Onsite Class Outlines



Microsoft Excel

Excel - Level 1   Basic Excel operations
 Lesson 1: Creating a Basic Worksheet
  Navigate and Select in Excel
Enter Data and Save a Workbook
 Lesson 2: Performing Calculations
  Create Basic Formulas
Calculate with Functions
Copy Formulas and Functions
 Lesson 3: Managing Large Workbooks
  Format Worksheet Tabs
Manage Worksheets in a Workbook
Manage the View of Large Worksheets
Excel - Level 2   Multiple sheets, three dimensional formulas
 Lesson 1: Calculating Data with Advanced Formulas
  Manage Cell and Range Names
Calculate Data Across Worksheets
 Lesson 2: Auditing Worksheets
  Trace Cells
Troubleshoot Errors in Formulas
Troubleshoot Invalid Data and Formulas
Watch and Evaluate Formulas
Excel - Level 3   Advanced functions and charting
 Lesson 1: Presenting Data Using Charts
  Create a Chart
Modify Charts
Format Charts
 Lesson 2: Using Functions
  Use Specialized Functions
Database Functions
Analyze Data with Logical and Lookup Functions
Excel - Level 4 Enhancing Workbooks  
 Lesson 1: Enhancing Workbooks
  Inserting Comments
Protecting Workbooks and Worksheets
 Lesson 2: Analyzing Data
  Create Sparklines
Create Scenarios
Using Goal Seek
Excel - Level 5 Workbooks, Exporting and Macros  
 Lesson 1: Working with Multiple Workbooks
  Using Links and External References
Consolidate Data
Compare and Merge workbooks
 Lesson 2: Forecasting Data Trends
  Determine Potential Outcomes Using Data Tables
Forecasting Data Trends
Mapping Data
 Lesson 3: Automating Workbook Functionality

Data Validation

Create and Edit a Macro

Excel - Level 6 Pivot Tables and Databases 
 Lesson 1: Analyzing Data Using Pivot Tables and Pivot Charts
  Create a Pivot Table Report
Filter Data Using Slicers
Analyze Data Using Pivot Charts
 Lesson 2: Organizing Worksheet and Table Data
  Create and Modify Tables
Format Tables
Sort or Filter Worksheet or Table Data
Calculate Data in a Table or Worksheet
 Lesson 3: Automating Worksheet Functionality
  Apply Conditional Formatting

Microsoft Word

Word - Level 1  Basic word processing
 Lesson 1: Editing a Document
  Navigate and Select Text in a Document
Insert, Delete, or Rearrange Text
 Lesson 2: Formatting Text
  Change Font Appearance
Highlight Text
 Lesson 3: Formatting Paragraphs
  Set Tabs to Align Text
Control Paragraph Layout
Add Borders and Shading
Apply Styles
 Lesson 4: Using Templates
  Create a Document Using a Template
Create a Template
Word - Level 2  Tables, numbering and graphics
 Lesson 1: Adding Tables
  Create a Table
Modify the Table Structure
Format a Table
Convert Text to a Table or Tables to Text
 Lesson 2: Inserting Graphic Objects
  Add Visual Effects Using Symbols and Special Characters
Insert Illustrations
Integrate Pictures and Text
Insert and Format Screenshots
 Lesson 2: Controlling Text Flow
  Control Paragraph Flow
Insert Section Breaks
Insert Columns
Link Text Boxes to Control Text Flow
Word - Level 3  Tables of contents, tracking changes
 Lesson 1: Making Long Documents Easier to Use
  Insert Blank and Cover Pages
Insert an Index
Insert Table of Figures
Insert Table of Contents
 Lesson 2: Collaborating on Documents
  Send a Document for Review
Review a Document
Compare Document Changes
Merge Document Changes
Review Track Changes and Comments
 Lesson 3: Adding Reference Marks and Notes
  Add Captions
Add Cross References
Add Bookmarks
Word - Level 4 Forms and Macros 
 Lesson 1: Forms
  Create Forms
Manipulate Forms
 Lesson 2: Macros
  Record and Run a macro
 Lesson 3: Working with Quick Parts
  Insert Building Blocks
Create and Modify Building Blocks
Insert Fields Using Quick Parts
Word - Level 5 Mail Merge, Tables, Charts and Styles
 Lesson 1: Automating Mail Merges
  Perform a Mail Merge
Mail Merge Envelopes and Labels
Use Word to Create a Data Source
 Lesson 2: Customizing Formats Using Styles and Themes
  Create and modify Text Styles
Create Custom List or Table Styles
Apply Document Themes
 Lesson 3: Working with Tables and Charts
  Sort Table Data
Control Cell Layout
Perform Calculations in a Table
Create a Chart

Microsoft Access

Access - Level 1                Database basics - the design
 Lesson 1: Designing a Database
  Describe the Relational Database Design Process
Define Database Purpose
Review Existing Data
Determine Fields
Group Fields into Tables
Normalize Data
Designate Primary and Foreign Keys
Determine Table Relationships
Access - Level 2                Tables and simple select queries
 Lesson 1: Building a Database
  Create a New Database
Create a Table
Manage Tables
Create a Table Relationship
 Lesson 2: Querying a Database
  Filter Records
Create a Query
Add Criteria to a Query
Add a Calculated Field to a Query
Perform Calculations on a Record Grouping
Access - Level 3                Working with forms and reports
 Lesson 1: Designing Forms
  View Data Using an Access Form
Create a Form
Modify the Design of a Form
 Lesson 2: Generating Reports
  View an Access Report
Create a Report
Add a Custom Calculated Field to a Report
Format the Controls in a Report
Apply an AutoFormat to a Report
Prepare a Report for Print
Access - Level 4                Working with forms and reports
 Lesson 1: Improving Forms 
  Design a Form Layout
Enhance the Appearance of a Form
Restrict Data Entry in Forms
Add a Command Button to a Form
Create a Subform
 Lesson 2: Customizing Reports 
  Organize Report Information
Format the Report
Set Report Control Properties
Control Report Pagination
Summarize Report Information
Add a Subreport to an Existing Report
Create a Mailing Label Report
Access - Advanced Queries         Action queries, crosstabs and pivot queries
 Lesson 1: Creating Flexible Queries 
  Set Select Query Properties
Create Parameter Queries
Create Action Queries
 Lesson 2: Writing Advanced Queries 
  Create Subqueries
Create Unmatched and Duplicate Queries
Group and Summarize Records Using Criteria
Summarize Data Using a Crosstab Query
Create a PivotTable and a PivotChart

Microsoft Outlook

Outlook - Level 1             Using email features and options
 Lesson 1: Getting Started with Outlook
  Send a Simple Message
Reading Messages
Reply to and Forward a Message
Print a Message
Delete a Message
 Lesson 2: Composing Messages
  Address a Message
Format a Message
Check Spelling and Grammar
Attach a File
 Lesson 3: Organizing Messages
  Open and Save an Attachment
Flag a Message
Organize Content with Folders
Outlook - Level 2             Working with email features and options
 Lesson 1: Customizing Message Options
  Modify Message Settings
Modify Delivery Options
Change the Message Format
Notify Others That You will be Out of the Office
Create a Distribution List
Insert a Hyperlink
 Lesson 2: Personalizing Your Email
  Apply Stationery and Themes
Create Signatures
Outlook - Level 3             Working with the calendar, appointments and meeting requests
 Lesson 1: Scheduling Appointments
  Explore the Outlook Calendar
Schedule an Appointment
Assign Categories and Edit Appointments
 Lesson 2: Scheduling Meetings
  Schedule a Meeting
Reply to a Meeting Request
Propose a New Meeting Time
Manage Meetings
Print the Calendar
Outlook - Level 4             Working with tasks, contacts and notes
 Lesson 1: Managing Contacts
  Add a Contact
Sort and Find Contacts
Manage Contacts
 Lesson 2: Managing Tasks and Notes
  Create a Task
Edit and Update a Task
Create a Note
Edit a Note
Display a Note on the Desktop
 Lesson 3: Managing Tasks
  Assign a Task
Reply to a Task Request
Send a Task Update
Track Assigned Tasks

Crystal Reports

Crystal Reports - Level 1               Creating simple reports, sorting and filtering
 Lesson 1: Creating a Report
  Specify Fields for a New Report
Preview a Report
Modify Field Display
Add a Report Title
Position Fields
Add Fields from Other Tables
 Lesson 2: Displaying Specific Report Data
  Find Data
Sort Data
Filter Data by a Single Criterion
Crystal Reports - Level 2               Grouping and summarizing data
 Lesson 1: Grouping Report Data
  Insert a Group
Add Summaries
Format Summary Information
Change Group Options
Add a Second-Level Grouping
Filter Records by Group
Create a Top N Sort Group
Crystal Reports - Level 3               Formulas in Crystal Reports
 Lesson 1: Building Formulas
  Create a Formula
Edit a Formula
Combine Fields by Formula
Delete a Formula
Filter Data by Multiple Criteria
Modify a Filter Using an OR Operator
Create a Parameter Field
Account for Null Fields in a Formula

Power Point

Power Point - Level 1 - Develop and Prepare to Deliver Presentations             
 Lesson 1: Developing a PowerPoint Presentation
  Select a Presentation Type
View and Navigate a Presentation
Edit Text
Build a Presentation
 Lesson 2: Performing Advanced Text Editing
  Format Characters
Format Paragraphs
Format Text Boxes
 Lesson 3: Adding Graphical Elements to Your Presentation
  Insert Clip Art and Images
Insert Shapes
 Lesson 4: Modifying Objects in Your Presentation
  Edit Objects
Format Objects
Group Objects
Arrange Objects
Animate Objects
Power Point - Level 2 - Modify, Customize and Collaborate Presentations              
 Lesson 1: Adding Tables to Your Presentation
  Create a Table
Format a Table
Insert a Table from Other Microsoft Office Applications
 Lesson 2: Adding Charts to Your Presentation
  Create a Chart
Format a Chart
Insert a Chart from Microsoft Excel
 Lesson 3: Preparing to Deliver Your Presentation
  Review Your Presentation
Apply Transitions
Print Your Presentation
Deliver Your Presentation


Project - Level 1             
 Lesson 1: Getting Started with Microsoft Project
  Explore the Microsoft Project Environment
Display an Existing Project Plan in Different Views
 Lesson 2: Creating a Project Plan
  Create a Project Plan
 Assign a Project Calendar
 Add Tasks to a Project Plan
 Enter the Task Duration Estimates
 Add Resources to a Project Plan
 Lesson 3: Managing Tasks in a Project Plan
  Outline Tasks
Link Dependent Tasks
Set Task Constraints and Deadlines
Add Notes to a Task
Add a Recurring Task
 Lesson 4: Managing Resources in a Project Plan
  Create a Resource Calendar
Assign Resources to Tasks
Enter Costs for Resources
Resolve Resource Conflicts
Project - Level 2              
 Lesson 1: Finalizing a Project Plan
  Shorten a Project Using the Critical Path
Set a Baseline
Print a Project Summary Report 
 Lesson 2: Exchanging Project Plan Data with Other Applications
  Import Project Information
Export Project Plan Cost Data to an Excel Workbook
Copy a Picture of the Project Plan
 Lesson 3: Updating a Project Plan
  Enter Task Progress
Enter Overtime Work
Edit Tasks
Reschedule a Task
Filter Tasks
Set an Interim Plan
Create a Custom Table
Create a Custom Field
 Lesson 4: Reusing Project Plan Information
  Create a Project Plan Template
Create a Custom View
Make Custom Views Available to Other Project Plans
Share Resources
Create a Master Project


Visio - Level 1             
 Lesson 1: Getting Started with Visio 2013
  Navigate the Visio Environment
Use Backstage Commands
Save a File
 Lesson 2: Creating a Workflow Diagram
  Use Drawing Components
Modify a Drawing
Callouts and Groups
 Lesson 3: Creating an Organization Chart
  Create a Basic Organization Chart
Modify an Organization Chart
Make an Organization Chart from an Excel Spreadsheet
 Lesson 4: Making a Floor Plan
  Make a Basic Floor Plan
Model a Room Layout
 Lesson 5: Creating a Cross-Functional Flowchart
  Create a Cross-Functional Flowchart
Format a Cross-Functional Flowchart
Visio - Level 2              
 Lesson 1: Creating a Network Diagram
  Network Diagrams
Use Shape Data
Use Layers 
 Lesson 2: Styling a Diagram
  Shape and Connector Styles
Themes and Variants
Use Containers
 Lesson 3: Enhancing the Look of Drawings
  Apply Backgrounds, Borders, and Titles
Define Shape Styles
 Lesson 4: Creating Shapes, Stencils, and Templates
  Create Simple Custom Shapes
Create Custom Stencils
Create Custom Templates

Microsoft Teams - Chat, Hold Meetings, Call and Collaborate


Microsoft Teams is much more than an instant messaging program! With Teams, here are a few of the things you can do:

  • Chat
    • Instant messaging
  • Hold Meetings
    • Video conferencing
    • Screen sharing
  • Call
    • Regular and Video calls
  • Collaborate
    • Announcements and file sharing
    • Apps
    • Central location for Q&As
    • Work on multiple projects together

In this training we will explore the Teams Interface. We will delve into creating Teams and channels. We will practice screen sharing, file sharing, and look at many other features that are available. Students will need Microsoft Teams installed on their computer in order to participate in the class. Generic account information will be emailed to students prior to the beginning of class.


Other Training

Windows File Management
 Lesson 1: Managing Folders and Files
  Navigate to Folders Using Windows Explorer
Work with Folders and Files
Secure Folders and Files
Organize Folders and Files
Search for Folders and Files
Office Tips and Tricks - How to Use All Microsoft Programs More Efficiently
  Lesson 1:  Microsoft Office
Common Features in Applications
 The Cloud
  Lesson 2: Shortcut keys
 Common Shortcut Keys in All the Applications
 Application-specific Shortcut Keys & Tips
  Lesson 3:  Newer Features
 Breakdown in Each of the Applications
iPad - Basics of Using an iPad
 Lesson 1: Navigation
  Keyboard shortcuts
Controls and navigation options
 Lesson 2: Overview of Apps
  Apps that come with your iPad
Apps that you can download
Open Question and Answer
 Bring any question about Microsoft Office Products, iPad, Cyrstal Reports, or Windows to Marty, the trainer. Marty will take questions on a first come/first serve basis. Just show up during the designated time slot (either 9:00 am-noon or 1:00 pm - 4:00 pm). If you stump Marty she will take your contact information, research the question, and then get back to you.
 It is not necessary to register for the Open Question and Answer time - you only need to arrive during the 3 hour time period.
Windows 10 - Understanding Windows 10
 Lesson 1: Accessing Windows 10
  Navigate the Windows 10 Desktop
Manage the Start Menu
Sign In to Windows 10
 Lesson 2: Using Windows Apps and Desktop Applications
  Navigate Desktop Applications
Navigate Windows Apps Features
Navigate the Cortana Virtual Assistant App
 Lesson 3: Working with Files and Folders
  Manage Files and Folders with File Explorer
Store and Share Files with OneDrive
Multitask with Open Apps
 Lesson 4: Accessing the Internet using Microsoft Edge
  Use Microsoft Edge
Customize Microsoft Edge
 Lesson 5: Customizing the Windows 10 Environment
  Customize the Start Screen
Customize the Desktop


Microsoft Office Online and One Drive - How to Utilize Microsoft One Drive
 Lesson 1: Getting Started
  Creating an account
 Lesson 2: Files and Folders
  Folder Hierarchy
Uploading Folders and Files
Sharing Options
 Lesson 3: Co-Authoring
  Co-Authoring a file
Co-Authoring options
 Lesson 4: Office Online
  Differences between desktop applications and online apps
Time Management – Level 1 - Learn How to Use Your Time Better
 Lesson 1: Getting Started
  Pre-Assignment Review
 Lesson 2: Setting SMART Goals
  The Three P’s
The SMART Way;
Prioritizing Your Goals;
 Lesson 3: Prioritizing Your Time
  The 80/20 Rule
The Urgent/Important Matrix
Being Assertive
 Lesson 4: Planning Wisely
  Creating Your Productivity Journal
Maximizing the Power of Your Productivity Journal
The Glass Jar: Rocks, Pebbles, Sand, and Water
Chunk, Block, and Tackle
Ready, Fire, Aim!
 Lesson 5: Tackling Procrastination
  Why We Procrastinate
Nine Ways to Overcome Procrastination
Eat That Frog!
Time Management – Level 2 - How to Make Time Work to Your Advantage
 Lesson 1: Crisis Management
  When the Storm Hits
Creating a Plan
Executing the Plan
Lessons Learned
 Lesson 2: Organizing Your Workspace
Managing Workflow;
Dealing with E-mail;
Using Calendars
 Lesson 3: Delegating Made Easy
  When to Delegate;
To Whom Should You Delegate;
How Should You Delegate;
Keeping Control;
The Importance of Full Acceptance
 Lesson 4: Setting a Ritual
  What is a Ritual?;
Ritualizing Sleep, Meals, and Exercise
Example Rituals
Using Rituals to Maximize Time
 Lesson 5: Meeting Management
  Deciding if a Meeting is Necessary
Using the PAT Approach
Building the Agenda
Keeping Things on Track
Instant Messaging and Chat Rooms
Collaboration Applications
Power BI Dashboards - Visually Arrange and Share Your Raw Data