Excel 2007 Training
Excel 2007
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Module 1 (Essential Skills) Course Outline


Months of planning, thousands of hours of work, three hundred pages of course notes, and years of Excel teaching experience were involved in developing the new Smart Method Excel 2007 course.

We didn't just take the 2003 course and make detail changes.  Every single lesson in this course has been designed from first principles purely for the new 2007 release.

Excel 2007 isn't really an "upgrade" from Excel 2003 - it is a completely new experience and massively better in so many ways.

We knew at once that we'd have to invest a huge amount of time and effort designing a course that would empower our clients to take full advantage of this radical new tool.

You can't take this course anywhere else, it is unique to The Smart Method.  Check out the course outline below and remember that we'll teach you all of this in a single eight hour day!

   Learn Excel 2007 Essential Skills with The Smart Method


This course is also available as a book from Amazon and all good bookshops. There's a USA and UK edition priced at £14.95/$21.99 (but often available from Amazon at a discounted price).

Find out more here.

 
Session One: Basic Skills Session Objectives
Lesson 1 1: Start Excel and check your program version
Lesson 1 2: Maximize, minimize, re-size, move and close the Excel window
Lesson 1 3: Understand the Application and Workbook windows
Lesson 1 4: Open and navigate a workbook
Lesson 1 5: Save a workbook

Excel Workbook (the Open XML format)

Excel Macro Enabled Workbook

Excel 97-2003 Workbook

Excel Binary Workbook

Lesson 1 6: Pin a document, and understand file organization
Lesson 1-7 View, add, remove and navigate worksheet tabs
Lesson 1 8: Use the Ribbon
Lesson 1 9: Understand Ribbon components
Lesson 1 10: Customize the Quick Access Toolbar and preview the printout
Lesson 1 11: Use the Mini Toolbar, Key Tips and keyboard shortcuts
Lesson 1 12: Understand Views
Lesson 1 13: Use full screen view
Lesson 1 14: Use the help system
Session 1: Exercise
Session 1: Exercise answers
Session Two: Doing Useful
Work with Excel
Session Objectives
Lesson 2 1: Enter text and numbers into a worksheet
Lesson 2 2: Create a new workbook and view two workbooks at the same time
Lesson 2 3: Use AutoSum to quickly calculate totals
Lesson 2 4: Select a range of cells and understand Smart Tags
Lesson 2 5: Enter data into a range and copy data across a range
Lesson 2 6: Select adjacent and non-adjacent rows and columns
Lesson 2 7: Select non-contiguous cell ranges and view summary information
Lesson 2 8: AutoSelect a range of cells
Lesson 2‑9: Re-size rows and columns
Lesson 2‑10: Use AutoSum to sum a non-contiguous range
Lesson 2‑11: Use AutoSum to quickly calculate averages
Lesson 2‑12: Create your own formulas
Lesson 2 13: Create functions using Formula AutoComplete
Lesson 2 14: Use AutoFill for text and numeric series
Lesson 2 15: Use AutoFill to adjust formulas
Lesson 2 16: Use AutoFill Options
Lesson 2 17: Speed up your Auto Fills and create a custom fill series
Lesson 2 18: Use the zoom control
Lesson 2 19: Print out a worksheet
Session 2: Exercise
Session 2 Exercise Answers
Session 2: Endpiece
Session Three: Taking Your
Skills to the Next Level
Session Objectives
Lesson 3 1: Insert and delete rows and columns
Lesson 3 2: Use AutoComplete and fill data from adjacent cells
Lesson 3 3: Cut, copy and paste
Lesson 3 4: Cut, copy and paste using drag and drop
Lesson 3 5: Use Paste Values and increase/decrease decimal places displayed
Lesson 3 6: Transpose a range
Lesson 3 7: Use the Multiple Item Clipboard
Lesson 3 8: Use Undo and Redo
Lesson 3 9: Insert cell comments
Lesson 3 10: View cell comments
Lesson 3 11: Print cell comments
Lesson 3 12: Understand absolute and relative cell references
Lesson 3 13: Understand mixed cell references
Lesson 3 14: Create a template
Lesson 3 15: Use a template
Lesson 3 16: Freeze columns and rows
Lesson 3 17: Split the window into multiple panes
Lesson 3 18: Check spelling
Session 3: Exercise
Session 3 Exercise Answers
Session Four: Making Your
Worksheets Look Professional
Session Objectives
Lesson 4 1: Format dates
Lesson 4 2: Understand date serial numbers
Lesson 4 3: Format numbers using built-in number formats
Lesson 4 4: Create custom number formats
Lesson 4 5: Horizontally Align the contents of cells
Lesson 4 6: Merge cells, wrap text and expand/collapse the formula bar
Lesson 4 7: Vertically align the contents of cells
Lesson 4 8: Understand themes

Font sets

Color sets

Lesson 4 9: Use cell styles and change themes Effects
Lesson 4 10: Add color and gradient effects to cells
Lesson 4 11: Add borders and lines
Lesson 4 12: Create your own custom theme
Lesson 4 13: Create your own custom cell styles
Lesson 4 14: Use a master style book to merge styles
Lesson 4 15: Use simple Conditional Formatting
Lesson 4 16: Manage multiple conditional formats using the Rules Manager
Lesson 4 17: Bring data alive with visualizations
Lesson 4 18: Create a formula driven conditional format
Lesson 4 19: Use the Format Painter
Lesson 4 20: Rotate text
Session 4: Exercise
Session 4 Exercise Answers
Session Five: Charts Session Objectives
Lesson 5 1: Create a simple chart with two clicks
Lesson 5 2: Move, re-size, copy and delete a chart
Lesson 5 3: Change the chart layout and add a data table
Lesson 5 4: Format chart element fills and borders
Lesson 5 5: Format 3-D elements and align text
Lesson 5 6: Move, re-size and delete chart elements
Lesson 5 7: Change a chart's source data
Lesson 5 8: Assign non-contiguous source data by click and drag
Lesson 5 9: Change source data using the Select Data Source dialog tools
Lesson 5 10: Chart non-contiguous source data by hiding rows and columns
Lesson 5 11: Create a chart with numerical axis
Lesson 5 12: Deal with empty data points
Lesson 5 13: Add data labels to a chart
Lesson 5 14: Highlight specific data points with colour and annotations
Lesson 5 15: Add gridlines and scale axes
Lesson 5 16: Emphasize data by manipulating pie charts
Lesson 5 17: Create a chart with two vertical axis
Lesson 5 18: Create a combination chart containing different chart types
Lesson 5 19: Add a trend line
Lesson 5 20: Switch chart rows/columns and add a gradient fill
Lesson 5 21: Create your own chart templates
Session 5: Exercise
Session 5 Exercise Answers
Session Six: Working With
Multiple Worksheets and Workbooks
Session Objectives
Lesson 6 1: View the same workbook in different windows
Lesson 6 2: View two windows side by side and perform synchronous scrolling
Lesson 6 3: Duplicate worksheets within a workbook
Lesson 6 4: Move and copy worksheets from one workbook to another
Lesson 6 5: Hide and unhide a worksheet
Lesson 6 6: Create cross worksheet formulas
Lesson 6 7 Understand worksheet groups
Lesson 6 8: Use find and replace
Session 6: Exercise
Session 6 Exercise Answers
Session Seven: Printing Your Work Session Objectives
Lesson 7 1: Print Preview and change paper orientation
Lesson 7 2: Use page layout view to adjust margins
Lesson 7 3: Use Page Setup to set margins more precisely and centre the worksheet
Lesson 7 4: Set paper size and scale
Lesson 7 5: Insert, delete and preview page breaks
Lesson 7 6: Adjust page breaks using Page Break Preview
Lesson 7 7: Add auto-headers and auto-footers and set the starting page number
Lesson 7 8: Add custom headers and footers
Lesson 7 9: Specify different headers and footers for the first, odd and even pages
Lesson 7 10: Print only part of a worksheet
Lesson 7 11: Add row and column data labels and grid lines to printed output
Lesson 7 12: Print several selected worksheets and change the page order
Lesson 7 13: Suppress error messages in printouts
Session 7: Exercise
Session 7 Exercise Answers
 
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