz
Practice Exercise
Excel Advanced Training Outline

Overview
Learn the advanced feature of Excel with which you can answer critical business
questions like ROI, budget allocations, expense tracking, and more. This course builds on
your existing Excel knowledge and teaches you how to use Data Validation, Macros, data
tables, and more.

Learning Objectives
Upon successful completion of this course, you will be able to perform advanced data
analysis, collaborate on workbooks with other users, and automate workbook
functionality.

You will:
 Share and protect workbooks.
 Automate workbook functionality.
 Forecast data.
 Create, use, edit, and manage macros.
 Import and export data.

Target Audience
This course builds upon the foundational and intermediate knowledge of Excel to help
you get the most of your Excel experience. The ability to collaborate with colleagues,
automate complex or repetitive tasks, and use of Advanced features will put the full
power of Excel right at your fingertips. The more you learn about how to get Excel to do
the hard work for you, the more you'll be able to focus on getting the answers you need
from the vast amounts of data your organization generates.

Prerequisites
This is an advanced course, so to ensure that you get the most out of it check that you
are familiar with the following:
 Creating Formulas & Functions
 Presenting Data using Basic Charts
 Creating and using PivotTables & PivotCharts

Course Outline

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
Modifying a Chart in Word or PowerPoint
Quiz
Practice Exercise
Importing & Exporting Data in Excel
Importing External Data into Excel
Importing Text Data into Excel
Converting Text into Columns
Removing Duplicate Rows of Data
Importing Data form a Database
Linking to Another File
Linking & Embedding Objects
Exporting Data from Excel
Publishing Worksheets & Workbooks to the Web
Quiz
Practice Exercise

Forecasting Data
Using Goal Seek
Forecasting with Data Tables
Using Solver
Forecasting with Scenarios
Forecasting Data Trends
Quiz
Practice Exercise

Auditing and Protecting Worksheets


Tracing Formulas
Addressing Formula Errors
Watching and Evaluating Formulas
Adding Error Handling
Working with Information Functions
Adding Comments
Tracking Changes
Co-Authoring
Using Compare and Merge
Preparing to Share
Adding Digital Signatures
Protecting Worksheets
Protecting Workbook Structure
Protecting a Workbook File
Quiz
Practice Exercise

Automating Tasks
Applying Data Validation
Adding a Dropdown List
Customizing Data Validation
Recording Macros
Recording a Macro
Running Macros
Editing Macros
Adding Macros to the Quick Access Toolbar
Adding a Macro to the Quick Access Toolbar
Recording and Using Macros Exercises
Quiz
Practice Exercise

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