MS Excel 2013: Next Step with Excel

To download a PDF version of this course overview click here

This course extends the learner’s basic knowledge of Excel and provides the learner with skills and knowledge to produce more effective and productive workbooks. It covers formulas and function techniques, more intricate formatting, setting complex printing options, using intricate charting features, and working more effectively with existing worksheets and workbooks.

On the following page you’ll find a detailed breakdown of the topics covered in this course. If you wish to incorporate topics from one of our other Excel courses, contact us and we’ll be able to customise this courseware so that the additional material is included.

Learning outcomes

At the completion of this course participants will be able to:

  • use filling techniques
  • use a range of techniques to work with worksheets
  • apply a variety of page setup techniques
  • apply borders to cells and ranges in a worksheet
  • use the dozen or so most popular and common worksheet functions
  • create more complex formulas and functions
  • use a variety of financial functions
  • use the date and time functions to perform calculations
  • create and use defined names in a workbook
  • apply a range of number formatting techniques to worksheet cells
  • apply conditional formatting to ranges in a worksheet
  • use goal seeking to determine the values required to reach a desired result
  • understand and use Excel’s Quick Analysis tools
  • work with tables in Microsoft Excel
  • understand and create simple PivotTables
  • use a range of elements and features to enhance charts
  • select and change the format of objects in a chart

The training room and facilities

When training on-site at your premises, we require only that each participant has access to their own computer or laptop, with Microsoft Excel 2013 installed. Internet and networking facilities are not required. A data projector is required, and if your training room or board room is not equipped with one, we’re able to provide one at no extra cost.

Fill Techniques

  • Creating A Custom Fill List
  • Modifying A Custom Fill List
  • Deleting A Custom Fill List
  • Extracting With Flash Fill
  • More Complex Flash Fill Extractions
  • Extracting Dates And Numbers

Worksheet Techniques

  • Inserting And Deleting Worksheets
  • Copying A Worksheet
  • Renaming A Worksheet
  • Moving A Worksheet
  • Hiding A Worksheet
  • Unhiding A Worksheet
  • Copying A Sheet To Another Workbook
  • Moving A Sheet To Another Workbook
  • Changing Worksheet Tab Colours
  • Grouping Worksheets
  • Hiding Rows And Columns
  • Unhiding Rows And Columns
  • Freezing Rows And Columns
  • Splitting Windows

Page Setup

  • Strategies For Printing Worksheets
  • Understanding Page Layout
  • Using Built-In Margins
  • Setting Custom Margins
  • Changing Margins By Dragging
  • Centring On A Page
  • Changing Orientation
  • Specifying The Paper Size
  • Setting The Print Area
  • Clearing The Print Area
  • Inserting Page Breaks
  • Using Page Break Preview
  • Removing Page Breaks
  • Setting A Background
  • Clearing The Background
  • Settings Rows As Repeating Print Titles
  • Clearing Print Titles
  • Printing Gridlines
  • Printing Headings
  • Scaling To A Percentage
  • Fit To A Specific No. Of Pages

Applying Borders

  • Understanding Borders
  • Applying A Border To A Cell
  • Applying A Border To A Range
  • Applying A Bottom Border
  • Applying Top And Bottom Borders
  • Removing Borders
  • The More Borders Command
  • Using The More Borders Command
  • Drawing Borders
  • Drawing A Border Grid
  • Erasing Borders
  • Formatting The Drawing Pencil

Essential Functions

  • Worksheet Functions
  • Using IF With Text
  • Using IF With Numbers
  • Nesting IF Functions
  • The CHOOSE Function
  • The LOOKUP Function
  • Using Counting Functions
  • The Round Function
  • Rounding Up And Rounding Down
  • Manipulative Functions
  • The MOD Function
  • The TODAY Function
  • The NOW Function
  • The DATE Function
  • The PMT Function

Complex Formulas

  • Scoping A Formula
  • Long-Hand Formulas
  • Preparing For Complex Formulas
  • Creating The Base Formula
  • Adding More Operations
  • Editing A Complex Formula
  • Adding More Complexity
  • Copying Nested Functions
  • Switching To Manual
  • Recalculation
  • Pasting Values From Formulas
  • Documenting Formulas

Financial Functions

  • Understanding Financial Functions
  • Using PMT
  • Using FV
  • Using NPV
  • Using PV
  • Using RATE
  • Using EFFECT
  • Using NOMINAL

Date And Time Functions

  • Understanding Date And Time
  • Functions
  • Using NOW
  • Using HOUR And MINUTE
  • Using TODAY
  • Calculating Future Dates
  • Using DATE
  • Using Calendar Functions
  • Using WEEKDAY
  • Using WEEKNUM
  • Using WORKDAY
  • Using EOMONTH

Defined Names

  • Understanding Defined Names
  • Defining Names From Worksheet Labels
  • Using Names In Typed Formulas
  • Applying Names To Existing Formulas
  • Creating Names Using The Name Box
  • Using Names To Select Ranges
  • Pasting Defined Names Into Formulas
  • Defining Names For Constant Values
  • Creating Names From A Selection
  • Scoping Names To A Worksheet
  • Using The Name Manager
  • Documenting Defined Names

Number Formatting Techniques

  • Applying Alternate Currencies
  • Applying Alternate Date Formats
  • Formatting Clock Time
  • Formatting Calculated Time
  • Understanding Number Formatting
  • Understanding Format Codes
  • Creating Descriptive Custom Formats
  • Custom Formatting Large Numbers
  • Custom Formatting For Fractions
  • Padding Numbers Using Custom Formatting
  • Aligning Numbers Using Custom Formats
  • Customising The Display Of Negative Values

Conditional Formatting

  • Understanding Conditional
  • Formatting
  • Formatting Cells Containing Values
  • Clearing Conditional Formatting
  • More Cell Formatting Options
  • Top Ten Items
  • More Top And Bottom Formatting Options
  • Working With Data Bars
  • Working With Colour Scales
  • Working With Icon Sets
  • Understanding Sparklines
  • Creating Sparklines
  • Editing Sparklines

Goal Seeking

  • Understanding Goal Seeking
  • Using Goal Seek

The Quick Analysis Tools

  • Understanding Quick Analysis
  • Quick Formatting
  • Quick Charting
  • Quick Totals
  • Quick Sparklines
  • Quick Tables

Worksheet Tables

  • Understanding Tables
  • Creating A Table From Scratch
  • Working With Table Styles
  • Inserting Table Columns
  • Removing Table Columns
  • Converting A Table To A Range
  • Creating A Table From Data
  • Inserting Or Deleting Table Records
  • Removing Duplicates
  • Sorting Tables
  • Filtering Tables
  • Renaming A Table
  • Splitting A Table
  • Deleting A Table

Pivot Tables

  • Understanding Pivot Tables
  • Recommended Pivot Tables
  • Creating Your Own PivotTable
  • Defining The PivotTable Structure
  • Filtering A PivotTable
  • Clearing A Report Filter
  • Switching PivotTable Fields
  • Formatting A PivotTable
  • Understanding Slicers
  • Creating Slicers

Chart Elements

  • Understanding Chart Elements
  • Adding A Chart Title
  • Adding Axes Titles
  • Repositioning The Legend
  • Showing Data Labels
  • Showing Gridlines
  • Formatting The Chart Plot Area
  • Adding A Trendline
  • Adding Error Bars
  • Adding A Data Table

Chart Object Formatting

  • Understanding Chart Formatting
  • Selecting Chart Objects
  • Using Shape Styles
  • Changing Column Colour Schemes
  • Changing The Colour Of A Series
  • Changing Line Chart Colours
  • Using Shape Effects
  • Colouring The Chart Background
  • Understanding The Format Pane
  • Using The Format Pane
  • Exploding Pie Slices
  • Changing Individual Bar Colours
  • Formatting Text
  • Formatting With WordArt
  • Changing WordArt Fill
  • Changing WordArt Effects

Need more information?

Contact us:

1300 730 922
www.exceldimensions.com.au
enquiries@exceldimensions.com.au