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Excel 2016 Essentials

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.

Objective:

  • Create worksheets and workbooks
  • Navigate in worksheets and workbooks
  • Format worksheets and workbooks
  • Change views and configurations
  • Print and distribute worksheets and workbooks
  • Manage data cells and ranges
  • Create tables, charts and objects
  • Perform operations with formulas and functions
Introduction : Getting Started

Welcome to the Excel 2016 Essentials workshop. Get ready to improve your Core Data Analysis, Manipulation, and Presentation skills by learning the core skills to succeed with Microsoft Excel 2016.

Module 1 : Create and Manage Worksheets and Workbooks

Worksheets live in workbooks in Excel and create the building blocks of documenting, analyzing, manipulating, and presenting data. This module will help you get started by creating worksheets and workbooks. You’ll also learn how to navigate your way around Excel worksheets and workbooks. We’ll take a look at formatting both worksheets and workbooks. Then you’ll learn how to customize your options and views while working within Excel. Finally, we’ll take a look at distributing your worksheets and workbooks via printing or sharing.

Module 2 : Manage Data Cells and Ranges

Now let’s get more detailed by working with the data on your worksheets. This module introduces you to the tools you need to insert, format, summarize and organize your data.

Module 3 : Create Tables

Tables help you sort, filter, and summarize data. Tables data is managed independently from data in the other rows and columns on the worksheet. In this module, you’ll learn to create and manage tables, apply styles and configure table style options, and work with filtering and sorting strategies.

Module 4 : Perform Operations with Formulas and Functions

Excel’s power lies in its ability to make calculations that help you analyze data. This module explains how to build the formulas and use the functions that can help you make your calculations. You’ll learn about formulas, basic functions, conditional functions and using functions to format and modify text.

Module 5 : Use Quick Analysis, Charts and Objects

Quick Analysis includes a number of formatting, charts, and totals shortcuts to help you visualize your data. Recommended Charts are another way of quickly visualizing your information. This module looks at these shortcuts, as well as creating and formatting your own charts and using and formatting other types of objects.

Conclusion : Wrapping Up

Although this workshop is coming to a close, we hope that your journey to improve your Excel 2016 skills is just beginning. Please take a moment to review and update your action plan. This will be a key tool to guide your progress in the days, weeks, months, and years to come. We wish you the best of luck on the rest of your travels.