In-Person Courses

Intro to Chart Terminology
o Data Point vs. Data Series
o Axes
o Legend
o Plot Area
o Structuring worksheet data for charting
Creating a Chart
o As a New Sheet
o As an Embedded Chart
o Selecting Contiguous Cells
o Selecting Non-Adjacent Cells
Modifying a Chart
o Changing Chart Type
o Changing Chart Layout
o Changing Chart Styles
o Changing Source Data
▪ Viewing same data as different types of charts.
o Adding and Modifying Layout Elements of a Chart
▪ Data Labels
▪ Axis Labels
Formatting Charts
o Selecting Individual Elements of a Chart
o Text and Number Formatting
o Fill and Border Formatting

2-D Charts (X, Y Axis)
o Formatting and Modifying:
▪ Scale
▪ Trendlines
▪ Switching Rows and Column Data
3-D Charts (X, Y, Z Axis)
o Formatting and Modifying:
▪ Rotation
▪ Perspective
▪ Elevation
Adding Sparklines to a Data Range (Excel 2010 only)
o Line
o Columns
o Win-Loss
Saving Chart as a Template, and setting as default chart type.
Using Charts with Other Applications
(Word, PowerPoint, PDF, etc.)
o Copying
o Linking
o Updating



Prepare Data

Create a PivotTable from a Local Data Source

Create a PivotTable from Multiple Local Data Sources

Create a PivotTable from an External Data Source


Summarize PivotTable Data

Organize PivotTable Data

Filter PivotTable Data

Format a PivotTable Refresh and Change PivotTable Data


Create a PivotChart

Manipulate PivotChart Data

Format a PivotChart

Upon successful completion of this course, you will be able to create dashboards in Excel 2016.

You will:
•     Create range names and advanced formulas.
•     Automate workbook functionality.
•     Apply conditional logic.
•     Visualize data by creating basic charts.
•     Create trendline and sparkline charts.
•     Use PivotTables, PivotCharts, and slicers to create a dashboard.

Course Content


Lesson 1: Using Names in Formulas and Functions

Topic A: Examine Dashboards

Topic B: Use Range Names in Formulas

Topic C: Use Specialized Functions


Lesson 2: Automating Workbook Functionality

Topic A: Apply Data Validation

Topic B: Work with Forms and Controls


Lesson 3: Applying Conditional Logic

Topic A: Use Lookup Functions

Topic B: Combine Functions


Lesson 4: Visualizing Data with Basic Charts

Topic A: Create Charts

Topic B: Modify and Format Charts


Lesson 5: Using Advanced Charting Techniques

Topic A: Create Dual-Axis Charts and Trendlines

Topic B: Create Sparklines


Lesson 6: Analyzing Data with PivotTables, PivotCharts, and Slicers

Topic A: Create a PivotTable

Topic B: Analyze PivotTable Data

Topic C: Present Data with PivotCharts

Topic D: Filter Data by Using Slicers

Upon successful completion of this course, you will be able to create and develop Excel worksheets and workbooks in order to work with and analyze the data that is critical to the success of your organization. You will: Get started with Microsoft Office Excel 2016. Perform calculations. Modify a worksheet. Format a worksheet. Print workbooks. Manage workbooks.
  *Please note the 9/24/19-10/1/19 and 1/21/20-1/28/20 session dates are 2 half days; 8:30 a.m. - 12:00 p.m.

Course Outline

1 - Getting Started with Microsoft Office Excel 2016

▪ Navigate the Excel User Interface

▪ Use Excel Commands

▪ Create and Save a Basic Workbook

▪ Enter Cell Data

▪ Use Excel Help


2 - Performing Calculations

▪ Create Worksheet Formulas

▪ Insert Functions

▪ Reuse Formulas and Functions


3 - Modifying a Worksheet

▪ Insert, Delete, and Adjust Cells, Columns, and Rows

▪ Search for and Replace Data

▪ Use Proofing and Research Tools


4 - Formatting a Worksheet

▪ Apply Text Formats

▪ Apply Number Formats

▪ Align Cell Contents

▪ Apply Styles and Themes

▪ Apply Basic Conditional Formatting

▪ Create and Use Templates


5 - Printing Workbooks

▪ Preview and Print a Workbook

▪ Set Up the Page Layout

▪ Configure Headers and Footers


6 - Managing Workbooks

▪ Manage Worksheets

▪ Manage Workbook and Worksheet Views

▪ Manage Workbook Properties

Upon successful completion of this course, you will be able to leverage the power of data analysis and presentation in order to make informed, intelligent organizational decisions. You will: Work with Functions Work with Lists Analyze Data Visualize Data with Charts. Create advanced formulas. Analyze Data with PivotTables and PivotCharts.
  *Please note the 9/24/19-10/1/19 and 1/21/20-1/28/20 session dates are 2 half days;  1:00 p.m. - 4:30 p.m.

Course Outline

1 - Working with Functions

▪ Work with Ranges

▪ Use Specialized Functions

▪ Work with Logical Functions

▪ Work with Date & Time Functions

▪ Work with Text Functions


2 - Working with Lists

▪ Sort Data

▪ Filter Data

▪ Query Data with Database Functions

▪ Outline and Subtotal Data


3 - Analyzing Data

▪ Create and Modify Tables

▪ Apply Intermediate Conditional Formatting

▪ Apply Advanced Conditional Formatting


4 - Visualizing Data with Charts

▪ Create Charts

▪ Modify and Format Charts

▪ Use Advanced Chart Features


5 - Analyzing Data with PivotTables and PivotCharts

▪ Create a PivotTable

▪ Analyze PivotTable Data

▪ Present Data with PivotCharts

▪ Filter Data by Using Timelines and Slicers