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Microsoft Office Training

Course outline(Three day combined program)

3-Day Combo MS Office Applications

Excel fundamentals

Excel Intermediate

PowerPoint and Word

Excel Advanced toolsand techniques

Applications Excel, Word,PowerPoint

Level IntermediateDuration 3 days

Temple University JapanCorporate Education Program

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Course Overview

Course Description

This 3-day course provides a comprehensive overview of the threemain MS Office applications.

The main focus of the course will be using the right tool for thejob. As each application is explored, participants will learn

- Core techniques

- Productivity tips and keyboard shortcuts.

- MS Office application best practices

Course format

The course will blend introductory and advanced techniques in aformat driven by business needs rather than application features.

The course will include a number of projects and case studies thatwill be conducted as simulated business tasks leveraging the MSOffice environment as part of the learning process.

Course outcomes

Participants in the course can expect to come away with

- Comprehensive knowledge of the MS Office suite

- Increased personal productivity

- Ability to determine the right tool for the job

- Best practices for data management

- Strategies for effective collaboration and document sharing- Improved problem solving skills

Content and delivery

The training materials and environment are prepared to match clientneeds as closely as possible.

Realistic sample files and data sets are used throughout the courseand hands-on tasks are clearly focused and business relevant.

Participants will also have access to TUJs facilities for discussion,and presentation.

Materials summarizing the key points and detailing suggestedsolutions to the tasks will be provided.

Post-class email support is also provided as part of the package.

Pre-requisites

General familiarity with Excel/Word/PowerPoint is expected but noassumption of knowledge of specific tools or techniques is assumed.

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Areas of focus

Key topics and areas of focus for each application are summarizedbelow:

Excel

- Basic principles, data entry and manipulation, workbook navigation

- Presentation techniques, table formatting, charts

- Excel common functions, aggregates, conditionals, financials

- Multiple workbooks, data linking, imports and exports

- Data cleaning and conversion

- Excel data management and statistical analysis

- Report automation

- Spreadsheet models and What if . . . ? analysis

- Introduction to macros and VBAPowerPoint

- Instant text-based presentations, slide design and layout.

- Tables and charts, drawing objects, graphics and multimedia

- Animation effects, building complex slides

- Creating handouts

- Action settings, hyperlinks, seamless presentations

- Templates and the slide master

- Building complex slides

Word

- Personal productivity, auto text and auto correct

- Text manipulation, keyboard shortcuts

- Complex documents, tables, columns, sections

- Document automation, headers and footers, table of contents

- Navigation, hyperlinks, references

- Word templates, styles, form controls, protection

- Editing and reviewing tools

- Advanced Find and Replace techniques

Other

- Information portability

- Outlook templates

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Day 1 Excel Basic tools and techniques

The module focuses on best practices for managing, analyzing andpresenting data in Excel. The underlying theme is the right tool forthe job.

Focus will be on business tasks rather than Excel features.Examples will be chosen for realism and business relevance.Hands-on tasks will require planning and critical analysis rather thanthe simple applications of tools

Participants will:

- Unlearn bad habits

- Locate the most appropriate tools for various tasks

- Learn keyboard shortcuts for improved precision and productivity

- Explore fully Excels charting options

- Use static and conditional formatting to highlight information

- Use basic and advanced pivot table techniques for data analysis

- Set up worksheets for interactive data-mining

- Investigate Excels library of built-in functions for datamanagement and analysis

(AM): Excel presenting data

Excel fundamentals and productivity tips

- Excel environment

- Basic data entry and data entry tricks

- Apply Pick from list and Autofill features

- Create and use custom lists

- Basic workbook navigation and navigation tricks

- Getting data into Excel

- Move information around using copy and paste options

- Keyboard shortcuts

Formatting techniques

- Apply simple and conditional formats

- Copy formats and format multiple sheets simultaneously- Create and use spreadsheet templates

Presenting data in charts and tables

- Grouping and outlining

- Apply and modify built-in chart types

- Create and share custom chart types

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Effective use of formulas

- Use Auto-sum and other built-in functions

- Create simple and conditional sums and formulas

- Define relative or absolute references and apply named ranges

(PM): Excel Analyzing data- Case Study: Data Mining and Cost benefit

Data Preparation

- Data cleaning tools and techniques

- Data completion and augmentation

- Advanced filters

The pivot table feature

- Pivot table basics

- Sorting a pivot table

- Change field and table options

- Use group and outline

- Include or suppress totals

- Create a multi-page report

- Customize a pivot chart

- Create multiple aggregates in one table

- Create pivot tables that include other calculations

Data management and manipulation

- Use sorts and filters

- Create groups and subtotals

- Note on named ranges and their use in functions

- Use LOOKUP and MATCH functions

- Data conversion from text

- Data conversion to text

- Use advanced aggregates and conditional functions

- The IF function and error handling functions

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Day 2: PowerPoint and Word - Course Overview

Course Objectives

The main focus of the course will be a professional and polishedfinished product with a minimum of effort. As each application isexplored, participants will learn core techniques, productivity tipsand keyboard shortcuts.

- Word and PowerPoint best practices

- Tools and strategies for building effective presentations

- Information portability

Major themes for each application are summarized below:

PowerPoint

- Instant text-based presentations, slide design and layout.

- Tables and charts, drawing objects, graphics and multimedia- Animation effects, building complex slides

- Creating handouts

- Action settings, hyperlinks, seamless presentations

- Templates and the slide master

Word

- Personal productivity, auto text and auto correct

- Text manipulation, keyboard shortcuts

- Complex documents, tables, columns, sections

- Document automation, headers and footers, table of contents

- Navigation, hyperlinks, references

- Word templates, styles, form controls, protection

- Editing and reviewing tools

Document collaboration

- Assembling content from multiple sources

- Version control

- Editing and reviewing tools

Information portability

- Web compatibility

- Massaging pdf files

- Other document cleaning and conversion tricks

- Object linking and embedding

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Day 3 Advanced Data Analysis

The module looks at Excels advanced tools for data analysis andreport automation.

Advanced function- Action functions

- Nested functions

- Custom functions

Advanced data analysis

- Financial functions, NPV() IRR(), Goal seek

- What if analysis

o Data tables

o Scenario Manager

o Monte Carlo simulations

o The Solver add-in

- Statistical add-ins

- Case Study: What if analysis direct competition F & R

Tools for end-user interaction

- Data validation and worksheet protection

o Sharing workbooks

- Form controls

- Hyperlinks

Automation strategies

- Create a dynamic named range

- Use a dynamic named range to automate a workbook

- Dynamic chart

- Mail merge

- Data links, imports and exports

- Report manager and custom views

Macros and VBA code demonstrations

- Macro and VBA examples- Record and edit a macro

- Simple VB structures

- Applications of VBA

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General

Productivity tips and tricks

These will be interspersed throughout the course and introduced asthey are needed.

- All applications

o Shortcut keys

oData entry tricks

o Toolbar options

oDefault settings

oNavigation and selection

o Status bar

oHyperlinks

- Excel

oCustom lists

o The Autofill feature

oNamed ranges

oAutosum variations

- Word

o

Auto textoAuto correct

o Styles

- PowerPoint

oDrawing tools

oMultiple objects

- Outlook

oGlobal shortcuts

o Templates

oCategories