Microsoft Excel 2019 for Lawyers Training Manual Classroom in a Book

Topics Covered:

Getting Acquainted with Excel

1. About Excel

2. The Excel Environment

3. The Title Bar

4. The Ribbon

5. The “File” Tab and Backstage View

6. Scroll Bars

7. The Quick Access Toolbar

8. Touch Mode

9. The Formula Bar

10. The Workbook Window

11. The Status Bar

12. The Workbook View Buttons

13. The Zoom Slider

14. The Mini Toolbar

15. Keyboard Shortcuts

File Management

1. Creating New Workbooks

2. Saving Workbooks

3. Closing Workbooks

4. Opening Workbooks

5. Recovering Unsaved Workbooks

6. Opening a Workbook in a New Window

7. Arranging Open Workbook Windows

8. Freeze Panes

9. Split Panes

10. Hiding and Unhiding Workbook Windows

11.Comparing Open Workbooks

12. Switching Open Workbooks

13. Switching to Full Screen View

14. Working With Excel File Formats

15. AutoSave Online Workbooks

Data Entry

1. Selecting Cells

2. Entering Text into Cells

3. Entering Numbers into Cells

4. AutoComplete

5. Pick from Drop-Down List

6. Flash Fill

7. Selecting Ranges

8. Ranged Data Entry

9. Using AutoFill

Creating Formulas

1. Ranged Formula Syntax

2. Simple Formula Syntax

3. Writing Formulas

4. Using AutoSum

5. Inserting Functions

6. Editing a Range

7. Formula AutoCorrect

8. AutoCalculate

9. Function Compatibility

Copying & Pasting Formulas

1. Relative References and Absolute References

2. Cutting, Copying, and Pasting Data

3. AutoFilling Cells

4. The Undo Button

5. The Redo Button

Columns & Rows

1. Selecting Columns & Rows

2. Adjusting Column Width and Row Height

3. Hiding and Unhiding Columns and Rows

4. Inserting and Deleting Columns and Rows

Formatting Worksheets

1. Formatting Cells

2. The Format Cells Dialog Box

3. Clearing All Formatting from Cells

4. Copying All Formatting from Cells to Another Area

Worksheet Tools

1. Inserting and Deleting Worksheets

2. Selecting Multiple Worksheets

3. Navigating Worksheets

4. Renaming Worksheets

5. Coloring Worksheet Tabs

6. Copying or Moving Worksheets

Setting Worksheet Layout

1. Using Page Break Preview

2. Using the Page Layout View

3. Opening The Page Setup Dialog Box

4. Page Settings

5. Setting Margins

6. Creating Headers and Footers

7. Sheet Settings

Printing Spreadsheets

1. Previewing and Printing Worksheets

Helping Yourself

1. Using Excel Help

2. The Tell Me Bar

3. Smart Lookup

Creating 3D Formulas

1. Creating 3D Formulas

2. 3D Formula Syntax

3. Creating 3D Range References

Named Ranges

1. Naming Ranges

2. Creating Names from Headings

3. Moving to a Named Range

4. Using Named Ranges in Formulas

5. Naming 3D Ranges

6. Deleting Named Ranges

Conditional Formatting and Cell Styles

1. Conditional Formatting

2. Finding Cells with Conditional Formatting

3. Clearing Conditional Formatting

4. Using Table and Cell Styles

Paste Special

1. Using Paste Special

2. Pasting Links

Sharing Workbooks

1. About Co-authoring and Sharing Workbooks

2. Co-authoring Workbooks

3. Adding Shared Workbook Buttons in Excel

4. Traditional Workbook Sharing

5. Highlighting Changes

6. Reviewing Changes

7. Using Comments and Notes

8. Compare and Merge Workbooks

Auditing Worksheets

1. Auditing Worksheets

2. Tracing Precedent and Dependent Cells

3. Tracing Errors

4. Error Checking

5. Using the Watch Window

6. Cell Validation

Outlining Worksheets

1. Using Outlines

2. Applying and Removing Outlines

3. Applying Subtotals

Consolidating Worksheets

1. Consolidating Data

Tables

1. Creating a Table

2. Adding an Editing Records

3. Inserting Records and Fields

4. Deleting Records and Fields

Sorting Data

1. Sorting Data

2. Custom Sort Orders

Filtering Data

1. Using AutoFilters

2. Using the Top 10 AutoFilter

3. Using a Custom AutoFilter

4. Creating Advanced Filters

5. Applying Multiple Criteria

6. Using Complex Criteria

7. Copying Filter Results to a New Location

8. Using Database Functions

Using What-If Analysis

1. Using Data Tables

2. Using Scenario Manager

3. Using Goal Seek

4. Forecast Sheets

Table-Related Functions

1. The Hlookup and Vlookup Functions

2. Using the IF, AND, and OR Functions

3. The IFS Function

Sparklines

1. Inserting and Deleting Sparklines

2. Modifying Sparklines

Creating Charts In Excel

1. Creating Charts

2. Selecting Charts and Chart Elements

3. Adding Chart Elements

4. Moving and Resizing Charts

5. Changing the Chart Type

6. Changing the Data Range

7. Switching Column and Row Data

8. Choosing a Chart Layout

9. Choosing a Chart Style

10. Changing Color Schemes

11. Printing Charts

12. Deleting Charts

Formatting Charts in Excel

1. Formatting Chart Objects

2. Inserting Objects into a Chart

3. Formatting Axes

4. Formatting Axis Titles

5. Formatting a Chart Title

6. Formatting Data Labels

7. Formatting a Data Table

8. Formatting Error Bars

9. Formatting Gridlines

10. Formatting a Legend

11. Formatting Drop and High-Low Lines

12. Formatting Trendlines

13. Formatting Up/Down Bars

14. Formatting the Chart and Plot Areas

15. Naming Charts

16. Applying Shape Styles

17. Applying WordArt Styles

18. Saving Custom Chart Templates

Data Models

1. Creating a Data Model from External Relational Data

2. Creating a Data Model from Excel Tables

3. Enabling Legacy Data Connections

4. Relating Tables in a Data Model

5. Managing a Data Model

PivotTables and PivotCharts

1. Creating Recommended PivotTables

2. Manually Creating a PivotTable

3. Creating a PivotChart

4. Manipulating a PivotTable or PivotChart

5. Changing Calculated Value Fields

6. Formatting PivotTables

7. Formatting PivotCharts

8. Setting PivotTable Options

9. Sorting and Filtering Using Field Headers

PowerPivot

1. Starting PowerPivot

2. Managing the Data Model

3. Calculated Columns and Fields

4. Measures

5. Creating KPIs

6. Creating and Managing Perspectives

7. PowerPivot PivotTables and PivotCharts

3D Maps

1. Enabling 3D Maps

2. Creating a New 3D Maps Tour

3. Editing a 3D Maps Tour

4. Managing Layers in a 3D Maps Tour

5. Filtering Layers

6. Setting Layer Options

7. Managing Scenes

8. Custom 3D Maps

9. Custom Regions

10. World Map Options

11. Inserting 3D Map Objects

12. Previewing a Scene

13. Playing a 3D Maps Tour

14. Creating a Video of a 3D Maps Tour

15. 3D Maps Options

Slicers and Timelines

1. Inserting and Deleting Slicers

2. Modifying Slicers

3. Inserting and Deleting Timelines

4. Modifying Timelines

Security Features

1. Unlocking Cells

2. Worksheet Protection

3. Workbook Protection

4. Password Protecting Excel Files

Making Macros

1. Recording Macros

2. Running and Deleting Recorded Macros

3. The Personal Macro Workbook

Using Online Templates

1. Downloading Online Templates

2. Saving a Template

3. Creating New Workbooks from Saved Templates

Legal Templates

1. Chapter Overview

2. Using the Law Firm Financial Analysis Worksheet

3. Using the Law Firm Project Tracker

4. Using the Law Firm Project Plan

Legal Business Functions

1. The Pv Function

2. The Fv Function

3. The IRR and XIRR Functions

Simple IOLTA Management

1. IOLTA Basics

2. Using Excel for Simple IOLTA Management

3. Using the Simple IOLTA Template