Microsoft Excel is a spreadsheet application developed by Microsoft for Microsoft Windows and Mac OS. Financial data consists of pieces or sets of information related to the financial health of a business. The pieces of data are used by internal management to analyze business performance and determine whether tactics and strategies must be altered.

​

 COURSE OUTLINE 

​

Data

• To name cells

• To navigate workbooks using named ranges

• To create named ranges based on cell values

• To delete named cells/ranges

• To AutoFormat a cell range

• To remove the effects of AutoFormat

• To create a custom number format

• Using custom number formatting codes

• To format a range of cells using conditional formatting

• To use the Paste Special command

• ‘Paste Special’ options

• Transpose data

 

Protection

• What is ‘worksheet protection’?

• To protect a worksheet

• To un-protect a worksheet

• To protect cells

• To unprotect cells

 

Display

• To freeze column titles

• To freeze row titles

• To freeze row and column titles at the same time

• To unfreeze rows or columns

• To hide worksheets

• To re-display hidden worksheets

• To create subtotals

• To remove subtotals

 

Security

• To specify a password for opening a workbook

• To specify a password for saving a workbook

• To use the ‘read-only recommended’ option

• To use the ‘Always create backup’ option

• To protect a workbook

• To un-protect a workbook

• To remove a password from an Excel workbook

 

Linking

• To link individual cells within a worksheet

• To link charts to data within a worksheet

• To link a cell range on one worksheet to another worksheet (in the same workbook)

• To link charts between worksheets

• To link data from one workbook to another

• To link a chart from one workbook to another

• Copying a chart from one workbook to another

• To copy data to the Clipboard

• To embed data (or a chart) from Excel into a Word document

• To Paste Link selected Excel data / chart to a Word document

• To consolidate data over several worksheets

 

Templates

• What are templates?

• To use a template

• To create a template

• To edit a template

 

Charts and Templates

• To use the Chart Wizard to create a chart

• To quickly create a chart using default settings

• To change the angle of pie chart slices

• To format the chart axis numbers

• To format the chart axis scales

• To format the chart axis text

• To move a chart item

• To resize a chart item

• To re-position a chart title

• To re-position a chart legend

• To re-position a chart data label

• To explode all the segments within a pie chart

• To delete a data series in a chart

• To add a data series to a chart

• To modify the chart type for a defined data series

 

USING FUNCTIONS

• What is the ‘Insert Function’ utility?

• Ways to access the Function Wizard

• To use the Insert Function to enter a function

• Using the mouse to enter information into the Function Wizard

• To use the TODAY function

 

PIVOT TABLES / DYNAMIC CROSSTAB

• What are Pivot Tables?

• To create a PivotTable

• To drop data into the Pivot Table

• To modify data and refresh the Pivot Table

• To group data within a Pivot table

 

SCENARIOS / VERSIONS

• What is the ‘Scenario Manager’?

• Scenario Manager – an example

• To show a scenario

• To view an alternative scenario

• To create a scenario summary

• Data analysis

• Statistical Analysis

• Solver