Microsoft Office Productivity Toolkit: Working Smarter with Microsoft Excel, Outlook, & OneNote

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The Course Included

Microsoft Excel: Creating An Interactive Dashboard

  • Best practice for setting up data sources
  • Using Pivot Tables to summarize data
  • Visual communication using charts
  • Creating a rolling 30-day summary
  • Using formulas to create KPI summaries
  • Creating interactive filters with Slicers
  • Automating the dashboard with a simple macro
  • Using protection to prevent accidental changes

Outlook - Master Your Mailbox

  • The 4 D's of email management
  • Configure Outlook for distraction-free productivity
  • How to use Rules to automate email processing
  • How to use Quick Steps to automate a series of actions
  • Converting emails into Tasks
  • Using Categories to tag emails, calendar items and Tasks
  • Using Views to display information in a way that suits you

Organizing Your Digital Brain In OneNote

  • Creating Notebooks, Sections, Pages, and Sub-Pages for Clipping and Organizing Information
  • Entering, Editing, Formatting, and Removing Typed Notes, and Using Onetastic
  • Using your Camera, Office Lens, and Screen Clipping to Create Searchable Images
  • Recording Audio and Video Tracks of Meetings with Synced Written Notes
  • Tagging and Searching Content Effectively
  • Integrating OneNote with Outlook for Collaboration and Meeting Tracking
  • Using OneNote on a Mobile Device

Achieve Greater Productivity: Using The Calendar And Tasks

  • Generating Meetings, Appointments, Events, and Tasks from Emails
  • Categorizing Action Items for Simple Finding, Sorting, and Filtering
  • Scheduling and Prioritizing
  • Integrating OneNote for Robust Details
  • Creating Custom Views to Display Day At-a-Glance
  • Updating Stakeholders on Work Progress
  • Managing Daily Workflow

Advanced Excel Functions: Lookup And Logical Tools

  • Understanding and Using VLOOKUP
  • Adding IFERROR and MATCH to Improve VLOOKUP
  • Replacing VLOOKUP with INDEX and MATCH
  • Creating Dynamic References with INDIRECT and OFFSET
  • Implementing Table-Based Referencing in your Spreadsheets
  • Adding IF, AND, and OR to your Skillset
  • Using Logical Functions for Dynamic Values
  • Using Logical Tests for Conditional Formatting
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Mike Thomas

Mike Thomas has worked in the IT training business since 1989. He is a subject matter expert in a range of technologies including Microsoft Office and Apple Mac.

In 2012 Mike founded theexceltrainer.co.uk where he has produced nearly 200 written and video-based Excel tutorials.

He has recorded several Excel training courses for pluralsight.com and in his career delivered hundreds of courses and webinars on a wide variety of technology-related topics.

Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors.

In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.

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Neil Malek

Neil Malek runs Knack Training, an Orlando, FL area software and professional development training company. He is a Microsoft Certified Trainer, Adobe Certified Instructor, and CompTIA Certified Technical Trainer with 20 years of working with individuals, small businesses, non-profits, and Fortune 500 companies to identify and close skill gaps. He specializes in customized, hands-on, live workshops.

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