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  • Microsoft Training

    microsoftInterSource offers courses on all practically all Microsoft products and technologies:

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    Please refer to our detailed course outlines below.

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  • Course Details Microsoft

    Classes are offered at client sites, at our Geneva training center, and via a live web conference. For detailed course outlines and scheduled classes, please see below.

    To book training, navigate to the course you need, then:

    • For scheduled online classes, register from the choices indicated.
    • If you need an alternative date, time or location, or if you want a live classroom course, click on “request an offer for this course,” to complete the form.

Comprehensive Microsoft Excel Training

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Course duration

  • 3 days

Course Benefits

  • Create basic, professional worksheets using Microsoft Excel.
  • Perform calculations in an Excel worksheet.
  • Use handy built-in templates.
  • Modify an Excel worksheet.
  • Format your data to create clear, presentable worksheets.
  • Manage Excel workbooks.
  • Save time with shortcuts.
  • Print the content of an Excel worksheet.
  • Learn how to use handy features new in Excel.
  • Use Excel database functions and logic functions to work with information in large datasets.
  • Leverage Excel's statistical functions to analyze data.
  • Visualize your data using charts to show trends, create comparisons, and demonstrate other meaningful insights.
  • Convert, sort, filter, and manage lists to keep your data organized.
  • Insert and modify illustrations, logos, or shapes to create professional reports.
  • Manage and analyze data using tables.
  • Emphasize interesting and unusual data with conditional formatting
  • Save time by using styles to apply formatting instantly.
  • Create pivot tables and charts to quickly summarize large amounts of data.
  • Learn to trace precedents and dependents to learn about the data connected to your active cell.
  • Convert blocks of text into columns. 
  • Leverage data validation tools to control the data entered into your worksheet.
  • Consolidate data from various sources into one master worksheet for easy summary and review.
  • Protect your worksheets and workbooks for safe and secure collaboration.
  • Create, use, edit, and manage macros to automate repetitive tasks.
  • Use internationalization and accessibility tools to prepare your worksheets for any audience.
  • Work with other applications by importing and exporting data, charts, and files.
Microsoft Certified Partner

Webucator is a Microsoft Certified Partner for Learning Solutions (CPLS). Our curriculum has been tested and approved by ProCert Labs, the official tester of Microsoft courseware, and has been found to meet the highest industry standards of instructional quality.

Microsoft Silver Certified Partner

Course Outline

  1. Creating a Microsoft Excel Workbook
    1. Starting Microsoft Excel
    2. Creating a Workbook
    3. Saving a Workbook
    4. The Status Bar
    5. Adding and Deleting Worksheets
    6. Copying and Moving Worksheets
    7. Changing the Order of Worksheets
    8. Closing a Workbook
    9. Exercise: Creating a Microsoft Excel Workbook
  2. The Ribbon
    1. Tabs
    2. Groups
      1. Tell Me
    3. Commands
    4. Exercise: Exploring the Ribbon
  3. The Backstage View (The File Menu)
    1. Introduction to the Backstage View
    2. Opening a Workbook
    3. Exercise: Open a Workbook
    4. New Workbooks and Excel Templates
    5. Exercise: Select, Open and Save a Template Agenda
    6. Printing Worksheets
    7. Exercise: Print a Worksheet
    8. Adding Your Name to Microsoft Excel
    9. Adding a Theme to Microsoft Excel
  4. The Quick Access Toolbar
    1. Adding Common Commands
    2. Adding Additional Commands with the Customize Dialog Box
    3. Adding Ribbon Commands or Groups
    4. Placement
    5. Exercise: Customize the Quick Access Toolbar
  5. Entering Data in Microsoft Excel Worksheets
    1. Entering Text
      1. Using Flash Fill
      2. Expand Data across Columns
    2. Adding and Deleting Cells
    3. Adding a Hyperlink
    4. Add WordArt to a Worksheet
    5. Using AutoComplete
    6. Exercise: Entering Text and Using AutoComplete
    7. Entering Numbers and Dates
    8. Using the Fill Handle
    9. Exercise: Entering Numbers and Dates
  6. Formatting Microsoft Excel Worksheets
    1. Selecting Ranges of Cells
    2. Hiding Worksheets
    3. Adding Color to Worksheet Tabs
    4. Adding Themes to Workbooks
    5. Exercise: Customize a Workbook Using Tab Colors and Themes
    6. Adding a Watermark
    7. The Font Group
    8. Exercise: Working with Font Group Commands
    9. The Alignment Group
    10. Exercise: Working with Alignment Group Commands
    11. The Number Group
    12. Exercise: Working with Number Group Commands
  7. Using Formulas in Microsoft Excel
    1. Math Operators and the Order of Operations
    2. Entering Formulas
      1. Ink Equations
    3. AutoSum (and Other Common Auto-Formulas)
    4. Copying Formulas and Functions
      1. Displaying Formulas
    5. Relative, Absolute, and Mixed Cell References
    6. Exercise: Working with Formulas
  8. Working with Rows and Columns
    1. Inserting Rows and Columns
    2. Deleting Rows and Columns
    3. Transposing Rows and Columns
    4. Setting Row Height and Column Width
    5. Hiding and Unhiding Rows and Columns
    6. Splitting the Worksheet Window
    7. Freezing Panes
    8. Exercise: Working with Rows and Columns
  9. Editing Worksheets
    1. Find
    2. Find and Replace
    3. Exercise: Using Find and Replace
    4. Using the Clipboard
    5. Exercise: Using the Clipboard
    6. Exercise: Using Format Painter
    7. Managing Comments
      1. Adding Comments
      2. Working with Comments
  10. Finalizing Microsoft Excel Worksheets
    1. Setting Margins
    2. Setting Page Orientation
    3. Setting the Print Area
    4. Print Scaling (Fit Sheet on One Page)
    5. Printing Headings on Each Page/Repeating Headers and Footers
    6. Headers and Footers
    7. Exercise: Preparing to Print
  1. Advanced Formulas
    1. Using Named Ranges in Formulas
      1. Naming a Single Cell
      2. Naming a Range of Cells
      3. Naming Multiple Single Cells Quickly
    2. Exercise: Using Named Ranges in Formulas
    3. Using Formulas That Span Multiple Worksheets
    4. Exercise: Entering a Formula Using Data in Multiple Worksheets
      1. Using the IF Function
      2. Using AND/OR Functions
    5. Using the SUMIF, AVERAGEIF, and COUNTIF Functions
    6. Exercise: Using the IF Function
    7. Using the PMT Function
    8. Exercise: Using the PMT Function
    9. Using the LOOKUP Function
    10. Using the VLOOKUP Function
    11. Exercise: Using the VLOOKUP Function
    12. Using the HLOOKUP Function
    13. Using the CONCAT Function
    14. Exercise: Using the CONCAT Function
    15. Using the TRANSPOSE Function
    16. Using the PROPER, UPPER, and LOWER Functions
      1. The UPPER Function
      2. The LOWER function
      3. The TRIM Function
    17. Exercise: Using the PROPER Function
    18. Using the LEFT, RIGHT, and MID Functions
      1. The MID Function
    19. Exercise: Using the LEFT and RIGHT Functions
    20. Using Date Functions
      1. Using the NOW and TODAY Functions
    21. Exercise: Using the YEAR, MONTH, and DAY Functions
    22. Creating Scenarios
      1. Utilize the Watch Window
      2. Consolidate Data
      3. Enable Iterative Calculations
      4. What-If Analyses
      5. Use the Scenario Manager
      6. Use Financial Functions
  2. Working with Lists
    1. Converting a List to a Table
    2. Exercise: Converting a List to a Table
    3. Removing Duplicates from a List
    4. Exercise: Removing Duplicates from a List
    5. Sorting Data in a List
    6. Exercise: Sorting Data in a List
    7. Filtering Data in a List
    8. Exercise: Filtering Data in a List
    9. Adding Subtotals to a List
      1. Grouping and Ungrouping Data in a List
    10. Exercise: Adding Subtotals to a List
  3. Working with Illustrations
    1. Working with Clip Art
    2. Exercise 15:Working with Clip Art
    3. Using Shapes
    4. Exercise: Adding Shapes
    5. Working with Icons
    6. Working with SmartArt
    7. Using Office Ink
  4. Visualizing Your Data
    1. Inserting Charts
    2. Using the Chart Recommendation Feature
    3. Exercise: Inserting Charts
    4. Editing Charts
      1. Changing the Layout of a Chart
    5. Using Chart Tools
      1. Changing the Style of a Chart
      2. Adding a Shape to a Chart
      3. Adding a Trendline to a Chart
      4. Adding a Secondary Axis to a Chart
      5. Adding Additional Data Series to a Chart
      6. Switch between Rows and Columns in a Chart
      7. Positioning a Chart
      8. Modifying Chart and Graph Parameters
    6. Using the Quick Analysis Tool
      1. Watching Animation in a Chart
      2. Showing, Hiding, or Changing the Location of the Legend in a Chart
      3. Showing or Hiding the Title of a Chart
      4. Changing the Title of a Chart
      5. Showing, Hiding, or Changing the Location of Data Labels in a Chart..211
      6. Changing the Style of Pieces of a Chart
    7. Exercise: Editing Charts
    8. Add and Format Objects
      1. Insert a Text Box
    9. Create a Custom Chart Template
  5. Working with Tables
    1. Format Data as a Table
    2. Move between Tables and Ranges
    3. Modify Tables
      1. Add and Remove Cells within a Table
      2. Change Table Styles
    4. Define Titles
      1. Band Rows and Columns
      2. Total Row Option
      3. Remove Styles from Tables
    5. Exercise: Creating and Modifying a Table in Excel
  6. Advanced Formatting
    1. Applying Conditional Formatting
    2. Exercise: Using Conditional Formatting
    3. Working with Styles
      1. Applying Styles to Tables
      2. Applying Styles to Cells
    4. Exercise 21:Working with Styles
    5. Creating and Modifying Templates
      1. Modify a Custom Template
  1. Using Pivot Tables
    1. Creating Pivot Tables
      1. Preparing Your Data
      2. Inserting a Pivot Table
      3. Creating a PivotTable Timeline
    2. More PivotTable Functionality
    3. Inserting Slicers
    4. Multi-Select Option in Slicers
    5. PivotTable Enhancements
    6. Working with Pivot Tables
      1. Grouping Data
      2. Using PowerPivot
      3. Managing Relationships
    7. Inserting Pivot Charts
    8. More Pivot Table Functionality
      1. Creating a Standalone PivotChart
    9. Exercise: Working with Pivot Tables
  2. Auditing Worksheets
    1. Tracing Precedents
    2. Exercise: Tracing Precedents
    3. Tracing Dependents
    4. Exercise: Tracing Dependents
    5. Showing Formulas
  3. Data Tools
    1. Converting Text to Columns
    2. Exercise: Converting Text to Columns
    3. Linking to External Data
    4. Controlling Calculation Options
    5. Data Validation
    6. Exercise: Using Data Validation
    7. Consolidating Data
    8. Exercise: Consolidating Data
    9. Goal Seek
    10. Exercise: Using Goal Seek
  4. Working with Others
    1. Protecting Worksheets and Workbooks
      1. Password Protecting a Workbook
      2. Removing Workbook Metadata
      3. Restoring Previous Versions
    2. Exercise: Password Protecting a Workbook
      1. Password Protecting a Worksheet
    3. Exercise: Password Protecting a Worksheet
      1. Password Protecting Ranges in a Worksheet
    4. Exercise: Password Protecting Ranges in a Worksheet
    5. Marking a Workbook as Final
  5. Recording and Using Macros
    1. Recording Macros
      1. Copy a Macro from Workbook to Workbook
    2. Exercise: Recording a Macro
    3. Running Macros
    4. Editing Macros
    5. Adding Macros to the Quick Access Toolbar
      1. Managing Macro Security
    6. Exercise: Adding a Macro to the Quick Access Toolbar
  6. Random Useful Items
    1. Sparklines
      1. Inserting Sparklines
      2. Customizing Sparklines
    2. Exercise: Inserting and Customizing Sparklines
    3. Using Microsoft Translator
    4. Preparing a Workbook for Internationalization and Accessibility
      1. Display Data in Multiple International Formats
      2. Modify Worksheets for Use with Accessibility Tools
      3. Accessibility: Using Sounds
      4. Use International Symbols
      5. Manage Multiple Options for +Body and +Heading Fonts
    5. Importing and Exporting Files
      1. Importing Delimited Text Files
    6. Exercise: Importing Text Files
    7. Exporting Worksheet Data to Microsoft Word
    8. Exercise: Copying Data from Excel to Word
    9. Exporting Excel Charts to Microsoft Word
    10. Exercise: Copying Charts from Excel to Word
Class Materials

Each student will receive a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Microsoft Excel class:

  • Familiarity with using a personal computer, mouse, and keyboard.
  • Comfortable in the Windows environment.
  • Ability to launch and close programs; navigate to information stored on the computer; and manage files and folders.
Since its founding in 1995, InterSource has been providing high quality and highly customized training solutions to clients worldwide. With over 500 course titles constantly updated and numerous course customization and creation possibilities, we have the capability to meet your I.T. training needs.
Instructor-led courses are offered via a live Web connection, at client sites throughout Europe, and at our Geneva Training Center.
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