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Excel for business and professional services is a structured course designed to take beginner Excel users to an intermediate level - see course content below.
The teaching has also been designed to be practical in a business and professional services environment. It is suitable for jobseekers, school leavers preparing for the workplace, entrepeneurs, or for administrative people who work with excel.
The modules are engaging and interactive, and have proven to be highly effective. A number of attendees have participated in this course via webinars with the intention of "just doing a re-cap here and there" - and have been amazed by how much they have gained from each module.
Course Content is as follows:
1. Excel Essentials 1.1 Excel Worksheet / Workbook - Inserting a Worksheet - Renaming a Worksheet - Deleting a Worksheet - Moving or Copying a Worksheet - Moving between Worksheets 1.2 Active Cell, Name Box, Formula Bar 1.3 Inserting Rows / Columns - Shift Cells down / across - Inserting a Picture / Logo 1.4 Entering Data - Fill Series (Numbers, months, days) 1.5 Editing Contents of a Cell 1.6 Select All Button 1.7 Grouping Worksheets 1.8 Common Keyboard Shortcuts
2. Tables and Text files 2.1 Setting up a table - Merging cells - Sum and other calculations 2.2 Importing a Text File - Text Import Wizard - CSV Files - Import example text file - Converting Data to Numbers - Space or comma as thousand separator 2.3 Useful Text Functions = LEFT / RIGHT, FIND = MID, CONCATENATE, TRIM
3. Function vs Formula - What is the difference? 3.1 Using Insert Function = SUM / SUMIF, COUNT, COUNTA, COUNTIF = AVERAGE, REPT, VLOOKUP 3.2 Copying and Pasting Formulae - Editing Formulae F2 3.3 Absolute References F4
4. Named Ranges and Paste Special 4.1 Alternative to using $ - F3 4.2 Paste Special - All - Formulas - Values - Formats, Format Painter, three semi-colons ;;; - Column widths - Operation - Skip blanks - Transpose
5. Working with Data 5.1 Freezing Row or Column Titles 5.2 Split Window 5.3 Sorting Data - Add Levels 5.4 AutoFilter
6. Working with Data (continued) 6.1 Advanced Filter 6.2 Conditional Formatting 6.3 Remove Duplicates 6.2 Data Validation
7. Data Presentation 7.1 Tables - Grouping - Subtotals 7.2 Graphs 7.3 Watermarks 7.4 Save as PDF
8. View Options and Data Protection 8.1 Comparing Two Workbooks Side by Side - Creating Multiple Views for a Workbook 8.2 Protecting Cells - Worksheet - Workbook 8.3 Practical tips
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|Section 1: Introduction and Course Materials|
An introduction to using Excel in a business and professional services environment.
|Section 2: Excel Essentials|
Understand the structure and functions of workbooks and worksheets.
Master the following:
Will know what an active cell, the name box and formula bar is and the concept of referencing cells.
Master the various ways of inserting rows and columns, and the effects thereof.
Understand the various ways of entering data.
Know how to edit the contents of a cel.
Know how to use the "select all" button.
Master the use of the most common keyboard shortcuts.
Summary of this section by Shane Webb
|Quiz 1||12 questions|
A quiz to test the understanding of Section 2
|Section 3: Tables and Text files|
This lesson teaches about creating tables and importing and formatting text files such as CSV and fixed widths.
|Quiz 2||12 questions|
A quiz to test section 3
|Section 4: Function versus Formula|
This lesson teaches about the difference between functions and formulae and how to use them.
|Quiz 3||8 questions|
A quiz for section 4
|Section 5: Named Ranges and Paste Special|
Learn how to work with named ranges and how to use paste special
|Quiz 4||6 questions|
A quiz for section 5
|Section 6: Working with data|
Working with data - Part 1
Working with data - Part 2
|Quiz 5||12 questions|
A quiz for section 6
|Section 7: Excel data presentation|
How to present Excel data
|Quiz 6||4 questions|
A quiz for section 7
|Section 8: View Options and Data Protection|
Excel view options and data protection
|Quiz 7||5 questions|
A quiz for section 8
Connie specializes in the teaching and training of people in sales, sales management and building businesses online and offline. As a secondary focus he acts as a life coach to people who want to master themselves and find their own direction for the future.Thirdly, one of his technical skills is the development of Wordpress websites.
While still in the corporate arena, Connie Muller worked for a large corporation as their National Sales Manager and in 2012 was responsible for four regional managers, 183 branch managers, and over 400 sales consultants.
His key responsibilities were on achieving sales results but his focus was on ensuring the people responsible for the results understood their job, the processes involved and giving them responsibility for self-improvement.
Connie understands that results come from people, so it is the people that he focuses on first and foremost. He knows this because he has been in business since 1981 and brings a wide range of experiences to the table from a wide range of business types, from small and large corporations to online business building.
His first foray into business was the family company. This was a business that provided building materials, household hardware, clothing and fast moving consumer goods. During his time working in that business he learned enough to take the next step.
In 1993 he launched his own business. With the business he taught subjects such as teaching schools how to use computers as teacher aides to students from nursery age to adult students. He expanded that business to include training for electronic stores, cellphone retailers and other business types. During this period he grew the business to provide training to the local NGO authority to teach local entrepreneurs how to start a business and learn to maintain it beyond the initial first few years.
In 1998 Connie began trading on the commodity futures exchanges in Chicago. During the next couple of years he expanded and diversified into forex, stocks and CFDs.
Although he enjoyed trading, he found his true calling was in training and working with people. So in 2000 he became involved in building sales team. Rather than focus on one industry, he focused on the sales process and the people involved with it. This led to training in various environments and business types, although his initial focus was the financial sector, he spread out to other sectors quickly.
During his time of training he developed a philosophy that followed the principles of “people, profits and productivity". It was obvious that if the first focus was on the people and only the people, the profit and productivity took care of themselves.
In 2006 he began developing his skills in the online world and worked with online start-ups, web mastery and web design. This is something he did on a part time basis but in recent years has started to put a lot more effort into the online form on business ownership.