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Overview

On the first day of this comprehensive Microsoft Excel 2010 training course, students will learn to use Excel 2010 to create, modify, and format Excel worksheets, perform calculations, and print Excel workbooks. The second day of class will focus on using advanced formulas, working with lists, working with illustrations and charts, and using advanced formatting techniques. And on the third and final day of class, students will learn to work with pivot tables, audit worksheets, work with data tools, protect documents for collaboration with others, and work with macros.

Goals
  1. Create basic worksheets using Microsoft Excel.
  2. Perform calculations in an Excel worksheet.
  3. Modify an Excel worksheet.
  4. Modify the appearance of data within a worksheet.
  5. Manage Excel workbooks.
  6. Print the content of an Excel worksheet.
  7. Learn to use formulas and functions.
  8. Create and modify charts.
  9. Convert, sort, filter, and manage lists.
  10. Insert and modify illustrations in a worksheet.
  11. Learn to use conditional formatting and styles.
  12. Create pivot tables and charts.
  13. Learn to trace precedents and dependents.
  14. Convert text and validate and consolidate data.
  15. Collaborate with others by protecting worksheets and workbooks.
  16. Create, use, edit, and manage macros.
  17. Import and export data.
Outline
  1. Creating a Microsoft Excel Workbook
    1. Starting Microsoft Excel
    2. Creating a Workbook
    3. Saving a Workbook
    4. The Status Bar
    5. Adding and Deleting Worksheets
    6. Copying and Moving Worksheets
    7. Changing the Order of Worksheets
    8. Splitting the Worksheet Window
    9. Closing a Workbook
    10. Exercise: Creating a Microsoft Excel Workbook
  2. The Ribbon
    1. Tabs
    2. Groups
    3. Commands
    4. Exercise: Exploring the Ribbon
  3. The Backstage View (The File Menu)
    1. Introduction to the Backstage View
    2. Opening a Workbook
    3. Exercise: Open a Workbook
    4. New Workbooks and Excel Templates
    5. Exercise: Select, Open, and Save a Template Agenda
    6. Printing Worksheets
    7. Exercise: Print a Worksheet
    8. Adding Your Name to Microsoft Excel
    9. Managing Workbook Versions
  4. The Quick Access Toolbar
    1. Adding Common Commands
    2. Adding Additional Commands with the Customize Dialog Box
    3. Adding Ribbon Commands or Groups
    4. Placement
    5. Exercise: Customize the Quick Access Toolbar
  5. Entering Data in Microsoft Excel Worksheets
    1. Entering Text
    2. Expand Data across Columns
    3. Adding and Deleting Cells
    4. Adding an Outline
    5. Adding a Hyperlink
    6. Add WordArt to a Worksheet
    7. Using AutoComplete
    8. Exercise: Entering Text and Using AutoComplete
    9. Entering Numbers and Dates
    10. Using the Fill Handle
    11. Exercise: Entering Numbers and Dates
  6. Formatting Microsoft Excel Worksheets
    1. Selecting Ranges of Cells
    2. Hiding Worksheets
    3. Adding Color to Worksheet Tabs
    4. Adding Themes to Workbooks
    5. Exercise: Customize a Workbook Using Tab Colors and Themes
    6. Adding a Watermark
    7. The Font Group
    8. Exercise: Working with Font Group Commands
    9. The Alignment Group
    10. Exercise: Working with Alignment Group Commands
    11. The Number Group
    12. Exercise: Working with Number Group Commands
  7. Using Formulas in Microsoft Excel
    1. Math Operators and the Order of Operations
    2. Entering Formulas
    3. AutoSum (and Other Common Auto-Formulas)
    4. Copying Formulas and Functions
      1. Displaying Formulas
    5. Relative, Absolute, and Mixed Cell References
    6. Exercise: Working with Formulas
  8. Working with Rows and Columns
    1. Inserting Rows and Columns
    2. Deleting Rows and Columns
    3. Transposing Rows and Columns
    4. Setting Row Height and Column Width
    5. Hiding and Unhiding Rows and Columns
    6. Freezing Panes
    7. Exercise: Working with Rows and Columns
  9. Editing Worksheets
    1. Find
    2. Find and Replace
    3. Exercise: Using Find and Replace
    4. Using the Clipboard
    5. Exercise: Using the Clipboard
    6. Managing Comments
      1. Adding Comments
      2. Working with Comments
  10. Finalizing Microsoft Excel Worksheets
    1. Setting Margins
    2. Setting Page Orientation
    3. Setting the Print Area
    4. Print Scaling (Fit Sheet on One Page)
    5. Printing Headings on Each Page/Repeating Headers and Footers
    6. Headers and Footers
    7. Exercise: Preparing to Print
  11. Advanced Formulas
    1. Using Named Ranges in Formulas
      1. Naming a Single Cell
      2. Naming a Range of Cells
      3. Naming Multiple Single Cells Quickly
    2. Exercise: Using Named Ranges in Formulas
    3. Using Formulas That Span Multiple Worksheets
    4. Exercise: Entering a Formula Using Data in Multiple Worksheets
    5. Using the IF Function
      1. Using AND/OR Functions
      2. Using the SUMIF, AVERAGEIF, and COUNTIF Functions
    6. Exercise: Using the IF Function
    7. Using the PMT Function
    8. Exercise: Using the PMT Function
    9. Using the LOOKUP Function
    10. Using the VLOOKUP Function
    11. Exercise: Using the VLOOKUP Function
    12. Using the HLOOKUP Function
    13. Using the CONCATENATE Function
    14. Exercise: Using the CONCATENATE Function
    15. Using the TRANSPOSE Function
    16. Using the PROPER, UPPER, and LOWER Functions
      1. The UPPER Function
      2. The LOWER function
      3. The TRIM Function
    17. Exercise: Using the PROPER Function
    18. Using the LEFT, RIGHT, and MID Functions
      1. The MID Function
    19. Exercise: Using the LEFT and RIGHT Functions
    20. Using Date Functions
      1. Using the NOW and TODAY Functions
    21. Exercise: Using the YEAR, MONTH, and DAY Functions
    22. Creating Scenarios
      1. Utilize the Watch Window
      2. Consolidate Data
      3. Enable Iterative Calculations
      4. What-If Analyses
      5. Use the Scenario Manager
      6. Use Financial Functions
  12. Working with Lists
    1. Converting a List to a Table
    2. Exercise: Converting a List to a Table
    3. Removing Duplicates from a List
    4. Exercise: Removing Duplicates from a List
    5. Sorting Data in a List
    6. Exercise: Sorting Data in a List
    7. Filtering Data in a List
    8. Exercise: Filtering Data in a List
    9. Adding Subtotals to a List
      1. Grouping and Ungrouping Data in a List
    10. Exercise: Adding Subtotals to a List
  13. Working with Illustrations
    1. Working with Clip Art
    2. Exercise: Working with Clip Art
    3. Using Shapes
    4. Exercise: Adding Shapes
    5. Working with SmartArt
  14. Visualizing Your Data
    1. Inserting Charts
    2. Exercise: Inserting Charts
    3. Editing Charts
    4. Exercise: Editing Charts
    5. Add and Format Objects
    6. Insert a Text Box
    7. Create a Custom Chart Template
  15. Working with Tables
    1. Format Data as a Table
    2. Move between Tables and Ranges
    3. Modify Tables
      1. Add and Remove Cells within a Table
      2. Change Table Styles
    4. Define Titles
      1. Band Rows and Columns
      2. Total Row Option
      3. Remove Styles from Tables
    5. Exercise: Creating and Modifying a Table in Excel
  16. Advanced Formatting
    1. Applying Conditional Formatting
    2. Exercise: Using Conditional Formatting
    3. Working with Styles
      1. Applying Styles to Tables
      2. Applying Styles to Cells
    4. Exercise: Working with Styles
    5. Creating and Modifying Templates
      1. Modify a Custom Template
  17. Using Pivot Tables
    1. Creating Pivot Tables
      1. Preparing Your Data
      2. Inserting a Pivot Table
    2. Inserting Slicers
    3. Working with Pivot Tables
      1. Grouping Data
      2. Using PowerPivot
      3. Managing Relationships
    4. Inserting Pivot Charts
    5. More Pivot Table Functionality
    6. Exercise: Working with Pivot Tables
  18. Auditing Worksheets
    1. Tracing Precedents
    2. Exercise: Tracing Precedents
    3. Tracing Dependents
    4. Exercise: Tracing Dependents
    5. Showing Formulas
  19. Data Tools
    1. Converting Text to Columns
    2. Exercise: Converting Text to Columns
    3. Linking to External Data
    4. Controlling Calculation Options
    5. Data Validation
    6. Exercise: Using Data Validation
    7. Consolidating Data
    8. Exercise: Consolidating Data
    9. Goal Seek
    10. Exercise: Using Goal Seek
  20. Working with Others
    1. Protecting Worksheets and Workbooks
      1. Password Protecting a Workbook
      2. Removing Workbook Metadata
    2. Exercise: Password Protecting a Workbook
      1. Password Protecting a Worksheet
    3. Exercise: Password Protecting a Worksheet
      1. Password Protecting Ranges in a Worksheet
    4. Exercise: Password Protecting Ranges in a Worksheet
    5. Tracking Changes
      1. Accepting or Rejecting Changes
      2. Setting Tracking Options
      3. Merging Multiple Workbooks
    6. Marking a Workbook as Final
    7. Exercise: Tracking Changes
  21. Recording and Using Macros
    1. Recording Macros
      1. Copy a Macro from Workbook to Workbook
    2. Exercise: Recording a Macro
    3. Running Macros
    4. Editing Macros
    5. Adding Macros to the Quick Access Toolbar
      1. Managing Macro Security
    6. Exercise: Adding a Macro to the Quick Access Toolbar
  22. Random Useful Items
    1. Sparklines
      1. Inserting Sparklines
      2. Customizing Sparklines
    2. Exercise: Inserting and Customizing Sparklines
    3. Preparing a Workbook for Internationalization and Accessibility
      1. Display Data in Multiple International Formats
      2. Modify Worksheets for Use with Accessibility Tools
      3. Use International Symbols
      4. Manage Multiple Options for +Body and +Heading Fonts
    4. Importing and Exporting Files
      1. Importing Delimited Text Files
    5. Exercise: Importing Text Files
      1. Exporting Worksheet Data to Microsoft Word
    6. Exercise: Copying Data from Excel to Word
      1. Exporting Excel Charts to Microsoft Word
    7. Exercise: Copying Charts from Excel to Word
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Microsoft Excel class:

  • Familiarity with using a personal computer, mouse, and keyboard.
  • Comfortable in the Windows environment.
  • Ability to launch and close programs; navigate to information stored on the computer; and manage files and folders.
Prerequisite Courses

Courses that can help you meet these prerequisites:

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