• Excel 2007 Essentials
• Excel 2007 Expert
• Excel 2007 Extreme
• Excel 2007 Custom Content Series

Excel 2007 Essentials:

Formulas and Functions for Business Modeling and Financial Problem Solving

Whether you’re modeling a business budget or managing your company’s inventory, you’re using (or need to be using) Excel formulas. This program covers nearly every aspect of Excel formulas, from the very simple to the extremely complex.

Learning Objectives

Upon successful completion of this course, participants will be able to: 

• Cite and describe the five things that can be included in any Excel formula.
• Employ absolute versus relative (or default)  referencing in formulas.
• Use and interpret three-dimensional cell references, even across multiple workbooks.
• Discover and demonstrate resources like shortcut menus, screen tips and shortcut keys that increase formula creation speed and productivity.
• Define range names and apply range names to formulas and workbook navigation.
• Apply functions and practice using at least one function in each function category available in Excel.
• Translate formulas and functions on multiple rows (or columns) into a single, complex formula called a “mega-formulas”.
• Produce a “What-if” analysis using one and two-dimension data tables.
• Produce and manage multiple business model situations using Scenario Manager, including the automatic and instant creation of a columnar summary report showing all situations side-by-side.
• Solve a simple problem like setting the value in a calculated field to a specific number  while Excel determines the value of one input using the Goal Seek tool (this is one-dimensional what-if “backwards”).
• Solve a complex problem like hitting a specific ROI or Gross Income in an Excel model where multiple inputs change simultaneously with conditions and constraints using Solver.

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Excel 2007 Expert:

Everything You Need to Know About Analyzing Data and Creating Reports with Pivot Tables

Perhaps Excel’s most technologically sophisticated feature is the ability to Pivot data tables to create reports.  With PivotTables you can slice and dice your data in seconds and build virtually any type of summary report you can think of, including charts and graphs.

Learning Objectives

Upon successful completion of this course, participants will be able to:

• Describe the types of data that are appropriate for a pivot table and recommend how to arrange inappropriate data so that it can be pivoted.
• Cite and describe pivot table terminology.
• Identify and utilize Excel tools to create and manage pivot tables.
• Produce a drill-down report from a pivot table, just like you can with expensive management dashboard systems.
• Change the calculation mode of summarized data to discover averages, means, statistical values and other readily available 
• Employ calculated fields and calculated values inside pivot tables when standard calculations don’t provide the values you need.
• Create and customize pivot charts.
• Work around the limitations imposed by Excel on pivot tables.
• Customize reports by grouping items manually and automatically.
• Create, save and re-use custom pivot table report designs.

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Excel 2007 Extreme:

Automating Task and Eliminating Redundant Steps using Macros & VBA

 In its broadest sense, a macro is a sequence of instructions that automate some aspect of Excel so you can work more efficiently and with fewer errors.  Many reporting and analysis task that have formerly taken hours to complete by very proficient Excel users have been completed in seconds by macros, also known as VBA programs.

Learning Objectives

Upon successful completion of this course, participants will be able to:

• Enable and employ the Developer’s tab in Excel 2007.
• Utilize the macro recorder to create simple macros.
• Cite and demonstrate five different ways to run macros in Excel 2007.
• Select and use the Visual Basic Editor (hereinafter, VBE) to view macro code
• Name and explain the key concepts in Visual Basics for Application (hereinafter, VBA), the language macros are written in.
• Apply “Glen’s 4 Simple Rules for Learning VBA” to quickly read, comprehend and ultimately edit and create powerful macros.
• Identify situations where using the VBE and editing or writing VBA code is required to automate repetitive task.
• Describe how to create variables in VBA and identify three variable features.
• Utilize the VBE and a variety of VBA tools to enhance simple macros,  including:
  • Using VBA messaging tools,
  • Applying simple branching statements, and
  • Employing statements that execute repetitive steps within a spreadsheet.
• Define the types of errors that occur in VBA code and use tools within the VBE to identify and resolve program errors.
• List at least 10 Events in Excels and practice creating macros that execute automatically when these events occur.
• Determine when a custom dialog box would simplify macro use and use the VBE to create a custom dialog box
• Explain at least 2 ways to distribute Excel macros to other users.
• Describe how to create a custom worksheet function using the VBE.

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Excel Custom Content Series:

Let us customize an Excel program for you. Choose 4 to 6 modules from our curriculum guide and we’ll prepare a custom workbook and practice exercises along with pre-program assessment tasks that match the exact educational needs of your team.

Learning Objectives

Module objectives are available upon request. Customized lesson plan will be provided once module objectives are selected.

Course Modules for Excel 2007:

• Excel 2007 fundamentals; worksheet basics; editing and formatting worksheets
• Creating and working with charts
• Managing workbooks, including working with page layout and printing
• Solving problems and analyzing data with functions and formulas
• Working with data ranges
• Working with Tables and Pivot Tables
• Analyzing and organizing data
• Working with the Internet and external data
• Working with macros, objects and events
• What-if analysis