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Microsoft 365 Excel

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Course description+

Microsoft Excel 365 is a spreadsheet program that enables users to work with and store data in a table. It is part of Microsoft’s cloud-based subscription to a suite of programs that also includes Word, Outlook, and PowerPoint.

This course will help users get up to speed with the basics of Excel 365. By the end of this course, users should be comfortable with creating a new spreadsheet, working with basic formulas and functions, and making a spreadsheet look professional and presentable.

Topics include: working with formulas and functions; formatting parts of a worksheet; using pictures, tables, charts, and PivotTables; and finalizing workbooks.

Each Velsoft course package comes complete with all the tools needed to deliver a comprehensive training session including an instructor guide, student manual, quick reference guide, PowerPoint slides, and more.

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Course outline+

About This Course

Course Prerequisites

Course Overview

Course Objectives

How to Use This Book

Lesson 1: Getting Started

TOPIC A: Getting to Know Excel

Microsoft 365 Excel

What are Spreadsheets, Worksheets, and Workbooks?

What are Columns, Rows, Cells, and Ranges?

The Excel Interface

Navigating in Excel

Keyboard Navigation Options

Activity 1-1: Getting to Know Excel

TOPIC B: Creating Workbooks

The Ribbon

The Backstage View

Data Types

Excel 365 File Formats

The Save and Save As Commands

Saving to Microsoft OneDrive

Compatibility Mode

The Convert Option

The Compatibility Checker

Checking for Accessibility Issues

Activity 1-2: Creating Workbooks

TOPIC C: Getting Help in Excel 365

Using the Microsoft Search Box

Accessing Advanced Help Options

Activity 1-3: Getting Help in Excel 365

Summary

Review Questions

Lesson 2: Working with Data

TOPIC A: A Closer Look at Formulas

Excel Formulas

The Formula Bar

Elements of an Excel Formula

Mathematical Operators

The Order of Operations

Types of References

Activity 2-1: A Closer Look at Formulas

TOPIC B: Using Formulas and Functions

About Functions

Creating a Function with AutoComplete

Using the Insert Function Dialog Box

Using AutoSum

Viewing AutoSum Calculations in the Status Bar

Automatic Workbook Calculations

Activity 2-2: Using Formulas and Functions

TOPIC C: Working with Data

Selecting Cells

The Cut, Copy, and Paste Commands

Using Paste Options

Live Preview

The Transpose Option

Moving Data with Drag and Drop

The Undo and Redo Commands

Using AutoFill

Using Flash Fill

Activity 2-3: Working with Data

TOPIC D: Working with Rows and Columns

Inserting Rows and Columns

Deleting Rows and Columns

Clearing Data from Cells

Changing Column Width and Row Height

The Hide and Unhide Options

Activity 2-4: Working with Rows and Columns

TOPIC E: Sorting and Filtering Data

The Difference Between Sorting and Filtering

Sorting Data

Enabling Filtering

Using the Filter Menu

Using Text Filters

Clearing a Filter

Activity 2-5: Sorting and Filtering Data

Summary

Review Questions

Lesson 3: Modifying a Worksheet

TOPIC A: Formatting Text

What is a Font?

The Font Group

The Format Cells Dialog Box

The Format Painter

Live Preview and Formatting

The Mini Toolbar

Creating Links

Activity 3-1: Formatting Text

TOPIC B: Formatting Cells

Applying a Border

Applying a Fill

Changing the Number Format

Formatted Numbers and Cell Width

Customizing Number Formats

Activity 3-2: Formatting Cells

TOPIC C: Aligning Cell Content

Alignment Options

The Indent Commands

The Wrap Text Command

Merge & Center Options

Activity 3-3: Aligning Cell Content

TOPIC D: Search For and Replace Data

Cell Names and Range Names

The Find Command

The Replace Command

The Go To Command

Activity 3-4: Search for and Replace Data

TOPIC E: Spell Check a Worksheet

The Spelling Dialog Box

Activity 3-5: Spell Checking a Worksheet

Summary

Review Questions

Lesson 4: Printing Workbook Contents

TOPIC A: Define the Basic Page Layout for a Workbook

Topic Objectives

The Print Options in Backstage View

The Page Setup Dialog Box

The Print Preview Option

Workbook Views

Headers and Footers

Header and Footer Settings

Page Margins

Margins Tab Options

Page Orientation

Activity 4-1: Previewing a Workbook Before Printing

TOPIC B: Refine the Page Layout and Apply Print Options

Zoom Options

Page Breaks

Page Break Options

The Print Area

Print Titles

Scaling Options

Activity 4-2: Refining the Page Layout and Applying Print Options

Summary

Review Questions

Lesson 5: Managing Large Workbooks

TOPIC A: Format Worksheet Tabs

Renaming Worksheet Tabs

Changing Tab Color

Activity 5-1: Formatting Worksheet Tabs

TOPIC B: Manage Worksheets

Grouped Worksheets

Repositioning Worksheets

Inserting or Deleting Worksheets

Hiding and Unhiding Worksheets

Worksheet References in Formulas

Activity 5-2: Managing Worksheets

TOPIC C: Manage the View of Worksheets and Workbooks

The Freeze Options

The Split Command

The Switch Windows Command

The New Window Command

Activity 5-3: Managing the View of Worksheets and Workbooks

Summary

Review Questions

Lesson 6: Customizing the Excel Environment

TOPIC A: Customize General and Language Options

The Excel Options Dialog Box

The General Category

The Language Category

Activity 6-1: Customizing General and Language Options

TOPIC B: Customize Formula Options

The Formulas Category

Activity 6-2: Customizing Formula Options

TOPIC C: Customize Proofing and Save Options

The Proofing Category

The Save Category

Version Control

Activity 6-3: Customizing Proofing and Save Options

TOPIC D: Customize the Ribbon and Quick Access Toolbar

The Customize Ribbon Category

The Quick Access Toolbar Category

Activity 6-4: Customizing the Quick Access Toolbar

TOPIC E: Understanding and Enabling Add-Ins

What Are Add-ins?

The Add-Ins Category

The Developer Tab

Activity 6-5: Understanding and Enabling Add-ins

TOPIC F: Customize Advanced and Trust Center Options

The Advanced Category

The Trust Center Category

Activity 6-6: Customizing Advanced and Trust Center Options

Summary

Review Questions

Lesson Labs

Lesson 1

Lesson Lab 1-1

Lesson 2

Lesson Lab 2-1

Lesson Lab 2-2

Lesson 3

Lesson Lab 3-1

Lesson Lab 3-2

Lesson 4

Lesson Lab 4-1

Lesson 5

Lesson Lab 5-1

Lesson Lab 5-2

Lesson 6

Lesson Lab 6-1

Course Wrap-Up

Post-Course Assessment

Course Summary

Appendices

Keyboard Shortcut Quick Reference Sheet

Glossary

Index

What you get+

Instructor Guide

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Student Manual

Each Instructor Guide - for each course - is paired with a Student Manual that you can present to your participants. This customizable Student Manual gives each participant the student version of the course you will be teaching.

Exercise Workbook

Whether or not you choose to introduce exercises into your training is up to you as the facilitator. In case you want to do this Velsoft offers you an Exercise Workbook (also customizable) that is specific to the course you are offering.

Sample Files

Each Velsoft courseware title comes with a Lab Workbook loaded with activities and exercises to practice and reinforce the learners' understanding of the course objectives. Pre-made Sample Exercise Files are provided for use with the Lab Workbook so that you, as the trainer, do not have to prepare activity working files.

Powerpoint Deck

Courseware from Velsoft is designed to give you everything you need for use in the classroom or workshop. This includes the PowerPoint versions of all the courses, prepared for you in advanced.

Quick Reference Guide

Quick Reference Guides are a favorite tool for trainers to provide to their learners. Each Quick Reference Guide summarizes in two pages the most important elements in each courseware title.

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Microsoft 365 Excel

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No annual renewal fees

This course comes with a perpetual license which means once you purchase it you never have to pay anything ever again.

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