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Module 2 (Expert Skills) Course Outline


Months of planning, thousands of hours of work, six hundred pages of course notes, and years of Excel teaching experience were involved in designing this amazing 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.

When we saw the first betas of Excel 2007  we were stunned with the huge advances Microsoft had made.  There wasn't really much difference between versions 97, 2000, 2002 and 2003.  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!

Session One: Security    
  Session Objectives    
  Lesson 8 1: Preventing unauthorized users from opening your workbooks    
  Lesson 8 2: Hide and unhide columns and rows    
  Lesson 8 3: Hide and unhide a worksheet    
  Lesson 8 4: Control the changes users can make to your workbooks    
  Lesson 8 5: Apply more sophisticated protection to worksheets    
  Lesson 8 6: Only allow users to enter information in specific cells    
  Lesson 8 7: Create custom views    
Session Two: Advanced functions and formulas    
  Session Objectives    
  Lesson 9 1: Precedence and parenthesis    
  Lesson 9 2: Create a formula that demands parenthesis    
  Lesson 9 3: Use percentages    
  Lesson 9 4: Create custom views    
  Lesson 9 5: Use the formula palette    
  Lesson 9 6: Create, use and document range names    
  Lesson 9 7: Use intersection range names    
  Lesson 9 8: Understand range name scope    
  Lesson 9 9: Use range names to store constants and formulas    
  Lesson 9 10: Create and use a three dimensional range name    
  Lesson 9 11: Use the function library    
  Lesson 9 12: Insert a function inside an existing function    
  Lesson 9 13: Understand calculation options (manual and automatic)    
  Lesson 9 14: Use the IF() logic function    
  Lesson 9 15: Use the PMT() Payment function    
  Lesson 9 16: Use a Vlookup() function    
  Lesson 9 17: Use a nested function    
  Lesson 9 18: Audit a worksheet by displaying formulas in another window    
  Lesson 9 19: Use Find and Select to identify worksheet errors    
  Lesson 9 20: Understand formula errors and resolve circular references    
  Lesson 9 21: Audit a formula by evaluating it    
  Lesson 9 22: Audit a formula by tracing precedents and dependents    
  Lesson 9 23: Use the watch window to monitor cell values    
  Lesson 9 24: Use text to speech to find errors    
Session Three: Tables    
  Lesson 10 1: Understand tables and ranges    
  Lesson 10 2: Appreciate Excel’s limitations    
  Lesson 10 3: Create a table from a range    
  Lesson 10 4: Apply table styles    
  Lesson 10 5: Sort a table    
Lesson 10 6: Sort by custom list
  Lesson 10 7: Sort by colors and icons    
  Lesson 10 8: Filter a table    
  Lesson 10 9: Add totals to a table    
  Lesson 10 10: Insert and delete table rows and columns    
  Lesson 10 11: Name a table and refer to it by name in formulas    
  Lesson 10 12: Add a calculated column to a table    
  Lesson 10 13: Select table rows and columns    
  Lesson 10 14: Understand database design rules    
  Lesson 10 15: Keep data atomic using Text to Columns    
  Lesson 10 16: Comply with the keep data unique rule by removing duplicates    
  Lesson 10 17: Consolidate data from multiple data ranges    
  Lesson 10 18: Use a data form    
  Lesson 10 19: Use an advanced filter    
  Lesson 10 20: Automatically subtotal a range    
  Lesson 10 21: Use data validation    
Session Four: An introduction to macros and VBA    
  Lesson 11 1: Record and play a simple macro    
  Lesson 11 2: Record and play a more complex macro    
  Lesson 11 3: Add a macro to the Quick Access Toolbar    
  Lesson 11 4: An object-orientated primer    
  Lesson 11 5: Understand the VBA code generated by the macro recorder    
  Lesson 11 6: Cut and paste code between macros    
  Lesson 11 7: Use a simple VBA function    
  Lesson 11 8: Use a logical construct from within VBA code    
Session Five: Use Excel with other applications and external data    
  Lesson 12 1: Animate an Excel chart with PowerPoint    
  Lesson 12 2: Incorporate Excel tables and charts into Word documents    
  Lesson 12 3: Understand the XLSX and XLS file formats    
  Lesson 12 4: Export Excel data into a database    
  Lesson 12 5: Import data from a database    
  Lesson 12 6: Import data from a text file    
  Lesson 12 7: Save a workbook as an Adobe Acrobat PDF file    
Session Six: Excel and the Internet    
  Lesson 13 1: Import data from the Internet using a web query    
  Lesson 13 2: Use hyperlinks    
  Lesson 13 3: Publish an Excel worksheet as a web page    
Session Seven: Pivot Tables    
  Lesson 14 1: Overview of pivot tables    
  Lesson 14 2: Create a one dimensional pivot table from a table    
  Lesson 14 3: Understand report layout options    
  Lesson 14 4: Group dates by day, month and year    
  Lesson 14 5: Group dates by weeks, fortnights or any other time period    
  Lesson 14 6: Group numeric and text fields    
  Lesson 14 7: Show levels of detail by collapsing and expanding    
  Lesson 14 8: Use a pivot table to view data in two dimensions    
  Lesson 14 9: Filter pivot table dimensions    
  Lesson 14 10: Show totals and subtotals    
  Lesson 14 11: Display average values    
  Lesson 14 12: Use Show Values As for sophisticated summation    
  Lesson 14 13: Link to pivot table cells    
  Lesson 14 14: Apply a conditional format to the entire pivot table using smart tags    
  Lesson 14 15: Apply a pivot table style    
  Lesson 14 16: Create a custom pivot table style    
  Lesson 14 17: Automatically generate multiple pivot tables for a given entity    
  Lesson 14 18: Connect a pivot table directly to a database    
  Lesson 14 19: Refresh pivot table data    
  Lesson 14 20: Create a pivot chart from a pivot table    
Session Eight: Summarizing data    
  Lesson 15 1: Create automatic subtotals    
  Lesson 15 2: Use summarize functions    
  Lesson 15 3: Grouping and outlining    
Session Nine: What If Analysis    
  Lesson 16 1: Create a one-input what-If analysis data table    
  Lesson 16 2: Create a two-input what-If analysis data table    
  Lesson 16 3: Create a scenario summary report    
  Lesson 16 4: Use Goal Seek    
  Lesson 16 5: Use Solver    
  Lesson 16 6: Use document recovery    
  Lesson 16 7: Use Excel add-ins    
  Lesson 16 8 Create your own Excel add-in    
 
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