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Charting Data and Automating Tasks in Microsoft Excel

3 Hours

Course Overview

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

Course Outline

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


Cost and Delivery Format Options

We offer the above listed class as a private group class in the following delivery formats. Any two 3-hour Microsoft classes must be scheduled on the same day to receive pricing (9:00 am to 12:00 pm and 1:00 pm to 4:00 pm).

Private Group Class: Live Virtual
1-4 students $850
5-8 students $1000
9-12 students* $1100
*$35 per additional student
Private Group Class: At Your Location
1-4 students $1100
5-8 students $1250
9-12 students* $1350
*$35 per additional student

Private Group Training

Private group classes are cost effective when you have a group of students who need the same course. Volume discounts of 5% to 20% are available when five or more training days are scheduled. For classes conducted at your location, you are responsible for the classroom setup which should include:

  • A computer for each student (with the appropriate software installed), and
  • An instructor workstation connected to a visual display (e.g., projector, smartboard, etc.).


Softek can easily customize a training course that covers the specific topics you require and integrate examples relevant to your work environment. Course customization is billed at $150 per hour and covers time needed to meet, discuss, prepare, and incorporate any specific examples into the training program. Once we have a better idea of what you have in mind, we will be glad to provide a specific price quote for the customization.

Why Choose Softek?

  • Live, virtual or in-person training
  • Instructors with 15+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee