Microsoft Excel 2016 Essentials

Participants will gain an advanced level of understanding for the Microsoft Excel environment, and the ability to guide others to the proper use of the program’s full features – critical skills for those in roles such as accountants, financial analysts, and commercial bankers.

‌‌‌ Online Course

Microsoft Excel 2016 Essentials – Course Outline:

Participants will create, manage, and distribute professional spreadsheets for a variety of specialized purposes and situations. They will customize their Excel 2016 environments to meet project needs and increase productivity. Expert workbook examples include custom business templates, multi-axis financial charts, amortization tables, and inventory schedules.

Module One: Getting Started

• Workshop Objectives

Module Two: Create and Manage Worksheets and Workbooks

• Create Worksheets and Workbooks
• Create a Workbook
• Open a Comma Separated Values File
• Add a Worksheet to An Existing Workbook
• Navigate in Workbooks and Worksheets
• Search for Data
• Navigate to a Named Cell
• Insert and Remove Hyperlinks
• Hide or Unhide Columns and Rows
• Hide or Unhide Sheets
• Modify Worksheets
• Insert and Delete Table Rows and Columns
• Adjust Row Height and Column Width
• Insert Headers and Footers
• Change Worksheet Tab Color
• Rename Worksheet
• Format Workbooks
• Copy and Move Worksheets
• Modify Page Setup
• Change Workbook Themes
• Customize Options and Views for Worksheets and Workbooks
• Add a Tool to the Quick Access Toolbar
• Zoom
• Change Workbook Views
• Change Window Views
• Modify Document Properties
• Show or Hide Formulas
• Configure Worksheets and Workbooks for Distribution
• Print
• Set a Print Area
• Save in Another File Format
• Repeat Columns or Rows Across Multiple Pages
• Inspect a Workbook for Hidden Properties and Personal Information
• Inspect a Workbook for Accessibility Issues
• Inspect a Workbook for Compatibility Issues
• Module Two: Review Questions

Module Three: Manage Data Cells and Ranges

• Insert Data in Cells and Ranges
• Replace Data
• Cut, Copy and Paste Data
• Paste Data Using Paste Options
• Fill Cells using Autofill
• Insert and Delete Cells
• Format Cells and Ranges
• Merge Cells
• Align and Indent Cell Contents
• Wrap Text Within Cells
• Apply Number Formats
• Apply Cell Formats
• Apply Cell Styles
• Apply Conditional Formatting
• Format Cells using the Format Painter
• Summarize and Organize Data
• Insert Sparklines
• Grouping Data
• Adding Subtotals
• Outline Data
• Viewing Grouped and Outlined Data
• Module Three: Review Questions

Module Four: Create Tables

• Create and Manage Tables
• Create an Excel Table from a Cell Range
• Add or Remove Table Rows and Columns
• Convert a Table to a Cell Range
• Manage Table Styles and Options
• Apply Styles to Tables
• Configure Table Style Options
• Insert Total Rows
• Filter and Sort a Table
• Filter Records
• Clear Filters
• Use a Number Filter or Text Filter
• Change Sort Order
• Sort Data by Multiple Columns
• Remove Duplicate Records
• Module Four Review Questions

Module Five: Perform Operations with Formulas and Functions

• Building Formulas
• Understand Math Basics of Excel
• Build a Formula
• Edit a Formula
• Copy a Formula
• Understand Relative vs. Absolute References
• Perform Basic Functions
• Understand Formulas vs. Functions
• Calculate Using Status Bar
• Perform Basic Functions
• AutoComplete a Function
• Create Functions using Formulas Tab
• Perform Conditional Functions
• Perform the IF Function
• Perform the SUMIF Function
• Perform the AVERAGEIF Function
• Perform the COUNTIF Function
• Format and Modify Text Using Functions
• Format Text Using UPPER, LOWER, and PROPER Functions
• Format Text Using the CONCAT Function
• Format Text Using LEFT, RIGHT and MID Functions
• Module Five Review Questions

Module Six: Use Quick Analysis, Charts and Objects

• Analyze Data with Quick Analysis
• Format with Quick Analysis
• Create Charts with Quick Analysis
• Calculate Totals with Quick Analysis
• Create Charts
• Use Recommended Charts
• Create a New Chart
• Add Additional Data Series
• Switch Between Rows and Columns in Source Data
• Format Charts
• Resize Charts
• Add and Modify Chart Elements
• Apply Chart Styles and Layouts
• Move Charts to a Chart Sheet
• Add Data to Chart on a Chart Sheet
• Insert and Format Objects
• Insert Shapes
• Insert Text Boxes
• Format Shapes and Text Boxes
• Insert Pictures
• Add Alternative Text
• Module Six Review Questions

Module Seven: Wrapping Up

• Words from the Wise
• Completion of Action Plans and Evaluations