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Microsoft 365 Excel: Part 2

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Course description+

This is the second part of Velsoft’s Microsoft Office Excel 365 courseware. This version of Excel incorporates some new features and connectivity options in an effort to make collaboration and production as easy as possible.

This course is intended to help all users get up to speed on the different features of Microsoft Excel 365 and to become familiar with its more advanced selection of features. It covers how to create and use advanced formulas, analyze data, organize worksheet data with tables, visualize data with charts, insert graphics, and enhance workbooks.

This course uses the online version of Excel 365, not the desktop version.

By the end of this course, users should be comfortable in creating advanced formulas, analyzing data with functions, analyzing data using functions and PivotTables, working with tables, visualizing data with charts, inserting graphics, and enhancing workbooks.

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Course outline+

About This Course

Course Prerequisites

Course Overview

Course Objectives

How to Use This Book

Lesson 1: Creating Advanced Formulas

TOPIC A: Apply Range Names

Range Names

Adding Range Names Using the Name Box

Adding Range Names Using the New Name Dialog Box

Using Range Names in Formulas

Activity 1-1: Using Range Names in Formulas

TOPIC B: Use Specialized Functions

Function Categories

Function Syntax

Finding Excel Functions

Function Entry Dialog Boxes

Using Nested Functions

Automatic Workbook Calculations

Showing and Hiding Formulas

Enabling Iterative Calculations

Activity 1-2: Using Specialized Functions


Review Questions

Lesson 2: Analyzing Data with Logical and Lookup Functions

TOPIC A: Use Text Functions

Text Functions

The LEFT and RIGHT Functions

The MID Function

The LEN Function

The TRIM Function

The UPPER, LOWER, and PROPER Functions

The TEXTJOIN Function

The TRANSPOSE Function

Activity 2-1: Analyzing Data Using Text Functions

TOPIC B: Use Logical Functions

Logical Functions

Logical Operators

The AND Function

The OR Function

The IF Function

The IFS Function

Activity 2-2: Analyzing Data Using Logical Functions

TOPIC C: Use Lookup Functions

Lookup Functions

The LOOKUP Function

The VLOOKUP Function

The HLOOKUP Function

The MATCH Function

The INDEX Function

Activity 2-3: Analyzing Data Using Lookup Functions

TOPIC D: Use Date Functions

The TODAY Function

The NOW Function

Serializing Dates and Times with Functions

Activity 2-4: Analyzing Data Using Date Functions

TOPIC E: Use Financial Functions

The IPMT Function

The PPMT Function

The NPV Function

The FV Function

Activity 2-5: Using Financial Functions


Review Questions

Lesson 3: Organizing Worksheet Data with Tables

TOPIC A: Create and Format Tables


Table Components

The Create Table Dialog Box

The Table Design Contextual Tab

Styles and Quick Style Sets

Customizing Row Display

Activity 3-1: Creating and Modifying a Table

TOPIC B: Modifying Tables

Adding Rows and Columns

Total Row Functions

Removing Duplicate Values

Activity 3-2: Modifying Tables

TOPIC C: Table References

Naming Tables

Using Structured References

Database Functions

Converting to Range

Activity 3-3: Table References


Review Questions

Lesson 4: Visualizing Data with Charts

TOPIC A: Create Charts


Chart Types

Chart Insertion Methods

Resizing and Moving the Chart

Adding Additional Data

Switching Between Rows and Columns

Activity 4-1: Creating Charts

TOPIC B: Modify and Format Charts

The Difference Between Modifying and Formatting

Chart Elements

Minimize Extraneous Chart Elements

The Chart Contextual Tabs

Formatting the Chart with a Style

Adding a Legend to the Chart

Activity 4-2: Modifying and Formatting Charts

TOPIC C: Create a Trendline


Types of Trendlines

Adding a Trendline

The Format Trendline Task Pane

Activity 4-3: Create a Trendline

TOPIC D: Create Advanced Charts

Combination Charts

Dual Axis Charts

Creating Custom Chart Templates

Activity 4-4: Creating Advanced Charts


Review Questions

Lesson 5: Analyzing Data with PivotTables, Slicers, and PivotCharts

TOPIC A: Create a PivotTable


Start with Questions, End with Structure

The Create PivotTable Dialog Box

The PivotTable Fields Task Pane

Summarize Data in a PivotTable

The “Show Values As” Functionality of a PivotTable

Format a PivotTable

External Data


PowerPivot Functions

Activity 5-1: Creating PivotTables

TOPIC B: Filter Data Using Slicers


The Insert Slicers Dialog Box

Activity 5-2: Filtering Data Using Slicers

TOPIC C: Analyze Data with PivotCharts


Creating PivotCharts

Applying a Style to a PivotChart

Activity 5-3: Analyzing Data with PivotCharts


Review Questions

Lesson 6: Working with Graphical Objects

TOPIC A: Insert and Modify Graphic Objects

Graphical Objects

Inserting Shapes

Inserting WordArt

Inserting Text Boxes

Inserting Images

The Picture Format Contextual Tab

The Shape Format Contextual Tab

The SmartArt Contextual Tabs

Activity 6-1: Inserting Graphical Objects

TOPIC B: Layer and Group Graphical Objects

Layering Objects

Grouping Objects

Positioning Objects

Activity 6-2: Layering and Grouping Shapes

TOPIC C: Incorporate SmartArt

About SmartArt

The Choose a SmartArt Graphic Dialog Box

About the Text Pane

Activity 6-3: Incorporating SmartArt


Review Questions

Lesson 7: Enhancing Workbooks

TOPIC A: Customize Workbooks

Notes and Comments




Background Pictures

Activity 7-1: Customizing Workbooks

TOPIC B: Manage Themes

About Themes

Customizing Themes

Activity 7-2: Managing Themes

TOPIC C: Protect Files

Recovering Lost Data

The Protect Group

The Protect Worksheet Option

The Protect Workbook Option

Mark Workbooks as Final

Encrypting a Workbook

Digitally Signing a Workbook

Activity 7-3: Protecting a Worksheet and a Workbook

TOPIC D: Preparing a Workbook for Multiple Audiences

Displaying Data in Multiple International Formats

Utilize International Symbols

Adding Alternative Text to Objects

Activity 7-4: Preparing a Workbook for Multiple Audiences


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 4

Lesson Lab 4-1

Lesson Lab 4-2

Lesson 5

Lesson Lab 5-1

Lesson Lab 5-2

Lesson 6

Lesson Lab 6-1

Lesson 7

Lesson Lab 7-1

Lesson Lab 7-2

Course Wrap-Up

Post-Course Assessment

Course Summary


Keyboard Shortcut Quick Reference Sheet



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