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Intro To Excel - MBA Orientation

This document provides a session plan for an introduction to Excel course. The course will cover 5 modules across 4 sessions: getting started with Excel, formatting data, formulas and functions, analyzing financial data, and working with tables, PivotTables, and PivotCharts. Each session outlines the key topics and skills that will be covered from the relevant module in the textbook. The instructor's details and learning management system information is also provided.

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manoj kumar
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0% found this document useful (0 votes)
108 views9 pages

Intro To Excel - MBA Orientation

This document provides a session plan for an introduction to Excel course. The course will cover 5 modules across 4 sessions: getting started with Excel, formatting data, formulas and functions, analyzing financial data, and working with tables, PivotTables, and PivotCharts. Each session outlines the key topics and skills that will be covered from the relevant module in the textbook. The instructor's details and learning management system information is also provided.

Uploaded by

manoj kumar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Introduction to Excel – Session Plan

Text Book

Parsons/Oja/Carey/DesJardins, New Perspectives on Microsoft Office 365 & Excel 2016:


Comprehensive (9781305880405) Course Technology, 2017.

Software requirements

Microsoft Windows 10; Microsoft Office 2016; Internet Explorer 7 or higher. Instructor
will provide information on how to use these packages.

Instructor:
Prof. Harish Kumar
D3-2, Academic Building, IIM Kashipur.
LMS

Google Classroom
Glossary

Module – Refers to a module of the text book

Session – Refers to one of the four class sessions


Session Plan

Session IA - Module 1 - Getting Started with Excel


Session IB - Module 2 - Formatting Workbook Text and Data
Session II - Module 3 - Performing Calculations with Formulas and Functions
Session III - Module 4 - Analyzing and Charting Financial Data
Session IV - Module 5 - Working with Excel Tables, PivotTables, and Pivot Charts
Session IA - MODULE 1 - Getting Started with Excel

 Open and close a workbook


 Navigate through a workbook and worksheet
 Select cells and ranges
 Plan and create a workbook
 Insert, rename, and move worksheets
 Enter text, dates, and numbers
 Undo and redo actions
 Resize columns and rows
 Enter formulas and the SUM and COUNT functions
 Copy and paste formulas
 Move or copy cells and ranges
 Insert and delete rows, columns
 Create patterned text with Flash Fill
 Add cell borders and change font size
Session IB - MODULE 2 - Formatting Workbook Text and Data

 Change fonts, font style, and font color


 Add fill colors and a background image
 Format numbers as currency and percentages
 Format dates and times
 Align, indent, and rotate cell contents
 Merge a group of cells
 Use the AVERAGE function
 Apply cell styles
 Copy and paste formats with the Format Painter
 Find and replace text and formatting
 Change workbook themes
 Highlight cells with conditional formats
 Format a worksheet for printing
 Set the print area, insert page breaks, add print titles, create headers and footers, and set margins
Session II - Module 3 - Performing Calculations with Formulas and Functions

 Document formulas and data values


 Explore function syntax
 Insert functions from the Formula Library
 AutoFill series and formulas
 Use relative and absolute cell references
 Use the Quick Analysis tool
 Work with dates and Date functions
 Find values with Lookup functions
 Work with Logical functions
Session III - Module 4 - Analyzing and Charting Financial Data

 Use the PMT function to calculate a loan payment


 Create an embedded pie chart
 Apply styles to a chart
 Add data labels to a pie chart
 Format a chart legend
 Create a clustered column chart
 Create a stacked column chart
 Create a line chart
 Create a combination chart
 Format chart elements
 Modify the chart’s data source
 Create a histogram and Pareto chart
 Add sparklines to a worksheet
 Format cells with data bars
Session IV - Module 5 - Working with Excel Tables, PivotTables, and Pivot Charts

 Explore a structured range of data


 Freeze rows and columns
 Plan and create an Excel table
 Rename and format an Excel table
 Add, edit, and delete records in an Excel table
 Sort data
 Filter data using filter buttons
 Filter an Excel table with a slicer
 Insert a Total row to summarize an Excel table
 Split a worksheet into two panes
 Insert subtotals into a range of data
 Use the Outline buttons to show or hide details
 Create and modify a PivotTable
 Apply PivotTable styles and formatting
 Filter a PivotTable
 Insert a slicer to filter a PivotTable
 Insert a recommended PivotTable
 Create a PivotChart

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