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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.
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
Summary
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
Summary
Review Questions
Lesson 3: Organizing Worksheet Data with Tables
TOPIC A: Create and Format Tables
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
Summary
Review Questions
Lesson 4: Visualizing Data with Charts
TOPIC A: Create Charts
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
Trendlines
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
Summary
Review Questions
Lesson 5: Analyzing Data with PivotTables, Slicers, and PivotCharts
TOPIC A: Create a PivotTable
PivotTables
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
PowerPivot Functions
Activity 5-1: Creating PivotTables
TOPIC B: Filter Data Using Slicers
Slicers
The Insert Slicers Dialog Box
Activity 5-2: Filtering Data Using Slicers
TOPIC C: Analyze Data with PivotCharts
PivotCharts
Creating PivotCharts
Applying a Style to a PivotChart
Activity 5-3: Analyzing Data with PivotCharts
Summary
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
Summary
Review Questions
Lesson 7: Enhancing Workbooks
TOPIC A: Customize Workbooks
Notes and Comments
Comments
Notes
Watermarks
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
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 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
Appendices
Keyboard Shortcut Quick Reference Sheet
Glossary
Index
What you get
Instructor Guide
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Student Manual
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Sample Files
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Powerpoint Deck
Courseware from Velsoft is designed to give you everything you need for use in the classroom or workshop. This includes PowerPoint slides for classroom use, prepared for you in advance.
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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