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Microsoft 365 Excel

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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

Summary

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

Summary

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

Outlines

Auto Outline

The Subtotal Command

Activity 3-4: Creating a Data List Outline

Summary

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

Summary

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

Summary

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

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 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

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 Quest Reference Guide summarizes the most important elements in each courseware title down to two pages.

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Microsoft 365 Excel

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Train as many people at your location as you like - forever. There is no per-user pricing or limit on the number of people that can be trained.

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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