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.).

Customization

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.