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Microsoft Excel Level 2: Excelling at Excel

You may feel comfortable using Excel -- but to maximize the software’s full potential, you’ll need to discover the 5 Fs—Formatting, Fills, Formulas, Functions, and Filters/Sorts. To begin creating clearer and more effective spreadsheets (including fully operational budget tracking), we’ll utilize formatting as well as basic formulas and functions.

Join us to review the features in Excel that allow for data management in both flat file and relational databases as we incorporate Name Box/Name Manager for easier/cleaner data referencing. PivotTables and Pivot Charts help avoid information overload by summarizing the data selection – now you can change the view of your data, simplify huge worksheets, and easily apply functions like COUNT, SUM, AVERAGE, and more.

VLOOKUP functionality will pull together information from large, database-like workbooks; then we’ll repackage data into more useful forms using the CONCATENATE function to combine data from two or more columns.

After completing this course, you will be able to:

  • Increase productivity through shortcuts and the Quick Access Toolbar
  • Create attractive worksheets with formatting
  • Understand syntax of Excel’s formulas and functions
  • Develop formulas and functions in Excel for tables and databases
  • Filter your information quickly for date ranges, numbers, and text lists
  • Construct powerful functions to find and display data with VLOOKUP
  • Utilize the CONCATENATE function to bring columns together
  • Use the Name Box and Name Manager to navigate, print select, and add functionality for your tables
  • Create PivotTables to analyze data more effectively
  • Select useful charts to help visualize information
This class is taught using Microsoft Excel 2016 on our lab PCs, but the content applies to Excel 2007, 2010, and 2013 for Windows. Material learned in this course may not apply to Excel for Mac.

Course Content

Lesson 1. Excel Environment

  • Excel terminology and keyboard shortcuts
  • Customize the Quick Access Toolbar and the Ribbon
Lesson 2. Formatting
  • Basic elements of formatting in Excel
  • How to create your own styles and formats
Lesson 3. Fills
  • Text, dates, numbers, and formulas and functions
  • Flash Fill (Excel 2013 and 2016)
Lesson 4. Formulas
  • Syntax for formulas
  • Differences types of references
Lesson 5. Functions
  • CONCATENATE (join two or more text strings into one string)
Lesson 6. Filters/Sorts
  • Filtering a table/database
Lesson 7. Worksheet Organization
  • Worksheet efficiencies and Page Setup options
  • Create a forecast using absolute reference and percentages
Lesson 8. Charts – Part 1
  • Creating graphical, visual representations of data
  • Formatting the layout, labels, and appearance of charts
Lesson 9. Financial Workbook
  • Name Box and Name Manager to reference areas of a worksheet or table
  • Create an amortization schedule and financial table
  • Simulate “what if” situations
Lesson 10. PivotTables
  • Create PivotTables and view summary data
  • Sort and filter PivotTables and use Slicers to filter and view our data
Lesson 11. Subtotals
  • Summarize data within a data table using functions
  • Using Group and Ungroup to create outlines
Lesson 12. VLOOKUP
  • Examine how VLOOKUPS/HLOOKUPS pull together information
  • Difference between VLOOKUP and HLOOKUP
Lesson 13. Spreadsheet Security
  • Encrypting workbooks and locking cells
Lesson 14. Intro to Macros