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Microsoft Excel

Introduction–Intermediate (3 days)

Using the Excel Interface

  • Zooming
  • Navigating multiple Sheets and Workbooks
  • Customizing the Ribbon
  • Customizing the Quick Access Toolbar

Creating a Workbook

  • Adding & Renaming Sheets
  • Slecting Cells, Columns, Rows, Sheet

Entering Data

  • Inserting, Deleting, & Moving Columns and Rows
  • Using Autofill & Flash Fill
  • Using Simple Calculations (Addition, Subtraction, Multiplication, and Division)
  • Relative vs. Absolute References
  • Copy/Cut-and Paste Options

Sorting and Filtering Data

  • Hiding/Unhiding Columns and Rows
  • Basic and Custom Sorts
  • Multi-Column Sorts
  • Basic and Custom Filtering

Formatting and Editing Data

  • Defining Data Types and Formats
  • Merging and Unmerging Cells
  • Changing Font Attributes
  • Cell Borders and Background Color
  • Using and Creating Cell Styles
  • Workbook Themes
  • Adding Images
  • Spell Check
  • Find/Change

Data Regions

  • Defining Arrays
  • Creating and Using Named Regions
  • Editing and Updating Named Regions
  • Adding Section Subtotals and Groups
  • Creating and Formatting Tables
  • Table Options
  • Referencing Named Regions and Tables in Formulas

Creating Calculations

  • Using the Sum, Subtotal, & Aggregate functions
  • Using Text Concatenate
  • Date functions
  • Logical functions
  • Using vLookup

Data Affirmation

  • Conditional Formatting
  • Data Validation


  • Creating and Formatting Charts
  • Chart Types
  • Setting Custom Axis Ranges
  • Dual-Axis Charts

Creating Piviot Tables

  • Original Data Requirements
  • Creating Pivot Tables
  • Editing and Formatting Pivot Tables
  • Adding Pivot Table Calculated Fields

Working with External Data

  • Type of Links
  • Creating and Updating Data

Consolidating Data

  • Combining Multiple Sheets or Workbooks


  • Creating Simple Macros
  • Reviewing and Editing Macros
  • Adding Macros to Quick Access Toolbar

Protecting your Data

  • Locking Cells and Formulas
  • Locking Sheet
  • Locking Workbook


  • Sharing Workbook with Others
  • Track Changes
  • Adding Comments

Print and Output Options

  • Setting Print Area
  • Adding Headers and Footers
  • Preview and Page Breaks
  • Saving as PDF, CSV, and Other Formats