THE 7 STEPS TO EXCEL SUCCESS
EXCEL BASICS

5 Days of Excel Basics Training - Live Class opens at 8:45 AM - Class starts at 9:00 AM - Class ends at 10:30 AM

See What Others Are Saying About Their 7 Steps To Excel Success Basics Experience

Keanna B. required personalized Excel training to improve her Excel skills and elevate the value of her personal brand!

Day 1 - Intro
 LET'S BEGIN BY LAYING A SOLID EXCEL SKILLS FOUNDATION

Here is what we will learn in this Introductory session:

CONGRATULATIONS! -- WELCOME!

Make sure to download the Excel workbook for this course, You will receive a download link for it in the confirmation email.

Elements of the Excel Screen - Click This Do What?

What's a Tab? Where are the tool Groups? Did you say keep the Marquee in the data? - Here is where you learn the answers to those questions and more...

Is This 2007, 2010, 2013, 2016, 2019, Office 365? What's The Difference? Just Look At The Ribbon!

What version of Excel are you working in? Does it matter? Yes it does!

Saving and Compatibility

How to save and why knowing your Excel version matters.

The QAT

Here is where you will discover many of the "hidden" features of Excel.

Day 2 - Step 1 and Step 2
 THE 7 STEPS EXPLAINED

Here is what we will learn in this session:

Begin With The End In Mind - 7 Steps To Excel Success

Make sure to download the Excel workbook for this course, You will receive a download link for it in the confirmation email.

Step 1 - DESIGN - It's So Easy In The 21st Century

Templates - Learn how to to tame the "World's Most Dangerous Program."

Step 2 - BUILD - Building Your Worksheet
  • Five Things That Can Go Into An Excel Worksheet - F2 Is Your Friend 
  • Minimize Repetition - Learn The Auto Fill Handle. 
  • Learn How To Create A Create Custom Fill Series - No More Typing That List! 
  • How Many Rows and Columns In Excel? Select All And The Name Box Will Tell You 
  • Navigation Shortcuts 
  • Insert Rows and Columns Like A Professional 
  • Selecting Cells And Ranges Like a Professional 
  • Universal Shortcuts - You Probably Already Know Them And Did Not Realize It. 
  • Insert A Worksheet, Name It, Rename It, Move It 
  • Move Worksheets To Another Workbook - Make Worksheet Names Standout With Color 

Day 3 - Step 3
CALCULATIONS

Here is what you will learn in this session:

Step 3 - CALCULATIONS - Add Some Calculations
  • Please Excuse My Dear Aunt Sally! - Time To Remember Some 5th or 6th Grade Math. 
  • Formulas - The Heartbeat Of Excel - The Cells Remain The Same What Changes Is..? 
  • You Try - Relative Referencing - Let's Keep It Relative - F4 Is Your Friend 
  • Example Of The Moment You Realize - It's Time To Start Thinking About Functions 
  • What Is A Function? Preprogrammed Formulas - Excel Does The Math - Check it out! 
  • The Most Basic Function - The AutoSum - So Much More Than Just Sum. 
  • Learn To Delegate To Excel - Just Press Alt+= - The AutoSum Power Move! 
  • Quick Overview Of The Insert Function Tool - Your Search Engine For Functions 
  • Quick Tip - Zoom To Selection 
  • Introduction to 3D Referencing - Enter Data In One Cell, It Appears In Another
  •  3D Referencing In Action
  • 3D Referencing - Formula Explained - Why Did That Work? It's All In The Set Up!
  •  Practice More 3D Referencing - Did You Know You Can Link Your Workbooks? 

Day 4 - Step 4 and Step 5
LEARN HOW TO MAKE YOUR REPORTS PRETTY

Here is what you will learn in this session:

Step 4 - FORMATTING -Make It Pretty For The End User. Make It easy To Understand
  • Why Format Your Data? Plus A Handy Way To Select Your Data Range - Ctrl+A 
  • Let's Get Into Some Formatting - Make It Pretty! - Pus Some Formatting Shortcuts 
  • Formatting Money - Should You Pick The Currency Method Or The Accounting Method? 
  • Alignment- Customize The Orientation Of Your Values- Use Preset Formats (Styles) 
  • The Format_Painter 
Step 5 - REPORTING - Garbage In...Garbage Out - What About Charts?
  • 7 Habits Of Efective Lists -Learn The Right Way To Set Up Your Data Effectivelly 
  • Organize And Display Data - Sort It Out- But Avoid Merged Cells 
  • Continue Sorting - Right Click To Sort - A To Z Sorting And Keeping It Together 
  • The BIG Sort Buton 
  • Sometimes You Do Not Want To Show All The Data - Hide Rows And Columns With Ease
  •  The Filter That Lives A Healthy Lifestyle - Auto Filter
  •  Want To See What Your Numbers Are Saying? How About A Graphical Representation?
  •  Visualize Your Data With Charts - Insert Charts And See What Your Numbers Say
  •  Different Charts For Different Reasons - Change Chart Types - Make Them Pretty
  •  Sparklines - Miniature Charts Inside Of Your Cells - They Make People Say Wow!

Day 5 - Step 6 and Step 7
YOU ARE A WINNER!
LEARN HOW FIT TO ONE PAGE AND AUTOMATE YOUR TASKS

Here is what you will learn in this session:

Step 6 - PRINTING - Learn Where The "Fit-to-One-Page" Button Is Located
  • Print Correctly - Start With a Print Preview - There Is More Than One Way 
  • Tell Excel What You Want To Print - Set The Print Area 
  • Now That Excel Knows What To Print Let's Make It All Fit To One Page 
  • Now That We Can Print Properly - How About Some Headers And Some Footers?
Step 7 - MACROS - Delegate to Excel
  • What's A Macro? 
  • Recording Your 1st Macro - Yes, It's That Easy 
  • Run Your Macro 
  • The BIG Sort Buton 
  • Wrap Up
That's it for the Basics - Next we will go Beyond the Basics!
In the next class you will take the 7 Steps To Excel Success Excel Basics skills to the next level.  

Here is a sample of what you will be doing.

  • Discovering the power of Excel Functions like: VLOOKUP, AND/OR, TODAY, and others.
  • Logical Functions like IF statements.
  • Learn how to write Nested function formulas.
  • Conditional Formatting. 
  • Advanced Reporting.
  • PivotTables.
  • Macro editing.
  • And much more...
Stay tuned for Beyond the Basics!

As soon as the Beyond the Basics curriculum is ready you will be notified.

The Best Way To Learn Is With Others. Your team will feel Excel-lent after 
each class!

5 - Live Excel Classes

$2,997

Up to 35 participants

$5,808

Groups over 35 participants

  • Microsoft Certified Trainer (Valued $165/hour)
  • Comfortable class size
  • Custom Excel Workbook (Valued at $125)
  • Unlimited access to class recording
  • 5 - 1.5 hour sessions
  • Fill in the blank PDF
  • E-book with 338 Excel Keyboard Shortcuts (Valued at $27)
  • E-book with 227 MAC OS Excel Keyboard Shortcuts (Valued at $27)
  • Completion Certificate With MCID
  • Access to a private community

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