Excel Essentials

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Excel Essentials

Participants will gain a fundamental understanding of the Excel environment and the ability to complete tasks independently. They will know and demonstrate the correct application of the principal features of Excel. Participants will create and edit a workbook with multiple sheets, and use a graphic element to represent data visually. Workbook example include professional looking budgets, financial statements, team performance charts, sales invoices, and data-entry logs.


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Everything you need to teach a one-day workshop for Excel Essentials:

  • Training Manuals
  • PowerPoint Slides
  • Instructor's Guide
  • Quick Reference Job Aids
  • Icebreakers, Activities,
     & Exercise Files
  • Pre-Assignments,
    Pre-/Post-Assessments
  • Promotional Advertorials
  • Lesson Plans with Flip Chart Notes


Also available: e-learning, and cloud-based LMS.

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Free Sample

Excel Essentials Course Outline:

Module One: Create and Manage Worksheets and Workbooks
  • Create Worksheets and Workbooks
    • Create a workbook
    • Import data from a delimited text file
    • Add a worksheet to an existing workbook
    • Copy and move a worksheet
  • Navigate in Worksheets and Workbooks
    • Search for data within a workbook
    • Navigate to a named cell, range, or workbook element
    • Insert and remove hyperlinks
  • Format Worksheets and Workbooks
    • Change worksheet tab color
    • Rename a worksheet
    • Change worksheet order
    • Modify page setup
    • Insert and delete columns or rows
    • Change Workbook themes
    • Adjust row height and column width
    • Insert headers and footers
  • Customize Options and Views for Worksheets and Workbooks
    • Hide or unhide worksheets
    • Hide or unhide columns and rows
    • Customize the Quick Access toolbar
    • Change workbook views
    • Change window views
    • Modify document properties
    • Change magnification by using zoom tools
    • Display formulas
  • Configure Worksheets and Workbooks for Distribution
    • Set a print area
    • Save workbooks in alternative file formats
    • Print all or part of a workbook
    • Set print scaling
    • Display repeating row and column titles on multiple worksheets
    • Inspect a workbook for hidden properties or personal information
    • Inspect a workbook for accessibility issues
    • Inspect a workbook for compatibility issues

Module Two: Manage Data Cells and Ranges
  • Insert data in cells and ranges
    • Replace data
    • Cut, copy, or paste data
    • Paste data by using special paste options
    • fill cells by using Auto Fill
    • Insert and delete cells
  • Format cells and ranges
    • Merge cells
    • Modify cell alignment and indentation
    • Format cells by using Format Painter
    • Wrap text within cells
    • Apply number formats
    • Apply cell formats, apply cell styles
  • Summarize and organize data
    • Insert sparklines
    • Outline data
    • Insert subtotals
    • Apply conditional formatting


Module Three: Create tables
  • Create and manage tables
    • Create an Excel table from a cell range
    • Convert a table to a cell range
    • Add or remove table rows and columns
  • Manage table styles and options
    • Apply styles to tables
    • Configure table style options
    • Insert total rows
  • Filter and sort a table
    • Filter records
    • Sort data by multiple columns
    • Change sort order
    • Remove duplicate records


Module Four: Perform operations with formulas and functions
  • Summarize data by using functions
    • Insert references
    • Perform calculations by using the SUM function
    • Perform calculations by using MIN and MAX functions
    • Perform calculations by using the COUNT function
    • Perform calculations by using the AVERAGE function
  • Perform conditional operations by using functions
    • Perform logical operations by using the IF function
    • Perform logical operations by using the SUMIF function
    • Perform logical operations by using the AVERAGEIF function
    • Perform statistical operations by using the COUNTIF function
  • Format and modify text by using functions
    • Format text by using RIGHT, LEFT, and MID functions
    • Format text by using UPPER, LOWER, and PROPER functions
    • Format text by using the CONCATENATE function

Module Five: Create charts and objects
  • Create charts
    • Create a new chart
    • Add additional data series
    • Switch between rows and columns in source data
    • Analyze data by using Quick Analysis
  • Format graphic elements
    • Resize charts
    • Add and modify chart elements
    • Apply chart layouts and styles
    • Move charts to a chart sheet
  • Insert and format objects
    • Insert text boxes and shapes
    • Insert images
    • Modify object properties
    • Add alternative text to objects for accessibility

Other Course Kits Available:

  1. Accountability in the Workplace
  2. Administrative Office Procedures
  3. Administrative Support
  4. Adult Learning - Mental Skills
  5. Adult Learning - Physical Skills
  6. Anger Management
  7. Appreciative Inquiry
  8. Archiving and Records Management
  9. Attention Management
  10. Basic Bookkeeping
  11. Being a Likeable Boss
  12. Body Language Basics
  13. Budgets and Financial Reports
  14. Building Confidence and Assertiveness
  15. Business Acumen
  16. Business Ethics
  17. Business Etiquette
  18. Business Succession Planning
  19. Business Writing
  20. Call Center Training
  21. Change Management
  22. Civility in the Workplace
  23. Coaching and Mentoring
  24. Coaching Salespeople
  25. Collaborative Business Writing
  26. Communication Strategies
  27. Conducting Annual Employee Reviews
  28. Conflict Resolution
  29. Contact Center Training
  30. Contract Management
  31. Creating a Great Webinar
  32. Creative Problem Solving
  33. Creativity: Thinking Outside the Box
  34. Crisis Management
  35. Critical Thinking
  36. Customer Service
  37. Customer Support
  38. Cyber Security
  39. Delivering Constructive Criticism
  40. Developing a Lunch and Learn
  41. Developing Corporate Behavior
  42. Developing Creativity
  43. Developing Emotional Intelligence
  44. Developing New Managers
  45. Digital Citizenship
  46. Diversity, Equity and Inclusion
  47. Employee Motivation
  48. Employee Onboarding
  49. Employee Recruitment
  50. Employee Termination Processes
  51. Entrepreneurship
  52. Event Planning
  53. Executive and Personal Assistants
  54. Facilitation Skills
  55. Generation Gaps
  56. Goal Setting and Getting Things Done
  57. Handling a Difficult Customer
  58. Health and Wellness at Work
  59. High Performance Teams Inside the Company
  60. High Performance Teams Remote Workforce
  61. Hiring Strategies
  62. Human Resource Management
  63. Improving Mindfulness
  64. Improving Self-Awareness
  65. In Person Sales
  66. Increasing Your Happiness
  67. Internet Marketing Fundamentals
  68. Interpersonal Skills
  69. Job Search Skills
  70. Knowledge Management
  71. Leadership and Influence
  72. Leadership Development for Women
  73. Lean Six Sigma
  74. Life Coaching Essentials
  75. Manager Management
  76. Managing Personal Finances
  77. Managing Workplace Anxiety
  78. Managing Workplace Harassment
  79. Marketing Basics
  80. Measuring Results From Training
  81. Media and Public Relations
  82. Meeting Management
  83. Middle Manager
  84. Millennial Onboarding
  85. mLearning Essentials
  86. Motivating Your Sales Team
  87. Multi-Level Marketing
  88. Negotiation Skills
  89. Networking Outside the Company
  90. Networking Within the Company
  91. Office Health and Safety
  92. Office Politics For Managers
  93. Organizational Skills
  94. Overcoming Sales Objections
  95. Performance Management
  96. Personal Branding
  97. Personal Productivity
  98. Presentation Skills
  99. Project Management
  100. Proposal Writing
  101. Prospecting and Lead Generation
  102. Public Speaking
  103. Recognizing Employee Excellence
  104. Respect in the Workplace
  105. Responsibility in the Workplace
  106. Risk Assessment and Management
  107. Safety in the Workplace
  108. Sales Fundamentals
  109. Self-Leadership
  110. Sensitivity Training
  111. Servant Leadership
  112. Social Intelligence
  113. Social Learning
  114. Social Media In The Workplace
  115. Social Media Marketing
  116. Stress Management
  117. Supervising Others
  118. Supply Chain Management
  119. Taking Initiative
  120. Talent Management
  121. Team Building For Managers
  122. Team Building Through Chemistry
  123. Teamwork and Team Building
  124. Telephone Etiquette
  125. Telework And Telecommuting
  126. Ten Soft Skills You Need
  127. The Cloud and Business
  128. Time Management
  129. Top 10 Sales Secrets
  130. Trade Show Staff Training
  131. Train-The-Trainer
  132. Trust Building and Resilience Development
  133. Unconscious Bias
  134. Universal Safety Practices
  135. Virtual Team Building and Management
  136. Work-Life Balance
  137. Workplace Bullying
  138. Workplace Harassment
  139. Workplace Violence