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

      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