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Excel 2010 Expert

Your participants will learn how to use the more in-depth features of Excel 2010. This workshop is designed to for the advanced users of Excel 2010. This workshop incorporates a hands-on approach to learning. They will get a chance to practice some of the advanced features right on a computer.

Excel is the world’s premier spreadsheet software. You can use Excel to analyze numbers, keep track of data, and graphically represent your information. With Excel 2010, you can manage more data than ever, with increased worksheet and workbook sizes. Excel also makes your job easier by providing an easy to use interface, and an array of powerful tools to help you turn your data into usable information – and better information leads to better decision making!

Objective:

  • Mark Workbook as Final
  • Encrypt with a Password and Restrict Permissions
  • Protect the Current Sheet or the Workbook Structure
  • Add a Digital Signature
  • Manage Versions
  • Share Workbooks
  • Edit a Shared Workbook
  • Track Changes
  • Set Calculation Options
  • Use Array Formulas
  • Change a Macro
  • Use a data form
  • Use Trend Lines
  • Add a Secondary Axis
  • Use Chart Templates
  • Work with PivotTable Tools
Introduction : Getting Started

Welcome to the Excel 2010 Expert workshop. Excel includes some powerful tools to help you manipulate your data. From sharing workbooks to advanced functions and formulas, this workshop will help you become a true power user of Excel 2010.

Module 1 : Working with Permissions and Options

This module introduces you to the Information tab on the Backstage View. You’ll learn about marking a workbook as final, which makes the workbook read-only. You’ll also learn about permissions – both encrypting the workbook with a password and restricting permissions. This module explains how to protect both the current sheet and an entire workbook’s structure. You’ll also learn how to add a digital signature, which is helpful if your workbook contains macros that you want to share with others. Then we’ll move on to exploring the Excel options dialog box, where you can set advanced options and properties. We’ll look at managing versions, which can help you recover unsaved work if you have Autosave turned on. Finally, we’ll look at saving your workbook as a template to simplify new workbook creation.

Module 2 : Sharing Workbooks

This module helps you understand the issues concerned with sharing a workbook. First, we’ll look at how to inspect the workbook for issues. Then, you’ll learn how to share a workbook and edit a shared workbook. You’ll also learn about tracking changes to document other users changes and comments. Finally, you’ll learn how to merge copies of a shared workbook to consolidate the changes.

Module 3 : Performing Advanced Formula and Function Tasks

This module will help you with formulas and calculations. We’ll start with learning how to use the Watch Window, where you can monitor results of different areas of your workbook and even different workbooks related to the one you are changing. Then we’ll learn about Excel’s methodology when calculating worksheets. You’ll learn how to set the calculation options for the current workbook and for all workbooks. Finally, we’ll look at the IFERROR function, which can help you evaluate formulas and display specific results if the formula contains an error.

Module 4 : Working with Array Formulas

There are many functions available in Excel 2010. This module will introduce you to all of the functions available in the math and trigonometry, date and time, financial, text, cube and statistical functions. We’ll also look at the SUMIF function closely.

Module 5 : Working with Functions

There are many functions available in Excel 2010. This module will introduce you to all of the functions available in the math and trigonometry, date and time, financial, text, cube and statistical functions. We’ll also look at the SUMIF function closely.

Module 6 : Working with Macros

In this module, you’ll learn how to assign a macro you have created to a command button, which you can easily access each time you want to run the macro. You’ll also learn how to set up a graphical area that causes a macro to run when it is clicked. Similarly, this module explains how to run a macro automatically when a spreadsheet is opened. Finally, you’ll learn how to change a macro.

Module 7 : Working with Forms

This module takes a closer look at forms. Really, all Excel spreadsheets are a type of form where you can enter data. However, we’ll take a look at data forms and form controls a little more closely as other ways to collect information with more flexibility. You’ll also learn how to create and use a data form, including adding a new row of data, finding information by navigating or by entering search criteria, and changing or deleting a row of data. Next, we’ll look at some specific examples of using different types of form controls. This module covers the list box control, the combo box control, the spin button control, and the scroll bar control.

Module 8 : Applying Advanced Chart Features

In this module, you’ll learn about some advanced chart features. First, we’ll look at the different types of trend lines to help you analyze your data. You’ll also learn how to add a trend line. Then, we’ll take a look at how to plot one of your data series on a secondary axis. Finally, you’ll learn how to save a chart you have formatted to your liking as a chart template to be available for use when creating other new charts.

Module 9 : Working with PivotTables and PivotCharts

This module allows you to take a look at some of the tools available when working with PivotTables and PivotCharts. First, we’ll look at each of the tool tabs that are available when you select a PivotTable or PivotChart. Then, you’ll learn more about slicers. You’ll learn how to create a slicer in an existing PivotTable, as well as how to create a standalone slicer to use with other PivotTables. You’ll also learn how to format a slicer and how to disconnect or delete a slicer.

Module 10 : Using the Automated Analysis Tools Add-In

This module introduces you to using the analysis ToolPak Add-in. You’ll also get an introduction to the purpose of each of the tools in the Analysis ToolPak.

Conclusion : Wrapping Up

Although this workshop is coming to a close, we hope that your journey to improve your Excel 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!