Class Outlines

Length/CPE Hours

14 hours (2 days)

Class Time

Day 1 - 8:30 a.m. – 4:15 p.m. Central Time
Day 2 - 8:30 a.m. – 4:15 p.m. Central Time

One-hour break for lunch and a 15-minute morning and afternoon break.

Course Description

This class is designed for the intermediate to advanced Excel user who wants to expand their knowledge of Excel. The focus of this class are topics such as Formulas, Sorting, Filtering, Tables PivotTables, and working with Multiple sheets and files and much more. Also we focus on learning shortcuts, keystrokes and the most efficient way to accomplish a task. In the class, you will learn:

FORMULA BASICS, ABSOLUTE REFERENCES AND NAMED RANGES

• Review Basic Formulas
• Work with Relative and Absolute References
• Use Formula Auditing Tools
• Create and use Named Ranges
• Understand Guidelines and Scope of Named Ranges
• Work with Shortcuts and Common Keystrokes

ADVANCED FORMULAS

• Understand the Parts of a Function
• Use Auto-Calculate
• Create Subtotals and Grand Totals
• Work with Order of Calculation
• Learn the IF and VLOOKUP Function
• Work with text functions like CONCATENATE, LEFT, RIGHT, LEN
• Look at newer text functions like TEXTJOIN
• More text Functions such as UPPER, LOWER AND PROPER
• Use the Text-to-Columns feature
• Look at the new Flash Fill feature
• Use Paste Special
• Protect your formulas and files
• Work with Date Functions like TODAY, WORKDAY and DATEDIF
• Perform Date Calculations

EXCEL’S DATABASE FEATURES

• Setup your spreadsheet correctly for Data features
• Learn to Sort alphabetically, numerically, chronologically, colors, by icons and by custom list
• Use Data Subtotals
• Learn various ways to Filter data
• Create Tables and Understand their benefits
• Create and Modify PivotTables
• Work with PivotTable Slicers and Timelines
• Work with Recommended PivotTables

WORKING WITH MULTIPLE SHEETS AND LINKS

• Learn Excel’s sheet options
• Learn to quickly navigate sheets
• Learn to Copy and Insert sheets
• Rename and Color sheet tabs
• Group sheets and work with all sheets simultaneously
• Ungroup sheets
• Move and Copy sheets within the workbook and to new workbooks
• Create three-dimensional formulas
• View multiple sheets at the same time
• Link workbooks and manage the links
• Use Comments
• Freeze Rows and Columns
• Learn to Split Views

Prerequisites

Students must have a beginner level knowledge of Microsoft Excel.

Cancellation Deadline

The cancellation deadline is 5 business days prior to the class. If you are unable to attend, you may send a substitute. If you are a "no show" or you do not send a substitute you will be charged full price for the class.

Cloud Training Services will consider emergency situations such as a death in the family, illness, and weather, and will make every attempt to work with the person in the event of an emergency.

Length/CPE Hours

CPE 6.25 hours

Class Time

9:00 a.m. – 4:00 p.m. Central Time
45-minute lunch break.

 

Course Description

This class is designed for the student who wants to learn how to build a spreadsheet from scratch using basic formulas. In this class you will learn how to navigate large spreadsheets and great keystrokes to improve your speed. You will learn how formatting effects the way a cell looks but not its value. We will also look at how to overcome certain print issues. Have you been using a spreadsheet that someone else designed but you don’t know how they created the formulas? In the class, you will learn:

Excel Basics

• Understand the Excel screen and modify the Quick Access toolbar, Ribbon and Status Bar
• Enter and Edit Data and Understand Excel modes
• Learn the difference in Clearing Content, Formats, Comments and more
• Effective Shortcuts and Keystrokes

Creating a Spreadsheet

• Create Basic Formulas that add, subtract, multiple or divide
• Learn to Work with Functions such as =SUM() and =AVERAGE()
• Move and Copy Data
• Insert Rows and Columns
• Move and Copy Data – Understand the Clipboards
• Use Fill Series and Flash Fill
• Adjust Column Width and Row Height

Formatting Techniques

• Learn how to Format Cells using various methods
• Work with the Dialog Launcher and Dialog Boxes
• Use Number and Text Alignment
• Learn the various Number Formats
• Learn to Copy or Repeat Formats
• Work with Format Painter

Printing Solutions

• Learn Tips and Tricks for Printing
• Understand the Page Setup options
• Create and Set Print Areas

Quick Look at Charts, Sorting and Filtering

• A Quick Preview of how to Create a Chart.
• A Quick introduction into basic Sorting and Filtering
• Who Should Attend
• Anyone who wants to learn Excel.

Prerequisites

None

Cancellation Deadline

The cancellation deadline is 5 business days prior to the class. If you are unable to attend, you may send a substitute. If you are a "no show" or you do not send a substitute you will be charged full price for the class.

Cloud Training Services will consider emergency situations such as a death in the family, illness, and weather, and will make every attempt to work with the person in the event of an emergency.

Length/CPE Hours

CPE 6.25 hours

Class Time

9:00 a.m. – 4:00 p.m. Central Time
45-minute lunch break.

 

Course Description

Maybe you are new to Office 365 or have been using it a while and are ready to learn some of the new features and functions in the software. If so, this class is for you. Unleash the power of Office 365 and discover new features and functions that will help you in your everyday work. This class is designed for the intermediate to advanced Excel user that wants to expand their knowledge of newer Excel Functions and new features. You must have Office 365 to be able to follow along with the examples in this class.

NEW FEATURES

Try some of the new features in Office 365 that will help you increase your productivity and efficiency:

• Unhide Multiple Worksheets at one time.
• Review the Workbook Statistics.
• Use the Navigation Pane.
• Insert Data using a picture.

NEW LOOKUP AND REFERENCE FUNCTIONS

Auditor, accountants, and other Excel users often need to search, sort and filter data sets. They also need to remove or retrieve data from large data sets. Learning Lookup and Reference functions is the key to working with arrays of data.

• What is an Array?
• Understand how the many new 365 Functions will “spill” and how to work with a range of data that is a spill.
• How to use a Hashtag (#) to reference a spill.
• SORT - Sorts the contents of a range or array.
• SORTBY - Sorts the contents of a range or array based on the values in a corresponding range or array.
• FILTER - Filters a range of data based on criteria you define.
• UNIQUE - Returns a list of unique values in a list or range.
• DROP - Excludes a specified number of rows or columns from the start or end of an array.
• TAKE - Returns a specified number of contiguous rows or columns from the start or end of an array.
• TOCOL - Returns the array in a single column.
• TOROW - Returns the array in a single row.
• XLOOKUP - Searches a range or an array and returns an item corresponding to the first match it finds. If a match doesn't exist, then XLOOKUP can return the closest (approximate) match.
• TRANSPOSE - Returns the transpose of an array.

NEW MATH, TRIG AND LOGICAL FUNCTIONS

The Excel Math & Trig functions perform many of the common mathematical calculations. The new LET function can be used to define a name or variable and use it in a formula. These functions many have some real value to Auditors and Accountants.

• SEQUENCE – How to use the Sequence Function instead of filling a series.
• RANDARRAY vs RAND or RANDBEWTWEEN
• LET - Assigns names to calculation results.

TEXT FUNCTIONS

• TEXTAFTER - Returns text that occurs after a given character or string.
• TEXTBEFORE - Returns text that occurs before a given character or strings.
• TEXTJOIN - Combines the text from multiple ranges and/or strings.
• TEXTSPLIT- Splits text strings by using column and row delimiters.

Prerequisites

Excel for the Business professional or equivalent knowledge.

Cancellation Deadline

The cancellation deadline is 5 business days prior to the class. If you are unable to attend, you may send a substitute. If you are a "no show" or you do not send a substitute you will be charged full price for the class.

Cloud Training Services will consider emergency situations such as a death in the family, illness, and weather, and will make every attempt to work with the person in the event of an emergency.

Length/CPE Hours

CPE 6.25 hours

Class Time

9:00 a.m. – 4:00 p.m. Central Time
45-minute lunch break.

 

Course Description

We have a world fueled by data. Often presenting the data visually helps the audience understand the data much more quickly. This course teaches you how to create the various types of Excel charts. Explore when a particular chart might be more effective. You will learn how to modify the chart once it has been created. You will also learn how to use other Excel tools such as Sparklines and Conditional Formatting to help your audience better understand your data.

Basic Data Visualization Best Practices

• A Brief History of Data Visualization
• Understand Basic Data Visualization Practices

Chart Basics

• Learn two Methods to Create Charts.
• Understanding the Pros and Cons of the various Chart Types.

Modifying Your Chart

• Modify the chart type and chart Elements.
• Work with the Dialog Launcher and Dialog Boxes
• Add data to your chart using various methods.
• Create Chart Templates for future charts.

PivotTable Charts

• Learn How to Create a basic PivotTable and a Pivot Chart.
• Use Slicers with your Charts.

Sparklines

• What are Sparklines?
• How to create a Sparkline.

Use Conditional Formatting Data Bars

• Learn How to Use Conditional Formatting to Better Visualize your Data.
• Learn How to Modify Your Conditional Formatting

Prerequisites

None

Cancellation Deadline

The cancellation deadline is 5 business days prior to the class. If you are unable to attend, you may send a substitute. If you are a "no show" or you do not send a substitute you will be charged full price for the class.

Cloud Training Services will consider emergency situations such as a death in the family, illness, and weather, and will make every attempt to work with the person in the event of an emergency.

Length/CPE Hours

14 hours (2 days)

Class Time

Day 1 - 8:30 a.m. – 4:15 p.m. Central Time
Day 2 - 8:30 a.m. – 4:15 p.m. Central Time

One-hour break for lunch and a 15-minute morning and afternoon break.

 

Course Description

Many advanced Excel users such a Mr. Excel have called Power Pivot the Best Thing to Happen to Excel in 20 Years. Class will begin with a quick overview or refresher on how to create a Table and a basic PivotTable. We will then move into more advanced PivotTable topics such as creating Measures, Calculated Fields, and Calculated Items. And we will look at PivotTables settings.

Next, we will learn how to take multiple tables, add them to Excel’s Data Model, relate them and then create a Power Pivot. We will look at the Get and Transform feature also called Power Query. Power Query is often called a self-service Business Intelligence (BI) tool. In newer versions of Excel, Power Query has been renamed Get & Transform because it allows you to connect to a source, combine and clean up data and then analyze the data.

We will learn how to write formulas both in Power Query and the Data Model. Many of these formulas will be like what you have used in Excel. However, these formulas have a different structure and are often more powerful and work better with large data sets. And a major advantage is the ability to get new data or change data and then simply refresh your query. If you write formulas using a VLOOKUPS, INDEX, and MATCH or IF statement in Excel, with large data sets you will be amazed at the speed of these newer features. And if you write macros to clean up data, you might find these new features will work much better than a macro.

CREATING TABLES AND PIVOTTABLES REFRESHER

• Best Practices for Arranging Data for use with Tables or PivotTables
• Understand the difference between Filtering data and using Tables
• Learn the power of Tables
• PivotTables Basics
• Learn to Refresh and Modify PivotTables
• Work with Slicers and Understand How Slicers can help with Dashboards
• Understand PivotTable Cache
• Work with PivotTable Timelines 

 

INTRODUCTION TO POWER PIVOT

• What is Power Pivot
• Importing Tables into the Data Model
• Linking Tables
• Using the Related() Function
• Basic Calculations in the Data Model
• Creating a PivotTable using Multiple Data Sheets

POWER QUERY aka GET AND TRANSFORM

• What is Power Query and where is it located in 2013, 2016 and Office 365
• Types of Data Connections and Power Query Editor Window
• Review and Change Data Types
• Loading to the Data Models
• Data Specific Editing Tools such as Text, Numbers, and Date Tools
• Filling Data Up and Down
• Splitting and Combining Columns of Data
• Adding Conditional Columns
• UnPivoting Data
• Merging Data and working with Joins
• Appending Multiple Data Sets

A BREIF LOOK AT POWER PIVOT DAX FUNCTIONS

• Creating a Measure using AutoSum
• Deleting a Measure
• Working with the New Measures Dialog Box
• Understanding DAX Syntax
• DAX Operators
• DAX Functions such as COUNT ROWS AND COUNTA
• Logical DAX Functions like IF, OR, AND

PREREQUISITE

Excel to the Max or equivalent knowledge is the prerequisite for this class

EXCEL VERSIONS

EXCEL 2013, 2016 or Office 365. The curriculum will show you how to perform a task in Excel 2013, 2016 or Office 365. If you have Excel 2010, you will be limited in what you will be able to do after class.

Who Should Attend?

In this class, we will learn how to use the Excel features called Get and Transform also called Power Query. This class will teach you how to use data from multiple Excel spreadsheets, database tables, CSV files or other sources, transform it and then analyze the data. We will also review PivotTables and learn how to create more advanced PivotTables called Power Pivots. If you are an Intermediate to Advance Excel users would like to expand your knowledge of Excel this class is for you.

Cancellation Deadline

The cancellation deadline is 5 business days prior to the class. If you are unable to attend, you may send a substitute. If you are a "no show" or you do not send a substitute you will be charged full price for the class.

Cloud Training Services will consider emergency situations such as a death in the family, illness, and weather, and will make every attempt to work with the person in the event of an emergency

Length/CPE Hours

14 hours (2 day)

Time

Day 1 - 8:30 a.m. – 4:15 p.m. Central Time
Day 2 - 8:30 a.m. – 4:15 p.m. Central Time

One-hour break for lunch and a 15-minute morning and afternoon break.

 

Course Description

This custom class is designed to help students increase their knowledge of Microsoft Word skills. Topics chosen for this class were identified as areas that would be useful for specific job-related tasks. The goal is to improve efficient and productivity. Below is a course outline for this class:

DAY 1

SHORTCUTS AND NAVIGATION TECHNIQUES

• Customize the Ribbon and Quick Access Toolbar
• Customize the Status Bar
• Using Show/Hide
• Techniques for Quickly Selecting Text 
• Keystroke and Navigation Shortcuts
• Using AutoCorrect
• Using Quick Parts & Building Blocks

FORMATTING

• Work with Font and Paragraph Formatting
• Learn to Repeat Formatting
• Use the Format Painter
• Work with Borders and Paragraph Formats
• Work with Line Spacing and Paragraph Spacing
• Work with Margins, Gutters and other Page Layout Settings
• Understand Non-Breaking Hyphens and Spaces
• Insert Special Characters

STYLES

• Understand the Importance of Styles
• Learn to Navigate Using Styles
• Create Tables of Contents Using Styles
• Create and Modify Styles
• Show the Style Area
• Show the Next Level Style Automatically
• Reveal Formatting

SECTIONS AND DOCUMENT LAYOUT

• Working with Page Breaks and Section Breaks
• Insert Section Breaks
• Working with Basic Headers and Footers
• Working with Different Headers between Sections
• Working with Opposite Page Header/Footers
• Work with Page Numbering

DAY 2

TABS AND TABLES

• Create and Change Custom Tabs
• Work with Different Types of Tabs
• Understand Indents
• Create a Table using Various Methods
• Select Parts of the Table
• Insert and Delete Rows and Columns
• Merge and Split Cells
• Add Borders and Shading to Tables
• Sort Data in a Table
• Change Text Orientation and Properties in Tables
• Perform Calculations in a Table
• Imbed Excel Tables in Word Documents
• Link Excel files to Word Documents

FORMS

• Work with Basic FORM fields in a Table
• Create Fill-in Fields, Drop-down fields and Checkboxes
• Protect the Form

REFERENCES

• Create Custom Tables of Contents
• Work with Captions
• Create Cross-references

TRACKING CHANGES

• Turn on and off the Track Changes Feature
• Accept and Reject Changes
• Show Markup Options
• Reviewers
• Work with the New Simple Markup
• Document Inspector
• Advanced Track Changes Options

MAIL MERGE AND OTHER TOPICS

• Understanding a Mail Merge
• Using the Mail Merge Ribbon and Wizard
• Inserting Page Breaks, Dates and Bookmarks
• Working with Accessible Documents

 

Who Should Attend

Anyone who wants to improve their computer skills and learn how to effectively use Microsoft Word.

Prerequisites

None

Cancellation Deadline

The cancellation deadline is 5 business days prior to the class. If you are unable to attend, you may send a substitute. If you are a "no show" or you do not send a substitute you will be charged full price for the class.

Cloud Training Services will consider emergency situations such as a death in the family, illness, and weather, and will make every attempt to work with the person in the event of an emergency.

Length/CPE Hours

14 hours (2 days)

Class Time

Day 1: 8:30 a.m. – 4:15 p.m. Central Time
Day 2: 8:30 a.m. – 4:15 p.m. Central Time

45-minute lunch break and a 15-minute morning and afternoon break.

 

Course Description

This class is designed for the beginner to intermediate Access user who wants to expand their knowledge of Access. In this class we will learn about relational databases. We will look at how to create and relate tables, build simple and advanced queries and how to create basic forms and reports. In the class you will learn:

INTRODUCTION TO RELATIONAL DATABASES

• Relational Databases vs Flat Databases
• Overview of Access Objects – Tables, Queries, Forms & Reports
• Understanding Data Types
• Building Tables
• Table Relationships
• Working with Field Properties
• Use the Lookup Wizard
• Navigating Datasheet and Design View
• Adding, Deleting and Rearranging Fields in a Table
• Working with a Primary Key
• Importing for other Access Databases
• Create a Basic Form

DATABASE BASICS

• Entering and Saving Data
• Finding Data
• Undo Changes
• Sort & Filter Records
• Move & Copy Data

QUERIES

• Create and Save a Basic Query
• Navigate the Query Views
• Work with the Parts of the Design Grid
• Using Comparison and Wildcard Operators
• Working with AND and OR Conditions
• Performing Calculations in Query
• Using Expression Builder
• Working with Parameter Queries
• Creating Action Queries
• Appending Data
• Introduction to SQL
• Working with Crosstab Queries
• Create Union Queries
• Find Duplicates

IMPORTING, REPORTS & FORMS

• Importing and exporting to Excel, Access, CSV and Sources
• Creating & Modifying Basic Reports
• Creating & Modifying Basic Forms

Who Should Attend?

Beginning and Intermediate Access users who would like to expand their knowledge of Microsoft Access.

Prerequisites

Basic Computer Knowledge.

Cancellation Deadline

The cancellation deadline is 5 business days prior to the class. If you are unable to attend, you may send a substitute. If you are a "no show" or you do not send a substitute you will be charged full price for the class.

Cloud Training Services will consider emergency situations such as a death in the family, illness, and weather, and will make every attempt to work with the person in the event of an emergency.

Note

Cloud Training Services partners with other training vendors such as Odessa College and New Mexico Junior College and has no control over payment and registration process. When the registration fees are paid to another agency or vendor, the cancellation and refund policy will be those of that agency or vendor.

Length/CPE Hours

7 hours (1 day)

Class Time

8:30 a.m. – 4:15 p.m. Central Time
45-minutes lunch break.

 

Course Description

This class is designed for intermediate users who would like to focus on learning more Excel Functions. With each version Excel continually improves the software and more functions are added. This class will focus on older functions such as IF and VLOOKUP but will also introduce you to newer Office 365 functions such as IFS and XLOOKUP. Regardless of which Excel version you use, you will be able to expand your knowledge of Excel functions.

In this class you will learn:

FORMULA BASICS AND UNDERSTANDING FUNCTIONS

• Understanding the Structure of Functions
• Work with the Function Library and the Insert Function Dialog Box
• Learn How and When to use Absolute and Mixed References
• Use the Formula Auditing Features

DATE FUNCTIONS

• Understand date serial values
• Use the DATE function to convert a date stored incorrectly
• Use DATEDIF to calculate age or hire dates
• Work with TODAY() AND NOW() for current date and time
• Use NETWORKINGDAYS to calculate whole workdays
• Understand WEEKDAY and how it can be used with conditional formatting
• Work with WORKDAY to calculate number of days from a start date excluding weekend and holidays

LOGICAL FUNCTIONS

• How to write and IF statement and nest IF statements
• NEW IFS statement
• Using IFERROR
• USE the AND and OR FUNCTIONS

LOOKUP AND REFERENCE FUNCTIONS

• Using VLOOKUP
• XLOOKUP functions (OFFICE 365 Users)
• Join Text using CONCATENATE, CONCAT and TEXT JOIN
• Work with FORMULATEXT
• UNDERSTAND INDIRECT and use it with Data Validation

TEXT FUNCTIONS

• Use TRIM to remove extra spaces
• USE TEXT to convert numbers

Who Should Attend?

Any users who would like to expand their knowledge of Excel.

Prerequisites

This class works with basic to advanced formulas. Any level of student may attend this class. However, it is recommended that students have a basic understanding of Excel and know how to create basic formulas such a add, subtract, multiply, divide and use basic functions such as =Sum().

Cancellation Deadline

The cancellation deadline is 5 business days prior to the class. If you are unable to attend, you may send a substitute. If you are a "no show" or you do not send a substitute you will be charged full price for the class.

Cloud Training Services will consider emergency situations such as a death in the family, illness, and weather, and will make every attempt to work with the person in the event of an emergency.

Length/CPE Hours

3 hours

Class Time

8:30 a.m. – 11:30 p.m. Central Time

PREREQUISITE

The student should have an Intermediate to Advanced knowledge of Excel. You will need basic understanding of Excel Level 1 skills.

Who Should Attend?

Too busy to take a full day course but need to learn more about conditional formatting? Excel's conditional formatting feature highlights data based on certain conditionals. Most Excel users know the basics of conditional formatting. But this class will help you use it to its fullest potential.

In this class, we will learn how to use the Excel data bars, icon sets, and color scales to quickly identify changes in your data. You will also learn how to use formulas in conditional formatting. If you are an Intermediate to Advanced Excel user and would like to expand your knowledge of Excel this class is for you.

• Conditional formatting basics.
• Clearing and Managing Rules
• Using the Greater Than, Between or Less than options
• Identifying Duplicates
• Working with Text
• Identifying the Top Values
• Working with Above or Below Average numbers
• Using Data bars
• Using Color Scales
• Working with Icon Sets
• Using Formulas
• Using Conditional Formatting in PivotTables

Cancellation Deadline

The cancellation deadline is 5 business days prior to the class. If you are unable to attend, you may send a substitute. If you are a "no show" or you do not send a substitute you will be charged full price for the class.

Cloud Training Services will consider emergency situations such as a death in the family, illness, and weather, and will make every attempt to work with the person in the event of an emergency.

Length/CPE Hours

3.5 hours (1 day)

Class Time

8:30 a.m. – 11:30 p.m. Central Time
One 15-minute morning break

 

Course Description

What is an accessible document? Individuals with visual impairments often use assistive technologies to read a document. Any people with low vision might have difficulties reading your Word document. State and Federal agencies are focused on ensuring that their programs, services, or activities don't impose an undue burden for individuals with vision problems. Understanding how to create an Accessible Document in Microsoft Word is important to most businesses. This online class demonstrates things you can do when creating a Word document to make it easier for assistive technologies to read your document.

Below is a course outline for this class:

• Define Accessible Documents
• Summary of Seven Requirement of Accessibility
• Use the Accessibility Checker
• Learn to Navigate Using Styles
• Convert Files in Compatibility Mode
• Clearing Formatting in a Document
• Formatting Document for Accessibility
• Understanding Styles
• Create Tables of Contents
• Create and Modify Styles
• Show the Style Area
• Show the Next Level Style Automatically
• Reveal Formatting
• Use Alt Text with Figures and Pictures
• Create Bullet and Number Lists
• Work with Columns
• Discuss Colors and Contrast
• Work with Tables
• Remove Watermarks
• Discuss Document Properties
• Create a Template

Who Should Attend?

Microsoft Word users that have a basic understanding of Word and want to learn steps to ensure their documents are accessible.

Prerequisites:

Students must have a basic understanding of Microsoft Word.

Cancellation Deadline

The cancellation deadline is 5 business days prior to the class. If you are unable to attend, you may send a substitute. If you are a "no show" or you do not send a substitute you will be charged full price for the class.

Cloud Training Services will consider emergency situations such as a death in the family, illness, and weather, and will make every attempt to work with the person in the event of an emergency.

Length/CPE Hours

CPE 3 hours

Class Time

8:30 a.m. – 11:30 p.m. Central Time
One 15-minute morning break

 

Course Description

This class is designed for users who would like to learn how to use Word's Mail Merge feature to quickly build customized document. Learn how to personalize letters and envelopes to labels and email messages. Expand your knowledge of Microsoft Word and become more efficient in your job. In this class you will learn:

Introduction

• Understanding Mail Merge
• Understand you Data Source Options
• Create a Letter using Mail Merge
• Insert address blocks, greeting lines and other merge fields
• Troubleshot matching merge fields
• Work with numeric data and fix formatting
• Create mail merge envelopes
• Create mail merge labels
• Using Rules like IF…Then…Else to customize letters.

Who Should Attend?

Any users who would like to expand their knowledge of using Word to Mail Merge.

Prerequisites

None

Cancellation Deadline

The cancellation deadline is 5 business days prior to the class. If you are unable to attend, you may send a substitute. If you are a "no show" or you do not send a substitute you will be charged full price for the class.

Cloud Training Services will consider emergency situations such as a death in the family, illness, and weather, and will make every attempt to work with the person in the event of an emergency.

Note

Cloud Training Services partners with other training vendors such as Odessa College and New Mexico Junior College and has no control over payment and registration process. When the registration fees are paid to another agency or vendor, the cancellation and refund policy will be those of that agency or vendor.

Length/CPE Hours

12.5 hours (2 day class)

Class Time

Day 1 8:30 a.m. – 4:00 p.m. Central Time
Day 2 8:30 a.m. – 3:00 p.m Central Time
45 min break for lunch and a 15-minute morning and afternoon break.

 

Course Description

This class is designed for the intermediate to advanced Excel user who wants to expand their knowledge of Excel, specifically in macros. In this class we will learn the ways to record and debug macros. We will work with variables and learn how to write VBA code such as loops and input boxes. In the class you will learn:

MACRO BASICS

• How to Record a Macro
• Recording Absolute vs. Relative
• Understanding Macro Security Options
• Running the Macro
• Use Macro Option
• Distinguish Options for Storing the Macro

MODIFYING YOUR MACRO

• Navigating the VBA window
• Editing VBA
• Debugging and Stepping Through a Macro
• Using Break Points
• Deleting a macro

RUNNING THE MACRO

• Run a Macro Using the Ribbon
• Run a Macro Using Keystrokes
• Assigning the Macro to a button
• Modify the Ribbon and Quick Access Toolbar to add buttons
• Creating a Custom Macro Button in the Workbook.

WRITING A MACRO IN THE VBA WINDOW

• Learning the InputBox and MsgBox command
• Using the Workbook_Open Command
• Using Variables in a Macro
• Writing If, Then, Else statements
• Turning the Screen on or off

WORKING WITH LOOPS

• Learn how to write Loops
• Include variables in Loops

PRACTICE PROJECTS

Writing Macros takes a great deal of practice. After learning the skills in the above chapters, the class will be assigned projects and the instructor will assist the students in working through each project. This will help reinforce the skills learned in this class.

Who Should Attend

Intermediate to Advanced Excel users who would like to expand their knowledge of Excel macros.

Prerequisites

Students must have an Intermediate to Advanced understanding of Microsoft Excel.

Cancellation Deadline

The cancellation deadline is 5 business days prior to the class. If you are unable to attend, you may send a substitute. If you are a "no show" or you do not send a substitute you will be charged full price for the class.

Cloud Training Services will consider emergency situations such as a death in the family, illness, and weather, and will make every attempt to work with the person in the event of an emergency.

Length/CPE Hours

7 hours (1 day)

Class Time

8:30 a.m. – 4:15 p.m. Central Time
45-minutes lunch break. 11:30 to 12:15

 

PREREQUISITE

The student should have an Intermediate to Advanced knowledge of Excel. You will need basic understanding of Excel Level 1 skills.

Who Should Attend?

Excel PivotTables are easy-to-use and help Excel users summarize and analyze data. Intermediate to Advanced Excel users that would like to expand their knowledge of Excel should take this class.

CREATING TABLES AND PIVOTTABLES

• Best Practices for Arranging Data for use with Tables or PivotTables
• Learn the power of Tables
• PivotTable Basics – Field Areas and Ribbons
• Calculating Percentages Using Value Field Settings
• Learn to Refresh and Modify PivotTables
• Work with Slicers and Report Connections
• Understand PivotTable Cache, the Data Source and How to Refresh
• Drilling down into your data
• Work with Recommended PivotTables
• Work with PivotTable Timelines
• Grouping and Ungrouping Data
• The Design Tab and Report Layouts
• Creating PivotTable Charts
• Show Report Filter Pages

ADVANCED PIVOTTABLE TOPICS

• Creating Calculated Fields
• Creating Calculated Items
• Office 365 New Data Options

Cancellation Deadline

The cancellation deadline is 5 business days prior to the class. If you are unable to attend, you may send a substitute. If you are a "no show" or you do not send a substitute you will be charged full price for the class.

Cloud Training Services will consider emergency situations such as a death in the family, illness, and weather, and will make every attempt to work with the person in the event of an emergency.

Length/CPE Hours

7 hours (1 day)

Class Time

8:30 a.m. – 4:15 p.m. Central Time
15-minute morning and afternoon breaks
45-minute lunch 11:30 to 12:30

 

PREREQUISITE

The student should have an Intermediate to Advanced knowledge of Excel. You will need basic understanding of formulas such as a VLOOKUP and an IF statement. Please read the Course Description and Outline to see if this course is for you.

INTRODUCTION TO POWER PIVOT

• What is Power Pivot
• Importing Tables into the Data Model
• Linking Tables
• Using the Related() Function
• Basic Calculations in the Data Model
• Creating a PivotTable using Multiple Data Sheets

POWER QUERY aka GET AND TRANSFORM

• What is Power Query and where is it located in 2013, 2016 and Office 365
• Types of Data Connections and Power Query Editor Window
• Review and Change Data Types
• Loading to the Data Models
• Data Specific Editing Tools such as Text, Numbers, and Date Tools
• Filling Data Up and Down
• Splitting and Combining Columns of Data
• Adding Conditional Columns
• Using Formulas such as IF, AND and LOOKUP
• Basic Understanding of M Functions like Text.PadStart
• Aggregate vs Don’t Aggregate in a Pivot Table
• UnPivoting Data
• Merging Data and working with Joins
• Appending Multiple Data Sets

MORE IN-DEPTH LOOK AT POWER PIVOT

• Creating a Measure using AutoSum
• Deleting a Measure
• Working with the New Measures Dialog Box
• Understanding DAX Syntax

Cancellation Deadline

The cancellation deadline is 5 business days prior to the class. If you are unable to attend, you may send a substitute. If you are a "no show" or you do not send a substitute you will be charged full price for the class.

Cloud Training Services will consider emergency situations such as a death in the family, illness, and weather, and will make every attempt to work with the person in the event of an emergency.

Length/CPE Hours

CPE 6 hours

Class Time

8:30 a.m. – 3:30 p.m. Central Time
One-hour break for lunch and a 15-minute morning and afternoon break.

 

Course Description

This class will help you learn how to create professional, attractive and engaging PowerPoint presentations. Learn how to work with the master slides to keep a consistent look for you slides. Work with animations, transitions and SmartArt to help keep the audience’s attention and interest. Also learn to work with media such as sound and movies. In this class you will learn:

OVERVIEW AND BASICS OF POWERPOINT

• Work with the Start Screen and Learn to Pin Recent Files and Search for Online Templates
• Learn PowerPoint Views, Ribbon and Quick Access Toolbar and Status Bar
• Open Existing Files and Work with Views
• Working with the Notes Pane and Printing Notes Pages

SLIDE LAYOUTS AND MASTERS

• Understand Slide Templates and Layouts
• Create and Modify Bulleted or Numbered Lists
• Understand the Importance of the Slide Master
• Understand Color and Design Guidelines

WORKING WITH TRANSITIONS, ANIMATIONS AND TIMINGS

• Add Slide Transitions
• Apply and Modify Animations
• Work with Effect Options and the Animation Pane
• Using Animation Painter
• Set Slide Timings Manually and Automatically
• Duplicate slides within a presentation
• Change Slide Order, Deleting or Hiding Slides

RUNNING A SLIDE SHOW

• Run a Slide Show Manually or with Timing
• Loop a Slide Show Continuously
• Keystrokes to Use When Running a Slide Show
• Working in Presenter View
• Navigation Keyboard Shortcuts
• Creating Custom Shows

ADDING SMARTART, MEDIA, SOUND AND MORE

• Working with Clip Art and Pictures
• Using Pictures as Backgrounds
• Using the Eyedropper
• Drawing, Stacking or Changing the Order of Objects
• Resizing, Grouping and other Options
• Working with SmartArt
• Working with Charts
• Working with Music and Videos

ADDITIONAL TOPICS

• Ways to Share or Reuse Slides
• Working Header/Footers
• Insert Screenshots
• Office 365 Zoom Feature
• Creating Ink Equations

Prerequisites

None

Cancellation Deadline

The cancellation deadline is 5 business days prior to the class. If you are unable to attend, you may send a substitute. If you are a "no show" or you do not send a substitute you will be charged full price for the class.

Cloud Training Services will consider emergency situations such as a death in the family, illness, and weather, and will make every attempt to work with the person in the event of an emergency.

Length/CPE Hours

CPE 3 hours

Class Time

9:00 a.m. – 12:00 p.m. Central Time

 

Course Description

Excel users need lookup functions to compare data and pull information from multiple sources into one source. In the online class, students will learn how to use the VLOOKUP, HLOOKUP and INDEX, MATCH functions. We will also discuss the new XLOOKUP and what versions will have access to this new function.

USING THE VLOOKUP and HLOOKUP FUNCTION

• Reviewing Basic and Comparison Operators
• Explain the Parts of a Function
• Ways to Locate and Insert Functions
• Describe the Difference in VLOOKUP and HLOOKUP
• Write a VLOOKUP using the TRUE or FALSE arguments

INDEX MATCH

• Learn the MATCH Function
• Learn the INDEX Function
• Nest the INDEX and MATCH FUNCTION
• Discuss the New XLOOKUP and it’s purpose

BONUS MATERIAL

• Keystroke Shortcuts

Who Should Attend

Intermediate users who would like to expand their knowledge and skills

Prerequisites

An Excel Level 1 class or equivalent working knowledge. Users should understand basic functions like SUM and know basic tasks like inserting rows and adjusting column widths.

Cancellation Deadline

The cancellation deadline is 5 business days prior to the class. If you are unable to attend, you may send a substitute. If you are a "no show" or you do not send a substitute you will be charged full price for the class.

Cloud Training Services will consider emergency situations such as a death in the family, illness, and weather, and will make every attempt to work with the person in the event of an emergency.