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Microsoft 365 Excel: Part 3

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Course description+

Microsoft 365 Excel is Microsoft’s powerful and easy-to-use spreadsheet program. This version of Excel incorporates some new features and connectivity to make collaboration and production as easy as possible.

This course builds on what was learned in Parts 1 and 2 of Microsoft 365 Excel. The comprehensive training package offers lessons on the following topics: Using Excel Online; Worksheet Automation; Auditing and Error Checking; Data Analysis and Presentation; Working with Multiple Workbooks; Exporting and Sorting Data.

Each component in Microsoft 365 Excel: Part Three is completely customizable. You can add your logo, rearrange lessons, create different examples, and much more. Each training package contains an instructor guide, student manual, quick reference guide, and PowerPoint slides.

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Course outline+

About This Course

Course Prerequisites

Course Overview

Course Objectives

How to Use This Book

Lesson 1: Excel Online

TOPIC A: Accessing and Using Excel Online

About Excel Online

Logging into Microsoft 365

Edit Your File in the Excel Desktop Application

Identify Where Your Workbook is Saved

Save a Copy of Your Workbook to Your Local Machine

Copy a Local Workbook to OneDrive

Activity 1-1: Managing Workbooks Between Excel Online and the Excel Desktop Application

TOPIC B: Features that Differ Between Excel Online and the Excel Desktop Application

Features Not Available in Excel Online

Differences in Features Available in Both Excel Online and The Excel Desktop Application

Activity 1-2: Features that Differ Between Excel Online and the Excel Desktop Application


Review Questions

Lesson 2: Worksheet Automation

TOPIC A: Managing Workbook Properties

View Workbook Properties

Using the Document Inspector

Activity 2-1: Managing Workbook Properties

TOPIC B: Working with Macros

What is a Macro?

Recording a Macro

Saving a Macro

Inspecting and Editing Macros

Macro Security

Activity 2-2: Working with Macros

TOPIC C: Create and Use a Template

Set the Custom Template Directory

Save a Workbook as a Template

Edit a Template

Open a New Workbook Based on a Template

Activity 2-3: Create and Use a Template

TOPIC D: Use Data Validation in a Workbook

The Data Validation Dialog Box

Data Validation Settings

Input Messages

Error Alerts

Activity 2-4: Use Data Validation


Review Questions

Lesson 3: Auditing and Error Checking

TOPIC A: Tracing Cells

Show Formulas

Trace Precedents and Dependents

Tracer Arrows

Activity 3-1: Tracing Cells

TOPIC B: Error Checking

Invalid Data

Formula Errors and Their Types

How to Check for Errors

Activity 3-2: Error Checking

TOPIC C: Evaluating Formulas and Using the Watch Window

The Watch Window

The Camera Tool

The Evaluate Formula Tool

Activity 3-3: Evaluating Formulas and Using the Watch Window

TOPIC D: Data List Outlines


Auto Outline

The Subtotal Command

Activity 3-4: Creating a Data List Outline


Review Questions

Lesson 4: Data Analysis and Presentation

TOPIC A: Quick Analysis Tool

Access the Quick Analysis Tool

Quick Analysis Options

Activity 4-1: The Quick Analysis Tool

TOPIC B: Adding Sparklines

Sparkline Types

Inserting and Editing Sparklines

The Sparkline Tab

Activity 4-2: Adding Sparklines

TOPIC C: What-If Analysis

The Scenario Manager

Using Goal Seek

Using Solver

Activity 4-3: What-If Analysis

TOPIC D: The Analysis ToolPak

Load the Analysis ToolPak

The Data Analysis Dialog Box

Activity 4-4: Perform a Data Analysis with the Analysis ToolPak


Review Questions

Lesson 5: Working with Multiple Workbooks

TOPIC A: Arrange Workbooks

Arrange Workbooks for Viewing

View Workbooks Side by Side

Use Synchronous Scrolling

Activity 5-1: Arrange Workbooks

TOPIC B: Linking to Data in Multiple Workbooks

External References

Editing Links

Broken Links

Activity 5-2: Linking to Data in Multiple Workbooks

TOPIC C: Consolidating Data

Data Consolidation

Consolidation Functions

Use the Consolidate Dialog Box

Activity 5-3: Consolidating Data


Review Questions

Lesson 6: Exporting and Sourcing Data

TOPIC A: Exporting Data

Export File Format Options

Exporting Worksheet Data

Activity 6-1: Export Worksheet Data

TOPIC B: Using Data Sources

Data Sources in Excel

Importing a Delimited File

Using a Web Query

Activity 6-2: Using Data Sources

TOPIC C: Use a Microsoft Form for Data Collection

Insert a Microsoft Form into a Workbook

Add Questions

Preview a Form

Share a Form

Review the Results

Activity 6-3: Use a Microsoft Form for Data Collection


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 Lab 4-2

Lesson 5

Lesson Lab 5-1

Lesson Lab 5-2

Lesson 6

Lesson Lab 6-1

Lesson Lab 6-2

Course Wrap-Up

Post-Course Assessment

Course Summary


Keyboard Shortcut Quick Reference Sheet



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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