course info
This course examines the applicable use of Microsoft Excel to solve common business problems through example cases of routine issues and contingency planning. Students will gain an in-depth understanding of the importance of these financial tools and how they empower or cripple a business depending on the user’s ability to properly execute, review and report findings.
Online course Detailed outline
Introduction Free trial
Meet your instructor and evaluate how this course can be most helpful for you.
- Welcome to the Course
- Course Overview
- Why Excel?
- Pre-Assessment
Module 1: The Basics Free trial
In this module, we will cover basic navigation of Excel, basic filtering, and introductory formulas.
- Basic Overview
- Import/Export
- Filtering, Sorting & Subtotals
- End of Module Practice
Module 2: Pivot Tables
In this module, we will review all aspects of the Pivot Table including creation, filtering, adjusting, and standard options.
- Pivot Tables & Recommended Pivot Tables
- Adjusting and Sorting
- Values and Drill Down
- Layouts
- Slicers
- Timelines and Sparkline
- Excel Dashboard using Pivot Charts
- End of Module Practice
Module 3: Formulas
In this module, we will discover the use of formulas and how to create them in your spreadsheet. We will focus on the use of SUMIF, HLOOKUP and VLOOKUP fomulas.
- Concatenate
- SUMIF(s)/COUNTIF(s)
- HLOOKUP/VLOOKUP
- End of Module Practice
Module 4: Conditional Formatting
In this module, we will review the purpose of conditional formatting and its use in fashion
- Data bars/ Color Scales/ Icon Sets
- Creating Rules
- End of Module Practice
Module 5: Spreadsheets
In this module, we will cover formulas to create automated spreadsheets.
- Sales Comparison – Month to Month & Quarterly
- Sales Comparison – Current Year to Prior Year
- Annualization
- Forecast Sheet Option
- End of Module Practice
Module 6: Templates
- Creating a Dashboard
- End of Module Practice
Conclusion
Review the knowledge and key concepts seen in this course.
- Final assessment
- End of course survey
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