Microsoft Excel Custom Training

Build-Your-Own-Course

Our build‑your‑own‑course program provides the ultimate level of flexibility to ensure your team gets the most out of their training. Simply mix‑and‑match any of the topics listed below and send us your list. We will work with you to ensure the material will fit into a single day of training.

Every "build-your-own-course" includes a customized reference manual for each person featuring your topics, and the same 30 days of technical support as our standard offerings.

$ 275 / person. Minimum charge of 4 people. Discounts for groups of 6 or more.

  •   Beginner Topics

  • Worksheet Entries

  • Rules For Entering Data
  • Deleting Cell Contents
  • Editing Cell Entries
  • Moving Around A Worksheet
  • Selecting Cells (Short Cuts)
  • Formulas

  • Entering A Basic Formula
  • Operators
  • Using Functions For Sum & Average
  • Intro to Quick Analysis
  • Spreadsheet Formatting

  • Setting Column Widths
  • Setting Row Heights
  • Choosing Number Formats
  • Date Formats & Custom Date Formats
  • Setting Decimal Places, Negative Display
  • Aligning Entries In Cells - Left, Centre, Right
  • Centering A Heading
  • Using Paste Special
  • Copy, Move, & Fill

  • Drag & Drop
  • Clipboard Cut, Copy, & Paste
  • Using Paste Special
  • Using Fill To Automate Entering Months, Days, Numbers, And To Copy Formulas
  • Flash Fill
  • Inserting & Deleting

  • Columns
  • Rows
  • Partial Columns And Rows
  • Cell Formatting

  • Changing Font
  • Bold, Italic, Underline, Font Colour, etc.
  • Applying Borders
  • Filling Cells with Colour
  • Database Overview

  • Understanding/Setting up a Database
  • Basic Sorting
  • Basic Filtering
  • Files

  • Saving & Opening
  • Working In More Than One File
  • Closing & Creating New Files
  • Page Setup

  • Portrait & Landscape
  • Scaling
  • Paper Size
  • Margins
  • Centre On Page
  • Print & Print Preview

  • Page Breaks
  • Page Break Preview
  • Preview
  • Print Options
  •   Intermediate Topics

  • Setting up a Database

  • Format as Table
  • The Current Region
  • Multiple Level Sorting
  • Sorting by Colour/Icon
  • Using Filter to Extract Information
  • Custom Criteria
  • And vs. Or
  • Reapplying a Filter
  • Clearing Filters
  • Using Data Forms
  • Using the Subtotal Function
  • Multiple Sheets

  • Navigating from Sheet to Sheet
  • Sizing Sheet Display Area
  • Adding, Deleting, Renaming Sheets
  • Setting Sheet Tab Colour
  • Moving and Copying Sheets
  • Hiding & Unhiding Sheets
  • Setting Defaults for All Sheets
  • Setting Default Number of Sheets
  • Format Sheet

  • Sheet Background
  • Background Picture
  • Split & Freeze

  • Splitting a Window into 2 or 4 Panes
  • See Widely Separated Areas Simultaneously
  • Freezing Panes
  • Removing a Split or Freeze
  • Multiple Windows

  • Adding Windows
  • Switching to Windows
  • Arranging on the Screen
  • Viewing Side by Side
  • Hiding Windows
  • Closing all Windows
  • Views

  • Creating Custom Views
  • Setting Zoom Levels
  • Cell Comments

  • Attaching Comments to Cells
  • Editing, Deleting & Printing Comments
  • Moving & Sizing Comments
  • Setting Comment Options
  • Multiple Files

  • Opening Multiple Files
  • Displaying Multiple Files
  • Linking Formulas Between Files
  • Updating & Editing Links
  • Closing All Files
  • Range Names

  • Creating a Range Name
  • Using Range Names For Navigation
  • Using Names Already Entered as Headings
  • Range Names as Bookmarks
  • Filtering Range Names
  • Find & Replace

  • Finding Text, Values, Functions
  • Replacing Text or Functions
  • Advanced Page Setup and Printing

  • Headers and Footers
  • Printing Column And Row Titles
  • Printing Gridlines
  • Page Order
  • Review of Page Breaks/Printing
  • Format as Table

  • Using The Table Tools, Design Tab
  • Filtering & Sorting with Tables
  • Format as Table Slicers for Filtering
  • Displaying Totals
  • Design Your Own Table Style
  • Cell Styles

  • Using Styles to Speed Repetitive Formatting
  • Creating and Editing Cell Styles
  • Using Cell Styles in Other Workbooks
  • Passwords & Protecting

  • Protecting WorkSheets
  • Unprotecting Specific Cells
  • Protecting Workbooks
  • Password Protect Files
  • Password to Modify (Make Read Only)
  • Data Validation

  • Setting the Validation Rules
  • Setting the Allowable Values
  • Choosing from a Drop-Down List
  • Input Message
  • Error Alert
  • Conditional Formatting

  • Highlight Cell Rules
  • Top/Bottom Rules
  • Data bars, Color Scales, Icon Sets
  • Conditional Formatting with Quick Analysis
  • Manage Rules
  • Stop if True
  • Clearing Rules
  • Charts (Graphs)

  • Creating and Editing
  • Recommended Chart
  • Formatting Items in a Chart
  • Chart Animations
  • Chart Buttons
  • Changing Chart Types
  • Naming Charts
  • Printing Charts
  • Unlinking Charts From Data
  • Sparklines
  • Drawing Tools

  • Lines, Arrows, Freehand
  • Boxes, Circles, Arcs
  • Text Boxes
  • Group, Ungroup, Order
  • Colours and Shadows
  • Moving, Sizing, Formatting Objects
  • Add Pictures and Clip Art
  • SmartArt Graphics
  • Adding ScreenShots
  • Misc

  • Using AutoCorrect
  • Using Format Painter to Copy Formats
  • Customize the Ribbon
  •     Formulas Topics

  • Formulas Basics

  • Creating a Basic Formula
  • Copying and Filling Formulas
  • Order of Calculation
  • Absolute Formulas

  • Relative vs Absolute
  • Full & Partial Absolute Formulas
  • Date and Time Formulas

  • Using Today and Now
  • Calculating Days Between Dates
  • Calculating Years Between Dates
  • Calculating Time Differences
  • Range Names in Formulas

  • How to Create a Range Name
  • Using Range Names in Formulas
  • More About Formulas

  • Transpose
  • Editing Formulas
  • Displaying Formulas
  • Reference a Single Cell
  • Concatenating Formulas
  • Converting Formulas to Values
  • Splitting Cells
  • Flash Fill
  • Manual Calculation
  • Protecting Formulas
  • Multiple Sheet/File Formulas

  • Formulas that Reference Other Sheets
  • Formulas that Reference Other Files
  • Mapping Formulas with Auditing

  • Tracing Formulas
  • Tracing Dependents and Precedents
  • Step Into a Formula
  • Watch Window
  • Text Formulas

  • Adding Text to Value Cells
  • Trouble Shooting – Error Messages in Formulas

  • Goal Seek

  • Have Excel Change Cell Value To Arrive At Desired Result
  • Formulas That Cannot Be Edited

  • Creating Array Formulas
  • Editing Array Formulas
  •     Functions Topics

  • Introduction to Functions

  • Using Sum & Average
  • Using AutoSum
  • Using Quick Analysis for Totals
  • Using Functions

  • Using Insert Functions
  • Function Icons
  • Understanding Syntax
  • Statistical Functions

  • Count
  • CountA
  • Large
  • Small
  • Rank
  • Max
  • Min
  • Average
  • Median
  • Mode
  • Functions Across Multiple Ranges

  • Multiple Ranges on Same Sheet
  • Multiple Ranges on Different Sheets
  • Multiple Ranges in Different Files (Linking)
  • Lookup Functions

  • Vlookup
  • Hlookup
  • Choose
  • Transpose
  • FormulaText
  • Math and Trig Functions

  • Product
  • Roman
  • Arabic
  • Sum
  • SumIf
  • Round / RoundUp / RoundDown
  • Ceiling
  • Floor
  • Ceiling.Math/Floor.Math
  • Logical Functions

  • If
  • Nesting If's
  • And
  • Or
  • Date and Time Functions

  • Today
  • Now
  • Date
  • Value
  • Day / Month / Year
  • Days
  • Weekday
  • NetworkDays / Workday
  • Text Functions

  • Left / Mid / Right
  • Len
  • Search
  • Trim
  • Lower / Upper / Proper
  • NumberValue
  • Information Functions

  • IsErr
  • NA
  • IsText / / IsNumber / IsBlank
  • IfNa
  • Sheet/Sheets
  • Financial Functions

  • IRR
  • FV
  • PMT
  • PV
  • DB
  •   Advanced Topics

  • Basic Pivot Tables

  • Creating a pivot table
  • Recommended pivot tables
  • Adding columns, rows & filters
  • Moving & removing fields
  • Adding multiple fields in an area
  • Hiding/showing data
  • Accessing tools and options
  • Refreshing data
  • Using value field settings
  • Using and creating styles
  • Advanced Pivot Tables

  • Creating and working with groups
  • Adding a timeline (2013/2016)
  • Collapse and expand fields
  • Changing report layout
  • Using subtotals and grandtotals
  • Using calculated fields
  • Using calculated items
  • Listing formulas used
  • Creating drill-downs
  • Creating report filter pages
  • Filtering pivot table fields
  • Using slicers
  • Setting pivot table options
  • Multiple consolidation ranges
  • Creating pivot charts
  • Advanced Filter

  • Setting Up the Ranges
  • Setting Up the Criteria Range
  • Performing the Filter
  • Copy Unique Records to Another Location
  • Using Subtotal, Sumif/ifs, Averageif/ifs and Countif/ifs
  • Group, Outline & Subtotal

  • Grouping Rows/Columns on a Sheet
  • Showing/Hiding Details in an Outline
  • Display/Hide Outline Symbols
  • Adding Automatic Subtotals
  • Adding Other Automatic Analysis (Average, Count, etc)
  • Removing Subtotals
  • Templates

  • Using an Existing File as a Template
  • Creating a Template
  • Using In a New File
  • Templates and Inserting Sheets
  • Auto templates for default Books or Sheets
  • Forms

  • Form Templates
  • Designing the Form
  • Tools-Combo Boxes, List Boxes, etc.
  • Control Properties
  • Protecting the Form
  • Sharing Workbooks and Tracking Changes

  • Sharing workbooks on a network
  • Multiple users in the same file
  • Controlling which changes are saved
  • Data Consolidation

  • Consolidate Multiple Worksheets into One
  • Consolidate by Position
  • Consolidate by Category
  • Consolidate from Other Workbooks
  • Importing Data

  • From Another Spreadsheet
  • Paste Link
  • Insert Object
  • Get External Data

  • Importing from Access
  • Importing Text Files
  • Importing from Web
  • Working with Connections
  • Open External Files
  • Customizing Excel

  • Changing Default Options
  • Custom Lists
  • Numeric Formats

  • Custom Numeric Formats
  • Formatting Codes
  • Custom Date & Time Formats
  • Special Characters
  • Codes That React To Different Number Types
  • Scenarios

  • Creating and Saving the Scenario
  • Displaying Scenarios
  • Other Scenario Options-Edit, Merge, Summary, etc.
  • Data Tables

  • Creating
  • Substitute Consecutive Values in a Formula
  • Solver

  • Setting Objective/Target
  • Specifying Variable Cells
  • Specifying Constraints
  • PowerPivot (2013/2016)

  • PowerQuery (2013/2016)

  • PowerView (2013/2016)

  • Creating Forecast Sheets (2016)

  • A Brief Introduction to Macros

  • What is a Macro?
  • Recording a Macro
  • Playing a Macro
  • Relative Referencing
  • Rerecording a Macro
  • More About Recording Macros

  • Macro Options
  • Storing Macros
  • Editing A Macro
  • Debugging A Macro
  • Step Into, Step Over, Step Out
  • Run To Cursor
  • Seven Ways To Run A Macro; Adding To Toolbars, Creating Buttons, Etc.
  •   VBA (Visual Basic)

  • We have 8 days of material available on this topic. Please contact us to discuss building a VBA course.