Course Length: 6 hours (1 day)
Managing your data is a key to success in any business. Microsoft Excel is the standard spreadsheet application used extensively worldwide for this purpose. Excel allows users to build and calculate formulas quickly, efficiently and accurately. Excel’s database functions enable users to find, extract, and analyze valuable data in order to make effective business decisions.
In this course, you will create advanced formulas, utilize and maintain database records, utilize Named Ranges in your formulas and visualize your data in Charts. You will:
- Enter, edit, and format data to create workbooks
- Work with Named Ranges
- Use IF, OR, PMT, VLOOKUP and XLOOKUP Functions.
- Display relationships between formulas and cells using formula auditing tools
- Sort and filter data
- Organize worksheet data with tables
- Visualize data with charts
This course is for individuals who are familiar with the basics of Excel and who wish to learn additional functions and tools to organize and analyze their data more fully.
Section 1: Working with Range Names
What are Range Names?
Apply Range Names using the Name Box
Editing Range Names
Using Range Names in Formulas
Section 2: Using Specialized Functions
The Excel Function Reference
Function Entry Dialog Boxes
Using Nested Functions
Automatic Workbook Calculations
Section 3: Analyzing Data with Logical and Lookup Functions
The IF Function
The AND Function
The OR Function
The LOOKUP Function
The VLOOKUP and HLOOKUP Function
The XLOOKUP Function
Section 4: Using Financial Functions
The PMT Function
The FV Function
Section 5: Auditing Worksheets
The Trace Cells Feature
Show and Hide Formulas
Resolve Errors in Formulas
Using the Watch Window
Section 6: Organizing Worksheet Data with Tables
What Are Tables?
The Create Table Dialog Box
The Table Tools – Design Contextual Tab
Customize Row Display
Table Modification Options
Section 7: Sorting and Filtering Data
The Difference Between Sorting and Filtering
Filtering Data with Autofilters
Creating Advanced Filters
Removing Duplicate Values
Section 8: Using Subtotal and Database Functions to Calculate Data
The Subtotal Dialog Box
Database Functions (DSUM, DAverage)
Section 9: Visualizing Data with Charts
Section 9.1: Inserting Charts
Chart Insertion Methods
Resizing and Moving the Chart
Adding Additional Data
Switching Between Rows and Columns
Section 9.2: Modifying and Formatting Charts
The Chart Tools Contextual Tabs
Format the Chart with a Style
Add a Legend to the Chart
Add Data Labels to Charts
Create Custom Chart Templates
Section 9.3: Adding Trendlines
Types of Trendlines
Add a Trendline
Format a Trendline
Venue: LIVE Online
Live Online Training
Get the same training you expect in the classroom without leaving your office or home. These are NOT recorded classes. They are LIVE sessions with an expert instructor. We use the latest in video conferencing technologies and audio so you can confidently participate in any class just like being right there in person. We guarantee the effectiveness of our online training delivery approach that we will give you your money back if you are not totally satisfied. Ask us for a demo.
Online class requirements:
- Moderate to fast Internet
- A phone or computer headset is required in order to hear the instructor/moderator). You can use Computer Audio (VoIP) or you can dial in from a regular phone. For convenience, we recommend a hands-free headset or phone.
- Training software must be installed on your computer (trial versions are acceptable)
- RECOMMENDED: Dual Monitors or computers. For optimal online learning experience, we recommend participants have dual monitors or two computers. Your online classroom credentials allow you to join multiple times from multiple computers. Participants should use one monitor or computer to view the instructor’s shared screen and another monitor or computer to work with the software.
What happens when you enroll in an online class
When you register for an online class, you will receive a welcome email followed by login access to the Citrix GoToTraining virtual classroom. A workbook (printed copy or eBook) will be sent to you prior to the start of class.
Online Training Advantages
Convenience: You don’t have to travel and can attend from your home, office or anywhere with an internet connection. Our online classes are conducted using GoToTraining, a more robust version of the popular GoToMeeting screen sharing and conferencing platform. To accommodate multiple time zones, courses are typically scheduled from 10am – 5pm Eastern with a one-hour lunch break at 12:30 – 1:30 pm Eastern and a 10-minute break in the morning and afternoon. When conducting custom online course for your group, class times can be modified to accommodate your timezone.
Interactive Learning: Our online training is fully interactive. You can speak and chat with the instructor and classmates at any time. Various interactive techniques are used in every class. Our small class sizes (typically 4 – 8 students), allow our instructors to focus on individual performance and issues and to work closely with you to meet your unique needs. Classes are designed to be a hands-on learning experience, providing opportunities for you to try your new skills while the instructor is available for review, questions, and feedback. You have the option to give the instructor permission to view your computer to provide one-on-one assistance when needed.