Excel MiniCourses

Leveraging the microlearning approach, our popular MiniCourses are short, highly focused, one (1) hour duration, and are offered on the most in-demand Microsoft Office topics.

They feature small groups (1-5 participants) to allow for both individualized attention and retention and are offered remotely, with multiple dates and times available (with more added regularly).

They fit your budget AND your schedule and they are the perfect way to sample what we offer and deliver what you need to be immediately productive.

We can even focus on the topic of your choice, at the date and time of your choosing, if you don’t see what you need on our schedule.

Target Student: This minicourse is for the intermediate to advanced Excel user who wishes to focus on a single topic at a time due to time constraints or to fill in learning gaps.

Learning Objectives: TBD based upon Minicourse selected

Prerequisites: Familiarity using a personal computer including a mouse and keyboard, comfort working in the Windows environment, and Microsoft Excel Part 1, or equivalent knowledge.

What you’ll learn in these MiniCourses:

  • Daily Use Shortcuts

    • Modify the Quick Access Toolbar

    • AutoFill

    • FlashFill

    • Freeze panes

    • Move & select Shortcuts

    • Pin documents & folders

    • AutoCorrect

    • Page Layout View

    Formulas & Functions

    • Copying Formulas & Functions

    • Insert Function feature

    • Analyze formulas

    Move & Copy Tricks

    • Using Drag & Drop

    • Paste options

    • Using the Clipboard

    Formatting Efficiently

    • Repeat the last action

    • Format Painter

    • Using Styles

    • Conditional Formatting

    Search for Dates

  • Overview

    • Background

    • What is Conditional Formatting

    Intro to Rules

    • Creating Rules

    Formatting Options

    • Colors, Data Bars, Color Scales, Icon Sets

    Types of Rules

    • Highlight Cells Rules

    • Top/Bottom Rules

    • Multiple Rules

    Using Formulas in Rules

    • Conditional Formatting with Formulas

    Other Topics

    • Finding Duplicate Values

    • Finding Cells with Conditional Formatting

    • Clearing Conditional Formatting

    Search for Dates

  • Overview

    • Background

    • What are Lookups?

    • Uses of Lookups

    Key Terms

    • Lookup

    • Lookup Value

    • Return Value

    • Master Value

    Types

    • INDEX, MATCH

    • HLOOKUP, VLOOKUP, XLOOKUP

    Special Circumstances

    • Higher than/lower than

    • Approximate match

    • Partial matches with wildcard/pattern matching

    • Vector vs. Array

    • Error handling

    Search for Dates

  • Overview

    • Well planned Charts

    • Determine your message

    Chart Basics

    • Chart Elements

    • Selecting Source Data

    • Insert a chart

    • Edit, add, remove Chart data

    • Formatting & Modifying a chart

    • Change Chart Types

    • Add and format a Chart Title

    Exploring Chart Types

    • Column & Bar

    • Line Charts

    • Area Charts

    • Combo Charts

    Search for Dates

  • Overview

    • Background

    • Simply Formulas Syntax

    • Ranged Formula Syntax

    Writing Formulas

    • Create manually

    • Using AutoSum

    Intro to Functions

    • Step by Step: Inserting Functions

    • The Basic 5 - SUM, AVERAGE, COUNT, MIN, MAX

    Date/Time Functions

    • TODAY, NOW, DATEDIF

    Text Functions

    • UPPER, LOWER, PROPER, TRIM, CONCAT

    Logical Functions

    • IF, AND, OR

    Search for Dates

  • Overview

    • Background

    • What is a macro?

    • Uses of macros

    Getting Started

    • Enabling macros - the Developer Tab

    Record Macros

    • Step by step: recording macros

    Running Macros

    • Using shapes

    • Insert tab on ribbon

    • Click a button

    • Keyboard shortcuts

    VBA Code

    • Write basic VBA code in VBA Editor

    Other

    • View, save and edit macros

    Search for Dates

  • Overview

    • Background

    • What is a PivotTable?

    • Uses of PivotTables

    Tables

    • Creating a table

    • Format a table

    • Sort & Filter a table

    • The Total Row

    • Other table advantages

    • Print & Remove a table

    PivotTables

    • Create a PivotTable

    • Specify a PivotTable

    • Sort & change calculations

    • Update a PivotTable

    • Grouping

    • Layout & Options

    • Changing defaults

    • Format a PivotTable

    • Value fields

    Running Macros

    • Using shapes

    • Insert tab on ribbon

    • Click a button

    • Keyboard shortcuts

    VBA Code

    • Write basic VBA code in VBA Editor

    Other

    • View, save and edit macros

    Search for Dates

  • Prerequisite: Focus on PivotTables or equivalent knowledge.

    • Clean Data

    • Create PivotTables from scratch

    • Managing the Field list

    • Create Custom groupings

    • Grouping Data - dates, numbers, text

    • Revisit filters, multiple filters

    • Drill down data

    • Column to row, row to column

    • % difference from

    • Use report filters to create multiple reports from the same data

    • Add data bars

    • Smart custom number formatting

    • Top N Analysis

    Search for Dates

  • Schedule a Zoom Consultation with us to discuss the date and time and the topic you wish to focus on.