ComplianceOnline

Course Description:

Excel is the world's most popular and powerful spreadsheet program – an absolutely indispensable tool for office professionals. Excel is usually described as a spreadsheet software package, and that it surely is, but it encompasses a lot more than just features for handling financial data. This seminar gives you the essential tools to work efficiently with this powerful program and provides numerous shortcuts throughout the two days so that you can become proficient and confident as you explore the many commands and features of Excel.

Although this is not a seminar for those just getting started in Excel, there will be frequent reminders of basic concepts and those “good practices” that all Excel users should follow as they navigate through multiple worksheets and workbooks, handle data entry chores, add formatting features, and work with a variety of formulas and functions.

This seminar uses a variety of real-life examples to illustrate common challenges faced as you deal with data layout concerns, manipulating data via sorting and filtering techniques and managing that data as efficiently as possible. A central theme is the idea that Excel has the tools to let you prepare, analyze, and manage data (even large, seemingly unwieldy amounts) to provide clarity and those key performance indicators used to evaluate factors crucial to the success of any organization. An invaluable tool in this endeavor is the ease with which you can represent data as a colorful chart or as sparklines (in-cell charts) that immediately provide the “big picture” not always obvious when just viewing numbers. For analyzing data you’ll need to become familiar with inserting automatic subtotals, converting data into tables for more coherent usage, and using Excel’s most powerful analytical and summarizing tool – PivotTables. A large portion of this seminar deals with using formulas and functions, including the IF function and table-handling functions – VLOOKUP, MATCH, and INDEX, as well as Array formulas for specialized analysis. Other analytical tools covered in this seminar include the what-if features Goal Seek, Solver, and Scenario Manager. And when it comes time to confront those repetitive tasks that have become routine and possibly drudgery, you can use Excel’s macro recording techniques to automate those everyday jobs by way of a keystroke shortcut or an on-screen button.

A goal of this seminar is not only to expand your knowledge of Excel’s tools and features, but also to accelerate your proficiency as you work with it – dozens of keystroke shortcuts and other tips scattered throughout this two-day seminar help meet that goal.

Seminar Fee Includes:

AM-PM Tea/Coffee
Seminar Material
USB with seminar presentation
Hard copy of presentation
Attendance Certificate
$100 Gift Cert for next seminar



Learning Objectives:

  • Master navigation and data entry shortcuts for maximum productivity
  • Work efficiently with formulas; use critical functions like IF and VLOOKUP
  • Master the tools needed to manage large lists – data management features like sorting ad filtering
  • Analyze voluminous data with powerful PivotTables
  • Automate repetitive tasks with Macros


Areas Covered:

  • Essential shortcuts and tips
  • Creating Charts and using other visual features
  • Creating formulas and functions
  • Formula auditing tools
  • Mastering AutoSum and 3-D formulas
  • Using the powerful IF and VLOOKUP functions
  • Creating powerful summaries and analysis with PivotTables
  • Sorting, filtering, subtotals, and other critical data management tools
  • Analyzing data with Goal Seek and Solver
  • Creating and running macros


Who will Benefit:

All professionals who want exposure to many of the tools and features available in Microsoft Excel – the most important and widely used software in offices throughout the world.





Course Outline:

Day 1 (8:30 AM – 4:30 PM) Day 2 (8:30 AM – 4:30 PM)
  • 8:30 – 9:00 AM: Registration
  • 9:00 AM: Session Start Time
  • Tips and Shortcuts
    • Shortcuts for efficiently navigating between and across multiple worksheets and workbooks
    • Shortcuts to accelerate data entry and create date/time series; AutoFill techniques
    • Dozens of keystroke shortcuts to accelerate your daily use of Excel
    • Copy, move, and Insert data with mouse and keystroke shortcuts
    • Keystroke shortcuts for Currency, Date, Time, General, Percent, or Scientific Formatting
    • Introduce line breaks where you want them; create double-spaced printouts
  • Morning Break
  • Charts and Graphical Features
    • Create charts, change the chart type, set up charts
    • Move, copy, re-size and delete charts
    • Formatting options; reformat legends, gridlines, axes and backgrounds
    • Add labels, error bars and trendlines
    • Use Sparklines (in-cell charts) for quick visual data displays
    • Expanded conditional formatting capability
    • An overview of SmartArt features
  • Lunch Break
  • Formulas and Functions
    • Understanding Excel calculation rules
    • Auditing tools and tips
    • Displaying all worksheet formulas; locating formula cells
    • Identifying dependent cells and tracing formula origins (precedent cells)
    • Using AutoSum; creating 3-D formulas to summarize data from multiple sheets
    • Adjusting cell values without formulas
    • Formula tips and shortcuts
    • Relative, absolute, and mixed cell references in formulas
    • Using the powerful IF function; expanding with the AND and OR functions
  • Afternoon Break
  • Formulas and Functions
    • Using VLOOKUP - Excel's most important function?
    • Other lookup functions - MATCH and INDEX
    • Powerful tabulation functions - COUNTIF, SUMIF, AVERAGEIF and more
    • Using the AGGREGATE function to circumvent errors and hidden data
  • More Formulas and Functions
    • Array formulas and functions
    • Complex lookups using Array formulas and VLOOKUP
    • Selected Financial, Date/Time, Statistical and Mathematical Functions
  • Data Management Tools
    • Data Validation - control data input; set up pick lists
    • Convert list-type data to Tables for enhanced formatting
  • Morning Break
    • Sorting - by column, by row, by color, based on a list, in random order
    • Inserting automatic subtotals
    • Using Filter, Advanced Filter, and Slicers
    • Re-organizing data with the Text to Columns Feature and Flash Fill
  • Pivot Tables
    • Create a PivotTable; restructure PivotTables
    • Use Drill-Down to see details underlying a PivotTable value
    • Use Slicers (interactive filtering) for rapid display changes
    • Quickly view summaries by year, quarter, month, day, or hour
    • Create a PivotTable summarizing data from multiple worksheets
  • Afternoon Break
  • Macros
    • Why use a macro?
    • Steps to record a short macro; different ways to run a macro
    • Visual Basic for Applications - what you need to know
    • Using the step method to test a macro; using IF logic
  • What-If Tools
    • Goal Seek
    • Scenario Manager
    • Solver
  • Other Topics
    • Protection schemes - for worksheets and workbooks
    • Use the Outlining feature to collapse and expand displays




Meet Your Instructor

Dennis Taylor,
Principal at Taylor Associates

Dennis Taylor has taught thousands of Excel seminars and classes since the early 90’s and is the author/presenter of over 500 Excel webinars. He was the author of the book Teach Yourself Microsoft Excel 2000 and co-authored five other books on spreadsheet software. He has taught hundreds of public Excel seminars in the US and Canada since 2006 and has recorded over 100 Excel courses both for online and DVD distribution.





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Local Attraction

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