Surviving MS Excel


Introductory to Intermediate level

surviving excelMicrosoft Excel is a spreadsheet tool capable of performing calculations, analysing data and integrating information from different programs. It is becoming increasingly important as methods for analysing data are becoming more and more complex. Additionally, the use of such performance software has become mandatory as part of the everyday work life of an individual whether it be in the private or public sector. While there are other programs which perform the functions of this software in a simpler graphical user interface, the application of learning such software would enable the user to apply such skills to any software package which entails the same functionality to a greater extent, thereby making the individual more marketable in their field.

In light of these factors, this course has been designed around the core areas of Functions, database manipulation, creation of reports and charts and the creation of formulas. This course will cover the introductory to intermediate level of the Microsoft Excel software and place emphasis on the quick and efficient use of this software to attain positive results.

Target Audience

The Microsoft Excel 2010 workshop is designed for business services professionals to gain the skills necessary to record, calculate, analyse, share, import and export data. The overarching objective of the program is to help you be productive and efficient in your home or office. As the product improves with new versions, it adds abilities that contribute to this objective. Excel helps you recover lost files quickly, manage your work more efficiently with its "backstage" layout, and work on a spreadsheet together with someone else on your network.

Learning Objectives

Upon completion of this workshop participants should be able to:

  • Understand the different sections of a spreadsheet
  • Enter and edit data in a spreadsheet
  • The ability to modify an existing spreadsheet
  • The ability to create a new spreadsheet
  • Attain the ability to utilise basic functions and formulas
  • The ability to format worksheets effectively
  • The ability to print documents, including large documents effectively
  • The ability to create charts from data entered into fields
  • The ability to create drawing objects
  • The ability to manage large spreadsheets

Programme Outline

Module 1: Creating a Worksheet and Charting Data

  • Create, Save, and Navigate an Excel Workbook
  • Enter Data in a Worksheet
  • Construct and Copy Formulas and Use the SUM Function
  • Format Cells with Merge & Center and Cell Styles
  • Chart Data to Create a Column Chart and Insert Sparklines
  • Print, Display Formulas, and Close Excel
  • Check Spelling in a Worksheet
  • Enter Data by Range
  • Construct Formulas for Mathematical Operations
  • Edit Values in a Worksheet
  • Format a Worksheet

Module 2: Using Functions, Creating Tables and Managing Large Workbooks

  • Use the SUM, AVERAGE, MEDIAN, MIN, and MAX Functions
  • Move Data, Resolve Error Messages, and Rotate Text
  • Use COUNTIF and IF Functions and Apply Conditional Formatting
  • Use Date & Time Functions and Freeze Panes
  • Create, Sort, and Filter an Excel Table
  • Format and Print a Large Worksheet
  • Navigate a Workbook and Rename Worksheets
  • Enter Dates, Clear Contents, and Clear Formats
  • Copy and Paste by Using the Paste Options Gallery
  • Edit and Format Multiple Worksheets at the Same Time
  • Create a Summary Sheet with Column Sparklines

Module 3: Analyzing Data with Pie Charts, Line Charts, and What-IF Analysis Tools

  • Chart Data with a Pie Chart
  • Format a Pie Chart
  • Edit a Workbook and Update a Chart
  • Use Goal Seek to Perform What-If Analysis
  • Design a Worksheet for What-If Analysis
  • Answer What-If Questions by Changing Values in a Worksheet
  • Chart Data with a Line Chart

Module 4: Use Financial and LookUp Functions, Define Names, and Validate Data

  • Use Financial Functions
  • Use Goal Seek
  • Create a Data Table
  • Define Names
  • Use Defined Names in a Formula
  • Use Lookup Functions
  • Validate Data

Module 5: Managing Large Workbooks and Using Advanced Sorting and Filtering

  • Navigate and Manage Large Worksheets
  • Enhance Worksheets with Themes and Styles
  • Format a Worksheet to Share with Others
  • Save Excel Data in Other File Formats
  • Use Advanced Sort Techniques
  • Use Custom and Advanced Filters
  • Subtotal, Outline, and Group a List of Data

Module 6: Creating Charts, Diagrams and Templates

  • Create and Format Sparklines and a 3-D Column Chart
  • Create and Format a Line Chart
  • Create and Modify a SmartArt Graphic
  • Create and Modify an Organization Chart
  • Create an Excel Template
  • Protect a Worksheet
  • Create a Worksheet Based on a Template

Facilitator: Mr. Nigel Chinapoo

Nigel Chinapoo is a Director of Rolley Holdings, a local financial and information communication technology consulting firm, and has held positions with a number of local and regional ICT and financial service companies. His unique background makes him well qualified to advise on corporate financial value chains and the role of technology in existing operational / change management and new business initiatives. He has over 18 years of experience in the financial and services industry both as a financial/accounting professional and technology/systems executive.

Nigel launched his accounting career with membership and subsequent fellowship of the Association of Chartered Certified Accountants (ACCA) in 1999/2001. He moved directly into the financial services industry with positions in financial and management accounting as well as corporate financial strategy and mergers and acquisition for regional corporates and their subsidiaries throughout the Caribbean. Subsequent executive management experience includes serving as the head of insurance and financial systems development at SunGard Data Systems in Atlanta as well as Manager of Mergers and Acquisitions at Citigroup. He also served as Chairman and Board Member with several Health and Document Imaging companies based in Trinidad and Tobago. This experience with leading financial organizations is further complemented by his leadership roles in various industry organizations including the E-Teck ICT Cluster advisory Board and member of the Trinidad Chamber of Industry and Commerce's EBITT committee.

Nigel is a graduate of the University of the West Indies with a BSc. in Economics/Mathematics and is a Fellow of the Association of Chartered Certified Accountants (F.C.C.A.).


Date View Event Calendar
Time 8:30 am – 4:30 pm
Duration 3 Days
Cost TT $3,000.00 (inclusive of training materials, refreshments and Certificate of Participation) 
Please note that prices are subject to change without notice.
Venue Arthur Lok Jack Graduate School of Business
South Campus
Gopaul Lands

Tel: 645-6700
Fax: 662-1411


Shadeed ext. 131
Brent ext. 330



Certificates will only be issued to participants who have attained a minimum attendance rate of 75% for the duration of the course.

Course Cancellation/ Reschedule Policy

Arthur Lok Jack GSB (ALJGSB) reserves the right to cancel training at any time. If ALJGSB cancels the training due to unforeseen circumstances beyond the control of ALJGSB, you are entitled to a full refund of the course fee, or your course fee can be credited toward a future training, based upon availability (providing payments have been made before original advertised date).

ALJGSB reserves the right to reschedule training at any time. If ALJGSB reschedules training due to unforeseen circumstances beyond the control of ALJGSB, the training will take place at the next available time. Participants will be informed via phone and/or e-mails.

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