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Upon Completion, students will: Outline & group data, use Pivot Tables, use scenarios, ‘What If’ Analysis, create & share workbooks, use security features, custom & advanced features, Manage Add-ins, Smart Tags & Digital Security, Create Macros & more.

Course Outline
COURSE OBJECTIVES: Upon Completion of this course the students will be able to:
  • Outline and group data
  • Use Pivot Tables
  • Use scenarios, ‘What If’ Analysis
  • Use Excel and the Internet
  • Create and share workbooks
  • Use security features
  • Use custom and advanced features of Excel
  • Manage Add-ins, Smart Tags and Digital Security
  • Create Macros, VBA and review programming
  • Create forms, macro control forms
  • Work with financial functions
  • Use SharePoint
  • Add VBA code
CONTENT Advanced Topics
Setting Excel Options
Changing Your User Name
Changing your Default Font
Changing Your Default File Format
Setting Formula Options
Changing the Appearance of Your Excel Interface

Excel and Windows
Searching for Documents
Using Office Diagnostics
Checking for Updates
Starting Excel Automatically when Windows Boots
Using the Excel Viewer
What is the Excel Viewer?
Downloading the Excel Viewer
Using Excel Viewer
Getting the Most from Your Data
Outlining and Grouping
Using Automatic Outlining
Displaying and Collapsing Levels
Grouping Data Manually
Creating Subtotals

What is a PivotTable?
Creating a PivotTable
Creating a PivotTable Frame
Specifying PivotTable Data
Rearranging PivotTable Data
More About PivotTables
Modifying PivotTable Calculations
Formatting a PivotTable
Refreshing a PivotTable
Charting a PivotTable

Creating a PivotTable Based on External Data
Exploring Scenarios
What is a Scenario?
Creating a Scenario
Creating a Scenario Summary Report
Saving Multiple Scenarios

What If Analysis
Using a One and Two Input Data Table
Using Goal Seek
Using Solver
Excel and the Internet
Excel and Hyperlinks
What is a Hyperlink?
Inserting Hyperlinks
Modifying Hyperlinks
Using Hyperlinks in Excel
Saving Workbooks as Web Pages
HTM and MHTML Files
Saving a Workbook as a Web Page
Saving a Worksheet as a Web Page
Saving a Chart as a Web Page
Saving a Range as a Web Page
Getting Data from the Internet
Importing from an External Data Source
Creating a Web Query
Saving a Web Query
Refreshing a Web Query
Excel and Office Servers
Publishing to a Document Server
Saving to a Document Management Server
Using Excel with Excel Services
Advanced Excel Tasks
Creating and Using Shared Workbooks
Sharing a Workbook
Opening and Editing a Shared Workbook
Tracking Changes
Resolving Conflicts in a Shared Workbook
Using Custom AutoFill Lists
What is an AutoFill List?
Creating a Custom AutoFill List
Modifying a Custom AutoFill List
Using a Custom AutoFill List
Using the VLOOKUP Function
Using VLOOKUP to Find Data
How to Find an Exact Match with VLOOKUP
Finding the Closest Match with VLOOKUP
Linking, Consolidating, and Combining Workbooks
Linking Workbooks
Consolidating Workbooks
Combining Worksheets
Macros, VBA, and Excel Programming
Recording Macros
Playing a Macro
Macro Security

More Macro Tasks
Recording a Relative Reference Macro
Running a Relative Reference Macro
Assigning a Keystroke to a Macro
Copying a Macro from a Workbook or Template

Visual Basic and Macros
Opening the Visual Basic Editor
Adding Code to your Macro
Adding Comments to VBA Code
Declaring Variables
Prompting for User Input
Iteration over a Range
Using IF Then Else Statements
Expert Topics Form Controls
What is a Form Control?
Adding a Control to a Worksheet
Assigning a Macro to a Control
Using Form Controls
Advanced Functions
Using Financial Functions
Understanding Logical Functions
Applying Logical Functions
Using SharePoint
Creating a Document Workspace
Accessing a Workspace
Publishing to a Document Workspace
User Forms and ActiveX Controls
Creating a Blank User Form
Adding Controls to the Form
Adding Buttons and VBA Code
Starting the User Form with a Macro
Add-ins, Smart Tags, and Digital Security Add-ins and the Trust Center
What is a COM Add-in?
Add-In Management
Installing Add-ins
Using the Trust Center

Information Rights Management
What is IRM?
Requirements for IRM
Downloading and Installing the Rights Management Client Software
Using IRM
Opening an IRM Protected Document
Digital Signatures
What is a Digital Signature?
Obtaining a Digital Signature
Attaching your Signature to a Workbook
Smart Tags and XML
What is a Smart Tag?
Inserting Smart Tags into a Worksheet
Setting Smart Tag Options
Creating Custom Smart Tags
Prerequisites & Certificates

Certificates offered

Participants will receive a Certificate of completion

Cancellation Policy
Cancellations less than 2 business weeks before the expected delivery date are eligible for a 50% refund, or a credit voucher will be provided for regularly scheduled courses (choice being that of the registrant). Credit Vouchers are transferable within the same company. Please send your cancellation notice to info@itplanit.com.
Map & Reviews
Itplanit Services Corp.
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Here are some reviews of the training vendor.
This course was very, very interesting due to the instructor. He was simple, gave good examples and made a few jokes. Also, being only 5 participants was a bonus for us as we were able to share our experiences in a timely manner.
Reviewed by 2016
I think there is too much material to cover in one session. It's a lot of information to absorb all at once.
Reviewed by 2013
The only thing I would add...if you know you don't have many participants, hands on practice would be great. I would like to have had more time applying what i learned in a diagram. Once I got back to my office...i didn't know how to move a shape and associated text together. I also would like to know where I can see all the shapes offered by visio instead of searching for the shape and not knowing what to call it?
Reviewed by 2013
The instructor was excellent. I was pleasantly surprised by how interesting she made a potentially dry subject appear. Non-stop, great snacks provided all day from ham/egg bagels for breakfast, muffins, Valentines chocolate, chips, popcorn, gumball machine, coffee, juices etc etc. Perfect location for me as it was 2 blocks from my office.
Reviewed by 2013
I had no problem with the instructor's technigues, methods or delivery of the course material. He made what was otherwise fairly dry material as interesting as he possible and augmented it with practical examples that the class could relate to. The training facility and staff were also comendable, however what can't be overlooked is the IT infrastructure. During the exam the problems with latency were so bad that it affected my ability to concentrate on the material. Prior to the exam I completed 2 practice exams on paper in 35 & 37 minutes respectively. Doing the exam online it took over 1.5 hrs because it would take between 30 & 60 sec to refresh the page and show the next question. At times when I attempted to go back and review quesgtions I had marked I found my original answer wasn't recorded & I'd have to answer the question a second time. By the end of 70 min I was so digruntled I couldn't wait to finish regardless of the end result. It may not seem fair to evaluate the favility in this manner, but as a student the outcome is the ultimate measurement of a training favility.
Reviewed by 2013
A very interesting course. Claude Gerin, our instructor, was excellent in making this a very interesting and learning experience. THANKS!
Reviewed by 2012

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