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Financial Excel Course Overview

Learning Outcomes

At the end of the course the participant will be able to:

  • Explore the new and enhanced Microsoft Office Excel environment
  • Organize data in Excel worksheets using enhanced tables and table formats
  • Analyze Excel data by applying enhanced conditional formatting
  • Generate specific information using the sort and filter options
  • Present Excel data using enhanced charts and illustrations
  • Work with the enhanced options of PivotTables and PivotCharts for conducting selective analysis.
  • Maintain an Excel Database
  • Sorting and Filtering Data
  • Using Workbooks for Larger Project

Using Excel

  • Why are selection techniques important?
  • Selecting a cell
  • Selecting a range of connecting cells
  • Selecting a range of non-connecting cells
  • Selecting the entire worksheet
  • Selecting a row
  • Selecting a range of connecting rows
  • Selecting a range of non-connected rows
  • Selecting a column
  • Selecting a range of connecting column
  • Selecting a range of non-connecting columns
  • Inserting rows into a worksheet
  • Inserting columns into a worksheet
  • Deleting rows within a worksheet
  • Deleting columns within a worksheet
  • Modifying column widths
  • Modifying column widths using ‘drag and drop’
  • Automatically resizing the column width to fit contents
  • Modifying row heights
  • Copying the cell or range contents
  • Deleting cell contents
  • Moving the contents of a cell or range
  • Editing cell content
  • Undo and Redo
  • AutoFill
  • Sorting a cell range
  • Searching and replacing data

Worksheets

  • Switching between worksheets
  • Renaming a worksheet
  • Inserting a new worksheet
  • Deleting a worksheet
  • Copying a worksheet within a workbook
  • Moving a worksheet within a workbook
  • Copying or moving worksheets between workbooks

Formatting

  • Font type
  • Font size
  • Bold, italic, underline formatting
  • Cell border formatting
  • Formatting the background colour
  • Formatting the font colour
  • Aligning contents in a cell range
  • Centering a title over a cell range
  • Cell orientation
  • Text wrapping
  • Format painter
  • Number formatting
  • Decimal point display
  • Comma formatting
  • Currency symbol
  • Date styles
  • Percentages
  • Freezing row and column titles

Formulas And Functions

  • Creating formulas
  • Easy way to create formulas
  • Copying formulas
  • Operators
  • Formula error messages
  • Relative cell referencing within in formulas
  • Absolute cell referencing within formulas
  • What is a function?
  • Common functions
  • Sum function
  • Average function
  • Max function
  • Min function
  • Count function
  • What are ‘IF functions’?
  • Using the IF function

Charts

  • Inserting a column chart
  • Inserting a line chart
  • Inserting a bar chart
  • Inserting a pie chart
  • Resizing a chart
  • Deleting a chart
  • Chart title or labels
  • Chart background colour
  • Changing a column, bar, line or pie slice colours
  • Changing the chart type
  • Modifying Charts using the Layout tab
  • Copying and moving charts within a worksheet
  • Copying and moving charts between worksheets
  • Copying and moving charts between workbooks

Customizing Excel

  • Modifying basic options
  • Minimizing the Ribbon
  • AutoCorrect options

Printing

  • Worksheet margins
  • Worksheet orientation
  • Worksheet page size
  • Headers and Footers
  • Header and footer fields
  • Scaling your worksheet to fit a page(s)
  • Visually check your calculations
  • Gridline display when printing
  • Printing titles on every page when printing
  • Printing the Excel row and column headings
  • Spell checking
  • Previewing a worksheet
  • Comparing Workbooks side by side
  • Zooming the view Printing options

Manipulating Data & Named Ranges

  • Paste Special
  • Transposing data
  • Importing text and delimiting by space, comma or tab
  • What does naming a cell range mean?
  • Rules for naming cells and ranges
  • Naming cell range(s) in a worksheet
  • Named ranges within formulas
  • Navigating through workbooks using named ranges
  • Creating named ranges automatically based on cell values
  • Deleting named cells/ranges
  • Creating subtotals
  • Removing subtotals

Templates

  • Using templates
  • Creating templates
  • Opening and editing templates

Formatting & Display Techniques

  • Formatting tables
  • Formatting tables using table styles
  • Formatting cell ranges using conditional formatting
  • Creating custom number formats
  • Freezing the top row
  • Freezing the first column
  • Freezing the top row and the first column at the same time
  • Hiding and un-hiding rows
  • Hiding and un-hiding columns
  • Hiding and un-hiding worksheets

Sorting And Querying Data

  • Sorting internal Excel databases
  • Custom sort options
  • Using AutoFilter to query data
  • Multiple queries
  • Removing filters
  • Top 10 AutoFilter
  • Filtering unique records
  • Advanced Filter

Linking & Consolidating Data

  • Linking individual cells within a worksheet
  • Linking charts to data within a worksheet
  • Linking a cell range on one worksheet to another worksheet (within the
  • same workbook)
  • Linking data on one worksheet to a chart in another worksheet (within
  • the same workbook)
  • Linking data from one workbook to another
  • Linking a chart from one workbook to another
  • Copying data from Excel into a Word document
  • Linking data from Excel into a Word document
  • Copying a chart from Excel into a Word document
  • Linking a chart from Excel into a Word document
  • Consolidating data over several worksheets or worksheet pages

Charts Formatting Techniques

  • Changing the angle of pie chart slices
  • Formatting the chart axis fonts
  • Formatting the chart axis scales
  • Formatting the chart axis text orientation
  • Creating and positioning a chart title
  • Re-positioning a chart legend
  • Re-positioning chart data labels
  • Exploding the segments within a pie chart
  • Deleting a data series within a chart
  • Adding a data series to a chart
  • Modifying the chart type for a defined data series
  • Widening the gap between columns / bars within a 2-D chart
  • Inserting an image into a 2D chart (as a background)
  • Inserting an image into a 2D chart (to format a column or bar of data)

Protection And Security

  • Specifying a password for opening a workbook
  • Using the “read-only recommended” option
  • Removing a password from an Excel workbook
  • Protecting a worksheet or worksheet elements
  • Removing workbook protection
  • Allowing selective editing of a protected worksheet

Functions

  • Excel 2010 Functions
  • Getting help about using a particular function
  • TODAY, DAY, MONTH, YEAR, SUMIF, ROUND, COUNT, COUNTA,COUNTIF, PROPER, UPPER, LOWER, CONCATENATE, FV, NPV,PMT, PV, RATE, HLOOKUP, VLOOKUP, IF, AND, OR, ISERROR,DSUM, DMIN, DMAX, DCOUNT
  • Nested functions

Using One-Input Or Two-Input Data Tables / What-If Tables

  • Using a one input Data Table command
  • Using a two input data table command

A First Look At Pivot Tables

  • Creating a PivotTable
  • Dropping data into the Pivot Table
  • Modifying data and refreshing the Pivot Table
  • Grouping data within a Pivot table

Scenarios

  • Scenario Manager – an example
  • Showing a scenario
  • Viewing an alternative scenario
  • Create a scenario summary

Auditing

  • Tracing precedent cells
  • Tracing the dependants of a cell
  • Displaying all formulas within a worksheet
  • Adding comments
  • Displaying comments
  • Removing comments
  • Editing comments

Macros

  • Displaying the Developer tab
  • Recording and running macros
  • Customizing the Quick Access Toolbar
  • Changing the Quick Toolbar Macro icon
  • Removing a macro icon from the quick access toolbar