Practical Excel 2013 Tips & Tricks for the Workplace (ILT)

COURSE DESCRIPTION

This course covers Tips & Tricks on Microsoft Excel 2013. It assumes you have used Excel and are familiar with creating, editing & formatting worksheets.  In a quick and lively manner this will cover what is new in this version of Excel and also show you some tips to increase your productivity in Excel and widen your skills.

The course begins with a review of online account options followed by interface changes in the ribbon and the use of touch screens.  Some basics of cell selection are covered followed by several excellent examples of the exciting Flash Fill feature which can save hours in data entry.  Conditional formatting is introduced and custom settings reviewed.  Intro to tables is next with examples of sorting & filtering.  The Quick Analysis Lens can help users get started quickly with analysis.  A Pivot Table is built from scratch in a simple and easy to understand manner and then it is filtered using data slicers and charted with Sparkline charts.  The basics of creating & editing a chart with new controls is shown and the course finishes showing the new ways you can share a worksheet in other formats, online, in the cloud and on social networks.

Category: Office Productivity/Microsoft

Duration: 1/2 Day

What are the requirements?

• Microsoft Office 2013

Pre-requisite: Basic skills in editing and formatting a worksheet

What am I going to get from this course?

• New online capabilities including Office Accounts and OneDrive cloud storage
• Interface changes with the ribbon and touch screens
• Basics of cell selection and data entry
• How to use the Flash Fill feature to save hours in data entry
• How to use Conditional Formatting to clarify worksheet data
• How to get quick results with the Quick Analysis Lens
• How to switch between two open worksheets with ease
• Capturing screen shots into Excel and navigating the new Tabs interface
• How to build a pivot table from scratch, customize and filter
• Using Slicers to filter Pivots including the new Timeline Slicer for date filtering
• Using Sparkline charts to create an effective chart in a single cell
• How to create & format charts with the new touch controls
• How to create a PDF from a worksheet
• How to share Excel worksheets in the cloud and on social networks
• How to have multiple people edit a worksheet at the same time online

What is the target audience?

Busy Excel users of any skill level who want a quick look at what is new and can save them time.  You should have basic skills in editing, formatting and working with Excel worksheets.

Lesson Plan

1. 1. Introduction

Introduction to Excel 2013 Tips & Tricks Course

1. 2. Start Screen

Recent file list, online templates, searching online, turning off the Start Screen

1. 3. User Account

Online services are linked to the user account, changing accounts and ribbon color

1. 4. SkyDrive

Using offline, syncing to cloud, sharing folders and SkyDrive on many other devices

1. 5. Excel Web App

Viewing and editing worksheets from the browser on Windows, and iPad.

1. 6. Ribbon and Touch

Showing and hiding the ribbon, using touch mode for easy touch targets

1. 7. Basic Cell Entry

Selecting & moving the active cell, filling many cells at once

1. 8. AutoFill

Autofill from adjacent data and autocomplete of formulas and formatting

1. 9. Flash Fill by Example

Separate a single cell of data into multiple cells by typing text and date examples

1. 10. Flash Fill Automatic

Separate data from a single cell or join data together based on examples and Ctrl+E keystroke

1. 11. Animations

Animation of cell selection, updated cells and updated charts

1. 12. Conditional Formatting

Cell shading, horizontal data bars and icons to highlights trends and extremes

1. 13. Managing Conditional Rules

Customizing conditional formatting, removing conditional formatting

1. 14. Create and Format Tables

Table creation, color formatting, table headers as column headers

1. 15. Sort and Filter Tables

Apply sorts to numeric, date and text fields.  Filter for one item or by date

1. 16. Quick Analysis Lens Formatting

Preview and apply conditional formatting to a table with this automatic tool

1. 17. Quick Analysis Lens Totals and Charts

Preview and apply table totals and charts automatically

1. 18. One Workbook One Window

Each individual workbook open a separate window in Excel

1. 19. Screen Shots

Capturing screen images into Excel and linking to web page captures

1. 20. Worksheet Tabs

Navigating, creating, coloring and moving worksheet tabs in a workbook

1. 21. Creating PivotTables

Build a PivotTable from scratch

1. 22. Formatting PivotTables

Apply formats and changing the layout of a PivotTable

1. 23. Filtering and Sorting PivotTables

Sort and filter PivotTable data for a custom report

1. 24. Recommended Pivots

Recommended pivots show previews of selected data and create the pivot in one click

1. 25. Data Slicer

Filtering PivtoTable data with pushbutton data slicers.  Filter for multiple values

1. 26. Timeline Slicer

Filter PivotTable dates with a graphic timeline control

1. 27. Sparkline Charts

Charts within a single cell for compact data analysis

1. 28. Easy Chart Creation

Create a chart using recommended charts and oneclick formatting

1. 29. Chart Format Controls

Use controls adjacent to the chart to add chart elements, styles, colors and filters

1. 30. Sharing Worksheets

Sharing worksheets by storing online and giving access to others

1. 31. Shared Editing

Edit a worksheet online in a browser with multiple people at the same time

1. 32. Sharing to Social Networks

Posting a shared worksheet to a social network like Facebook

1. 33. Sending Worksheets

Sending worksheets in email and as a PDF attachment