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Excel 2016 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 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:

  • Save a workbook as a template, with colors, fonts, cell styles and themes
  • Reference data using structured references or data in another workbook
  • Protect a workbook from further editing
  • Prepare a workbook for internationalization
  • Apply custom data formats and validation
  • Apply advanced conditional formatting and filtering
  • Use form controls
  • Work with macros
Introduction : Getting Started

Welcome to the Excel 2016 Expert workshop. Excel can help you interpret data for insights. This course covers workbook options and settings, custom data formats and layouts, advanced formulas and advanced charts and tables that can help you become an Excel expert.

Module 1 : Manage Workbook Options and Settings

This module looks at templates and other ways of working with multiple workbooks, like the proper way to reference data in another workbook or using structured references. We’ll also look at displaying hidden Ribbon tabs. Workbook Reviews incorporate options for marking a workbook as final, protecting it with a password or restricting editing. We’ll look at protecting a workbook structure and managing versions, as well as setting calculation options.

Module 2 : Apply Custom Data Formats and Layouts

This module looks at several of the options for customizing how your Excel data is formatted. We’ll look at international formats, custom formats and data validation, advanced conditional formatting, and several types of custom formatting options like color, fonts, and theme styles. We’ll also look at form controls and macros.

Module 3 : Create Advanced Formulas

The key to being an Excel Expert is harnessing the power of functions and formulas. We’ll start with named ranges and objects. Then the module will take a deeper dive into some of Excel’s functions, including logical functions and statistical functions. And you’ll learn about advanced date and time functions. This module also helps you to perform data analysis and business intelligence. Finally, we’ll look at ways to troubleshoot formulas when you aren’t getting expected results.

Module 4 : Create Advanced Charts and Tables

In this module, you’ll learn how to create advanced charts that include trendlines for making predictions, dual-axes for analyzing mixed data types and saving your charts as templates. We’ll look at many various aspects of creating and managing PivotTables, which are a great way to summarize, analyze, explore, and present your data in just a few clicks. Finally, we’ll look at creating and managing PivotCharts to display that data in meaningful ways.

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.