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Excel Trianing Outline

The Excel Training Outline covers essential skills for using Excel, including navigation, creating and managing worksheets, data entry and formatting, calculations with formulas and functions, and data management techniques. It also includes advanced topics such as PivotTables, data visualization with charts, and collaboration features. Sample datasets and exercises are provided to reinforce learning throughout the training.

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Joseph L
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5 views

Excel Trianing Outline

The Excel Training Outline covers essential skills for using Excel, including navigation, creating and managing worksheets, data entry and formatting, calculations with formulas and functions, and data management techniques. It also includes advanced topics such as PivotTables, data visualization with charts, and collaboration features. Sample datasets and exercises are provided to reinforce learning throughout the training.

Uploaded by

Joseph L
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Excel Training Outline

1. 🔍 Introduction to Excel Interface, Navigation & Shortcuts


Key Concepts

• Ribbon & Tabs, Backstage View, Quick Access Toolbar, Navigation Pane

Essential Keyboard Shortcuts

Action Shortcut
New workbook Ctrl + N
Open workbook Ctrl + O
Save Ctrl + S
Copy / Paste Ctrl + C / Ctrl + V
Cut Ctrl + X
Undo / Redo Ctrl + Z / Ctrl + Y
Find / Replace Ctrl + F / Ctrl + H
Jump to edge of data region Ctrl + Arrow Key
Select to edge of region Ctrl + Shift + Arrow Key
Select entire column Ctrl + Space
Select entire row Shift + Space
Select entire worksheet Ctrl + Shift + Space
Edit active cell F2
Repeat last action F4
Fill down Ctrl + D
Fill right Ctrl + R
AutoSum Alt + =
Insert current date Ctrl + ;
Insert current time Ctrl + Shift + ;
Toggle formulas view Ctrl + `
Format cells dialog Ctrl + 1
Cycle forward – tabs Ctrl + Page Down
Cycle back – tabs Ctrl + Page up

2. 📂 Creating & Managing Worksheets and Workbooks


Key Concepts

• Create/Open/Save (.xlsx, .xlsm, .csv)

• Insert/Delete/Rename worksheets

• Group/Ungroup, Hide/Unhide, Protect Structure


Sample Dataset: Project Tracker

Project ID | Project Name | Start Date | End Date | Status

P001 | Website Redesign | 2023-01-15 | 2023-04-30 | In Progress

P002 | Mobile App Launch | 2023-02-01 | 2023-05-15 | Planned

P003 | Data Migration | 2023-03-10 | 2023-06-20 | Not Started

3. ✍️ Entering & Formatting Data (& Format Painter)


Key Concepts

• Cell Entry, AutoFill

• Format Cells: Font, Border, Fill, Alignment, Protection

• Number Formats: Currency, Date, Percentage, Custom

• Conditional Formatting: Color scales, Data bars, Icon sets

• Total: =Quantity * UnitPrice

Sample Dataset: Office Supply Sales

OrderID | Date | Category | Quantity | UnitPrice | Total

1001 | 2023-01-05 | Paper | 50 | 0.50 | 25.00

1002 | 2023-01-06 | Binder | 20 | 1.50 | 30.00

1003 | 2023-01-07 | Pen | 100 | 0.20 | 20.00

4. 🧮 Calculations with Formulas & Functions


Key Concepts

• Formulas: =A1+B1, parentheses

• Functions: Math (SUM(), AVERAGE(), etc.), Logical (IF(), AND(), etc.),SUMIF(), Lookup
(VLOOKUP(), etc.), Error Handling (IFERROR()), Today’s Date & Time (Now()), Today's Date
(Today()), Datedif() (to find the number of days, months or years between two dates)

• References: Relative vs. Absolute (A1 vs. $A$1)

Sample Exercises: High/Low Flag: =IF(Total>25,"High","Low")


5. 📊 Managing Data with Tables, Text to Columns, Text Extraction &
Data Tools
Key Concepts

• Lookup: VLOOKUP(), HLOOKUP(), INDEX()/MATCH(), XLOOKUP() (extra)

• Excel Tables (Ctrl + T), Structured References

• Sorting & Filtering, Remove Duplicates

• Data Validation: dropdowns, date limits

• Highlighting Duplicates: Home tab → Conditional Formatting → Highlight Cell Rules →


Duplicate Values

• Flash Fill

• Text Extraction: LEFT(), RIGHT(), MID(), LEN(), FIND(), TEXTSPLIT() (Excel 365)

• Text Manipulation: LOWER(), UPPER(), PROPER()

Text to Columns Exercise:

1. Select the FullName column → Data → Text to Columns

2. Choose Delimited → Next → select Space → Finish

Text Extraction Exercise:

First Name: =LEFT(FullName,FIND(" ",FullName)-1)

Last Name: =RIGHT(FullName,LEN(FullName)-FIND(" ",FullName))

Sample Dataset: Employee Records

EmployeeID | FullName | JobTitle | HireDate | Salary

1 | Jane Doe | Analyst | 2020-03-15 | 60000

2 | John Smith | Manager | 2018-07-22 | 80000

3 | Alice Johnson | Developer | 2019-11-01 | 70000

6. 📦 Analyzing Data with PivotTables, PivotCharts & Extras


Key Concepts

• Insert PivotTable → drag fields to Rows/Columns/Values/Filters


• PivotCharts

• Copy and Paste (Right-Click, select 1,2,3) to paste values alone


• Copy and Paste Special (Right-Click, select Paste Special) and under Operation either Add,
Subtract, Multiple or Divide by the copied number

Sample PivotTable: Sales by Category

Category | Sum of Total

Binder | 3,500

Paper | 5,000

Pen | 4,200

7. 📈 Visualizing Data with Charts, Sparklines & Extras


Key Concepts

• Insert Charts: Column, Line, Pie, Bar

• Recommended Charts, Chart Design & Format

• Trendlines, Error Bars, Data Labels

• Sparklines: in-cell mini charts

Sample Dataset: Monthly Revenue

Month | Revenue

Jan 2023 | 50,000

Feb 2023 | 52,000

Mar 2023 | 48,000

8. 🤝 Collaborating, Sharing & Protection


Key Concepts

• Share & Co-author via OneDrive/SharePoint

• Protect Sheets/Workbooks, Set Editable Ranges

• Track Changes, Comments, Version History

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