TRU4 Courses and Workshops

Revalidation for 2021 - Course Combo

Microsoft Excel 2016 Essentials

Participants will gain an advanced level of understanding for the Microsoft Excel environment, and the ability to guide others to the proper use of the program’s full features – critical skills for those in roles such as accountants, financial analysts, and commercial bankers.

Online Course / Classroom Training



Participants will create, manage, and distribute professional spreadsheets for a variety of specialized purposes and situations. They will customize their Excel 2016 environments to meet project needs and increase productivity. Expert workbook examples include custom business templates, multi-axis financial charts, amortization tables, and inventory schedules.

Microsoft Excel 2016 Essentials > Course Outline:

Workshop Objectives

Create Worksheets and Workbooks
Create a Workbook
Open a Comma Separated Values File
Add a Worksheet to An Existing Workbook
Navigate in Workbooks and Worksheets
Search for Data
Navigate to a Named Cell
Insert and Remove Hyperlinks
Hide or Unhide Columns and Rows
Hide or Unhide Sheets
Modify Worksheets
Insert and Delete Table Rows and Columns
Adjust Row Height and Column Width
Insert Headers and Footers
Change Worksheet Tab Color
Rename Worksheet
Format Workbooks
Copy and Move Worksheets
Modify Page Setup
Change Workbook Themes
Customize Options and Views for Worksheets and Workbooks
Add a Tool to the Quick Access Toolbar
Change Workbook Views
Change Window Views
Modify Document Properties
Show or Hide Formulas
Configure Worksheets and Workbooks for Distribution
Set a Print Area
Save in Another File Format
Repeat Columns or Rows Across Multiple Pages
Inspect a Workbook for Hidden Properties and Personal Information
Inspect a Workbook for Accessibility Issues
Inspect a Workbook for Compatibility Issues
Module Two: Review Questions

Insert Data in Cells and Ranges
Replace Data
Cut, Copy and Paste Data
Paste Data Using Paste Options
Fill Cells using Autofill
Insert and Delete Cells
Format Cells and Ranges
Merge Cells
Align and Indent Cell Contents
Wrap Text Within Cells
Apply Number Formats
Apply Cell Formats
Apply Cell Styles
Apply Conditional Formatting
Format Cells using the Format Painter
Summarize and Organize Data
Insert Sparklines
Grouping Data
Adding Subtotals
Outline Data
Viewing Grouped and Outlined Data
Module Three: Review Questions

Create and Manage Tables
Create an Excel Table from a Cell Range
Add or Remove Table Rows and Columns
Convert a Table to a Cell Range
Manage Table Styles and Options
Apply Styles to Tables
Configure Table Style Options
Insert Total Rows
Filter and Sort a Table
Filter Records
Clear Filters
Use a Number Filter or Text Filter
Change Sort Order
Sort Data by Multiple Columns
Remove Duplicate Records
Module Four Review Questions

Building Formulas
Understand Math Basics of Excel
Build a Formula
Edit a Formula
Copy a Formula
Understand Relative vs. Absolute References
Perform Basic Functions
Understand Formulas vs. Functions
Calculate Using Status Bar
Perform Basic Functions
AutoComplete a Function
Create Functions using Formulas Tab
Perform Conditional Functions
Perform the IF Function
Perform the SUMIF Function
Perform the AVERAGEIF Function
Perform the COUNTIF Function
Format and Modify Text Using Functions
Format Text Using UPPER, LOWER, and PROPER Functions
Format Text Using the CONCAT Function
Format Text Using LEFT, RIGHT and MID Functions
Module Five Review Questions

Analyze Data with Quick Analysis
Format with Quick Analysis
Create Charts with Quick Analysis
Calculate Totals with Quick Analysis
Create Charts
Use Recommended Charts
Create a New Chart
Add Additional Data Series
Switch Between Rows and Columns in Source Data
Format Charts
Resize Charts
Add and Modify Chart Elements
Apply Chart Styles and Layouts
Move Charts to a Chart Sheet
Add Data to Chart on a Chart Sheet
Insert and Format Objects
Insert Shapes
Insert Text Boxes
Format Shapes and Text Boxes
Insert Pictures
Add Alternative Text
Module Six Review Questions

Words from the Wise
Completion of Action Plans and Evaluations


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Disclaimer: * Prices quoted are PER PERSON ** Lecture/On-Site Courses may be cancelled or rescheduled if minimum course numbers are not met. *** All prices are subject to change without notice. Whilst every effort is made to provide you with the most accurate, up-to-date information, occasionally an item may be incorrectly priced or a price may require updating due to circumstances outside of our control or if changes or improvements are implemented.