Course Description

Mastering Spreadsheets for Business and Career Advancement

Unlock the power of spreadsheets to streamline your workflow, analyze data, and enhance decision-making processes in a business setting. Our comprehensive course provides in-depth knowledge and hands-on experience with various spreadsheet functions, designed to equip you with the essential skills needed in the modern workplace.

Course Competencies

1. Creating Effective Spreadsheets

  • Define Terminology

    Understand and define key terms related to spreadsheet usage.

  • Prepare List of Terms with Definitions

    Compile a glossary of spreadsheet-related terminology.

  • Describe the Use of Spreadsheets in Business

    Explore how spreadsheets can be leveraged in business scenarios.

  • Construct a List of Relevant Documents

    Create and manage business documents using spreadsheet software.

  • Ensure Data Integrity

    Implement strategies to maintain data accuracy and consistency.

  • Create and Modify Data and Change Formats

    Learn to enter, edit, and format data effectively.

2. Data Entry and Worksheet Management

  • Enter Multiple Lines of Text within a Cell
  • Use Different Types of Date and Number Formats
  • Insert Data Using Autofill
  • Modify the Sizes of Cells and Ranges

3. Spreadsheet Navigation and Manipulation

  • Insert, Delete, Rename, Move, and Copy Worksheets
  • Change Worksheet Views

4. Formatting and Customization Techniques

  • Apply Font Styles and Colors
  • Set a Background Image
  • Rotate and Align Cell Content
  • Merge Cells and Use Format Painter
  • Change Workbook Themes and Apply Styles

5. Table Management and Conditional Formatting

  • Create and Format Tables
  • Use Conditional Formatting to Change Cell Appearances Based on Value

6. Advanced Worksheet Formatting and Printing

  • Define Print Areas and Insert Page Breaks
  • Add Print Titles, Headers, and Footers

7. Mastering Formulas and Functions

  • Define Terminology and Prepare Term Lists
  • Create and Use Cell References in Formulas
  • Work with Advanced Functions like IF, DATE, PMT Functions
  • Use Nested Functions Efficiently

8. Charts and Graphics

  • Create Different Types of Charts (Embedded, Pie, Line, Bar, 3-D, XY Scatter)
  • Format and Edit Chart Elements
  • Create Combination Charts
  • Insert and Manipulate Shapes within Charts

9. Tables, PivotTables, and PivotCharts

  • Define Table and PivotTable Terminology
  • Plan Structured Data Ranges and Create Data Definition Tables
  • Manage Tables: Add, Edit, Delete Records, Sort, Filter Data
  • Use Subtotal and Total Lines in Tables
  • Create and Manage PivotTables and PivotCharts

10. Managing Multiple Worksheets and Workbooks

  • Create and Manage Worksheet Groups
  • Link Workbooks, Create External References
  • Create Workspaces, Hyperlinks, and Templates
  • Save Workbooks as Web Pages

11. Advanced Functions, Conditional Formatting, and Filtering

  • Use Logical Functions, Lookup Tables, and Functions
  • Check for Data Entry Errors with Conditional Formatting
  • Summarize Data Conditionally with Functions
  • Apply Advanced Filtering Techniques

12. Worksheet Application Development

  • Define Terminology and Name Cells and Ranges
  • Ensure Data Accuracy with Validation Rules
  • Protect Worksheets and Workbooks
  • Create and Use Macros

13. Financial Analysis

  • Evaluate Investment Options, Work with Loans and Mortgages
  • Project Future Income and Expenses
  • Calculate Different Types of Depreciation
  • Perform Advanced Calculations including Time Value of Money, Net Present Value
  • Audit Workbooks