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MICROSOFT EXCEL 2007 : Practices in Operations and Management

Introduction

Course Overview
Microsoft Excel undoubtedly is an open treasure for today's business organisations. Excel, world's most used spreadsheet application, if used properly, can be an unimaginably huge productive resource for organisations. Microsoft Excel has several usage areas including:

- Data entry and validation techniques;
- Programming utilities with formulas and functions;
- Managerial analysis and reporting utilities;
- Database utilities;
- Risk assessment and management utilities and
- Many others!!!

This is a course that will provide a comprehensive look on all these areas with special focuses on case studies and practical experiences. This certainly would be a life changing course for anyone!

Delivery Method
Linear Demonstration - 50%
Case and Practice Exercise - 50%

Methodology

Linear Demonstration - 50%
Case and Practice Exercise - 50%

Contents of Training:

SESSION 1: INTRODUCTION TO MICROSOFT EXCEL
In this session participants will know the essential utilities and necessities of Microsoft Excel. Most of us know the basics of Excel. However, there are few basics that are unknown to many of us. Knowledge of these unknown basics would change your idea about the power of Excel. This session intends provide the participants about these basics that will build a foundation of the advance Excel skill at later part of the course.

Understanding of Excel Objects
Entering and Editing Data into Cells;
Naming cells and ranges of cells;
Copy and Paste;
Paste Special;*
Data Type* & Alignment;
Fill Color and Borders;
Hiding Cells Data and Grid;
About Worksheets;
Naming, Adding, & Deleting Worksheets;
Changing Worksheet Tab Color;
Linking and Referencing inside and across worksheets;
Relative and Absolute Referencing;
Linking Across Different Files;

Building Blocks of Excel-Rows & Columns
Row Height & Column Width;
Hiding and Unhiding Rows and Columns;
Inserting and Deleting Rows and Columns;
Insert Copied Cells;
Rows and Column functions

Understanding Functions and Formula in Excel
Difference between Functions and Formulas;
Writing Functions and Formulas;
Operators for Writing Formulas;
Types of Functions in Excel*;
Copying Formulas and Functions;
Basics of Building Templates

SESSION 2: ADVANCE EXCEL OPTIONS AND CUSTOMIZATION
Knowing different customization options in Excel can put you in charge of you spreadsheet model. It can save your time and improve your quality of work significantly. This session will provide an extensive idea of all different tools in Excel and all different customization options in Excel.

Toolbars and Add-ins in Excel
Standard Toolbar;
Formatting Toolbar;
Borders and Chart Toolbar;
Control Toolbox and Forms;
Drawing Toolbar;
Add-ins In Excel;

Customization Options in Excel
View Options;
Calculation Options;
Edit Options;
General Options;
Spelling Options;
Save Options;
Security Options;

Useful Data Entry Tips
Simplifying data entry by using a form*;
Forcing text to appear on a new line within a cell;
Using Ctrl+Enter to Place information into multiple cell simultaneously;
Entering the current date or time into a cell.

SESSION 3: ADVANCE SKILLS ON EXCEL FUNCTIONS - I
Functions are the sources of popularity of Microsoft Excel. Excel provides different types of formula for different types of people at different profession. However there are few categories of functions essential for all groups of people. Efficient usage of these functions can change your productivity, revolutionize your career and make you successful at work. This session and next session are intended to provide the world best knowledge on Excel functions.

Logical Functions in Excel
If and nested if functions.
And & Or logics;
Using If and nested If with And & Or

Practical exercises and business cases

Statistical Functions
Summing and Averaging
Median and Mode
Counting numbers, texts and blanks

Practical Exercises and business cases

Combined Functions
Sumif and Sumifs
Countif and Countifs

SESSION 4: ADVANCE SKILLS ON EXCEL FUNCTIONS-II
This session is a continuation of the last session.

LOOKUP Functions
Lookup function
Vertical Lookup Function
Horizontal Lookup Functions

Working with Dates
Special case of dates in Excel
Date functions & shortcuts
Arithmetic operations on dates

Working with Texts
Different Text functions
Concatenation operation on text

SESSION 5: ADVANCE DATABASE UTILITIES IN EXCEL
Relational databases are the building blocks of today's IT success. Microsoft Access is one of the common RDBMS used in office environment. However some people found the secret of Excel that provides most of the utilities of a simple RDBMS. This session will bring your confidence on Microsoft Excel and after this session you will forgot about your need of learning Microsoft Access or any other RDBMS.

- Data Validation Techniques
-Data sorting
-General Filtering
-Advanced Filtering
-Subtotal
-Pivot Table
-Indexing and Hyperlinking

SESSION 6: OPTIMIZATION AND RISK MANAGEMENT TOOLS IN EXCEL
For a strategic decision maker its essential to know the solution that maximizes his return, optimizes his cost and minimize losses. For investment appraisal problems, its essential to different risks of an investment. This section will give participant an excellent idea of optimization and risk management using excel.

- Goal Seek for seeking target values
- Simulation for Reaching Optimum Solution
- Sensitivity Analysis
- Advance Conditional Formatting

SESSION 7: MACROS, SECURITIES, PROTECTION AND HANDLING ERRORS
Macros are the sensations of the Microsoft products. Macros can make a 100 year work a 1 second work. It can significantly improve productivity at office. However security is a crucial issue in working with macros. This session will let the participants know the secrets of macros and security issues. Also in this session, participants will know how to protect formulas, worksheets and work files. Handling errors is another crucial content of this session.

- Macros Basics
- Recording Macros
- Understanding Macro Codes and VBA utilities
- Creating productive macros
- Hiding and Protecting Formulas
- Protecting worksheets
- Protecting files
- Types of Excel errors
- Error handling tools and techniques in Excel

SESSION 8: BUSINESS CASES AND SOLUTIONS
In this session, the participants will be trained on solving real life business cases which involve analysis, interpreting and reporting skills.

- Marketing Research Application: Developing Frequency Distribution from and Statistical Analysis from raw data.
- Lenovo - Regression Analysis
- Hardy Computers: Developing Pivot Table and using Advance Filtering;
- Toulouse Engineering Inc.: Scenario and Sensitivity Analysis of Sales Budget
- Simple Investment House: Searching the optimal portfolio.
- PreCorp Professionals Ltd.: Building Database Utility and Search Engine.

ASSESSMENT
There will be a standard test that will assess the skills developed in the participants in the following areas:

1. Data Entry & Validation Techniques (20%)
2. Excel Functions and Formulas (20%)
3. Analysis and Reporting (20%)
4. Advanced Tools (20%)
5. Risk Assessment and Management Tools (20%)

Anyone can participate in this test (even who did not participate in the course). The test will be conducted by the resource individual who is a Microsoft certified expert on Microsoft Excel. A transcript with a letter from the Examiner will be provided to each examinee.

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