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Excel 1 - Fundamentals

Duration: 6 hours (Tier 1)

Introduction to Microsoft Excel

• Getting Started: Excel Interface, Terminology & Navigation

Exercise 1: Weekly Production Summary

• Enter data using Tab and Enter navigation
• Use AutoFill to complete data patterns (days of the week)
• Write SUM formulas with AutoSum
• Build a multiplication formula for weekly cost
• Apply number formatting: Comma and Accounting
• Apply cell formatting: Bold, Italic, Alignment, Borders

Exercise 2: Employee Directory

• Build a directory with multiple data types
• Handle email hyperlinks
• Calculate dates using date math
• Use Cut, Copy and Paste between worksheets
• Use AutoFill to create ID numbers and data series

Exercise 3: Sales Calculations & Formatting

• Use the AutoSum function for quick calculations
• Apply absolute cell references in formulas
• Copy formulas using AutoFill
• Format numbers as Accounting and Percentage
• Apply font formatting, fill colors, and borders
• Use Merge & Center for titles

Exercise 4: Product Inventory Management

• Insert and delete rows and columns
• Adjust column widths and row heights
• Use Wrap Text for long content
• Merge cells for section headers
• Apply borders and shading
• Freeze panes for easier navigation
• Use Find & Replace to update data efficiently

Exercise 5: Customer Order Analysis

• Manage multiple worksheets in a workbook
• Rename and color-code sheet tabs
• Sort data by multiple columns
• Filter data by various criteria
• Set up a worksheet for printing
• Convert data to an Excel Table (intro)

Exercise 6: Quarterly Operations Cost Summary (Capstone)

• Independent review of all Level 1 skills
• Multi-factor formulas, absolute references, date math
• Formatting, multi-sheet, sort, filter, and print setup
• Includes self-check answer key

Includes: Quick Reference Guide

Prerequisites: Basic computer skills

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Excel 2 - Functions & Analysis

Duration: 6 hours (Tier 1)

Exercise 1: Multi-Sheet Links & 3-D References

• Link data between worksheets (internal and external references)
• Consolidate data across sheets with 3-D references

Exercise 2: Named Ranges

• Create named ranges for cells and ranges
• Manage names with the Name Manager
• Use named ranges in formulas for readability

Exercise 3: Logical Functions

• Build IF functions to return values based on conditions
• Create nested IF and IFS functions
• Combine conditions with AND and OR
• Trap errors with IFERROR

Exercise 4: Lookup Functions

• Use VLOOKUP and HLOOKUP to retrieve data
• Apply XLOOKUP — the modern, flexible alternative

Exercise 5: Text & Date Basics

• Extract text with LEFT, RIGHT, and MID
• Use TODAY and NOW for current date and time
• Calculate employee age from a birthdate

Exercise 6: Formula Auditing & Capstone

• Trace precedents and dependents
• Evaluate formulas to find errors
• Capstone combining lookups, logic, and named ranges

Includes: Quick Reference Guide

Prerequisites: Excel 1 - Fundamentals, or equivalent experience

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Excel 3 - Tables, Charts & Pivot Tables

Duration: 6 hours (Tier 1)

Exercise 1: Tables in Depth

• Convert data to Excel Tables
• Use structured references in formulas
• Add Total Row calculations
• Filter with table slicers

Exercise 2: Conditional Formatting

• Apply Highlight Cells and Top/Bottom rules
• Add data bars and color scales
• Create formula-based formatting rules

Exercise 3: Charts & Sparklines

• Create column, line, pie, and bar charts
• Modify and format chart elements
• Add sparklines for inline trends

Exercise 4: PivotTables — Build

• Insert a PivotTable
• Arrange fields across rows, columns, and values
• Change value settings and show % of total

Exercise 5: PivotTables — Analyze & Present

• Create calculated fields
• Filter with slicers
• Build PivotCharts

Exercise 6: Macros Intro & Capstone

• Record a simple macro
• Run a macro and assign a shortcut
• Save as a macro-enabled workbook
• Capstone combining Tables, Conditional Formatting, charts, and PivotTables

Includes: Quick Reference Guide

Prerequisites: Excel 2 - Functions & Analysis, or equivalent experience