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Excel Essentials

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

Administrative Skills

  1. Accountability in the Workplace
  2. Administrative Office Procedures
  3. Administrative Support
  4. Archiving and Records Management
  5. Basic Bookkeeping
  6. Business Writing
  7. Collaborative Business Writing
  8. Executive and Personal Assistants
  9. Meeting Management
  10. Organizational Skills
  11. Social Media In The Workplace
  12. Supply Chain Management

Career Development

  1. Building Confidence and Assertiveness
  2. Communication Strategies
  3. Creative Problem Solving
  4. Creativity: Thinking Outside the Box
  5. Developing Creativity
  6. Digital Citizenship
  7. Entrepreneurship
  8. Interpersonal Skills
  9. mLearning Essentials
  10. Negotiation Skills
  11. Personal Branding
  12. Project Management
  13. Telework And Telecommuting
  14. Ten Soft Skills You Need
  15. The Cloud and Business
  16. Time Management
  17. Women in Leadership

Human Resources

  1. Business Succession Planning
  2. Contract Management
  3. Crisis Management
  4. Developing a Lunch and Learn
  5. Diversity, Equity and Inclusion
  6. Employee Onboarding
  7. Employee Recruitment
  8. Employee Termination Processes
  9. Generation Gaps
  10. Health and Wellness at Work
  11. Hiring Strategies
  12. Human Resource Management
  13. Managing Workplace Harassment
  14. Measuring Results From Training
  15. Millennial Onboarding
  16. Office Health And Safety
  17. Sensitivity Training
  18. Talent Management
  19. Train-The-Trainer
  20. Unconscious Bias
  21. Universal Safety Practices
  22. Workplace Bullying
  23. Workplace Harassment
  24. Workplace Violence

Personal Development

  1. Adult Learning - Mental Skills
  2. Adult Learning - Physical Skills
  3. Anger Management
  4. Attention Management
  5. Being A Likeable Boss
  6. Critical Thinking
  7. Developing Emotional Intelligence
  8. Goal Setting and Getting Things Done
  9. Improving Mindfulness
  10. Improving Self-Awareness
  11. Increasing Your Happiness
  12. Job Search Skills
  13. Life Coaching Essentials
  14. Managing Personal Finances
  15. Managing Workplace Anxiety
  16. Personal Productivity
  17. Public Speaking
  18. Social Intelligence
  19. Social Learning
  20. Stress Management
  21. Taking Initiative
  22. Trust Building and Resilience
  23. Work-Life Balance

Sales And Marketing

  1. Body Language Basics
  2. Call Center Training
  3. Coaching Salespeople
  4. Contact Center Training
  5. Creating a Great Webinar
  6. Employee Recognition
  7. Event Planning
  8. High Performance Teams Inside the Company
  9. High Performance Teams Remote Workforce
  10. In Person Sales
  11. Internet Marketing Fundamentals
  12. Marketing Basics
  13. Media And Public Relations
  14. Motivating Your Sales Team
  15. Multi-Level Marketing
  16. Overcoming Sales Objections
  17. Presentation Skills
  18. Proposal Writing
  19. Prospecting and Lead Generation
  20. Sales Fundamentals
  21. Servant Leadership
  22. Social Media Marketing
  23. Telephone Etiquette
  24. Top 10 Sales Secrets
  25. Trade Show Staff Training

Supervisors And Managers

  1. Budgets And Financial Reports
  2. Coaching And Mentoring
  3. Conducting Annual Employee Reviews
  4. Developing New Managers
  5. Employee Motivation
  6. Facilitation Skills
  7. Knowledge Management
  8. Leadership And Influence
  9. Lean Process And Six Sigma
  10. Manager Management
  11. Middle Manager
  12. Office Politics For Managers
  13. Performance Management
  14. Self-Leadership
  15. Supervising Others
  16. Team Building Through Chemistry
  17. Virtual Team Building And Management

Workplace Essentials

  1. Appreciative Inquiry
  2. Business Acumen
  3. Business Ethics
  4. Business Etiquette
  5. Change Management
  6. Civility In The Workplace
  7. Conflict Resolution
  8. Customer Service
  9. Customer Support
  10. Cyber Security
  11. Delivering Constructive Criticism
  12. Developing Corporate Behavior
  13. Handling a Difficult Customer
  14. Networking Outside the Company
  15. Networking Within the Company
  16. Respect in the Workplace
  17. Responsibility in the Workplace
  18. Risk Assessment and Management
  19. Safety In The Workplace
  20. Team Building For Managers
  21. Teamwork And Team Building