Excel and Outlook for the Administrative Professional

Part of the Administrative Professionals Day Conference, 2019

Training sessions with Chris Menard

I will be leading three training sessions on Excel's Advanced Functions and Outlook Tips for Better Email Management at the University of Georgia Center for Continuing Education on Friday, April 26, 2019.

Below is the day's schedule as well as resources you can read or download ahead of the sessions.

Chris Menard


Friday, April 26, 2019

7:30 am – 08:30 am CHECK-IN/REGISTRATION
08:30 am – 10:00 am

Keynote Presentation: The Administrative PAL: Working Across Generations
Greg Creech, MCAS-I, CompTIA CTT+, Techedutainment Services, Inc.

10:00 am – 10:30 am AM BREAK
10:30 am – 11:45 pm

Excel's Advanced Functions and Outlook Tips for Better Email Management
Chris Menard, Microsoft Office Master Instructor

11:45pm – 1:15 pm NETWORKING LUNCHEON
2:30 pm – 3:00 pm PM BREAK

See below for details of topics covered in the session.



The Georgia Center for Continuing Education

Terry College of Business University of Georgia

As a unit of Public Service & Outreach at the University of Georgia, the Center for Continuing Education & Hotel enriches the lives of generations of learners and produces lasting impact through outstanding educational programs and services.

Read more about the Georgia Center for Continuing Education


Resources and links:


Downloadable files (Admin pros 2019-04)

Excel Icon

Excel's Advanced Functions

  • IF
  • IF AND
  • Nested IF
  • TRIM
  • Sumif
Outlook icon

Outlook Tips for Better Email Management

  • Ignore
  • Undo Send
  • Search Features
  • Clean Up
  • Categories


Getting started

  • Topic A: Spreadsheet terminology
  • Topic B: The Excel environment
  • Topic C: Getting help
  • Topic D: Navigating a worksheet

Entering and editing data

  • Topic A: Entering and editing text and values
  • Topic B: Entering and editing formulas
  • Topic C: Working with pictures
  • Topic D: Saving and updating workbooks

Modifying a worksheet

  • Topic A: Moving and copying data
  • Topic B: Moving and copying formulas
  • Topic C: Absolute and relative references
  • Topic D: Inserting and deleting ranges, rows, and columns


  • Topic A: Entering functions
  • Topic B: AutoSum
  • Topic C: Other common functions


  • Topic A: Text formatting
  • Topic B: Row and column formatting
  • Topic C: Number formatting
  • Topic D: Conditional formatting
  • Topic E: Additional formatting options


  • Topic A: Preparing to print
  • Topic B: Page Setup options
  • Topic C: Printing worksheets


  • Topic A: Chart basics
  • Topic B: Formatting charts

Managing large workbooks

  • Topic A: Viewing large worksheets
  • Topic B: Printing large worksheets
  • Topic C: Working with multiple worksheets

Using multiple worksheets and workbooks

  • Topic A: Using multiple workbooks
  • Topic B: Linking worksheets with 3-D formulas
  • Topic C: Linking workbooks
  • Topic D: Managing workbooks

Advanced formatting

  • Topic A: Using special number formats
  • Topic B: Using functions to format text
  • Topic C: Working with styles
  • Topic D: Working with themes
  • Topic E: Other advanced formatting

Outlining and subtotals

  • Topic A: Outlining and consolidating data
  • Topic B: Creating subtotals

Cell and range names

  • Topic A: Creating and using names
  • Topic B: Managing names


  • Topic A: Sorting and filtering data
  • Topic B: Advanced filtering
  • Topic C: Working with tables

Web and sharing features

  • Topic A: Saving workbooks as Web pages
  • Topic B: Using hyperlinks
  • Topic C: Sharing workbooks

Advanced charting

  • Topic A: Chart formatting options
  • Topic B: Combination charts
  • Topic C: Graphical elements

Documenting and auditing

  • Topic A: Auditing features
  • Topic B: Comments in cells and workbooks
  • Topic C: Protection
  • Topic D: Workgroup collaboration

Templates and settings

  • Topic A: Application settings
  • Topic B: Built-in templates
  • Topic C: Creating and managing templates

Advanced functions

  • Topic A: Logical functions
  • Topic B: Math and statistical functions
  • Topic C: Financial functions
  • Topic D: Displaying and printing formulas

Lookups and data tables

  • Topic A: Using lookup functions
  • Topic B: Using MATCH and INDEX
  • Topic C: Creating data tables

Advanced data management

  • Topic A: Validating cell entries
  • Topic B: Exploring database functions

PivotTables and PivotCharts

  • Topic A: Working with PivotTables
  • Topic B: Rearranging PivotTables
  • Topic C: Formatting PivotTables
  • Topic D: PivotCharts

Exporting and importing

  • Topic A: Exporting and importing text files
  • Topic B: Exporting and importing XML data
  • Topic C: Querying external databases

Analytical tools

  • Topic A: Goal Seek and Solver
  • Topic B: The Analysis ToolPak
  • Topic C: Scenarios
  • Topic D: Views

Macros and custom functions

  • Topic A: Running and recording a macro
  • Topic B: Working with VBA code
  • Topic C: Creating functions

Conditional formatting and SmartArt graphics

  • Topic A: Conditional formatting with graphics
  • Topic B: SmartArt graphics

Getting started

  • Topic A: The program window
  • Topic B: Outlook Today
  • Topic C: Getting help


  • Topic A: Reading e-mail messages
  • Topic B: Creating and sending e-mail messages
  • Topic C: Working with messages
  • Topic D: Attachments

E-mail management

  • Topic A: Message options
  • Topic B: Junk e-mail
  • Topic C: Search folders
  • Topic D: Printing messages

E-mail management

  • Topic A: Message options
  • Topic B: Junk e-mail
  • Topic C: Search folders
  • Topic D: Printing messages

Contact management

  • Topic A: Working with contacts
  • Topic B: Contact groups
  • Topic C: The People Pane


  • Topic A: Working with tasks
  • Topic B: Managing tasks

Appointments and events

  • Topic A: Creating and sending appointments
  • Topic B: Modifying appointments
  • Topic C: Events
  • Topic D: Calendar views

Meeting requests and responses

  • Topic A: Meetings
  • Topic B: Managing meetings

Customizing Outlook

  • Topic A: The Outlook environment
  • Topic B: Quick Steps
  • Topic C: The Navigation pane
  • Topic D: Address books

Customizing messages

  • Topic A: Message appearance
  • Topic B: Signatures
  • Topic C: Voting buttons
  • Topic D: Out-of-office messages

Organizing items

  • Topic A: Searching
  • Topic B: Filters
  • Topic C: Categories

Working with folders

  • Topic A: Public folders
  • Topic B: Offline folders

Organizing Mail

  • Topic A: Organizing the Inbox folder
  • Topic B: Setting rules


  • Topic A: Connecting with colleagues via Outlook Social Connectors
  • Topic B: Staying informed with RSS

Mailbox management

  • Topic A: Managing your mailbox
  • Topic B: Archiving your mail

The Notes and Journal folders

  • Topic A: Recording information with notes
  • Topic B: Tracking activities with the Journal

Calendars and contacts

  • Topic A: Managing your calendar
  • Topic B: Managing contacts

Mail merges and templates

  • Topic A: Performing mail merges
  • Topic B: Working with templates