
Learn to build professional reports and dashboards in Excel using charts, formulas, and pivot tables across sources. Master quick, timeline-aware reporting and cross-sheet data referencing to recreate outputs efficiently.
Inspect a workbook to reveal hidden properties, personal information, and comments, then remove metadata, verify accessibility and compatibility, and clean external data before publishing.
Learn to tailor Excel's interface with show me toolbar on selection, show quick analysis on selection, and enable live preview, plus set default sheet view and startup screen.
Learn to work with formulas and cell references, using column letters and row numbers, and understand how dragging, copying, and autocomplete affect references in tables and pivot tables.
Explore how Excel's formulas use error checking to identify problems, enable background error checking, and customize indicators (red vs green) and ignore rules with automatic and manual options.
Explore Excel's error checking rules for formulas, including when self-contained formulas trigger warnings, how date text with two-digit years is flagged, and how protection and tables affect error indicators.
Explore how to use Excel's auto-correct and proofreading features to fix errors, apply capitalization and replacement rules, manage exceptions, and customize dictionaries for clean, accurate content.
Choose and customize workbook formats, such as the Excel workbook, macro-enabled workbook, or CSV, when saving, and set auto recover intervals and default save locations to protect your work.
Set the default language to English (United States), add German, and install additional languages and proofing tools through the language preferences for editing and display options of your document.
Customize the quick access toolbar in Excel to include essential functions like save, undo, redo, copy, and paste, and apply changes to all documents or just the current one.
Activate and manage Excel add-ins by selecting desired items from the add-ins list and turning them on, including the solver add-in, so they are available in workbooks.
Learn how to set up a document for printing, including margins, orientation, and page size. Discover how to adjust columns and rows and scale to fit one or multiple pages.
Learn to configure headers and footers in Excel, adding page numbers, dates, sheet names, file names, and images, with left/center/right content and options for first, odd, and even pages.
Learn how to create conditional formatting in Excel to highlight cells with rules such as greater than 10 or between values, preview changes, and manage rules across ranges and tables.
Explore conditional formatting to format cell properties, including borders in red and fills in light green, and see how dotted and solid borders appear while detecting input errors.
apply conditional formatting using top/bottom rules to highlight the first 10 items and values above the average with chosen colors such as green and red.
Select conditional formatting rules, copy and paste them, and clear rules for the selected range or the entire sheet.
Explore conditional formatting in Excel to highlight numbers with automatic rules and days-based conditions, and learn how to manage multiple rules across a range, worksheet, or workbook.
Apply conditional formatting in Excel with color bars and manage rules. Customize minimum and maximum thresholds to visually compare values.
Master the Excel clear function to remove content, comments, and hyperlinks, choose between clearing all or only specific elements, and apply clear formatting and print options for clean sheets.
Apply the Excel sort function to organize table data from smallest to largest, use multi-level criteria (first column, then others), and create custom sort orders with a list.
Explore how to use the filter function in Excel to view unique values in a column, select criteria, apply multiple filters, and remove filters to restore all rows.
Explores using complex filters in Excel to combine multiple conditions, filter by color, and sort results by color while managing and/or logic and clear filters.
Master the find and select tool to locate formulas, comments, conditional formatting, data validation, and objects via the selection pane and named ranges, with go to and replace options.
Discover how to create and format pivot tables from existing ranges or tables, use recommended pivot tables, and refresh to reflect data changes such as homeroom and payment method.
Create pivot tables and pivot charts from a selected range in a new worksheet within Excel, then customize axes, legends, filters, and labels to generate polished reports and dashboards.
Format a chart in Excel by customizing size, styles, borders, shadows, transparency, and glow, then adjust axes, grid lines, chart title, and legend for print options.
Format data series in bar charts by adjusting gap width, changing shapes, applying fill and borders, and adding shadows, switch chart types and plot series on primary or secondary axes.
Learn how to create and customize pie charts in Excel to show distribution and percentages by sector, adjust labels, and compare grand totals across categories.
Learn to modify charts in Excel by adding plan and forecast series, computing accumulated totals, and building three charts with dynamic data and multiple series.
Explore a variety of Excel charts beyond basics, including histogram distributions with bins, scatter, sunburst, waterfall, stock, area charts and trends, and map visuals to track progress.
Learn to create formulas using simple mathematical operations, combine cell values with plus, minus, multiply, divide, and raising to a power, and group with brackets while formatting results as numbers.
Define and manage range, table, and object names with the name manager, set workbook or sheet scope, and use named ranges in lookup and reference formulas for stable, reusable references.
Explore referencing multiple ranges and tables in Excel formulas, using named ranges, table references, and multirange elements to build complex lookups and calculations.
Understand how a formula takes inputs and produces outputs in Excel, including parameters, mandatory vs optional parts, and how to read, search, and edit formulas using help and autocomplete.
Explore the Excel formulas ribbon and function library, learn to insert formulas, and review financial formulas with practical examples for costs and cash flows.
Learn to use the IRR function in Excel to compute the internal rate of return for cash flows by selecting a range of values and adjusting the guess.
Discover how to compute the interest rate per period for a loan or investment using monthly payments and a present value, such as a $50,000 investment with $20 monthly payments.
Learn to calculate the future value of an investment with end-of-period, monthly payments, and currency formatting using Excel's financial formulas to assess returns and security period duration.
Learn to use the XIRR function to compute rate of return from cash flows and dates, including selecting ranges and using minus for costs and positives for inflows.
This is a course for those who are already familiar with Microsoft Excel but need to move to the next level and understand how to create professional reports which require strong calculations and graphical representations of the data and data flow.
The students get a first overview of the Info and Options areas where a lot of information and configuration is done in order to setup your files and report in the correct way.
The course includes then:
At the end the students will be able to generate complex report, separating data from formulas, formatting tables, generate easily charts and modify them at a glance is a few clicks.