Excel 2016 Mastery Program
Description In this course you will learn to dominate Excel 2016 with our program which will take you from: Excel 2016 Essentials Excel 2016 Advanced Excel 2016 Expert Excel 2016 M acros and VBA Excel 2016 Master Following this course you will be in the top tier of Excel practitioners and will be the go-to person for any Excel wizardry needed in your organisation! This course is a must have for Business people, Bankers, Financiers, Project Managers and anyone else who needs to become an absolute master of Excel 2016! Completing this course will confer 10 CPD Credits towards internationally recognised Continuous Professional Development Requirements within organisations operating this kind of staff development methodology. Essentials Course Outline 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 2016. Participants will create and edit a workbook with multiple sheets, and use a graphic element to represent data visually. Workbook examples include professional looking budgets, financial statements, team performance charts, sales invoices, and data-entry logs. 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 Advanced Course Outline Excel 2016 AdvancedObjectives: This course will take learners to a high level of knowledge using financial topics available in Excel such as Financial functions, auditing and Charts. Unit Contents: 1. Getting StartedIn this topic you will cover a basic introduction to the course unit and its objectives. 2. Using Multiple Worksheets and WorkbooksIn this topic you will cover: Using Multiple Worksheets and Workbooks Using Multiple WorksheetsInserting New WorksheetsRenaming WorksheetsDeleting WorksheetsCreating Multiple ViewsFreezing PanesViewing and Arranging Multiple Worksheet WindowsNavigating in Multiple WorkbooksSelecting and Viewing Multiple WorkbooksManaging Multiple Worksheets and WorkbooksSelecting Multiple WorksheetsMoving and Copying Data between WorksheetsLinking Data Between WorksheetsCreating a 3-D FormulaSelf-test Quiz 3. ChartingIn this topic you will cover: Charting Using ChartsCreating a ChartChanging Chart Type, Style and Chart Sub-TypeChangesto the Chart Source DataAdd data to an existing chartChange the data in an existing chartRemove data from a chartManaging Chart Objects Moving and Resizing Chart ObjectsDeleting Chart ObjectsAdding Data Series and Objects to a ChartChanging the Chart TypeFormatting Chart ObjectsPrinting ChartsSelf-test Quiz 4. Advanced FunctionsIn this topic you will cover: Advanced Functions Creating and Using FunctionsUsing Built-in FunctionsWorking with Arguments: The PMT FunctionUsing Dates and TimesUsing Dates in CalculationsUsing Nested FunctionsAuditing WorksheetsIdentifying the Auditing CommandsThe Watch WindowThe Formula EvaluatorTracing and Correcting Worksheet ErrorsSelf-test Quiz 5. Advanced FormattingIn this topic you will cover: Advanced Formatting Using Comments in a WorksheetReviewing, Showing, and Hiding CommentsDeleting a CommentWorking with StylesApplying a StyleModifying Existing StylesUsing Format PainterCreating Custom Number FormatsApplying an AutoFormat (Table Format)Conditional FormatsClear conditional formatsSelf-test Quiz 6. New Features in Excel 2016In this topic you will cover: In this topic you will cover: New Features in Excel 2016 What’s New in Excel 2016CompatibilityBenefits in the new versionFile TypesThe RibbonThe Quick Access ToolbarDifferent Screen Resolutions - SolutionsKeyboard shortcuts in Excel 2016 (KEY TIPS)Self-test Quiz 7. Wrapping Up / Assessment ResultIn this topic you will cover: Course ConclusionWrapping upTest Results Summary Expert Course Outline 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 2016 environments to meet project needs and increase productivity. Expert workbook examples include custom business templates, multi-axis financial charts, amortization tables, and inventory schedules. 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 buy suing 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 dependance 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 trendlines 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 Macros and VBA Course Outline Excel 2016 Macros and VBAObjectives: This course covers automation and customising of Excel using macros and screen items (such as buttons and menus). It will also teach learners how to write macros using VB code and assign macros to screen items. Unit Contents: 1. Getting StartedIn this topic you will cover a basic introduction to the course unit and its objectives.2. Introduction & the Macro RecorderIn this topic you will cover: Introduction & the Macro Recorder IntroductionDemonstrationThe Excel Macro RecorderRelative and Absolute RecordingMacro StorageMacro Shortcut KeysDeleting MacrosExcel’s New File FormatSelf-test Quiz3. Creating & Editing Macros With VBAIn this topic you will cover: Creating & Editing Macros With VBA Macro Storage ConceptsThe VB EditorWorking With ModulesEditing MacrosCopying MacrosLinking MacrosUser-Defined FunctionsGlobally Available User-Defined FunctionsAuto Executable MacrosSelf-test Quiz4. Objects and Dialog BoxesIn this topic you will cover: Objects and Dialog Boxes ObjectsThe VBA Object BrowserBuilt-In Dialog BoxesCustom Dialog BoxesSelf-test Quiz5. Introduction to ControlsIn this topic you will cover: Introduction to Controls Worksheet ControlsIntroduction to User FormsAccessing your Macros in ExcelSelf-test Quiz6. Wrapping Up / Assessment ResultIn this topic you will cover: Course ConclusionWrapping upTest Results Summary Master Course Outline ITLU055 : Excel 2016 Master Excel 2016 Master : In this mastery course you will be taken to the highest level of proficiency in MS Excel 2016. Before attempting this course you should have completed the Essentials, Advanced and Expert courses. Objectives: This course takes users to a high level of knowledge using financial topics available in Excel such as Financial functions, auditing and Charts. Unit Contents: 1. Getting StartedIn this topic you will cover a basic introduction to the course unit and its objectives.2. Working with ListsIn this topic you will cover:Working with ListsCreating a ListMaintaining a ListEditing Records Using the Data FormFiltering a ListUsing Subtotals in a List Self-test Quiz3. Macros and User Defined FunctionsIn this topic you will cover:Macros and User Defined FunctionsRecording and Using MacrosAssigning MacrosUsing User-Defined FunctionsSelf-test Quiz4. Basic Analysis ToolsIn this topic you will cover:Basic Analysis ToolsPerforming “What If” AnalysesWorking with ScenariosSelf-test Quiz5. Advance Analysis Tools and External DataIn this topic you will cover:Advance Analysis Tools and External DataQuerying a DatabaseImporting and Exporting FilesProtecting DataUsing Data ValidationUsing Worksheet ProtectionPassword Protecting a WorkbookSelf-test Quiz6. Pivot Tables & Advanced Business Analysis ToolsIn this topic you will cover:Pivot Tables & Advanced Business Analysis ToolsWorking with Pivot Tables and Pivot ChartsIdentifying the Parts of a Basic Pivot TablePivot Table ReportsCreate a PivotTable from worksheet dataCreate a PivotTable from an external data sourceCreate a PivotChart report from an existing PivotTable reportDelete a PivotTable or PivotChart reportSlicersUsing slicersFormatting slicers for a consistent lookSharing slicers between PivotTablesSparklinesTypes of SparklinesCreate a sparklineCustomize sparklinesControl which value points are shownChange the style of or format sparklinesOnline Analytical Processing (OLAP)Business intelligenceWhat is Online Analytical Processing (OLAP)?OLAP features in Excel 2016Self-test Quiz7. Wrapping Up / Assessment ResultIn this topic you will cover:Course ConclusionWrapping upTest Results Summary
