Excel 2007 Advanced Sample Corporate Training Materials All of our training products are fully customizable and are perfect for one day and half day workshops. You can easily update or insert your own content to make the training more relevant to participants. Our material is completely customizable and is backed up by a 90 day 100% no questions asked money back guarantee! With our training courseware you are able to: Add your name and logo (and remove ours). Add your own content to make the training more relevant to your clients (i.e. using examples and case studies from within your organization or city) Train unlimited users within your organization. No Annual Renewal Fees Download training material on your time from our secure servers United States International 73 Greentree Drive, Box #68 116 Provost Street Dover, Delaware 19904 New Glasgow, NS, Canada Toll-free:1-877-610-3660 Phone: 001-902-695-3660 Fax: 1-877-610-3661 Fax: 001-902-695-3661 sales@corporatetrainingmaterials.com sales@corporatetrainingmaterials.com Any technical issues or questions can be addressed by our support team support@corporatetrainingmaterials.com Our Product Catalog contains our entire library of available and upcoming courses. Please follow this link: http://corporatetrainingmaterials.com/product_catalog.pdf Review our License Agreement to answer any licensing questions you may have. Please follow this link: http://corporatetrainingmaterials.com/license_agreement.pdf
TABLE OF CONTENTS Preface... 3 What is Courseware?... 3 How Do I Customize My Course?... 3 Materials Required... 4 Maximizing Your Training Power... 5 Icebreakers... 6 Icebreaker: Friends Indeed... 7 Training Manual Sample... 8 Sample Module: SmartArt... 9 Instructor Guide Sample... 16 Sample Module: SmartArt... 17 Quick Reference Sheets... 29 Certificate of Completion... 31 PowerPoint Sample... 33 Full Course table of Contents... 37
Preface What is Courseware? Welcome to Corporate Training Materials, a completely new training experience! Our courseware packages offer you top-quality training materials that are customizable, user-friendly, educational, and fun. We provide your materials, materials for the student, PowerPoint slides, and a takehome reference sheet for the student. You simply need to prepare and train! Best of all, our courseware packages are created in Microsoft Office and can be opened using any version of Word and PowerPoint. (Most other word processing and presentation programs support these formats, too.) This means that you can customize the content, add your logo, change the color scheme, and easily print and e-mail training materials. How Do I Customize My Course? Customizing your course is easy. To edit text, just click and type as you would with any document. This is particularly convenient if you want to add customized statistics for your region, special examples for your participants industry, or additional information. You can, of course, also use all of your word processor s other features, including text formatting and editing tools (such as cutting and pasting). To remove modules, simply select the text and press Delete on your keyboard. Then, navigate to the Table of Contents, right-click, and click Update Field. You may see a dialog box; if so, click Update entire table and press OK. (You will also want to perform this step if you add modules or move them around.) If you want to change the way text looks, you can format any piece of text any way you want. However, to make it easy, we have used styles so that you can update all the text at once. If you are using Word 97 to 2003, start by clicking the Format menu followed by Styles and Formatting. In Word 2007 and 2010 under the Home tab, right-click on your chosen style and click Modify. That will then produce the Modify Style options window where you can set your preferred style options.
For example, if we wanted to change our Heading 1 style, used for Module Titles, this is what we would do: Now, we can change our formatting and it will apply to all the headings in the document. For more information on making Word work for you, please refer to Word 2007 or 2010 Essentials by Corporate Training Materials. Materials Required All of our courses use flip chart paper and markers extensively. (If you prefer, you can use a whiteboard or chalkboard instead.) We recommend that each participant have a copy of the Training Manual, and that you review each module before training to ensure you have any special materials required. Worksheets and handouts are included within a separate activities folder and can be reproduced and used where indicated. If you would like to save paper, these worksheets are easily transferrable to a flip chart paper format, instead of having individual worksheets.
We recommend these additional materials for all workshops: Laptop with projector, for PowerPoint slides Quick Reference Sheets for students to take home Timer or watch (separate from your laptop) Masking tape Blank paper Maximizing Your Training Power We have just one more thing for you before you get started. Our company is built for trainers, by trainers, so we thought we would share some of our tips with you, to help you create an engaging, unforgettable experience for your participants. Make it customized. By tailoring each course to your participants, you will find that your results will increase a thousand-fold. o o o Use examples, case studies, and stories that are relevant to the group. Identify whether your participants are strangers or whether they work together. Tailor your approach appropriately. Different people learn in different ways, so use different types of activities to balance it all out. (For example, some people learn by reading, while others learn by talking about it, while still others need a hands-on approach. For more information, we suggest Experiential Learning by David Kolb.) Make it fun and interactive. Most people do not enjoy sitting and listening to someone else talk for hours at a time. Make use of the tips in this book and your own experience to keep your participants engaged. Mix up the activities to include individual work, small group work, large group discussions, and mini-lectures. Make it relevant. Participants are much more receptive to learning if they understand why they are learning it and how they can apply it in their daily lives. Most importantly, they want to know how it will benefit them and make their lives easier. Take every opportunity to tie what you are teaching back to real life. Keep an open mind. Many trainers find that they learn something each time they teach a workshop. If you go into a training session with that attitude, you will find that there can be an amazing two-way flow of information between the trainer and trainees. Enjoy it, learn from it, and make the most of it in your workshops. And now, time for the training!
Icebreakers Each course is provided with a wide range of interactive Icebreakers. The trainer can utilize an Icebreaker to help facilitate the beginning of the course, as it helps break the ice with the participants. If the participants are new to each other, an icebreaker is a great way to introduce everyone to each other. If the participants all know each other it can still help loosen up the room and begin the training session on positive note. Below you will see one of the icebreakers that can be utilized from the Icebreakers folder.
Icebreaker: Friends Indeed Purpose Have the participants moving around and help to make introductions to each other. Materials Required Name card for each person Markers Preparation Have participants fill out their name card. Then, ask participants to stand in a circle, shoulder to shoulder. They should place their name card at their feet. Then they can take a step back. You as the facilitator should take the place in the center of the circle. Activity Explain that there is one less place than people in the group, as you are in the middle and will be participating. You will call out a statement that applies to you, and anyone to whom that statement applies must find another place in the circle. Examples: Friends who have cats at home Friends who are wearing blue Friends who don t like ice cream The odd person out must stand in the center and make a statement. The rules: You cannot move immediately to your left or right, or back to your place. Let s be adults: no kicking, punching, body-checking, etc. Play a few rounds until everyone has had a chance to move around.
Training Manual Sample On the following pages is a sample module from our Training Manual. Each of our courses contains twelve modules with three to five lessons per module. It is in the same format and contains the same material as the Instructor Guide, which is then shown after the Training Manual sample, but does not contain the Lesson Plans box which assists the trainer during facilitation. The Training Manual can be easily updated, edited, or customized to add your business name and company logo or that of your clients. It provides each participant with a copy of the material where they can follow along with the instructor.
A picture is worth a thousand words. Napoleon Bonaparte Sample Module: SmartArt SmartArt is a feature in Excel 2007 that gives you the ability to add your information graphically. The SmartArt feature offers a variety of graphical models. From lists to hierarchical charts, SmartArt makes adding graphics to your document an easy process. In this module, you will learn the following: How to insert SmartArt Understand the SmartArt tab How to add text to the diagram Resizing and moving the diagram Resetting the diagram Let us begin with the basics, which is how to insert SmartArt into your spreadsheet.
Inserting SmartArt The SmartArt feature allows you to incorporate graphical models easily into your spreadsheet. Use SmartArt to illustrate ideas, activities, reporting structures, and more. The SmartArt dialogue box contains eight buttons. Each tab presents different types of objects you can use to illustrate data, structures, and processes. Here are the eight tabs and their categories: All: displays all SmartArt objects List: illustrates both related and unrelated items Process: shows various types of flows Cycle: illustrates stages or events that can happen in any order Hierarchy: shows relationships at various levels Relationship: displays items and their connections Matrix: illustrates information in quadrant format Pyramid: shows size, connections and hierarchy of related data Here is how you insert a SmartArt object into a spreadsheet. 1 Click on the Insert Tab 2 Click on the SmartArt button in the Illustrations group box. 3 Select the type of SmartArt object you want to use and click OK.
4 Your SmartArt object is on your spreadsheet and ready for configuring. Now let us review the SmartArt tabs.
An Overview of the SmartArt Tabs Let us take a look at the SmartArt Tab. 1 When you click on the SmartArt button on the Insert tab, the SmartArt Tools tab becomes available above the ribbon. 2 When you click on the SmartArt Tools tab, you will open a tab with new features. 3 From left to right, here are the options available on the SmartArt Tools tab: Add shape puts another theme shape to object on your SmartArt object Add bullet puts bullet points with your text Right to left moves text from one side of the object to the other Layout is used to reconfigure a hierarchical chart The arrows pointing left and right promote or demote text in object The text pane icon opens the text pane to edit text in the object Change layout reconfigures the current object to other layout options within that SmartArt object style Change colors applies different colors to the object SmartArt Styles gives various options that can be applied to the object Reset graphic takes the object back to its original format when changes are applied
Adding Text to the Diagram There are two methods to adding text to your SmartArt object. You can insert it directly into the textbox or use the text pane. Here is how you do it. 1 To insert text directly into the text box, click the work text one and begin typing the desired text. 2 To insert text using the text pane, click the desired bullet point and begin typing the desired text. 3 Once all the text is inserted, click anywhere off the SmartArt object dialogue box to save edits.
Resizing and Moving the Diagram Resizing and moving a SmartArt object is simple to do. Let review the steps. 1 Grab one of eight grab spots on the frame of the object and drag it to the desired shape. You will know you grabbed the right spot when your cursor turns into a two-way arrow. Note: Grabbing from the corners keeps the shape in proportion. 2 To move an object, place the cursor anywhere on the object frame that is not one of the eight grab spots. When the cursor turns into a four-way arrow, then click and drag the object where you desire on the spreadsheet. Let learn how to reset a SmartArt object once it has been altered.
Resetting the Diagram Many times, we alter the appearance of an object, and later, we decide to reset it. When you change the color of a SmartArt object or move shapes around, Excel 2007 has a reset feature in the SmartArt Tools tab that resets the object back to its original format for that particular style. 1 To reset your SmartArt object, simply click the Reset Graphic button and the object will reset back to its original format for that object style. This concludes the module on SmartArt objects. Now, we are going to learn how to work with other objects in Excel 2007.
Instructor Guide Sample On the following pages is a sample module from our Instructor Guide. It provides the instructor with a copy of the material and a Lesson Plans box. Each Instructor Guide and Training Manual mirrors each other in terms of the content. They differ in that the Instructor Guide is customized towards the trainer, and Training Manual is customized for the participant. The key benefit for the trainer is the Lesson Plan box. It provides a standardized set of tools to assist the instructor train that particular lesson. The Lesson Plan box gives an estimated time to complete the lesson, any materials that are needed for the lesson, recommended activities, and additional points to assist in delivering the lessons such as Stories to Share and Delivery Tips.
A picture is worth a thousand words. Napoleon Bonaparte Sample Module: SmartArt SmartArt is a feature in Excel 2007 that gives you the ability to add your information graphically. The SmartArt feature offers a variety of graphical models. From lists to hierarchical charts, SmartArt makes adding graphics to your document an easy process. In this module, you will learn the following: How to insert SmartArt Understand the SmartArt tab How to add text to the diagram Resizing and moving the diagram Resetting the diagram Let us begin with the basics, which is how to insert SmartArt into your spreadsheet.
Inserting SmartArt Estimated Time Topic Objective Topic Summary Materials Required 5 minutes Participants will learn how to insert SmartArt into a spreadsheet. The SmartArt feature is located on the Insert tab in the Illustrations group box. SmartArt worksheet, Excel 2007 on computer, screen, computers for participants with Excel 2007 icon on Desktop, and projector Prepare enough instruction guides for all participants Planning Checklist Have all computers turn on and Excel 2007 available Have projector on and your desktop visible on screen Practice this process before class begins 1. Distribute worksheets to participants 2. Instruct participants to complete worksheet 3. Allow 2 minutes Recommended Activity 4. Discuss talking point below 5. Demonstrate how to access the SmartArt feature 6. Demonstrate how to insert a SmartArt object 7. Have participants perform this action themselves 8. Allow 1minute Stories to Share Delivery Tips Review Questions None If there are participants who do not have practical understanding of computers, pair up all the participants to create a helping environment. Under which tab is the SmartArt tool found? Insert tab
The SmartArt feature allows you to incorporate graphical models easily into your spreadsheet. Use SmartArt to illustrate ideas, activities, reporting structures, and more. The SmartArt dialogue box contains eight buttons. Each tab presents different types of objects you can use to illustrate data, structures, and processes. Here are the eight tabs and their categories: All: displays all SmartArt objects List: illustrates both related and unrelated items Process: shows various types of flows Cycle: illustrates stages or events that can happen in any order Hierarchy: shows relationships at various levels Relationship: displays items and their connections Matrix: illustrates information in quadrant format Pyramid: shows size, connections and hierarchy of related data Here is how you insert a SmartArt object into a spreadsheet. 1 Click on the Insert Tab 2 Click on the SmartArt button in the Illustrations group box. 3 Select the type of SmartArt object you want to use and click OK.
4 Your SmartArt object is on your spreadsheet and ready for configuring. Now let us review the SmartArt tabs.
An Overview of the SmartArt Tabs Estimated Time Topic Objective Topic Summary Materials Required Planning Checklist 5 Minutes Participants will resize and move a diagram on a spreadsheet. To resize an object you must first click the object, grab it by one of eight grab areas, and drag it. To move an object, place the mouse curser anywhere on the object frame and drag it to the desired location. Excel 2007 on computer, screen, computers for participants with Excel 2007 icon on Desktop, and projector Be prepared to demonstrate on the project and screen Practice resizing and moving objects before class 1. Introduce the procedure 2. Demonstrate how to resize and move an object Recommended Activity 3. Have participants insert a SmartArt object into their spreadsheet 4. Have them resize and move the object themselves 5. Allow them to do this various times 6. Allow 2-3 minutes Review Questions What questions do you have about resizing and moving objects? Answers will vary. Let us take a look at the SmartArt Tab. 1 When you click on the SmartArt button on the Insert tab, the SmartArt Tools tab becomes available above the ribbon.
2 When you click on the SmartArt Tools tab, you will open a tab with new features. 3 From left to right, here are the options available on the SmartArt Tools tab: Add shape puts another theme shape to object on your SmartArt object Add bullet puts bullet points with your text Right to left moves text from one side of the object to the other Layout is used to reconfigure a hierarchical chart The arrows pointing left and right promote or demote text in object The text pane icon opens the text pane to edit text in the object Change layout reconfigures the current object to other layout options within that SmartArt object style Change colors applies different colors to the object SmartArt Styles gives various options that can be applied to the object Reset graphic takes the object back to its original format when changes are applied Now let us practice adding text to a SmartArt object.
Adding Text to the Diagram Estimated Time Topic Objective Topic Summary Materials Required Planning Checklist 5 Minutes Participants will resize and move a diagram on a spreadsheet. To resize an object you must first click the object, grab it by one of eight grab areas, and drag it. To move an object, place the mouse curser anywhere on the object frame and drag it to the desired location. Excel 2007 on computer, screen, computers for participants with Excel 2007 icon on Desktop, and projector Be prepared to demonstrate on the project and screen Practice resizing and moving objects before class 1. Introduce the procedure 2. Demonstrate how to resize and move an object Recommended Activity 3. Have participants insert a SmartArt object into their spreadsheet 4. Have them resize and move the object themselves 5. Allow them to do this various times 6. Allow 2-3 minutes Review Questions What questions do you have about resizing and moving objects? Answers will vary. There are two methods to adding text to your SmartArt object. You can insert it directly into the textbox or use the text pane. Here is how you do it. 1 To insert text directly into the text box, click the work text one and begin typing the desired text.
2 To insert text using the text pane, click the desired bullet point and begin typing the desired text. 3 Once all the text is inserted, click anywhere off the SmartArt object dialogue box to save edits. Now we are going to learn how to move and resize the SmartArt object.
Resizing and Moving the Diagram Estimated Time Topic Objective Topic Summary Materials Required Planning Checklist 5 Minutes Participants will resize and move a diagram on a spreadsheet. To resize an object you must first click the object, grab it by one of eight grab areas, and drag it. To move an object, place the mouse curser anywhere on the object frame and drag it to the desired location. Excel 2007 on computer, screen, computers for participants with Excel 2007 icon on Desktop, and projector Be prepared to demonstrate on the project and screen Practice resizing and moving objects before class 1. Introduce the procedure 2. Demonstrate how to resize and move an object Recommended Activity 3. Have participants insert a SmartArt object into their spreadsheet 4. Have them resize and move the object themselves 5. Allow them to do this various times 6. Allow 2-3 minutes Review Questions What questions do you have about resizing and moving objects? Answers will vary. Resizing and moving a SmartArt object is simple to do. Let review the steps. 1 Grab one of eight grab spots on the frame of the object and drag it to the desired shape. You will know you grabbed the right spot when your cursor turns into a two-way arrow. Note: Grabbing from the corners keeps the shape in proportion.
2 To move an object, place the cursor anywhere on the object frame that is not one of the eight grab spots. When the cursor turns into a four-way arrow, then click and drag the object where you desire on the spreadsheet. Let learn how to reset a SmartArt object once it has been altered.
Resetting the Diagram Estimated Time Topic Objective Topic Summary Materials Required Planning Checklist 5 Minutes Participants will resize and move a diagram on a spreadsheet. To resize an object you must first click the object, grab it by one of eight grab areas, and drag it. To move an object, place the mouse curser anywhere on the object frame and drag it to the desired location. Excel 2007 on computer, screen, computers for participants with Excel 2007 icon on Desktop, and projector Be prepared to demonstrate on the project and screen Practice resizing and moving objects before class 1. Introduce the procedure 2. Demonstrate how to resize and move an object Recommended Activity 3. Have participants insert a SmartArt object into their spreadsheet 4. Have them resize and move the object themselves 5. Allow them to do this various times 6. Allow 2-3 minutes Review Questions What questions do you have about resizing and moving objects? Answers will vary.
Many times, we alter the appearance of an object, and later, we decide to reset it. When you change the color of a SmartArt object or move shapes around, Excel 2007 has a reset feature in the SmartArt Tools tab that resets the object back to its original format for that particular style. 1 To reset your SmartArt object, simply click the Reset Graphic button and the object will reset back to its original format for that object style. This concludes the module on SmartArt objects. Now, we are going to learn how to work with other objects in Excel 2007.
Quick Reference Sheets Below is an example of our Quick reference Sheets. They are used to provide the participants with a quick way to reference the material after the course has been completed. They can be customized by the trainer to provide the material deemed the most important. They are a way the participants can look back and reference the material at a later date. They are also very useful as a take-away from the workshop when branded. When a participant leaves with a Quick Reference Sheet it provides a great way to promote future business.
Excel 2007 Advanced About Contextual Tabs Contextual tabs are specialized tabs that only appear when certain tools are selected. For instance, when the Shapes tool is select from the Insert tab of the ribbon, and the shape is incorporated into the spreadsheet, a new tab appears above the ribbon. 1. First, select a tool from the ribbon. Select the Column chart object on the Insert tab 2. Notice that a Contextual tab now appears above the ribbon and new options appear in the tab below. 3. In addition, the size length of the tab indicates more options. In this case, the Chart Tools tab spans the Design, Layout, and Format tabs. 4. Click the other tabs display more options for this tool. Adding Pictures from Your Computer Add a personal touch to your spreadsheet by inserting a picture from your computer file. Excel 2007 makes adding a picture a very simple task. Here how you do it. 1. Click on the Insert tab on the ribbon. 2. Click the Picture icon on the Illustration tool group. 3. Select the file where your picture is located. 4. Select the picture you want and click the Insert button. 5. Notice the Picture Tools contextual tab at the top of the ribbon. Adding Text Boxes Many times, you may need to insert a textbox to label objects or explain a chart or graph. Working with textboxes is easier than working with individual cells. Here is how you go about adding a textbox to your spreadsheet 1. Click the on the Insert tab. 2. Click the Text Box icon button. 3. Your mouse cursor will change. Click on the spreadsheet then drag the cursor diagonally from left to right until you reached the desired size for your text box. 4. Type your text. Corporate Training Materials, 2011 www.corporatetrainingmaterials.com
Certificate of Completion Every course comes with a Certificate of Completion where the participants can be recognized for completing the course. It provides a record of their attendance and to be recognized for their participation in the workshop.
CERTIFICATE OF COMPLETION [Name] Has mastered the course Excel 2007 Advanced Awarded this day of, 20 Presenter Name and Title
PowerPoint Sample Below you will find the PowerPoint sample. The slides are based on and created from the Training Manual. PowerPoint slides are a great tool to use during the facilitation of the material; they help to focus on the important points of information presented during the training.
Full Course table of Contents Preface...1 What is Courseware?... 1 How Do I Customize My Course?... 1 Materials Required... 3 Maximizing Your Training Power... 3 Module One: Getting Started...5 Icebreaker... 5 Housekeeping Items... 6 Pre-Assignment Review... 6 Workshop Objectives... 6 Action Plans and Evaluations... 7 Module Two: SmartArt...8 Inserting SmartArt... 9 An Overview of the SmartArt Tabs... 12 Adding Text to the Diagram... 15 Resizing and Moving the Diagram... 18 Resetting the Diagram... 20 Module Three: Inserting Objects... 22 About Contextual Tabs... 23 Adding Pictures from Your Computer... 26 Adding ClipArt... 29 Adding Text Boxes... 32 Drawing Shapes... 35 Module Four: Creating Charts... 38 Inserting a Chart... 39
Overview of the Chart Tools Tabs... 42 Understanding the Parts of a Chart... 45 Changing the Chart Style... 47 Resizing and Moving the Chart... 50 Module Five: Creating Pivot Tables... 53 Inserting a Pivot Table... 54 Overview of the Pivot Table Tools Tab... 57 Choosing Fields... 60 Module Six: Working with Pivot Tables... 63 Changing the Data Displayed... 64 Applying a Style to Your Pivot Table... 67 Some Real-life Examples... 69 Module Seven: Creating Pivot Charts... 72 Creating a Pivot Chart from a Pivot Table... 73 Creating a Pivot Chart from Data... 76 Module Eight: Solving Formula Errors... 79 Using Named Ranges... 80 Understanding Formula Errors... 83 Tracing Dependents and Precedents... 85 Using the Trace Errors Commands... 88 Evaluating Formulas... 91 Module Nine: Using What-If Analysis... 94 Using Goal Seek... 95 Using the Scenario Manager... 98 Using a One Input Data Table... 102 Using a Two Input Data Table... 105
Module Ten: Managing Your Data... 108 Transposing Data from Rows to Columns... 109 Using the Text to Columns Feature... 112 Checking for Duplicates... 115 Creating Data Validation Rules... 118 Consolidating Data... 121 Module Eleven: Grouping and Outlining Data... 123 Grouping Data... 124 Adding Subtotals... 127 Outlining Data... 130 Viewing Grouped and Outlined Data... 132 Module Twelve: Wrapping Up... 134 Words from the Wise... 134 Parking Lot... 134 Action Plans and Evaluations... 134 Appendix... 135 Pre-Assignment... 135 Action Plan... 136 Evaluation Form... 138