Microsoft Excel Custom Training

Build-Your-Own-Course

Our build‑your‑own‑course program provides the ultimate level of flexibility to ensure your team gets the most out of their training. Simply mix‑and‑match any of the topics listed below and send us your list. Each section shows the approximate time required in minutes or hours. A full day course is 6 hours (360 minutes).

Build-your-own courses include a customized reference manual for each person featuring your selected topics, and the same 30 days of technical support as our standard offerings.

$ 275 / person. Minimum charge of 4 people. Discounts for groups of 6 or more.

View Excel Master Topic List as PDF ›

  •   Beginner Topics

  • Getting Started with Excel (15 min)

  • The startup screen
  • Workbooks and sheets
  • Customize the Quick Access Toolbar
  • Using the Ribbon
  • Entering Text, Numbers & Formulas (45 min)

  • Rules for entering data
  • Deleting cell contents
  • Editing cell entries
  • Moving around a worksheet
  • Selecting cells (shortcuts)
  • What is Quick Analysis (2013/2016)
  • Using Clear
  • Using Undo and Redo
  • Formulas & SUM/AVERAGE (45 min)

  • Entering a basic formula
  • Operators & order of operations
  • Using the Sum & Average functions
  • Using Number Formats (45 min)

  • Choosing number formats
  • Date formats & custom date formats
  • How Excel stores dates
  • The Today and Now functions
  • Setting decimal places
  • Negative value display
  • Cell Alignment Options (30 min)

  • Left, center and right
  • Vertical cell alignment
  • Centering a heading
  • Wrapping text
  • Rotating text
  • Using indent to create space
  • Columns & Rows (30 min)

  • Column widths & row heights
  • Hiding and Unhiding
  • Inserting and deleting
  • Cut, Copy, Paste and Paste Special (20 min)

  • Drag & Drop to move or copy
  • Cut, Copy, & Paste (different in Excel)
  • Using Paste Special
  • Using Fill (45 min)

  • Automate entering months, days, a series of numbers, and more
  • Using Fill to copy formulas
  • Fill options / Fill tricks
  • Using Flash Fill (2013/2016)
  • Fonts, Borders & Cell Colour (20 min)

  • Changing fonts and sizes
  • Bold, italic, underline
  • Font colour & cell colour
  • Applying borders
  • Databases - Quick Overview (30 min)

  • Understanding/setting up a database
  • A quick look at sorting
  • A quick look at filtering
  • Files (20 min)

  • Saving & opening
  • Working with multiple files open
  • Closing files
  • Creating new files
  • Page Layout & Printing (15 min)

  • Portrait & landscape
  • Scaling
  • Paper size
  • Margins
  • Centre on page
  • Print preview
  • Printing
  • Zooming In and Out (5 min)

  • Using the zoom bar & dialog box
  • Zoom to selection
  • AutoCorrect (15 min)

  • Using built‐in settings
  • Using existing abbreviations
  • Adding/Delete abbreviations
  • Find and Replace (15 min)

  • Finding or Replacing entries, formulas
  • and formats
  •   Intermediate Topics

  • Setting up a Database (15 min)

  • Proper database design
  • The current region
  • Sorting (30 min)

  • Multiple level sorting
  • Sort options
  • Sort warning
  • Custom sorts & custom lists for Fill
  • Sorting by colour/icon
  • Back to original sort order
  • Filtering With AutoFilter (1 hour)

  • Activating filter
  • Using the search box / check marks
  • Entering custom criteria
  • Understanding arguments
  • And vs. Or
  • Filter on cell values
  • Formulas with filters
  • Reapplying a filter
  • Clearing filters
  • Using the Subtotal function
  • Using data forms
  • Saving filters (see Custom Views)
  • Split & Freeze (15 min)

  • Splitting the screen into 2 or 4 panes
  • View widely separated areas simultaneously
  • Freezing panes to lock headings
  • Removing a split or freeze
  • Conditional Formatting (1 hour)

  • Highlight cell rules
  • Top/bottom rules
  • Data bars, color scales, icon sets
  • Using Quick Analysis (2013/2016)
  • Pre-set and custom formats
  • A trick for finding duplicates
  • Using formulas in rules
  • More rules / new rules
  • Using manage rules
  • Clearing rules
  • Multiple Sheets (45 min)

  • Navigating from sheet to sheet
  • Sizing sheet display area
  • Adding, deleting, renaming sheets
  • Setting sheet tab colour
  • Moving and copying sheets
  • Hiding & unhiding sheets
  • Setting defaults for all sheets
  • Setting default number of sheets
  • Sheet background picture
  • Protecting a Workbook
  • View multiple sheets on the screen
  • Multiple Windows (30 min)

  • Creating new windows
  • Switching windows
  • View multiple sheets/multiple files
  • Arranging together on the screen
  • Hiding windows
  • Closing all windows
  • Save Workspace (2007/2010)
  • Creating Custom Views (20 min)

  • Saving multiple print settings
  • Saving multiple filters
  • Saving other settings
  • Advanced Page Setup & Printing (1 hour)

  • Normal, layout and page break views
  • Creating headers and footers
  • Using print titles
  • The Page Setup options
  • Using Page Breaks
  • Cell Styles (30 min)

  • Using Styles to Speed Repetitive Formatting
  • Creating and Editing Cell Styles
  • Using Cell Styles in Other Workbooks
  • Using the Format Painter (15 min)

  • Customize the Ribbon (2010-2016) & Quick Access Toolbar (45 min)

  • Shapes/Objects (45 min)

  • Lines, arrows, boxes, circles, etc.
  • Text boxes
  • Arrange, align and rotate
  • Group and ungroup
  • Styles, fill and outline
  • Moving, Sizing, Formatting Objects
  • Add Pictures and Clip Art
  • SmartArt Graphics
  • Charts - Basic (1 hour)

  • Create column,bar,line & pie charts
  • Instant charts
  • Quick analysis charts (2013/2016)
  • Recommend charts (2013/2016)
  • Unlinking a chart (make it static)
  • Selecting, moving & sizing charts
  • Changing the chart type
  • Transposing the data
  • Change data ranges
  • Chart titles & data labels
  • Using the chart buttons (2013/2016)
  • Printing charts
  • Quick chart layouts & chart styles
  • Changing colour schemes (2013/2016)
  • Selecting, moving & sizing elements
  • Formatting chart elements
  • Charts - Advanced (2 hours)

  • Adding Chart Elements
  • Adding Pictures to Charts or as Backgrounds
  • X‐Axis and Y‐Axis
  • Data tables
  • Error bars
  • Gridlines
  • Legends
  • Series lines
  • Trendlines
  • Up/Down bars
  • Creating Advanced Charts
  • Pie of Pie / Bar of Pie
  • Combo Charts (bar and line)
  • A Quick Look at Other Chart Types
  • Bubble, Gantt, Radar, Combined, Stock, Doughnut
  • Adding Sparklines (2010/2013/2016)
  • Passwords & Protecting (30 min)

  • Protecting sheets
  • Protecting Workbooks
  • Password to open files
  • Password to modify files
  • Data Validation (45 min)

  • Setting the Validation Rules
  • Setting the Allowable Values
  • Choosing from a Drop-Down List
  • Input Message
  • Error Alert
  • Cell Comments (15 min)

  • Attaching Comments to Cells
  • Editing, Deleting & Printing Comments
  • Moving & Sizing Comments
  • Setting Comment Options
  • Multiple Files (45 min)

  • Opening Multiple Files
  • Displaying Multiple Files
  • Linking Formulas Between Files
  • Updating & Editing Links
  • Closing All Files
  • Range Names (30 min)

  • Creating a Range Name
  • Using Range Names For Navigation
  • Using Names Already Entered as Headings
  • Range Names as Bookmarks
  • Filtering Range Names
  •     Formulas Topics

  • Formulas Basics (15 min)

  • Creating a Basic Formula
  • Copying and Filling Formulas
  • Order of Calculation
  • Absolute Formulas (30 min)

  • Relative vs Absolute
  • Full & Partial Absolute Formulas
  • Range Names in Formulas (20 min)

  • Why use a range name
  • Range name rules
  • Different ways to create range names
  • Using Range Names in new and existing formulas
  • Entering and Formatting Dates (20 min)

  • Entering dates and times properly
  • How Excel interprets dates & times
  • Formatting – pre-set and custom
  • Formulas to calculate dates or times
  • Multiple Sheet/File Formulas (30 min)

  • Formulas that Reference Other Sheets
  • Formulas that Reference Other Files
  • Text with Values (15 min)

  • Showing text with a value
  • Performing calculations
  • More About Formulas (75 min)

  • Using Transpose to flip data
  • Tips for editing formulas
  • Displaying formulas (sheet or cells)
  • Reference a single cell in a formula
  • Concatenating formulas
  • Converting formulas to values
  • Splitting one column into several
  • Flash Fill to split data (2013/2016)
  • Using manual calculation
  • Protecting formulas
  • Mapping Formulas with Auditing (15 min)

  • Tracing formulas
  • Tracing dependents and precedents
  • Step into a formula
  • Error checking
  • The watch window
  • Goal Seek (15 min)

  • Have Excel Change Cell Value To Arrive At Desired Result
  • Array Formulas (20 min)

  • Creating Array Formulas
  • Editing Array Formulas
  • Trouble Shooting – Error Messages in Formulas (10 min)

  • How to fix errors
  • Error indicators
  •     Functions Topics

  • Using Functions (20 min)

  • Using Sum & Average
  • Using AutoSum
  • Quick Analysis Totals (2013/2016)
  • Using Insert Function
  • The Function icons
  • Understanding Function Syntax
  • Functions Across Multiple Ranges (15 min)

  • Multiple Ranges on Same Sheet
  • Multiple Ranges on Different Sheets
  • Multiple Ranges in Different Files (Linking)
  • The IF Function (75 min)

  • Quick overview
  • Rules and conditions
  • True and false
  • Using Data Validation
  • Ifs without IF
  • Nesting IF’s
  • Closing brackets
  • Multiple conditions with AND/OR
  • The VLOOKUP Function (75 min)

  • Quick overview
  • Creating a lookup table
  • Using VLookup with that table
  • Numbers outside the range
  • Using IF and OR with VLookup
  • Using IFNA with VLookup (2013/2016)
  • Using Data Validation with VLookup
  • Vlookup vs. HLookup
  • Other Lookup Functions (15 min)

  • Choose
  • Transpose
  • FormulaText
  • Statistical Functions (30 min)

  • Count
  • CountA
  • Large
  • Small
  • Rank
  • Max
  • Min
  • Average
  • Median
  • Mode
  • Math and Trig Functions (45 min)

  • Product
  • Roman
  • Arabic
  • Sum
  • SumIf
  • Round / RoundUp / RoundDown
  • Ceiling
  • Floor
  • Ceiling.Math/Floor.Math
  • Date and Time Functions (30 min)

  • Today
  • Now
  • Date
  • Value with dates
  • Day / Month / Year
  • Days (2013/2016)
  • Weekday
  • NetworkDays / Workday
  • Text Functions (30 min)

  • Left / Mid / Right
  • Len
  • Search
  • Trim
  • Lower / Upper / Proper
  • NumberValue (2013/2016)
  • Value
  • Information Functions (30 min)

  • IsErr
  • NA
  • IsText / / IsNumber / IsBlank
  • IfNa
  • Sheet/Sheets
  • Financial Functions (30 min)

  • IRR
  • FV
  • PMT
  • PV
  • DB
  • Other Functions can be included upon request

  •   Advanced Topics

  • Create and Format a Table (30 min)

  • Why use a table and how to create one
  • Using table tools
  • Filtering & Sorting with Tables
  • Using Slicers (2013/2016)
  • Displaying Totals
  • Design Your Own Table Style
  • Advanced Filter (1 hour)

  • AutoFilter vs. Advanced Filter
  • The three ranges
  • Entering simple and formula-based criteria
  • Performing a filter
  • Using OR conditions and range names
  • Copy unique records
  • Using Subtotal, Sumif/ifs, Averageif/ifs and Countif/ifs
  • Duplicate records (finding/removing)
  • Group, Outline & Subtotals (1 hour)

  • Grouping rows/columns on a sheet
  • Showing/hiding details in an outline
  • Display/hide outline symbols
  • Creating Groups
  • Adding automatic subtotals
  • Adding other automatic analysis (Average, Count, etc)
  • Removing subtotals
  • PivotTables – Part 1 (1.5 hours)

  • Proper Database Design
  • Use a Table as the Source
  • Creating a PivotTable
  • Using/Modifying the Fields List Adding Column/Rows/Values/Filters
  • Moving & Removing fields
  • Inside vs Outside the PivotTable
  • Changing Report Layout
  • Applying Basic Formatting
  • Refreshing a PivotTable
  • Changing the Source Range
  • Editing Database Data
  • Editing the PivotTable Data
  • Saving Formatting on Refresh
  • Undo with PivotTables
  • Grand Totals On/Off
  • Changing the Summary Function
  • Basic Filters with Filter Fields
  • Modifying the Fields List Window
  • PivotTables – Part 2 (1.5 hours)

  • More About Multiple Rows/Columns
  • Changing the Field Order
  • Expanding/Collapsing
  • Showing All Items in Each Group
  • Increase/Decrease Indent
  • Blank Lines Between Groups
  • Multiple Subtotals
  • Handling Blank Values
  • Showing Details (Drill Downs)
  • The PivotTable Cache
  • Using Multiple Value Columns
  • Percent, Running Totals, Ranking, etc.
  • Using and Creating Styles
  • Move / Copy a PivotTable
  • Sorting Data
  • More About Filters
  • Data Filters
  • Creating Filter Pages
  • Hiding/Keeping Items
  • Applying Label & Value Filters
  • Creating Custom Groups
  • Grouping Dates
  • PivotTables – Part 3 (1.5 hours)

  • Calculations/Formulas
  • Adding Calculated Fields
  • Adding Calculated Items
  • Listing Formulas
  • Calculations Outside the PivotTable
  • Using Conditional Formatting with Values
  • Adding Timelines (2013/2016)
  • PivotTable Slicers (2010/2013/2016)
  • Multiple Consolidation Ranges
  • Creating Pivot Charts
  • Creating a PivotTable/Chart Dashboard
  • Importing Data (15 min)

  • From another spreadsheet
  • Paste link
  • Insert object
  • Get External Data (15 min)

  • Importing from Access
  • Importing text files
  • Importing from web
  • Working with connections
  • Open external files
  • Templates (30 min)

  • Using an Existing File as a Template
  • Creating a Template
  • Using In a New File
  • Templates and Inserting Sheets
  • Auto templates for default Books or Sheets
  • Forms (30 min)

  • Form Templates
  • Designing the Form
  • Tools-Combo Boxes, List Boxes, etc.
  • Control Properties
  • Protecting the Form
  • Sharing Workbooks and Tracking Changes (30 min)

  • Sharing workbooks on a network
  • Multiple users in the same file
  • Controlling which changes are saved
  • Data Consolidation (30 min)

  • Consolidate Multiple Worksheets into One
  • Consolidate by Position
  • Consolidate by Category
  • Consolidate from Other Workbooks
  • Customizing Excel (15 min)

  • Changing Default Options
  • Custom Lists
  • Custom Number Formats (15 min)

  • Creating custom formats
  • Formatting Codes
  • Custom date & time formats
  • Special characters
  • Codes that react to different number types
  • Dividing / multiplying formats
  • Scenarios (20 min)

  • Creating and Saving the Scenario
  • Displaying Scenarios
  • Other Scenario Options-Edit, Merge, Summary, etc.
  • Data Tables (20 min)

  • Creating
  • Substitute Consecutive Values in a Formula
  • Solver (20 min)

  • Setting Objective/Target
  • Specifying Variable Cells
  • Specifying Constraints
  • Introduction to Macros (1 hour)

  • What is a Macro?
  • Recording a Macro
  • Playing a Macro
  • Relative Referencing
  • Rerecording a Macro
  •   VBA (Visual Basic)

  • We have 9 days of material available on Macros & VBA. View VBA Master Topic List PDF