Excel Power User

This two-day class offers the "best of" topics from our series of Excel classes:
- Excel Introduction (just tips and short-cuts from this class)
- Excel Charts Formatting and Reporting
- Excel Database Features and Pivot Tables
- Excel Workbooks, Formulas and Functions
- Excel Macros (Supplemental Hand-out)

This jam-packed, fast-paced class provides an overview of the most powerful and time-saving Excel techniques. In addition, you will receive a complete 5-volume set of Excel course materials from the above courses (with related data files).

With this complete reference library you will be able follow along in class as well as review additional topics that were not covered in the two-day event. Individuals preparing for their MOS Certification who need a quick Excel refresher class might also find this course of interest.

Version Note

While this class is being taught using the 2016 version of the Excel software, almost all topics (except for a few new 2016-only chart types) will be applicable to users of Excel 2013.

Target Student

You already know Excel and have been working with it for years. In the past, other Excel users might have even turned to you for assistance. But with all of the new features in Excel, your skills have not kept pace. To regain your edge, you don’t need an introduction class or a class on a single topic. You need a fast-paced overview. A class that will bring you up to speed on the latest features of Excel across all topics such as charting, database features, pivot tables, multiple worksheets, advanced functions and even an introduction to Macros. If you have a good foundation in Excel and want to be a Power User, this class is for you!

Who Should NOT Take This Class

If you are a novice Excel user, this class is not for you. Because this class is fast-paced, the instructor will not be able to stop and help individuals who do not meet the prerequisites and who do not know the basics of Excel. If you are new to the product, you will need to first take the Introduction to Excel class and then gain several months of experience creating worksheets before registering for the Power User class. For details on the entry-level course, go to
Excel 2016 Introduction

Alternative Class: Excel Tips, Tricks & Timesavers
Is the Power User class too long or too fast paced? Consider our Excel Tips, Tricks & Timesavers class. That class is also for experienced users who want to update their skills using some of the new time-saving features of Excel. This 1-day class will increase your productivity as you learn fun techniques that will save you time every day. For more information on this course, go to:
Excel Tips, Tricks and Timesavers

Prerequisites:

This class is not for beginning Excel users. The typical candidate for this class will be either self-taught or will have had some formal training in Excel and will have used Excel for 2 or more years.

Course Outline:

Selected Topics from “Introduction to Excel”

Getting Started

• Working with the Ribbon
• Exploring the File Tab
• Working with the Quick Access Toolbar
• Using Excel Help – Tell Me

Entering Data

• Selecting a Range of Cells
• Using Auto Fill to Enter Data

Using Formulas

• Entering Formulas
• Using Auto Fill with Formulas
• Using AutoSum

Printing Worksheets

• Using Page Setup Tools
• Working in Page Layout View
• Using Page Break Preview

Select Topics from “Excel Charts, Formatting & Reporting”

• Creating Charts
• Creating a Chart
• Changing the Chart Location and Size
• Changing the Chart Type
• Modifying Chart Elements
• Formatting Chart Elements
• Adding and Removing a Data Series
• Applying a Chart Filter

Working with Charts

• Creating a Hierarchy Chart
• Creating a Histogram
• Creating a Pareto Chart
• Creating a Box and Whisker Chart
• Creating a Waterfall Chart
• Creating a Combo Chart
• Creating a Sparkline
• Creating and Using a Chart Template
• Creating a Dashboard

Using Styles, Themes, and Templates

• Working with Cell Styles
• Merging Styles
• Using Themes
• Using Templates
• Creating a Template

Working with Formatting

• Creating and Using Custom Formats
• Applying Conditional Formatting
• Creating a New Conditional Formatting Rule
• Using the Quick Analysis Tool

Using Excel Data in Other Office Applications

• Understanding Pasting, Linking and Embedding
• Pasting an Excel Range into a Word Document
• Pasting an Excel Chart into a Word Document
• Pasting an Excel Range into PowerPoint
• Pasting an Excel Chart into PowerPoint
• Creating a Chart in Word or PowerPoint

Select Topics from “Excel Workbooks, Formulas & Functions”

• Working with Workbooks
• Editing a Group

Working with Multiple Worksheets and Workbooks

• Creating Linked Formulas
• Viewing Multiple Worksheets
• Using Absolute Cell References
• Creating Linked Formulas between Workbooks

Working with Financial and Date Functions

• Using Financial Functions
• Using Date Functions

Working with Logical Functions

• Using the IF Function
• Nesting Functions
• Using Multiple Conditions with the IF Function
• Nesting IF Functions

Working with Lookup and Reference Functions

• Using HLOOKUP and VLOOKUP Functions
• Using the MATCH Function
• Using the INDEX Function
• Nesting the INDEX and MATCH Functions
• Using INDEX MATCH MATCH
• Using INDEX MATCH & MATCH

Select Topics from “Excel Database Features and Pivot Tables”

• Using Lists
• Creating and Using Absolute Named Ranges
• Freezing and Unfreezing Panes
• Using Functions with Lists

Using Table Features

• Creating a Table
• Filtering a Table
• Creating a Slicer
• Working with the Total Row
• Creating a Calculated Column

Working with Data

• Importing Data from a Text File
• Using Flash Fill
• Connecting to Data in an Access Database

Creating and Working with PivotTables

• Creating a PivotTable using Worksheet Data
• Creating a PivotTable using an External Data Connection
• Using a Report Filter
• Using VLOOKUP to Add a Column to a List

Enhancing PivotTables

• Working with Summary Functions
• Creating a Slicer
• Grouping Data
• Creating a Calculated Field
• Creating a PivotChart

Analyzing Data

• Using Automatic Outlining
• Inserting Subtotals
• Creating an Advanced Filter
• Using the Quick Analysis Tool

Select Topics from "Excel Macros"

• Working with Macro
• Recording a Macro
• Creating a Macro Button