An intensive, practical two-day state-of-the-art workshop focusing on:
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- Pros and Cons of Upgrading to Excel™ 2007 and New Features
- Totally New Navigation System – Ribbon Replaces Command Bar
- Using the Ribbon’s Formula Tab for Business and Financial Applications
- New Formatting, Editing and Style Galleries
- New Views: Zoom Slider, Live Preview and Page Layout
- Customizing Excel™ – Controlling the Look – Modifying the Quick Access Toolbar
- Data Analysis Tools: Filtering, Scenario Manager and the Watch Window, Goal Seeker, Pivot Tables and Automatic Regression Analysis
- Creating Professional-Level Charts with the Design Tab and Using Pivot Charts
- Range Names and Macro Command Techniques – Creating/Using Hyperlinks
- How to Make Excel™ Interactive with the Web and Other MS Applications
- Web Database Portal and Dashboard Reports Using Excel™ 2007 and SharePoint Server™ 2007
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Don’t Let Your Spreadsheet Skills Become Obsolete!
Update Your Training Now and Master Excel™ 2007
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Intro to Excel™ 2007 – 60 minutes
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- New Features in Excel™ 2007
- New Menu Structure – Ribbon Replaces Command Bar
- New Views: Zoom Slider, Live Preview and Page Layout
- New Formatting, Editing and Style Galleries
- New Items for Tables and Charts
- Different Conditional Formatting; More Cell Styles
- Pros and cons of an Excel™ 2007 upgrade
- Why users are praising Excel™ 2007
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Getting Started – 75 minutes
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- Touring the Excel™ Window
- Where are my favorite Excel™ 2003 commands located in the new Excel™ 2007
- Using the Quick Access Toolbar and Customizations Available
- Overview of XML File Format
- Save vs. Save As – 97 to 2007 formats
- File and Folder Management
- New Features for Consistent Formatting between Workbooks and Users
- Getting Help
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Take the Drudgery out of Data Entry – 45 minutes
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- Navigation Techniques and Hyperlinks
- Rapid Data Entry Techniques
- AutoFill and AutoComplete
- Formatting Your Data: Cells, Sheets and Workbooks
- Formatting and Editing from the Home Tab
- Excel™ 2007 Style Galleries
- Macro Basics – Record and Playback to Simplify Tasks
- Creating and Using a Data Validation Dialog Box
- CASE STUDY: Sales Data Entry Techniques
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Changing Worksheet Layout – 45 minutes
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- Inserting and Deleting Rows, Columns and Cells
- Rapidly Adjusting Column Widths and Row Heights
- Moving and Copying Data
- Hiding Columns and Rows
- Create, Modify and Delete Named Ranges
- Using Range Names in Formulas
- Using Range Names in Macros
- Using Range Names Across Worksheets
- Find and Replace
- Protection Techniques
- CASE STUDY: Sales Data Layout
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Entering Formulas with Excel™ 2007 – 60 minutes
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- Anatomy of Formulas
- Boolean Algebra and Conditional (IF/THEN) Formulas
- Conditional Formatting and Rule Manager
- Using the Ribbon’s Formula Tab
- AutoSum and Insert Function Dialog Box
- Using the Function Wizard: Financial, Statistical, More!
- Range Names in Formulas
- Copying Formulas – Relative vs. Absolute
- CASE STUDY: Sales Formulas
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Creating Charming Charts with Excel™ 2007 – 50 minutes
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- Types of Charts
- Using the Ribbon’s Insert Tab to Create a Chart (or Function Key)
- Using the Design Tab Chart Tools to Edit and Customize a Chart
- Customizing, Editing and Formatting
- Adding Graphics and Using WordArt and SmartArt
- HANDS-ON CASE STUDY: Does Advertising Result in More Sales? Linear Regression Analysis Made Easy With a Scatter Graph – Automatically Fitting a Trend Line and Seeing the Regression Formula Creating Web Pages from Workbooks
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Creating Web Pages from Workbooks – 90 minutes
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- Creating Static Web Pages
- Using the MS Office™ Button and Saving as HTML
- Opening with the MS Internet Explorer dialog box
- Publishing Interactive Web Pages
- Using the Web Page Dialog Box
- Using Auto Republish
- HANDS-ON CASE STUDY: Creation of a Web Page
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Using Excel™ with Other Applications – 90 minutes
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- Importing Data to Excel™
- Connecting Worksheets and Workbooks
- Using the Trust Center to Update Closed Workbooks
- Connecting a Worksheet to a Web Page
- Exporting Data from Excel™
- Create a PDF File from a Worksheet
- Use the MS Office™ on-line add in
- Connect to an Access™ Database using the Manage Connection
- Creating an XML File
- Structuring Workbooks Using XML
- Connecting a Worksheet to an XML File
- CASE STUDY: Importing/Exporting Sales Data, Converting Spreadsheet to XML and Working With an XML Spreadsheet
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Customizing Excel™ 2007 – 90 minutes
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- Customizing the Quick Access Toolbar
- Adding Favorite Commands
- All Workbooks or Current Workbook
- Modifying Excel™ Options
- Control the Look of the Worksheet Window
- Using Pushpins for File Management
- Excel™ Options for Easy Data Entry
- HANDS-ON EXERCISES
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Data Analysis Tools – 90 minutes
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- Filtering Records in a Database
- Using Excel™’s Readymade Number and Date Filters
- Using the Custom AutoFilter Dialog Box
- Using Goal Seek
- Using Scenarios and Watching Cells
- Creating and Displaying Scenarios
- Editing and Removing Scenarios
- Summarizing Scenarios
- Using the Watch Window
- HANDS-ON CASE STUDY: Sales Analysis Example
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PivotTables & PivotCharts – 90 minutes
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- Understanding PivotTables and PivotCharts
- Creating a PivotTable
- Modifying a PivotTable
- Using Undo in PivotTables
- Plus and Minus Drill-Down Indicators
- Sorting and Filtering
- Conditional Formatting
- PivotTable Layout
- Creating and Modifying a PivotChart
- HANDS-ON CASE STUDY: Sales Analysis Example
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Introduction to Excel™ 2007 Services, Excel™ Web Access – 15 minutes
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- Office SharePoint Server™ 2007 Portal and Dashboard Reports
- Analyzing Data Using the Web Browser
- Connecting to External Data Sources
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CPE Credits...
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This seminar is recommended for 16 hours of
Computer Science credit.
The National Center for Continuing Education is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Visit the NASBA web site at www.nasba.org.
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This course is designed for financial professionals who want a state-of-the-art update and crystal-clear explanation of advanced Excel™ tools and techniques. You will also learn how to use Excel™ 2007 — the most extensive update in Excel™ history! This seminar is perfect for CFOs, CPAs, treasurers, controllers, financial and security analysts, budget analysts, internal auditors, financial planners and investment advisors and their staff.
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Seminar Prerequisites
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Course Level: Intermediate
Prerequisites: Basic knowledge of Excel™
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If you have a group of 14 or more employees
who want to improve their skills and productivity
with Excel™ 2007 or need other financial
training, then NCCE’s customized training is the
cost effective solution for your organization.
Bring Excel™ Update For Business and Financial
Professionals Featuring Excel™ 2007 in-house
and insure that your staff has the technical
skills, knowledge and training to assure top
productivity. NCCE’s in-house seminar clients
include Hewlett-Packard, Oracle, Harley-Davidson, Stanley Tools, General Mills and
Deloitte & Touche.
For more information or to schedule a custom in-house program, e-mail NCCE at contact@nccetraining.com or telephone 800-635-9615.
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© Copyright 2007 Performance Seminars, Inc.
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