TRU4 Courses and Workshops

Revalidation for 2021 - Course Combo

Microsoft Excel 2016 Expert

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 Expert > Course Outline:

Workshop Objectives

Manage Workbooks
Save a Workbook as a Template
Reference Data in Another Workbook
Reference Data by Using Structured References
Display Hidden Ribbon Tabs
Manage Workbook Review
Mark a Workbook as Final
Protect a Workbook with a Password
Protect a Worksheet to Restrict Editing
Protect Workbook Structure
Manage Workbook Versions
Setting Calculation Options
Module Two: Review Questions

Prepare a Workbook for Internationalization
Apply International Currency Formats
Apply Locale to Date or Time Formats
Apply Custom Data Formats and Validation
Create Custom Number Formats
Populate Cells by Using Advanced Fill Series Options
Configure Data Validation
Apply Advanced Conditional Formatting and Filtering
Create Custom Conditional Formatting Rules
Create Conditional Formatting Rules that Use Formulas
Manage Conditional Formatting Rules
Create and Modify Custom Workbook Elements
Create Custom Color Formats
Create Custom Font Sets
Create and Modify Cell Styles
Create and Modify Custom Themes
Manage Multiple Options for Theme Fonts
Insert and Configure Form Controls
Work with Macros
Enable Macros
Record a Macro
Run a Macro
Edit a Macro
Copy Macros from One Workbook to Another
Module Three: Review Questions

Define Named Ranges and Objects
Name Cells
Use Named Cells in a Formula
Manage Named Ranges and Objects
Apply Functions in Formula
Perform the AND Function and the OR Function
Perform NOT Function
Perform Logical Operations by Using Nested Functions
Look Up Data by Using Functions
Look Up Data by Using the VLOOKUP Function
Look Up Data by Using the HLOOKUP Function
Look Up Data by using the MATCH Function
Look Up Data by Using the INDEX Function
Apply Advanced Time and Date Functions
Serialize Numbers by Using Date and Time Functions
Reference the Date and Time Using the NOW and TODAY functions
Perform Data Analysis and Business Intelligence
Import, Transform, Combine, Display, and Connect to Data
Consolidate Data
Perform What-If Analysis by Using Goal Seek
Perform What-If Analysis by Using Scenario Manager
Troubleshoot Formulas
Trace Precedence and Dependence
Monitor Cells and Formulas using the Watch Window
Validate Formulas by Using Error Checking Rules
Evaluate Formulas
Module Four Review Questions

Create Advanced Charts
Add Trendlines to Charts
Create Dual-Axis Charts
Save a Chart as a Template
Create and Manage PivotTables
Create Slicers
Create PivotTables
Modify Field Selections and Options
Group PivotTable Data
Reference Data in a PivotTable by Using the GETPIVOTDATA Function
Add Calculated Fields
Format Data
Create and Manage PivotCharts
Create PivotCharts
Drill Down into PivotChart Details
Apply Styles to PivotCharts
Manipulate Options in Existing PivotCharts
Module Five Review Questions

Words from the Wise


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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.