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area for over 25 years.

Softek Services, Inc.
1156 15th Street, NW, Suite 100
Washington, DC 20005
(202) 747-5000

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Charting Data and Automating Tasks
in Microsoft Excel

Version 2010 • 2013 • 2016

3 Hours

This instructor-led course covers tools needed to illustrate numeric data into pie, bar, line, or column charts. You will also learn how to automate formatting and repetitive tasks by using conditional formatting and macros. It is geared for users who have experience with Microsoft Excel and need to learn these more intermediate/advanced features.

Course objectives:

  • Turn numeric data into a pie, bar, line charts or sparklines
  • Apply Conditional Formatting to automate formatting
  • Create macros to automate repetitive tasks

Chart Data to Visualize Results

  • Creating Pie Charts
  • Overview of Chart Tools
  • Design Tab
  • Layout Tab
  • Format Tab
  • Modifying and Resizing Charts
  • Adding Chart Titles and Labels
  • Formatting Chart Objects
  • Previewing and Printing Charts
  • Creating Column or Bar Charts
  • Changing the Numbering Scale
  • Changing the Data Series to Rows or Columns
  • Working with Trendlines
  • Updating the Source Data
  • Working with Sparklines
  • Understanding Sparklines
  • Creating Sparklines
  • Showing Points and Markers
  • Applying Sparkline Styles
  • Changing the Type of Sparkline
  • Modifying Axis Options
  • Clearing Sparklines



Automate Tasks with Conditional Formatting and Macros

  • Applying Conditional Formatting
  • Applying Preset Conditional Formatting Rules
  • Editing Conditional Formatting Rules
  • Applying Conditional Formatting to Rows
  • Creating Macros Using the Macro Recorder
  • Using Relative vs. Absolute References
  • Running Macros
  • Editing Macros
  • Deleting Macros            
  • Adding Macro Buttons to the Quick Access Toolbar


View Upcoming Schedule or Register for a Class

Is this the right course for you? Please contact our office at (202) 747-5000 if you have any questions.

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Public Class

This class is only offered for private groups.

Private Group Classes

Any two 3-hour Microsoft classes must be scheduled on the same day to receive pricing (9 to 12pm and 1 to 4pm).

Conducted at Your Office

$500 flat fee for up to 8 students
$550 flat fee for up to 12 students
$35 per additional student

Conducted at Softek’s Facility

$575 flat fee for up to 8 students
$625 flat fee for up to 12 students
$35 per additional student

Have more or less students? Or, need to schedule more than one training day? Click here for a price quote based on your training needs. 

Why choose Softek?

  • Live, in-person training
  • Instructors with 10+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee