Fundamentals, Intermediate & Advanced

Microsoft® Office Excel® 2013: Part 1

Course Length:  1 day

Course Description

Overview:
The breadth of business, educational, and organizational information in existence today is absolutely staggering. Organizations the world over rely on this information to make sound decisions regarding all manner of affairs. But with the amount of available data growing on a daily basis, the ability to make sense of all of that data is becoming more and more challenging. Fortunately, the days of performing calculations and analyzing data on paper are pretty much gone. Imagine, if you will, having to calculate what percentage of your organization’s sales occurred in one small town in, say, Brazil. If your organization operates in multiple countries and generates billions of dollars in revenue annually, it could take a lifetime to isolate the exact figures you need and then compare those to the rest of your revenues. Who has that kind of time? This is exactly where the power of Excel can help.

By applying the robust functionality that’s built into Excel to your organization’s raw data, you will be able to gain a level of insight into that data that would have been nearly impossible just a couple of decades ago. Excel can help you organize, calculate, analyze, revise, update, and present your data in ways that will help the decision makers in your organization steer you in the right direction. Of course, knowing exactly how to ask Excel the questions that you need answered, which questions you can even ask, and how to interpret the answers Excel gives is necessary before you can even begin to embark on the journey ahead. This course aims to provide you with the foundational Excel knowledge and skills necessary to begin that journey.

This course covers Microsoft Office Specialist exam objectives to help students prepare for the Excel 2013 Exam and the Excel 2013 Expert Exam.

Course Objectives:
Upon successful completion of this course, you will be able to create and develop Excel worksheets and workbooks in order to work with and analyze the data that is critical to the success of your organization.

You will:

  • Get started with Microsoft Office Excel 2013.
  • Perform calculations.
  • Modify a worksheet.
  • Format a worksheet.
  • Print workbooks.
  • Manage workbooks.

Target Student:
This course is intended for students who wish to gain the foundational understanding of Microsoft Office Excel 2013 that is necessary to create and work with electronic spreadsheets.

Prerequisites:
To ensure success, students will need to be familiar with using personal computers and should have experience using a keyboard and mouse. Students should also be comfortable working in the Windows 8 or 8.1 environment and be able to use Windows 8 or 8.1 to manage information on their computers. Specific tasks the students should be able to perform include: opening and closing applications, navigating basic file structures, and managing files and folders. To obtain this level of skill and knowledge, you can take any of the following courses:

  • Using Microsoft Windows 8.1
  • Introduction to Personal Computers Using Microsoft Windows 8.1

Course Content
Lesson 1: Getting Started with Microsoft Office Excel 2013
Topic A:
 Navigate the Excel User Interface
Topic B: Use Excel Commands
Topic C: Create and Save a Basic Workbook
Topic D: Enter Cell Data
Topic E: Use Excel Help

Lesson 2: Performing Calculations
Topic A:
 Create Worksheet Formulas
Topic B: Insert Functions
Topic C: Reuse Formulas

Lesson 3: Modifying a Worksheet
Topic A:
 Insert, Delete, and Adjust Cells, Columns, and Rows
Topic B: Search for and Replace Data
Topic C: Use Proofing and Research Tools

Lesson 4: Formatting a Worksheet
Topic A: Modify Fonts
Topic B: Add Borders and Colors to Worksheets
Topic C: Apply Number Formats
Topic D: Align Cell Contents
Topic E: Apply Styles and Themes
Topic F: Apply Basic Conditional Formatting
Topic G: Create and Use Templates

Lesson 5: Printing Workbooks
Topic A: Preview and Print a Workbook
Topic B: Define the Page Layout

Lesson 6: Managing Workbooks
Topic A: Manage Worksheets
Topic B: Manage Workbook and Worksheet Views
Topic C: Manage Workbook Properties

Appendix A: Microsoft Office Excel 2013 Exam 77-420
Appendix B: Microsoft Office Excel 2013 Expert Exams 77–427 and 77-428
Appendix C: Microsoft Excel 2013 Common Keyboard Shortcuts

 

Microsoft® Office Excel® 2013: Part 2

Course Length: 1 day

Course Description

Overview:
Whether you need to crunch numbers for sales, inventory, information technology, human resources, or other organizational purposes and departments, the ability to get the right information to the right people at the right time can create a powerful competitive advantage. After all, the world runs on data more than ever before and that’s a trend not likely to change, or even slow down, any time soon. But with so much data available and being created on a nearly constant basis, the ability to make sense of that data becomes more critical and challenging with every passing day. You already know how to get Excel to perform simple calculations and how to modify your workbooks and worksheets to make them easier to read, interpret, and present to others. But, Excel is capable of doing so much more. To gain a truly competitive edge, you need to be able to extract actionable organizational intelligence from your raw data. In other words, when you have questions about your data, you need to know how to get Excel to provide the answers for you. And that’s exactly what this course aims to help you do.

This course builds upon the foundational knowledge presented in the Microsoft® Office Excel® 2013: Part 1 course and will help start you down the road to creating advanced workbooks and worksheets that can help deepen your understanding of organizational intelligence. The ability to analyze massive amounts of data, extract actionable information from it, and present that information to decision makers is at the foundation of a successful organization that is able to compete at a high level.

This course covers Microsoft Office Specialist exam objectives to help students prepare for the Excel 2013 Exam and the Excel 2013 Expert Exam.

Course Objectives:
Upon successful completion of this course, you will be able to leverage the power of data analysis and presentation in order to make informed, intelligent organizational decisions.

You will:

  • Customize the Excel environment.
  • Create advanced formulas.
  • Analyze data by using functions and conditional formatting.
  • Organize and analyze datasets and tables.
  • Visualize data by using basic charts.
  • Analyze data by using PivotTables, slicers, and PivotCharts.

Target Student:
This course is designed for students who already have foundational knowledge and skills in Excel 2013 and who wish to begin taking advantage of some of the higher-level functionality in Excel to analyze and present data.

Prerequisites:
To ensure success, students should have completed Microsoft® Office Excel® 2013: Part 1 or have the equivalent knowledge and experience.

Course Content
Lesson 1: Customizing the Excel Environment
Topic A:
 Configure Excel Options
Topic B: Customize the Ribbon and the Quick Access Toolbar
Topic C: Enable Excel Add-Ins

Lesson 2: Creating Advanced Formulas
Topic A:
 Use Range Names in Formulas
Topic B: Use Specialized Functions
Topic C: Use Array Formulas

Lesson 3: Analyzing Data with Functions and Conditional Formatting
Topic A:
 Analyze Data by Using Text and Logical Functions
Topic B: Apply Advanced Conditional Formatting

Lesson 4: Organizing and Analyzing Datasets and Tables
Topic A:
 Create and Modify Tables
Topic B: Sort Data
Topic C: Filter Data
Topic D: Use SUBTOTAL and Database Functions

Lesson 5: Visualizing Data with Basic Charts
Topic A: Create Charts
Topic B: Modify and Format Charts

Lesson 6: Analyzing Data with PivotTables, Slicers, and PivotCharts
Topic A: Create a PivotTable
Topic B: Analyze PivotTable Data
Topic C: Present Data with PivotCharts
Topic D: Filter Data by Using Slicers

Appendix A: Microsoft Office Excel 2013 Exam 77-420
Appendix B: Microsoft Office Excel 2013 Expert Exams 77–427 and 77-428
Appendix C: Financial Functions
Appendix D: Date and Time Functions
Appendix E: Working with Graphical Objects

 

Microsoft® Office Excel® 2013: Part 3

Course Length: 1 day

Course Description

Overview:
Clearly, you use Excel a lot in your role. Otherwise, you wouldn’t be taking this course. By now, you’re already familiar with Excel 2013, its functions and formulas, a lot of its features and functionality, and its powerful data analysis tools. You are likely called upon to analyze and report on data frequently, work in collaboration with others to deliver actionable organizational intelligence, and keep and maintain workbooks for all manner of purposes. At this level of use and collaboration, you have also likely encountered your fair share of issues and challenges. You’re too busy, though, to waste time scouring over workbooks to resolve issues or to perform repetitive, monotonous tasks. You need to know how to get Excel to do more for you so you can focus on what’s really important: staying ahead of the competition. That’s exactly what this course aims to help you do.

This course builds off of the foundational and intermediate knowledge presented in the Microsoft® Office Excel® 2013: Part 1 and Part 2 courses to help you get the most of your Excel experience. The ability to collaborate with colleagues, automate complex or repetitive tasks, and use conditional logic to construct and apply elaborate formulas and functions will put the full power of Excel right at your fingertips. The more you learn about how to get Excel to do the hard work for you, the more you’ll be able to focus on getting the answers you need from the vast amounts of data your organization generates.

This course covers Microsoft Office Specialist exam objectives to help students prepare for the Excel 2013 Exam and the Excel 2013 Expert Exam.

Course Objectives:
Upon successful completion of this course, you will be able to perform advanced data analysis, collaborate on workbooks with other users, and automate workbook functionality.

You will:

  • Work with multiple worksheets and workbooks simultaneously.
  • Share and protect workbooks.
  • Automate workbook functionality.
  • Apply conditional logic.
  • Audit worksheets.
  • Use automated analysis tools.
  • Present your data visually.

Target Student:
This course is intended for students who are experienced Excel 2013 users and have a desire or need to advance their skills in working with some of the more advanced Excel features. Students will likely need to troubleshoot large, complex workbooks, automate repetitive tasks, engage in collaborative partnerships involving workbook data, construct complex Excel functions, and use those functions to perform rigorous analysis of extensive, complex datasets.

Prerequisites:
To ensure success, students should have practical, real-world experience creating and analyzing datasets using Excel 2013. Specific tasks students should be able to perform include: creating formulas and using Excel functions; creating, sorting, and filtering datasets and tables; presenting data by using basic charts; creating and working with PivotTables, slicers, and PivotCharts; and customizing the Excel environment. To meet these prerequisites, students can take the following Logical Operations courses, or should possess the equivalent skill level:

  • Microsoft® Office Excel® 2013: Part 1
  • Microsoft® Office Excel® 2013: Part 2

Course Content
Lesson 1: Working with Multiple Worksheets and Workbooks Simultaneously
Topic A:
 Use 3-D References
Topic B: Use Links and External References
Topic C: Consolidate Data

Lesson 2: Sharing and Protecting Workbooks
Topic A:
 Collaborate on a Workbook
Topic B: Protect Worksheets and Workbooks

Lesson 3: Automating Workbook Functionality
Topic A:
 Apply Data Validation
Topic B: Work with Forms and Controls
Topic C: Work with Macros

Lesson 4: Applying Conditional Logic
Topic A:
 Use Lookup Functions
Topic B: Combine Functions
Topic C: Use Formulas and Functions to Apply Conditional Formatting

Lesson 5: Auditing Worksheets
Topic A:
 Trace Cells
Topic B: Search for Invalid Data and Formulas with Errors
Topic C: Watch and Evaluate Formulas

Lesson 6: Using Automated Analysis Tools
Topic A:
 Determine Potential Outcomes Using Data Tables
Topic B: Determine Potential Outcomes Using Scenarios
Topic C: Use the Goal Seek Feature
Topic D: Activate and Use the Solver Tool
Topic E: Analyze Data with Analysis ToolPak Tools

Lesson 7: Presenting Your Data Visually
Topic A:
 Use Advanced Chart Features
Topic B: Create Sparklines

Appendix A: Microsoft Office Excel 2013 Exam 77-420
Appendix B: Microsoft Office Excel 2013 Expert Exams 77–427 and 77-428
Appendix C: Cube Functions
Appendix D: Import and Export Data
Appendix E: Internationalize Workbooks
Appendix F: Work with PowerPivot

 

Download PDF:
Excel 2013 – Part 1
Excel 2013 – Part 2
Excel 2013 – Part 3