Topic outline

  • About this Course

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    Excel 2016 Expert

     Participants will gain an advanced level of understanding for the Microsoft Excel environment, and the ability to guide others to the proper use of the program's full features - critical skills for those in roles such as accountants, financial analysts, and commercial bankers.
    Participants will create, manage, and distribute professional spreadsheets for a variety of specialized purposes and situations. They will customize their Excel 2016 environments to meet project needs and increase productivity.  Expert workbook examples include custom business templates, multi-axis financial charts, amortization tables, and inventory schedules.

    Workshop Objectives:

    • Save a workbook as a template, with colors, fonts, cell styles and themes
    • Reference data using structured references or data in another workbook
    • Protect a workbook from further editing
    • Prepare a workbook for internationalization
    • Apply custom data formats and validation
    • Apply advanced conditional formatting and filtering
    • Use form controls
    • Work with macros

  • Course Outline

    Module One: Manage Workbook Options and Settings

    • Manage Workbooks
      • Save a workbook as a template
      • Copy macros between workbooks
      • Mange Document Versions
      • Reference data in another workbook
      • Reference data by using structured references
      • Enable macros in a workbook
      • Display hidden ribbon tabs
    • Manage Workbook Review
      • Restrict editing
      • Protect a worksheet
      • Configure formula calculation options
      • Protect workbook structure
      • Mange workbook versions
      • Encrypt workbooks with a password

    Module Two: Apply Custom Data Formats and Layouts

    • Apply Custom Data Formats and Validation
      • Create custom number formats
      • Populate cells by using advanced Fill Series options
      • Configure data validation
    • Apply Advanced Conditional Formatting and Filtering
      • Create custom conditional formatting rules
      • Create conditional formatting rules that use formulas
      • Manage conditional formatting rules
    • Create and Modify Custom Workbook Elements
      • Create custom color formats
      • Create and modify cell types
      • Create and modify custom themes
      • Create and modify simply macros
      • Insert and configure form controls
    • Prepare a Workbook for Internationalization
      • Display data in multiple international formats
      • Apply international currency formats
      • Manage multiple options for +Body and +Heading fonts

    Module Three: Create Advanced Formulas

    • Apply Functions in Formulas
      • Perform logical operations by using AND, OR, and NOT functions
      • Perform logical operations by using nested functions
      • Perform statistical operations by using SUMIFS, AVERAGEIFS, AND COUNTIFS functions
    • Look up data using Functions
      • Look up data by using the VLOOKUP
      • Look up data by using the HLOOKUP function

      • Look up data by using the MATCH function
      • Look up data by using the INDEX function
      Apply Advanced Date and Time Functions
      • Reference the date and time by using the NOW and TODAY functions
      • Serialize numbers by using date and time functions
    • Perform Data Analysis and Business Intelligence
      • Import, transform, combine, display, and connect to data
      • Consolidate data
      • Perform what-if analysis by using Goal Seek and Scenario Manager
      • Use cube functions to get data out of the Excel data model
      • Calculate data by using financial functions
    • Troubleshoot Formulas
      • Trace precedence and dependence
      • Monitor cells and formulas by using the Watch Window
      • Validate formulas by using error checking values
      • Evaluate formulas
      • Calculate data by using financial functions
    • Define Named Ranges and Objects
      • Name cells
      • Name data ranges
      • Name tables
      • Mange named ranges and objects

    Module Four: Create Advanced Charts and Tables

    • Create Advanced Charts
      • Add trend lines to charts
      • Create dual axis charts
      • Save a chart as a template
    • Create and Manage Pivot Tables
      • Create PivotTables
      • Modify field selections and options
      • Create slicers
      • Group PivotTable data
      • Reference data in a PivotTable by suing the GETPRIVOTDATA function
      • Add calculated fields
      • Format data
    • Create and Manage PivotCharts
      • Create PivotCharts
      • Manipulate options in existing PivotCharts
      • Apply styles to PivotCharts
      • Apply Styles to PivotCharts
      • Manipulate options in existing PivotCharts
      • Apply styles to PivotCharts
      • Drill down into PivotChart details 

     


  • Resources

  • Important: Please read before starting this course

    To ensure continuity of learning, this course is provided in two versions.

    • Learners who have already started or completed this course (pre 10/03/2026) should continue using the Old SCORM activity to preserve their progress.
    • Learners who have not previously accessed this course should complete the 2026 SCORM activity.

    The correct activity will be displayed automatically based on your learning history.



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      Excel 2016 Expert (Old Scorm) SCORM package
      View Complete the activity Receive a score of 80 or more

      If you have started or completed this course pre 10/03/2026, click the blue icon and then  to continue your progress.

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      Excel 2016 Expert (2026 Scorm) SCORM package
      View Complete or pass the activity Receive a grade Receive a score of 80 or more
      If you accessing this course for the first time (post 10/03/2026), click the blue icon then  to enter the course.

  • Certificate of Attendance