Excel for Lawyers Tutorial Course
Course Description
When it comes to Microsoft Office programs, law firms have unique needs. This Excel for lawyers tutorial course includes a CPE training module specific to the practice of law. You will learn how to effectively use legal templates, legal business functions (such as the Pv and Fv functions) and simple IOLTA management. In addition, you’ll receive our complete Excel curriculum. Learn Microsoft Excel with this comprehensive course from TeachUcomp, Inc. Mastering Excel Made Easy features 199 video lessons with over 10 hours of introductory through advanced instruction. Watch, listen and learn as your expert instructor guides you through each lesson step-by-step. During this media-rich learning experience, you will see each function performed just as if your instructor were there with you. Reinforce your learning with the text of our three printable classroom instruction manuals (Introductory, Intermediate and Advanced), additional images and practice exercises. You will learn how to effectively create and format spreadsheets, charts, pivot tables and much more.
Whether you are completely new to Excel or upgrading from an older version, this course will empower you with the knowledge and skills necessary to be a proficient user. We have incorporated years of classroom training experience and teaching techniques to develop an easy-to-use course that you can customize to meet your personal learning needs. Simply launch the easy-to-use interface, click to start a video lesson or open one of the manuals and you’re on your way to mastering Excel.
Course Syllabus & Sample Lessons
Select any of the video lessons markedto view them in a new window.
To view samples of the instruction manuals in PDF, click here: Introductory Excel | Intermediate Excel | Advanced Excel | Excel for Lawyers
LEGAL EDUCATION CURRICULUM: | ||
CHAPTER 1- | Using Online Templates | |
Lesson 1.1- | Downloading Templates from Office.com | |
Lesson 1.2- | Saving a Template | |
Lesson 1.3- | Creating New Workbooks from Saved Templates | |
CHAPTER 2- | Legal Templates | |
Lesson 2.1- | Chapter Overview | |
Lesson 2.2- | Using the Law Firm Financial Analysis Worksheet | |
Lesson 2.3- | Using the Law Firm Project Tracker | |
Lesson 2.4- | Using the Law Firm Project Plan | |
CHAPTER 3- | Legal Business Functions | |
Lesson 3.1- | The Pv Function | |
Lesson 3.2- | The Fv Function | |
Lesson 3.3- | The IRR and XIRR Functions | |
CHAPTER 4- | Simple IOLTA Management | |
Lesson 4.1- | IOLTA Basics | |
Lesson 4.2- | Using Excel for Simple IOLTA Management | |
Lesson 4.3- | Using the Simple IOLTA Template | |
BONUS COMPLETE EXCEL CURRICULUM INCLUDED: | ||
CHAPTER 1- | Getting Acquainted with Excel | |
Lesson 1.1- | About Excel | |
Lesson 1.2- | The Excel Environment | |
Lesson 1.3- | The Title Bar | |
Lesson 1.4- | The Ribbon | |
Lesson 1.5- | The “File” Tab and Backstage View | |
Lesson 1.6- | Scroll Bars | |
Lesson 1.7- | The Quick Access Toolbar | |
Lesson 1.8- | Touch Mode | |
Lesson 1.9- | The Formula Bar | |
Lesson 1.10- | The Workbook Window | |
Lesson 1.11- | The Status Bar | |
Lesson 1.12- | The Workbook View Buttons | |
Lesson 1.13- | The Zoom Slider | |
Lesson 1.14- | The Mini Toolbar | |
Lesson 1.15- | Keyboard Shortcuts | |
CHAPTER 2- | File Management | |
Lesson 2.1- | Creating New Workbooks | |
Lesson 2.2- | Saving Workbooks | |
Lesson 2.3- | Closing Workbooks | |
Lesson 2.4- | Opening Workbooks | |
Lesson 2.5- | Recovering Unsaved Workbooks | |
Lesson 2.6- | Opening a Workbook in a New Window | |
Lesson 2.7- | Arranging Open Workbook Windows | |
Lesson 2.8- | Freeze Panes | |
Lesson 2.9- | Split Panes | |
Lesson 2.10- | Hiding and Unhiding Workbook Windows | |
Lesson 2.11- | Comparing Open Workbooks | |
Lesson 2.12- | Switching Open Workbooks | |
Lesson 2.13- | Switching to Full Screen View | |
Lesson 2.14- | Working With Excel File Formats | |
CHAPTER 3- | Data Entry | |
Lesson 3.1- | Selecting Cells | |
Lesson 3.2- | Entering Text into Cells | |
Lesson 3.3- | Entering Numbers into Cells | |
Lesson 3.4- | AutoComplete | |
Lesson 3.5- | Pick from Drop-Down List | |
Lesson 3.6- | Flash Fill | |
Lesson 3.7- | Selecting Ranges | |
Lesson 3.8- | Ranged Data Entry | |
Lesson 3.9- | Using AutoFill | |
CHAPTER 4- | Creating Formulas | |
Lesson 4.1- | Ranged Formula Syntax | |
Lesson 4.2- | Simple Formula Syntax | |
Lesson 4.3- | Writing Formulas | |
Lesson 4.4- | Using AutoSum | |
Lesson 4.5- | Inserting Functions | |
Lesson 4.6- | Editing a Range | |
Lesson 4.7- | Formula AutoCorrect | |
Lesson 4.8- | AutoCalculate | |
Lesson 4.9- | Function Compatibility | |
CHAPTER 5- | Copying & Pasting Formulas | |
Lesson 5.1- | Relative References and Absolute References | |
Lesson 5.2- | Cutting, Copying, and Pasting Data | |
Lesson 5.3- | AutoFilling Cells | |
Lesson 5.4- | The Undo Button | |
Lesson 5.5- | The Redo Button | |
CHAPTER 6- | Columns & Rows | |
Lesson 6.1- | Selecting Columns & Rows | |
Lesson 6.2- | Adjusting Column Width and Row Height | |
Lesson 6.3- | Hiding and Unhiding Columns and Rows | |
Lesson 6.4- | Inserting and Deleting Columns and Rows | |
CHAPTER 7- | Formatting Worksheets | |
Lesson 7.1- | Formatting Cells | |
Lesson 7.2- | The Format Cells Dialog Box | |
Lesson 7.3- | Clearing All Formatting from Cells | |
Lesson 7.4- | Copying All Formatting from Cells to Another Area | |
CHAPTER 8- | Worksheet Tools | |
Lesson 8.1- | Inserting and Deleting Worksheets | |
Lesson 8.2- | Selecting Multiple Worksheets | |
Lesson 8.3- | Navigating Worksheets | |
Lesson 8.4- | Renaming Worksheets | |
Lesson 8.5- | Coloring Worksheet Tabs | |
Lesson 8.6- | Copying or Moving Worksheets | |
CHAPTER 9- | Setting Worksheet Layout | |
Lesson 9.1- | Using Page Break Preview | |
Lesson 9.2- | Using The Page Layout View | |
Lesson 9.3- | Opening the Page Setup Dialog Box | |
Lesson 9.4- | Page Settings | |
Lesson 9.5- | Setting Margins | |
Lesson 9.6- | Creating Headers and Footers | |
Lesson 9.7- | Sheet Settings | |
CHAPTER 10- | Printing Worksheets | |
Lesson 10.1- | Previewing and Printing Worksheets | |
CHAPTER 11- | Helping Yourself | |
Lesson 11.1- | Using Excel Help | |
Lesson 11.2- | The Tell Me Bar- 2016 Only | |
Lesson 11.3- | Smart Lookup and Insights- 2016 Only | |
CHAPTER 12- | Creating 3D Formulas | |
Lesson 12.1- | Creating 3D Formulas | |
Lesson 12.2- | 3D Formula Syntax | |
Lesson 12.3- | Creating 3D Range References | |
CHAPTER 13- | Named Ranges | |
Lesson 13.1- | Naming Ranges | |
Lesson 13.2- | Creating Names from Headings | |
Lesson 13.3- | Moving to a Named Range | |
Lesson 13.4- | Using Named Ranges in Formulas | |
Lesson 13.5- | Naming 3D Ranges | |
Lesson 13.6- | Deleting Named Ranges | |
CHAPTER 14- | Conditional Formatting and Cell Styles | |
Lesson 14.1- | Conditional Formatting | |
Lesson 14.2- | Finding Cells with Conditional Formatting | |
Lesson 14.3- | Clearing Conditional Formatting | |
Lesson 14.4- | Using Table and Cell Styles | |
CHAPTER 15- | Paste Special | |
Lesson 15.1- | Using Paste Special | |
Lesson 15.2- | Pasting Linked Formulas | |
CHAPTER 16- | Sharing Workbooks | |
Lesson 16.1- | About Sharing Workbooks | |
Lesson 16.2- | Simplified Workbook Sharing in Excel 2016 | |
Lesson 16.3- | Traditional Workbook Sharing | |
Lesson 16.4- | Highlighting Changes | |
Lesson 16.5- | Reviewing Changes | |
Lesson 16.6- | Using Comments | |
Lesson 16.7- | Compare and Merge Workbooks | |
CHAPTER 17- | Auditing Worksheets | |
Lesson 17.1- | Auditing Worksheets | |
Lesson 17.2- | Tracing Precedent and Dependent Cells | |
Lesson 17.3- | Tracing Errors | |
Lesson 17.4- | Error Checking | |
Lesson 17.5- | Using the Watch Window | |
Lesson 17.6- | Cell Validation | |
CHAPTER 18- | Outlining Worksheets | |
Lesson 18.1- | Using Outlines | |
Lesson 18.2- | Applying and Removing Outlines | |
CHAPTER 19- | Consolidating Worksheets | |
Lesson 19.1- | Consolidating Data | |
CHAPTER 20- | Tables | |
Lesson 20.1- | Creating a Table | |
Lesson 20.2- | Adding and Editing Records | |
Lesson 20.3- | Inserting Records and Fields | |
Lesson 20.4- | Deleting Records and Fields | |
CHAPTER 21- | Sorting Data | |
Lesson 21.1- | Sorting Data | |
Lesson 21.2- | Custom Sort Orders | |
CHAPTER 22- | Filtering Data | |
Lesson 22.1- | Using AutoFilters | |
Lesson 22.2- | Using the Top 10 AutoFilter | |
Lesson 22.3- | Applying a Custom AutoFilter | |
Lesson 22.4- | Creating Advanced Filters | |
Lesson 22.5- | Applying Multiple Criteria | |
Lesson 22.6- | Using Complex Criteria | |
Lesson 22.7- | Copying Filter Results to a New Location | |
Lesson 22.8- | Using Database Functions | |
CHAPTER 23- | What-If Analysis and Forecasts | |
Lesson 23.1- | Using Data Tables | |
Lesson 23.2- | Using Scenario Manager | |
Lesson 23.3- | Using Goal Seek | |
Lesson 23.4- | Forecast Sheets- 2016 Only | |
CHAPTER 24- | Table-Related Functions | |
Lesson 24.1- | The Hlookup and Vlookup Functions | |
Lesson 24.2- | Using the IF, AND, and OR Functions | |
CHAPTER 25- | Sparklines | |
Lesson 25.1- | Inserting and Deleting Sparklines | |
Lesson 25.2- | Modifying Sparklines | |
CHAPTER 26- | Creating Charts In Excel | |
Lesson 26.1- | Creating Charts | |
Lesson 26.2- | Selecting Charts and Chart Elements | |
Lesson 26.3- | Adding Chart Elements | |
Lesson 26.4- | Moving and Resizing Charts | |
Lesson 26.5- | Changing the Chart Type | |
Lesson 26.6- | Changing the Data Range | |
Lesson 26.7- | Switching Column and Row Data | |
Lesson 26.8- | Choosing a Chart Layout | |
Lesson 26.9 | Choosing a Chart Style | |
Lesson 26.10 | Changing Color Schemes | |
Lesson 26.11- | Printing Charts | |
Lesson 26.12- | Deleting Charts | |
CHAPTER 27- | Formatting Charts in Excel | |
Lesson 27.1- | Formatting Chart Objects | |
Lesson 27.2- | Inserting Objects into a Chart | |
Lesson 27.3- | Formatting Axes | |
Lesson 27.4- | Formatting Axis Titles | |
Lesson 27.5- | Formatting a Chart Title | |
Lesson 27.6- | Formatting Data Labels | |
Lesson 27.7- | Formatting a Data Table | |
Lesson 27.8- | Formatting Error Bars | |
Lesson 27.9- | Formatting Gridlines | |
Lesson 27.10- | Formatting a Legend | |
Lesson 27.11- | Formatting Drop and High-Low Lines | |
Lesson 27.12- | Formatting Trendlines | |
Lesson 27.13- | Formatting Up/Down Bars | |
Lesson 27.14- | Formatting the Chart and Plot Areas | |
Lesson 27.15- | Naming Charts | |
Lesson 27.16- | Applying Shape Styles | |
Lesson 27.17- | Applying WordArt Styles | |
Lesson 27.18- | Saving Custom Chart Templates | |
CHAPTER 28- | Data Models | |
Lesson 28.1- | Creating a Data Model from External Relational Data | |
Lesson 28.2- | Creating a Data Model from Excel Tables | |
Lesson 28.3- | Relating Tables in a Data Model | |
Lesson 28.4- | Managing a Data Model | |
CHAPTER 29- | PivotTables and PivotCharts | |
Lesson 29.1- | Creating Recommended PivotTables | |
Lesson 29.2- | Manually Creating a PivotTable | |
Lesson 29.3- | Creating a PivotChart | |
Lesson 29.4- | Manipulating a PivotTable or PivotChart | |
Lesson 29.5- | Changing Calculated Value Fields | |
Lesson 29.6- | Formatting PivotTables | |
Lesson 29.7- | Formatting PivotCharts | |
Lesson 29.8- | Setting PivotTable Options | |
Lesson 29.9- | Sorting and Filtering Using Field Headers | |
CHAPTER 30- | Power Pivot | |
Lesson 30.1- | Starting Power Pivot | |
Lesson 30.2- | Managing the Data Model | |
Lesson 30.3- | Calculated Columns | |
Lesson 30.4- | Measures | |
Lesson 30.5- | Creating KPIs | |
Lesson 30.6- | Creating and Managing Perspectives | |
Lesson 30.6- | Power Pivot PivotTables and PivotCharts | |
CHAPTER 31- | Power View | |
Lesson 31.1- | Starting Power View | |
Lesson 31.2- | Adding Report Visualizations | |
Lesson 31.3- | Changing the Layout of Report Visualizations | |
Lesson 31.4- | Using Undo and Redo in Power View | |
Lesson 31.5- | Formatting the Power View Sheet | |
Lesson 31.6- | Creating Multiples in a Chart | |
Lesson 31.7- | Filtering Power View Using the Filter Area | |
Lesson 31.8- | Cross-Filtering Visualizations | |
CHAPTER 32- | Slicers and Timelines | |
Lesson 32.1- | Inserting and Deleting Slicers | |
Lesson 32.2- | Modifying Slicers | |
Lesson 32.3- | Inserting and Deleting Timelines | |
Lesson 32.4- | Modifying Timelines | |
CHAPTER 33- | Security Features | |
Lesson 33.1- | Unlocking Cells | |
Lesson 33.2- | Worksheet Protection | |
Lesson 33.3- | Workbook Protection | |
Lesson 33.4- | Password Protecting Excel Files | |
CHAPTER 34- | Making Macros | |
Lesson 34.1- | Recording Macros | |
Lesson 34.2- | Running and Deleting Recorded Macros | |
Lesson 34.3- | The Personal Macro Workbook |
Microsoft Excel for Lawyers Training Course Overview
Microsoft Excel is the most popular commercial spreadsheet software program on the market today. During this 12 hour Excel video training course, our expert instructor will show you how to effectively create and format spreadsheets, charts, pivot tables and much more. This Excel tutorial covers the same material as our three-day classroom training and was designed to provide a solid foundation in Excel and includes a CLE training module specific to the practice of law. You will learn how to effectively use legal templates, legal business functions (such as the Pv and Fv functions) and simple IOLTA management.
Course includes video lessons, printable instruction manuals, a practice exam with evaluative feedback (find out why your answers are right or wrong), your final exam submission, and a course certificate of completion.
At TeachUcomp, Inc., you choose how you want your Excel training delivered.
Online subscriptions offer the most flexibility and value. With online training, you can access your courses anytime and anywhere you have an internet connection (including all new releases and updates). Your subscription grants you instant access to ALL of our courses for one low price. There are no contracts and you can cancel at any time. You may choose between a monthly or annual plan.
Courses are also available individually via digital download and online for a one-time charge.