KnowledgeCapital

transforming perfomancethrough learning

Microsoft Offi ce Excel 2016,Corporate essentials

A comprehensive package for corporates and government organisations

London

Duration: 3 DaysAudience: Professionals, Managers and ExecutivesPrerequisite: Basic Computer Knowledge

MS OFFICE EXCEL 2016

Level: Basic to Intermediate

Level: Basic

Introduction to Excel Application.

• Understand Excel Model / Spreadsheet Model• Excel Application Interface• Excel Basic Concepts• Identify New Features (Version Diff erences 2007/2010/2013)• Working with list of Series• Inserting and removing rows , Columns and sheets• How to use Shortcuts (List of Shortcuts)• Exercises

The Backstage View (The File Menu)

• Introduction to the Backstage View• Opening a Workbook• New Workbooks and Excel Templates• Printing Worksheets• Adding Your Name to Microsoft Excel• Exercises

The Quick Access Toolbar

• Adding Common Commands• Adding Additional Commands with the Customize Dialog Box• Adding Ribbon Commands or Groups• Placement• Exercises

Setting Up a Workbook

• Creating Workbooks• Modifying Workbooks• Modifying Worksheets• Customizing the excel Program Window

• Zooming In on a Worksheet• Arranging Multiple Workbook Windows• Adding Buttons to the Quick Access Toolbar• Maximizing Usable Space in the Program Window

• Exercises

Excel Data Modelling Tools

• Working with Auto fi ll options• Basics of Copy & Cut Feature• Advanced cut and copy features• Paste data from diff erent multiple applications• Advanced Pasting features• Modifying data while pasting• ExercisesWorking With Data and Excel Tables

• Entering and Revising Data• Moving Data within the Workbook• Finding and Replacing Data• Correcting and Expanding Upon Worksheet Data• Defi ning Excel Tables• Exercises

Changing Workbook Appearance

• Basics of Formatting features• Formatting Cells Data• Applying Workbook Themes and Excel Table Styles• Adding Images to Worksheets• Creating illustrations into the worksheets• Working with defi ned formatting Rules• Format Data based on conditions.• Creating KPIs (Key Performance Indicators)• Exercises

Printing

• Preparing Worksheets for Printing• Previewing Worksheets Before Printing• Changing Page Breaks in a Worksheet• Changing the Page Printing Order for Worksheets

• Adding Headers and Footers to Printed Pages• Printing Worksheets• Printing Parts of Worksheets• Printing Charts• Exercises

Duration: 7 DaysAudience: Professionals, Managers and ExecutivesPrerequisite: Basic & Intermediate

MS OFFICE EXCEL 2016

Level: Advanced to Expert

Changing Workbook Appearance

• Defi ning Styles• Making Numbers Easier to Read• Changing the Appearance of Data Based on its Value• Creating Data Bars• Inserting Mini charts into cells• Large data Formatting based on data types• Exercises

Focusing on Specifi c Data by Using Filters

• Limit Data that appears on your screen• Manipulating Worksheet data• Selecting List rows at random• Summarizing Worksheet with Hidden and Filtered Rows• Finding Unique Values Within a Data Set• Defi ning Valid Sets of Values for Ranges of Cells• Working with Slicer• Crating basic Dashboards• Exercises

Reordering and Summarizing Data

• Sorting Worksheet Data• Organizing Data into Levels• Looking Up Information in a Worksheet• Sorting data with Custom Order• Arranging data in Vertical and horizontal order• Advanced Sorting concepts• Exercises

Combining Data from Multiple Sources

• Using Workbooks as Templates for Other Workbooks• Linking to Data in Other Worksheets and Workbooks• Consolidating Multiple Sets of Data into a Single Workbooks• Grouping Multiple Sets of Data• Exercises

Performing Calculations on Data

• Basics Excel Function Rule• Understanding cell Referencing • Naming Groups of Data• Creating Formulas to Calculate Values• Mathematical Functions (SUM, PRODUCT, POWER, SQRT

ETC.) • Statistical Functions (COUNT, MIN, MAX, AVERAGE, COUNTA,

AVERAGEA, ETC.) • Text Functions (UPPER, LOWER, TEXT, SEARCH, LEN, TRIM,

LEFT, RIGHT, ETC.)• Date & Time Functions (TODAY, NOW, EOMONTH,

NETWORKDAYS, DATEDIF ETC.)• Logical Function (IF, NESTED IF, AND, OR, NOT)• Finding and Correcting Errors in Calculations• Exercises

New Features in Excel 2013/6

• One Workbook Per Window Feature• Using Flash Fill• Exercises

Contents: Intermediate

Advanced Excel Tools for Financial Modelling & Calculations

• Excel Function Rules• Naming groups of data • Cell References, 3D References• Summarizing data that meets specifi c conditions • Working with Array Functions• Working with Indirect Functions • Working with VLOOKUP & HLOOKUP Functions with multiple

tables• Replace VLOOKUP & HLOOKUP with INDEX & MATCH

Function• Using the TRANSPOSE function• Using the NOW and TODAY functions • Create dynamic range using OFFSET Functions• Using Formulas that Span Multiple Worksheets• Using Text, Date & Time functions• Finding and Correcting Errors in Calculations• Use of Auditing Tools• Advanced Drop Down List• Exercises

Analyzing Alternative Data Sets

• Defi ning an Alternative Data Sets• Defi ning Multiple Alternative Data Sets• Varying Your Data to Get a Desired Result by Using Goal Seek• Finding Optimal Solutions by Using Solver• Analyzing Data by Using Descriptive Statistics• Exercises

Creating Dynamic Report & Dashboard using PivotTables

• Analyzing Data Dynamically by Using PivotTables• Filtering, Showing, and Hiding PivotTable Data• Editing PivotTables• Creating PivotTables from External Data• Creating Dynamic Charts with Pivot Charts• Grouping PivotTable Data and charts• Using Formula & Functions in Pivot Table

• Creating Calculated Column• Creating Calculated Item• Exercises

Creating Charts and Graphics

• Creating Charts• Customizing the Appearance of Charts• Finding Trend in Your Data• Summarizing Your Data by Using Sparklines• Creating Dynamic Charts by Using PivotCharts• Creating Diagrams by Using SmartArt• Creating Shapes and Mathematical Equations• Exercises

Importing Data with Power Query

• Introducing Power Query • Understanding Power Query elements • Viewing published models • Importing and transforming data • Understanding query sharing • Discovering queries • Demo: Sharing and discovering queries

Analyzing Data

• Understanding PowerPivot data analysis • Understanding PivotTable and PivotChart • Understanding PowerPivot Field List • Creating PivotTable and PivotChart reports • Understanding slicers • Handling metadata issue and changes• Exercises

Working with Other Microsoft Offi ce Programs

• Including Offi ce Documents in Workbooks• Storing Workbooks as Parts of Other Offi ce Documents• Creating Hyperlinks• Pasting Charts into Other Documents• Exercises

Collaborating with Colleagues

• Sharing workbooks• Managing Comments• Tracking and Manage Colleagues Changes• Protecting Workbooks and Worksheets• Authenticating Workbooks• Saving Workbooks for the Web• Exercises

Basics of using Macros

• Enabling and Examining Macros• Macro Security in Excel• Examining Macros

• Creating and Modifying Macros• Running Macros When a Button Is Clicked• Running Macros When a Workbook Is Opened• Exercises

Programming Concepts

• Essential VBA Language Elements • Working with Range Objects • Using VBA and Worksheet Functions • Controlling Program Flow and Making Decisions • Automatic Procedures and Events • Error-Handling Techniques • Bug Extermination Techniques • VBA Programming Examples • Exercises

Contents: Advanced

Advanced Excel Tools for Financial Modelling & Calculations

• Excel Function Rules• Naming groups of data • Cell References, 3D References• Summarizing data that meets specifi c conditions • Working with Array Functions• Working with Indirect Functions • Working with VLOOKUP & HLOOKUP Functions with multiple

tables• Replace VLOOKUP & HLOOKUP with INDEX & MATCH

Function• Using the TRANSPOSE function• Using the NOW and TODAY functions • Create dynamic range using OFFSET Functions• Using Formulas that Span Multiple Worksheets• Using Text, Date & Time functions• Finding and Correcting Errors in Calculations• Use of Auditing Tools• Advanced Drop Down List• Exercises

Analyzing Alternative Data Sets

• Defi ning an Alternative Data Sets• Defi ning Multiple Alternative Data Sets• Varying Your Data to Get a Desired Result by Using Goal Seek• Finding Optimal Solutions by Using Solver• Analyzing Data by Using Descriptive Statistics• Exercises

Creating Dynamic Report & Dashboard using PivotTables

• Analyzing Data Dynamically by Using PivotTables• Filtering, Showing, and Hiding PivotTable Data• Editing PivotTables• Creating PivotTables from External Data• Creating Dynamic Charts with Pivot Charts• Grouping PivotTable Data and charts• Using Formula & Functions in Pivot Table

• Creating Calculated Column• Creating Calculated Item• Exercises

Creating Charts and Graphics

• Creating Charts• Customizing the Appearance of Charts• Finding Trend in Your Data• Summarizing Your Data by Using Sparklines• Creating Dynamic Charts by Using PivotCharts• Creating Diagrams by Using SmartArt• Creating Shapes and Mathematical Equations• Exercises

Importing Data with Power Query

• Introducing Power Query • Understanding Power Query elements • Viewing published models • Importing and transforming data • Understanding query sharing • Discovering queries • Demo: Sharing and discovering queries

Analyzing Data

• Understanding PowerPivot data analysis • Understanding PivotTable and PivotChart • Understanding PowerPivot Field List • Creating PivotTable and PivotChart reports • Understanding slicers • Handling metadata issue and changes• Exercises

Working with Other Microsoft Offi ce Programs

• Including Offi ce Documents in Workbooks• Storing Workbooks as Parts of Other Offi ce Documents• Creating Hyperlinks• Pasting Charts into Other Documents• Exercises

Collaborating with Colleagues

• Sharing workbooks• Managing Comments• Tracking and Manage Colleagues Changes• Protecting Workbooks and Worksheets• Authenticating Workbooks• Saving Workbooks for the Web• Exercises

Basics of using Macros

• Enabling and Examining Macros• Macro Security in Excel• Examining Macros

• Creating and Modifying Macros• Running Macros When a Button Is Clicked• Running Macros When a Workbook Is Opened• Exercises

Programming Concepts

• Essential VBA Language Elements • Working with Range Objects • Using VBA and Worksheet Functions • Controlling Program Flow and Making Decisions • Automatic Procedures and Events • Error-Handling Techniques • Bug Extermination Techniques • VBA Programming Examples • Exercises

Contents: Advanced

Data Analysis with Excel Advanced Functions & Formulas

• Range Names• Cell References, 3D References• The COUNTIF, COUNTIFS, COUNT, COUNTA, and COUNTBLANK

Functions• The SUMIF, AVERAGEIF, SUMIFS, and AVERAGEIFS Functions• IF & Nested If Statements• Circular References• Time and Time Functions• Lookup Functions• The INDEX Function• The MATCH Function• Text Functions• Dates and Date Functions• Evaluating Investments by Using Net Present Value Criteria• Internal Rate of Return• More Excel Financial Functions• Three-Dimensional Formulas• The OFFSET Function• The INDIRECT Function• Array Formulas and Functions• Summarizing Data with Database Statistical Functions• Exercises

Working with Excel Powerful Tools

• Building a KPI using Conditional Formatting• The Auditing Tool• Importing Data from a Text File or Document• Importing Data from the Internet• Importing data from other database application• Sparklines (Mini Charts)• Filtering Data and Removing Duplicates• Consolidating Data• Creating Subtotals • Exercises

Turning Data into Decisions Using PivotTables & PowerPivot

• Working with External data • Data Analyzing data dynamically by using PivotTables• Filtering, showing, and hiding PivotTable data• Editing PivotTables• Using PivotTables and Slicers to Describe Data• Formatting PivotTables• Creating PivotTables from external data• Creating dynamic charts by using Pivot Charts• PowerPivot• Exercises

Sensitivity Data Analysis

• Sensitivity Analysis with Data Tables• Varying your data to get a specifi c result by using Goal Seek• Using the Scenario Manager for Sensitivity Analysis• Defi ning an alternative data set• Defi ning multiple alternative data sets• Analyzing data by using descriptive statistics• Finding optimal solutions by using Solver• ExercisesExcel Interactivity tools

• Uses of Form controls• Working with Spin Buttons, Scroll Bars, Option Buttons,

Check Boxes, Combo Boxes, and Group List Boxes• Visual Basic and Macros• Creating Macros by writing Visual Basic Codes• Trigger a Macro• Display a Message Box• Asking for input using InputBox• Convert your Excel Sheet into a practical form. • Exercises

What Is VBA?

• Okay, So What Is VBA?• What Can You Do with VBA?• Inserting a bunch of text• Automating a task you perform frequently• Automating repetitive operations• Creating a custom command• Creating a custom button• Developing new worksheet functions• Creating custom add-ins for Excel• Creating complete, macro-driven applications• Advantages and Disadvantages of VBA• VBA advantages• VBA disadvantages• VBA in a Nutshell• Exercises

Jumping Right In

• First Things First• What You’ll Be Doing• Taking the First Steps• Recording the Macro• Testing the Macro• Examining the Macro• Modifying the Macro• Saving Workbooks That Contain Macros• Understanding Macro Security• More about the Name and Time Macro• Exercises

Contents: Expert

• Some Useful Range Object Methods• The Select method• The Copy and Paste methods• The Clear method• The Delete method• Exercises

Using VBA and Worksheet Functions

• What Is a Function?• Using Built-In VBA Functions• VBA function examples• VBA functions that do more than return a value• Discovering VBA functions• Using Worksheet Functions in VBA• Worksheet function examples• Entering worksheet functions• More about using worksheet functions• Using Custom Functions• Exercises

Controlling Program Flow and Making Decisions

• Going with the Flow, Dude• The GoTo Statement• Decisions, Decisions• The If-Then structure• The Select Case structure• Knocking Your Code for a Loop• For-Next loops• Do-While loop• Do-Until loop• Using For Each-Next Loops With Collections• Exercises

Simple Dialog Boxes

• UserForm Alternatives• The MsgBox Function• Displaying a simple message box• Getting a response from a message box• Customizing message boxes• The InputBox Function• InputBox syntax• An InputBox example• Another type of InputBox• The GetOpenFilename Method• The syntax for the GetOpenFilename method• A GetOpenFilename example• The GetSaveAsFilename Method• Getting a Folder Name• Displaying Excel’s Built-in Dialog Boxes• Exercises

UserForm Basics

• Knowing When to Use a UserForm• Creating UserForms: An Overview• Working with UserForms• Inserting a new UserForm• Adding controls to a UserForm• Changing properties for a UserForm control• Viewing the UserForm Code window• Displaying a UserForm• Using information from a UserForm• A UserForm Example• Creating the UserForm• Adding the CommandButtons• Adding the OptionButtons• Adding event-handler procedures• Creating a macro to display the dialog box• Making the macro available• Testing the macro• Exercises

Using UserForm Controls

• Getting Started with Dialog Box Controls• Adding controls• Introducing control properties• Dialog Box Controls: The Details• CheckBox control• ComboBox control• CommandButton control• Frame control• Image control• Label control• ListBox control• MultiPage control• OptionButton control• RefEdit control• ScrollBar control• SpinButton control• TabStrip control• TextBox control• ToggleButton control• Working with Dialog Box Controls• Moving and resizing controls• Aligning and spacing controls• Accommodating keyboard users• Testing a UserForm• Dialog Box Aesthetics• Exercises

Contents: Expert (Continued)

Working in the Visual Basic Editor

• What Is the Visual Basic Editor?• Activating the VBE• Understanding VBE components• Working with the Project Window• Adding a new VBA module• Removing a VBA module• Exporting and importing objects• Working with a Code Window• Minimizing and maximizing windows• Creating a module• Getting VBA code into a module• Entering code directly• Using the macro recorder• Copying VBA code• Customizing the VBA Environment• Using the Editor tab• Using the Editor Format tab• Using the General tab• Exercises

Using the Excel Macro Recorder

• Is It Live, or Is It VBA?• Recording Basics• Preparing to Record• Relative or Absolute?• Recording in absolute mode• Recording in relative mode• What Gets Recorded?• Recording Options• Macro name• Shortcut key• Store Macro In• Description• Is This Thing Effi cient?• Exercises

Introducing the Excel Object Model

• Excel Is an Object?• Climbing the Object Hierarchy• Wrapping Your Mind around Collections• Referring to Objects• Navigating through the hierarchy• Simplifying object references• Diving into Object Properties and Methods• Object properties• Object methods• Object events• Finding Out More• Using VBA’s Help system• Using the Object Browser• Automatically listing properties and methods• Exercises

VBA Sub and Function Procedures

• Subs versus Functions• Looking at Sub procedures• Looking at Function procedures• Naming Subs and Functions• Executing Sub procedures• Executing the Sub procedure directly• Executing the procedure from the Macro dialog box• Executing a macro by using a shortcut key• Executing the procedure from a button or shape• Executing the procedure from another procedure• Executing Function procedures• Calling the function from a Sub procedure• Calling a function from a worksheet formula• Exercises

Essential VBA Language Elements

• Using Comments in Your VBA Code• Using Variables, Constants, and Data Types• Understanding variables• What are VBA’s data types?• Declaring and scoping variables• Working with constants• Pre-made constants• Working with strings• Working with dates• Using Assignment Statements• Assignment statement examples• About that equal sign• Smooth operators• Working with Arrays• Declaring arrays• Multidimensional arrays• Dynamic arrays• Using Labels• Exercises

Working with Range Objects

• A Quick Review• Other Ways to Refer to a Range• The Cells property• The Off set property• Some Useful Range Object Properties• The Value property• The Text property• The Count property• The Column and Row properties• The Address property• The HasFormula property• The Font property• The Interior property• The Formula property• The NumberFormat property

Contents: Expert

• Some Useful Range Object Methods• The Select method• The Copy and Paste methods• The Clear method• The Delete method• Exercises

Using VBA and Worksheet Functions

• What Is a Function?• Using Built-In VBA Functions• VBA function examples• VBA functions that do more than return a value• Discovering VBA functions• Using Worksheet Functions in VBA• Worksheet function examples• Entering worksheet functions• More about using worksheet functions• Using Custom Functions• Exercises

Controlling Program Flow and Making Decisions

• Going with the Flow, Dude• The GoTo Statement• Decisions, Decisions• The If-Then structure• The Select Case structure• Knocking Your Code for a Loop• For-Next loops• Do-While loop• Do-Until loop• Using For Each-Next Loops With Collections• Exercises

Simple Dialog Boxes

• UserForm Alternatives• The MsgBox Function• Displaying a simple message box• Getting a response from a message box• Customizing message boxes• The InputBox Function• InputBox syntax• An InputBox example• Another type of InputBox• The GetOpenFilename Method• The syntax for the GetOpenFilename method• A GetOpenFilename example• The GetSaveAsFilename Method• Getting a Folder Name• Displaying Excel’s Built-in Dialog Boxes• Exercises

UserForm Basics

• Knowing When to Use a UserForm• Creating UserForms: An Overview• Working with UserForms• Inserting a new UserForm• Adding controls to a UserForm• Changing properties for a UserForm control• Viewing the UserForm Code window• Displaying a UserForm• Using information from a UserForm• A UserForm Example• Creating the UserForm• Adding the CommandButtons• Adding the OptionButtons• Adding event-handler procedures• Creating a macro to display the dialog box• Making the macro available• Testing the macro• Exercises

Using UserForm Controls

• Getting Started with Dialog Box Controls• Adding controls• Introducing control properties• Dialog Box Controls: The Details• CheckBox control• ComboBox control• CommandButton control• Frame control• Image control• Label control• ListBox control• MultiPage control• OptionButton control• RefEdit control• ScrollBar control• SpinButton control• TabStrip control• TextBox control• ToggleButton control• Working with Dialog Box Controls• Moving and resizing controls• Aligning and spacing controls• Accommodating keyboard users• Testing a UserForm• Dialog Box Aesthetics• Exercises

Contents: Expert (Continued)

Host Partner:

KnowledgeCapital

Crystal Plaza | Plot No 4KN, Justice Av | P.O Box 1318 Kigali, Rwanda

Tel: (+250) 788 307 885 | info@knowledge-cap.com | www.knowledge-cap.com