Excel Bundle

Excel Bundle


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Delivery Method:
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Course ID: A1200a

Duration: 3 Days | 6 Modules (9:00 am - 4:00 pm PST) 

Location: In-Person (San Francisco) or Live Online | Click here to schedule private course.


Microsoft Excel is the most commonly used spreadsheet application. Learning how to use Excel is an investment in both your personal and professional life. Excel makes it easy to monitor financial performance, such as business profit or loss, calculate payments on large purchases, plan a budget, or stay organized with checklists.

+ Who Should Attend

Anyone who would like a foundational understanding of how to create, edit, and present spreadsheets, data sets and formulas.

+ Course Outline

Module 1: Excel Essentials & Intro to Formulas and Functions 

  • Introduction to The Excel Interface  
  • Tell Me 
  • Zooming In And Out Of A Worksheet 
  • Navigating And Selecting Cells 
  • Keyboard Shortcuts 
  • Entering And Editing Data 
  • Smart Lookup 
  • Deleting/Replacing Cell Data 
  • Performing Simple Calculations 
  • Saving The Workbook File 
  • Checking Compatibility With Older Versions Of Excel 
  • Overview Of The Formulas Ribbon 
  • Building Basic Formulas 
  • Using Simple Functions 
  • Copying Formulas/Functions With The Autofill Command 
  • Using Relative And Absolute Cell References In Calculations 

Module 2: Formatting, Spreadsheet Design, Page Setup & Printing 

  • Inserting Rows & Columns 
  • Moving, Copying And Pasting Data 
  • Using Autofill To Complete A Series Of Values 
  • Introduction To Worksheet Themes 
  • Formatting Worksheet Data/Using Cell Styles 
  • Using Excel Templates/Creating Custom Templates 
  • Managing Worksheets: Inserting, Deleting, Renaming, Move/Copy 
  • Grouping Worksheets 
  • Freezing Or Splitting Panes 
  • Grouping And Hiding Rows/Columns 
  • Creating Custom Views 
  • Spell Checking Your Worksheets 
  • Setting Print Options Through Page Setup 
  • Using The Page Layout View 
  • Using The Full Screen View 
  • Printing Your Worksheet 

Module 3: List/Table Essentials & Charting

  • Overview Of List Design
  • Formatting Lists As Tables
  • Using The Flash Fill Option
  • Single And Multi-Level Sorting
  • Removing Duplicates From A List Or Table
  • Filtering Records In A List Or Table
  • Search By Filter
  • Inserting Automatic Subtotals In A List
  • Using The Quick Analysis Tools
  • Inserting Data Charts
  • Recommended Charts
  • Formatting And Editing Chart Elements
  • Adding/Removing Data From A Chart
  • Creating Custom Chart Templates
  • Printing Charts
  • Changing Table And Chart Formatting Through Themes
  • Inserting Sparkline

  Module 4:  Pivot Tables, Protecting & Linking Data

  • Creating Pivot Tables From Lists Or Tables
  • 2016 Pivot Table Enhancements
  • Filtering Pivot Tables
  • Multi-Select Slicers & Timeline Slicers
  • Working With Pivot Charts
  • Data Validation Rules
  • Applying Built In Conditional Formatting
  • Creating Custom Conditional Formats
  • Comments
  • Linking Data
  • Cell, Sheet, And File Protection

Module 5: Advanced Functions

  • Creating And Applying Names In A Worksheet
  • Using The IF Function
  • Introduction To Nesting Functions
  • The ROUND function
  • Using the Formula Auditing Tools
  • VLOOKUP Functions
  • Summary Based Functions: SUMIF(S), COUNTIF(S), AVERAGEIF(S)
  • Using the IFERROR Function
  • Text Functions: Left, Right & Mid
  • Concatenate, Text-To-Columns
  • Other Useful Functions

 Module 6: Using the "What If" Analysis Tools & Recording Macros

  • Using the Consolidate Data commands
  • Using the Goal Seek and Solver tools
  • Creating Data Tables
  • Using the Scenario Manager
  • Adding the Developer Tab to the Ribbon
  • Recording and Running Macros
  • Introductions to Editing Macros with the Visual Basic Editor
  • Creating Buttons to Run Macros
  • Customizing the Ribbon

+ Prerequisites

There are no prerequisites for this course.

+ Certifications