Excel Expert

  • $597.00
    Unit price per 

Excel Expert

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.

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

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

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

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

Free Sample

Excel Expert Course Outline:

Module One: Manage Workbook Options and Settings
  • Manage Workbooks
    • Save a workbook as a template
    • Copy macros between workbooks
    • Mange Document Versions
    • Reference data in another workbook
    • Reference data by using structured references
    • Enable macros in a workbook
    • Display hidden ribbon tabs
  • Manage Workbook Review
    • Restrict editing
    • Protect a worksheet
    • Configure formula calculation options
    • Protect workbook structure
    • Mange workbook versions
    • Encrypt workbooks with a password
Module Two: Apply Custom Data Formats and Layouts
  • Apply Custom Data Formats and Validation
    • Create custom number formats
    • Populate cells by using advanced Fill Series options
    • Configure data validation
  • Apply Advanced Conditional Formatting and Filtering
    • Create custom conditional formatting rules
    • Create conditional formatting rules that use formulas
    • Manage conditional formatting rules
  • Create and Modify Custom Workbook Elements
    • Create custom color formats
    • Create and modify cell types
    • Create and modify custom themes
    • Create and modify simply macros
    • Insert and configure form controls
  • Prepare a Workbook for Internationalization
    • Display data in multiple international formats
    • Apply international currency formats
    • Manage multiple options for +Body and +Heading fonts
Module Three: Create Advanced Formulas
  • Apply Functions in Formulas
    • Perform logical operations by using AND, OR, and NOT functions
    • Perform logical operations by using nested functions
    • Perform statistical operations by using SUMIFS, AVERAGEIFS, AND COUNTIFS functions
  • Look up data using Functions
    • Look up data by using the VLOOKUP
    • Look up data by using the HLOOKUP function
    • Look up data by using the MATCH function
    • Look up data by using the INDEX function
  • Apply Advanced Date and Time Functions
    • Reference the date and time by using the NOW and TODAY functions
    • Serialize numbers by using date and time functions
  • Perform Data Analysis and Business Intelligence
    • Import, transform, combine, display, and connect to data
    • Consolidate data
    • Perform what-if analysis by using Goal Seek and Scenario Manager
    • Use cube functions to get data out of the Excel data model
    • Calculate data by using financial functions
  • Troubleshoot Formulas
    • Trace precedence and dependence
    • Monitor cells and formulas by using the Watch Window
    • Validate formulas by using error checking values
    • Evaluate formulas
    • Calculate data by using financial functions
  • Define Named Ranges and Objects
    • Name cells
    • Name data ranges
    • Name tables
    • Mange named ranges and objects

Module Four: Create Advanced Charts and Tables

  • Create Advanced Charts
    • Add trend lines to charts
    • Create dual axis charts
    • Save a chart as a template
  • Create and Manage Pivot Tables
    • Create PivotTables
    • Modify field selections and options
    • Create slicers
    • Group PivotTable data
    • Reference data in a PivotTable by suing the GETPRIVOTDATA function
    • Add calculated fields
    • Format data
  • Create and Manage PivotCharts
    • Create PivotCharts
    • Manipulate options in existing PivotCharts
    • Apply styles to PivotCharts
    • Apply Styles to PivotCharts
    • Manipulate options in existing PivotCharts
    • Apply styles to PivotCharts
    • Drill down into PivotChart details

      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