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Advance Excel Training Program Empower Yourself Kartavya Jain 9/16/14 Seldom India

Excel Training Program Course Book

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Page 1: Excel Training Program Course Book

9/16/14 Seldom India

Page 2: Excel Training Program Course Book

ContentsModule 1: Excel Basics..........................................................................................................................................................4

Keyboard Shortcuts and Commands.................................................................................................................................4

Working with Ribbon Tabs................................................................................................................................................7

Advance techniques of Copy and Paste.............................................................................................................................7

Basics about Date and Time..............................................................................................................................................7

How to use Auto List.........................................................................................................................................................7

Wild Characters.................................................................................................................................................................7

Formats, Conditional Formatting & Sorting:..........................................................................................................................7

Cell Format........................................................................................................................................................................7

Data Bars, Color Scales & Icon Sets...................................................................................................................................7

Conditional formatting with formulas...............................................................................................................................7

Conditional formatting with Form Controls.......................................................................................................................7

Best use of Excel Function.................................................................................................................................................7

Sorting basic......................................................................................................................................................................7

Sorting based on Customized List......................................................................................................................................7

Customized Sorting (Advanced)........................................................................................................................................7

Data Management:...............................................................................................................................................................8

Data Validation and dealing with Invalid Data..................................................................................................................8

Group and Outline Data....................................................................................................................................................8

Data Filter..........................................................................................................................................................................8

Data Consolidation............................................................................................................................................................8

Data text to column...........................................................................................................................................................8

Custom Views....................................................................................................................................................................8

Formula’s & Functions...........................................................................................................................................................8

Text Formula’s (Left, Right, Trim, Len, Upper, Lower, Proper etc.)...................................................................................8

Lookup Formula’s (Vlookup, Hlookup, Index, Transpose, Row, Column etc.)...................................................................8

Logical Formula’s (If, And, Or, etc.)...................................................................................................................................8

Date & Time (Day, Month, Year, Date, Datevalue, EOMonth, Workday etc.)...................................................................8

Math & Trig (Sumif, Sumifs, Sumproduct etc.)..................................................................................................................8

(Do you really know what Vlookup can do?).....................................................................................................................8

Vlookup can extract value from multiple tables on multiple sheets.................................................................................8

© Copyright 2014

Page 3: Excel Training Program Course Book

Using Vlookup for two way lookup. (Vertically and horizontally at same time)................................................................8

Vlookup can calculate Income Tax on any Income falling in any slab................................................................................8

Using Vlookup for AR Aging analysis.................................................................................................................................8

When to have Range lookup True in Vlookup and how it impacts?..................................................................................8

Chart & Graphs......................................................................................................................................................................9

Chart Basics.......................................................................................................................................................................9

Line Chart, Column Chart..................................................................................................................................................9

Sparklines..........................................................................................................................................................................9

Others...............................................................................................................................................................................9

Data Analysis.........................................................................................................................................................................9

Pivot Table (Including Slicer).................................................................................................................................................9

Scenario Modeling............................................................................................................................................................9

GoalSeek...........................................................................................................................................................................9

Advanced Filters................................................................................................................................................................9

Introduction to Form Controls, Macros:................................................................................................................................9

Introduction to Form Controls..........................................................................................................................................9

Macros..............................................................................................................................................................................9

Create and Edit a Macro....................................................................................................................................................9

Absolute and Relative with reference to Macro................................................................................................................9

Miscellaneous:....................................................................................................................................................................10

3D Reference...................................................................................................................................................................10

Customizing standard Excel options to user specific needs.............................................................................................10

Different techniques to remove duplicate......................................................................................................................10

Talk to Excel.....................................................................................................................................................................10

Mini Word in Excel..........................................................................................................................................................10

Screenshot and its usage (Newly added feature)............................................................................................................10

Data Protection...............................................................................................................................................................10

Dealing with Objects.......................................................................................................................................................10

© Copyright 2014

Page 4: Excel Training Program Course Book

Module 1: Excel Basics

Keyboard Shortcuts and Commands.

Shortcut Key ActionAlt+= AutoSumAlt+Down arrow Display AutoComplete listAlt+F1 Insert ChartAlt+Shift+F1 New worksheetCtrl+- DeleteCtrl+" Copy Value from Cell AboveCtrl+; Insert Current DateCtrl+` Toggle Value/Formula displayCtrl++ InsertCtrl+0 Hide columnsCtrl+D Fill DownCtrl+F FindCtrl+F4 CloseCtrl+H ReplaceCtrl+P PrintCtrl+R Fill RightF2 EditF4 Repeat last actionF4 While typing a formula, switch between absolute/relative refsF9 Recalculate all workbooksAlt or F10 Activate the menuAlt+’ Format Style dialog boxAlt+F11 Visual Basic EditorAlt+F2 Save AsAlt+F4 ExitAlt+F8 Macro dialog boxAlt+Shift+F2 SaveCtrl W CloseCtrl+: Insert Current TimeCtrl+’ Copy Formula from Cell Above

© Copyright 2014

Page 5: Excel Training Program Course Book

Ctrl+1 Format cells dialog boxCtrl+2 BoldCtrl+3 ItalicCtrl+4 UnderlineCtrl+5 StrikethroughCtrl+6 Show/Hide objectsCtrl+7 Show/Hide Standard toolbarCtrl+8 Toggle Outline symbolsCtrl+9 Hide rowsCtrl+A Select All

Ctrl+Alt+F9Calculate all worksheets in all open workbooks, regardless of whether they have changed since the last calculation.

Ctrl+Alt+Shift+F9Rechecks dependent formulas and then calculates all cells in all open workbooks, including cells not marked as needing to be calculated.

Ctrl+B BoldCtrl+C CopyCtrl+F10 Maximize or restore windowCtrl+F11 Inset 4.0 Macro sheetCtrl+F12 File OpenCtrl+F3 Define nameCtrl+F5 XL, Restore window sizeCtrl+F6 Next workbook windowCtrl+F7 Move windowCtrl+F8 Resize windowCtrl+F9 Minimize workbookCtrl+G GotoCtrl+I ItalicCtrl+K Insert HyperlinkCtrl+N New WorkbookCtrl+O OpenCtrl+S SaveCtrl+Shift+! Comma formatCtrl+Shift+# Date formatCtrl+Shift+$ Currency formatCtrl+Shift+% Percent formatCtrl+Shift+& Place outline border around selected cellsCtrl+Shift+( Unhide rowsCtrl+Shift+) Unhide columns© Copyright 2014

Page 6: Excel Training Program Course Book

Ctrl+Shift+*Select the current region around the active cell. In a PivotTable report, select the entire PivotTable report.

Ctrl+Shift+@ Time formatCtrl+Shift+^ Exponential formatCtrl+Shift+_ Remove outline borderCtrl+Shift+~ General formatCtrl+Shift+A Insert argument names into formulaCtrl+Shift+F12 PrintCtrl+Shift+F3 Create name by using names of row and column labelsCtrl+Shift+F6 Previous WindowCtrl+Tab In toolbar: next toolbarCtrl+U UnderlineCtrl+V PasteCtrl+X CutCtrl+Y RepeatCtrl+Z UndoF1 HelpF10 Activate MenubarF11 New ChartF12 Save AsF3 Paste NameF5 GotoF6 Next PaneF7 Spell checkF8 Extend modeShift Hold down shift for additional functions in Excel’s menuShift+Ctrl+F6 Previous workbook windowShift+F1 What’s This?Shift+F10 Display shortcut menuShift+F11 New worksheetShift+F12 SaveShift+F2 Edit cell commentShift+F3 Paste function into formulaShift+F4 Find NextShift+F5 FindShift+F6 Previous PaneShift+F8 Add to selection

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Page 7: Excel Training Program Course Book

Shift+F9 Calculate active worksheet

Working with Ribbon Tabs.

Advance techniques of Copy and Paste.

Basics about Date and Time.

How to use Auto List.

Wild Characters.

Formats, Conditional Formatting & Sorting:

Cell Format.

Data Bars, Color Scales & Icon Sets.

Conditional formatting with formulas.

Conditional formatting with Form Controls.

Best use of Excel Function

Sorting basic.

Sorting based on Customized List.

Customized Sorting (Advanced).

© Copyright 2014

Page 8: Excel Training Program Course Book

Data Management:

Data Validation and dealing with Invalid Data.

Group and Outline Data.

Data Filter.

Data Consolidation.

Data text to column.

Custom Views.

Formula’s & Functions

Text Formula’s (Left, Right, Trim, Len, Upper, Lower, Proper etc.).

Lookup Formula’s (Vlookup, Hlookup, Index, Transpose, Row, Column etc.).

Logical Formula’s (If, And, Or, etc.).

Date & Time (Day, Month, Year, Date, Datevalue, EOMonth, Workday etc.).

Math & Trig (Sumif, Sumifs, Sumproduct etc.).

(Do you really know what Vlookup can do?)

Vlookup can extract value from multiple tables on multiple sheets.

Using Vlookup for two way lookup. (Vertically and horizontally at same time).

Vlookup can calculate Income Tax on any Income falling in any slab.

Using Vlookup for AR Aging analysis.

When to have Range lookup True in Vlookup and how it impacts?

© Copyright 2014

Page 9: Excel Training Program Course Book

Chart & Graphs

Chart Basics.

Line Chart, Column Chart.

Sparklines.

Others

Data Analysis

 Pivot Table (Including Slicer).

Scenario Modeling.

GoalSeek.

Advanced Filters.

Introduction to Form Controls, Macros:

Introduction to Form Controls.

Macros.

Create and Edit a Macro.

Absolute and Relative with reference to Macro.

© Copyright 2014

Page 10: Excel Training Program Course Book

Miscellaneous:

3D Reference.

Customizing standard Excel options to user specific needs.

Different techniques to remove duplicate.

Talk to Excel.

Mini Word in Excel.

Screenshot and its usage (Newly added feature).

Data Protection.

Dealing with Objects.

© Copyright 2014