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Microsoft 365 Excel: Part 3
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Microsoft 365 Excel is Microsoft’s powerful and easy-to-use spreadsheet program. This version of Excel incorporates some new features and connectivity to make collaboration and production as easy as possible.
This course builds on what was learned in Parts 1 and 2 of Microsoft 365 Excel. The comprehensive training package offers lessons on the following topics: Using Excel Online; Worksheet Automation; Auditing and Error Checking; Data Analysis and Presentation; Working with Multiple Workbooks; Exporting and Sorting Data.
Each component in Microsoft 365 Excel: Part Three is completely customizable. You can add your logo, rearrange lessons, create different examples, and much more. Each training package contains an instructor guide, student manual, quick reference guide, and PowerPoint slides.
About This Course
Course Prerequisites
Course Overview
Course Objectives
How to Use This Book
Lesson 1: Excel Online
TOPIC A: Accessing and Using Excel Online
About Excel Online
Logging into Microsoft 365
Edit Your File in the Excel Desktop Application
Identify Where Your Workbook is Saved
Save a Copy of Your Workbook to Your Local Machine
Copy a Local Workbook to OneDrive
Activity 1-1: Managing Workbooks Between Excel Online and the Excel Desktop Application
TOPIC B: Features that Differ Between Excel Online and the Excel Desktop Application
Features Not Available in Excel Online
Differences in Features Available in Both Excel Online and The Excel Desktop Application
Activity 1-2: Features that Differ Between Excel Online and the Excel Desktop Application
Summary
Review Questions
Lesson 2: Worksheet Automation
TOPIC A: Managing Workbook Properties
View Workbook Properties
Using the Document Inspector
Activity 2-1: Managing Workbook Properties
TOPIC B: Working with Macros
What is a Macro?
Recording a Macro
Saving a Macro
Inspecting and Editing Macros
Macro Security
Activity 2-2: Working with Macros
TOPIC C: Create and Use a Template
Set the Custom Template Directory
Save a Workbook as a Template
Edit a Template
Open a New Workbook Based on a Template
Activity 2-3: Create and Use a Template
TOPIC D: Use Data Validation in a Workbook
The Data Validation Dialog Box
Data Validation Settings
Input Messages
Error Alerts
Activity 2-4: Use Data Validation
Summary
Review Questions
Lesson 3: Auditing and Error Checking
TOPIC A: Tracing Cells
Show Formulas
Trace Precedents and Dependents
Tracer Arrows
Activity 3-1: Tracing Cells
TOPIC B: Error Checking
Invalid Data
Formula Errors and Their Types
How to Check for Errors
Activity 3-2: Error Checking
TOPIC C: Evaluating Formulas and Using the Watch Window
The Watch Window
The Camera Tool
The Evaluate Formula Tool
Activity 3-3: Evaluating Formulas and Using the Watch Window
TOPIC D: Data List Outlines
Outlines
Auto Outline
The Subtotal Command
Activity 3-4: Creating a Data List Outline
Summary
Review Questions
Lesson 4: Data Analysis and Presentation
TOPIC A: Quick Analysis Tool
Access the Quick Analysis Tool
Quick Analysis Options
Activity 4-1: The Quick Analysis Tool
TOPIC B: Adding Sparklines
Sparkline Types
Inserting and Editing Sparklines
The Sparkline Tab
Activity 4-2: Adding Sparklines
TOPIC C: What-If Analysis
The Scenario Manager
Using Goal Seek
Using Solver
Activity 4-3: What-If Analysis
TOPIC D: The Analysis ToolPak
Load the Analysis ToolPak
The Data Analysis Dialog Box
Activity 4-4: Perform a Data Analysis with the Analysis ToolPak
Summary
Review Questions
Lesson 5: Working with Multiple Workbooks
TOPIC A: Arrange Workbooks
Arrange Workbooks for Viewing
View Workbooks Side by Side
Use Synchronous Scrolling
Activity 5-1: Arrange Workbooks
TOPIC B: Linking to Data in Multiple Workbooks
External References
Editing Links
Broken Links
Activity 5-2: Linking to Data in Multiple Workbooks
TOPIC C: Consolidating Data
Data Consolidation
Consolidation Functions
Use the Consolidate Dialog Box
Activity 5-3: Consolidating Data
Summary
Review Questions
Lesson 6: Exporting and Sourcing Data
TOPIC A: Exporting Data
Export File Format Options
Exporting Worksheet Data
Activity 6-1: Export Worksheet Data
TOPIC B: Using Data Sources
Data Sources in Excel
Importing a Delimited File
Using a Web Query
Activity 6-2: Using Data Sources
TOPIC C: Use a Microsoft Form for Data Collection
Insert a Microsoft Form into a Workbook
Add Questions
Preview a Form
Share a Form
Review the Results
Activity 6-3: Use a Microsoft Form for Data Collection
Summary
Review Questions
Lesson Labs
Lesson 1
Lesson Lab 1-1
Lesson 2
Lesson Lab 2-1
Lesson Lab 2-2
Lesson 3
Lesson Lab 3-1
Lesson Lab 3-2
Lesson 4
Lesson Lab 4-1
Lesson Lab 4-2
Lesson 5
Lesson Lab 5-1
Lesson Lab 5-2
Lesson 6
Lesson Lab 6-1
Lesson Lab 6-2
Course Wrap-Up
Post-Course Assessment
Course Summary
Appendices
Keyboard Shortcut Quick Reference Sheet
Glossary
Index
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Instructor Guide
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Student Manual
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Exercise Workbook
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Sample Files
Pre-made Sample Exercise Files are provided for use with the Lab Workbook so that you, as the trainer, do not have to prepare activity working files.
PowerPoint Deck
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Quick Reference Guide
Quick Reference Guides are a favorite tool for trainers to provide to their learners. Each Quick Reference Guide summarizes the most important elements in each courseware title down to two pages.
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