Working Efficiently with OneNote Training Course
Microsoft OneNote is a desktop productivity note-taking application by Microsoft. It allows users to organize and manage notes in notebooks.
This instructor-led, live training (online or onsite) is aimed at anyone who wishes to learn to use Microsoft OneNote in managing notes to improve productivity.
By the end of this training, participants will be able to:
- Learn the basics and features of OneNote.
- Create, organize, and edit notes using OneNote.
- Integrate notes with other applications.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Course Outline
Introduction
- Overview of Microsoft OneNote
- Overview of information management
Getting Started with OneNote
- OneNote basic concepts
- OneNote notebook structure
- Using a notebook
Taking Notes with OneNote
- Inserting notes
- Creating and using templates for note-taking
- Managing space in pages
- Inserting information
Working on a Shared Notebook
- Managing shared notebooks
- Managing different versions of a notebook
- Collaborating in a shared notebook
Managing Notes
- Tagging information
- Linking information
- Using tags and links to retrieve information
Integrating OneNote with Outlook
- Configuring OneNote with Outlook
- Using OneNote in Outlook
Information Management
- Best practices in information management
Summary and Next Steps
Requirements
- No prerequisites required
Audience
- Office workers
- Office administrators
- Anyone who wants to use OneNote
Runs with a minimum of 4 + people. For 1-to-1 or private group training, request a quote.
Working Efficiently with OneNote Training Course - Booking
Working Efficiently with OneNote Training Course - Enquiry
Working Efficiently with OneNote - Consultancy Enquiry
Testimonials (2)
Flexibility in the course delivery and the interactive approach. The trainer was open to questions, clarified doubts clearly and also considered participants suggestions during the sessions. The training was well structured and informative.
Soundarya Mohan - Mizuho Bank Europe N.V.
Course - Financial Analysis in Excel
Every step of the way, I was learning something.
GEORGE BRUSSE - martinrea.com
Course - Excel - Intermediate
Upcoming Courses
Related Courses
Visual Basic for Applications (VBA) for Analysts
21 HoursThis instructor-led, live training in Canada (online or onsite) is aimed at beginner-level analysts who wish to use Excel VBA to automate repetitive work, clean and transform data, and improve reporting processes.
By the end of this training, participants will be able to: record and edit macros, write simple VBA procedures, work with Excel objects for reporting tasks, and debug basic automation solutions.
Microsoft Office Excel - intermediate level
14 HoursExcel is a popular spreadsheet program created by Microsoft. Jest used to store, organize and analyze data in tabular form. Here are some key features and functions of Excel: 1. Spreadsheets: It consists of sheets, where each sheet is an array consisting of cells arranged in rows and columns. It allows you to create multiple sheets in one file, which allows you to organize different data sets. 2. Calculations and Formulas: Allows you to perform a variety of mathematical, statistical and logical calculations using formulas. It has a wide set of built-in functions such as SUM, AVERAGE, MAX, MIN, IF, VLOOKUP, etc. 3. Data Formatting and Appearance: Provides tools for formatting data, including changing font, color, style, and creating charts, pivot tables and diagrams. 4. Sorting, Filtering and Grouping: Allows you to sort data according to specific criteria. Allows you to filter data to display only selected information. Possibility to group data depending on needs. 5. Data analysis: Tools for performing advanced analyzes such as scenario analysis, trends, forecasting, and creating macros. 6. Data Sharing: Enables real-time data sharing and collaboration, allowing multiple users to work on the same data simultaneously. 7. Task automation: Ability to create macros and automate tasks using the programming language VBA (Visual Basic for Applications). Excel is widely used in various fields, from business to science and education. Its comprehensive features enable data analysis, creation of reports, budgets, schedules, data management and many other applications.
Excel 2016 - Level 1
7 HoursOnce you complete this course, you’ll be able to create and develop Excel worksheets and workbooks so you can begin to analyze critical business data.
This course empowers you to:
- Write a range of fundamental Excel commands
- Perform worksheet calculations
- Build custom formulas
- Amend elements in a worksheet
- Apply formatting changes to cells
- Manage workbook properties
Excel Basics
14 HoursMicrosoft Excel is a powerful spreadsheet application used for organizing, analyzing, and visualizing data.
This instructor-led, live training (online or onsite) is aimed at beginner-level data analysts who wish to use Excel for data analysis and reporting.
By the end of this training, participants will be able to:
- Create and manage spreadsheets in Excel.
- Format and organize data for clarity and efficiency.
- Use formulas and functions to automate calculations.
- Visualize data using charts, tables, and conditional formatting.
- Collaborate and share workbooks securely in Microsoft 365.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Microsoft Excel (Basic, Intermediate, and Advanced)
28 HoursThis instructor-led, live training in Canada (online or onsite) is aimed at beginner-level to advanced-level data analysts who wish to use Excel to perform a variety of tasks such as data entry, formula creation, data analysis, and advanced automation.
By the end of this training, participants will be able to:
- Navigate Excel’s interface and perform basic data entry, formatting, and calculations.
- Apply advanced formulas, functions, and conditional formatting for data analysis.
- Create and manage pivot tables and charts for data visualization.
- Use tools like Power Query, Power Pivot, and perform data analysis.
- Automate tasks using macros and VBA to streamline workflows.
Excel: Basic, Intermediate, Advanced
10 HoursExcel is a spreadsheet application used for data entry, analysis, reporting, and automation.
This instructor-led, live training (online or onsite) is aimed at beginner-level to advanced-level users who wish to build confidence and proficiency across Excel’s essential, intermediate, and advanced capabilities.
Upon completion of this training, participants will be prepared to:
- Work confidently with spreadsheets, formulas, and formatting.
- Use intermediate tools such as tables, charts, and conditional logic.
- Apply advanced functions, data analysis features, and automation techniques.
- Create professional worksheets that support business decision-making.
Format of the Course
- Instructor-led demonstrations and guided explanations.
- Extensive workbook exercises and hands-on practice.
- Practical lab activities using real-world spreadsheet scenarios.
Course Customization Options
- For tailored coverage based on your department’s workflows, please contact us to arrange a customized version of this course.
Excel Data Analysis
14 HoursThis instructor-led, live training in Canada (online or onsite) is aimed at beginner-level to intermediate-level business analysts and data analysts who wish to use Excel to perform data analysis and reporting for their projects and tasks.
By the end of this training, participants will be able to:
- Use Excel formulas and functions to perform calculations and data manipulation.
- Use Excel data analysis tools such as PivotTables, What-If Analysis, and Forecasting to summarize and visualize data.
- Use Excel charts and graphs to create and customize data visualizations.
- Use Excel data validation and conditional formatting to ensure data quality and highlight data insights.
- Use Excel data import and export features to connect to external data sources and share data with others.
Financial Analysis in Excel
14 HoursExcel training for financial analysis covers the advanced spreadsheet techniques that finance professionals need — from lookup functions, search formulas, and Pivot Charts through conditional formatting, external data workflows, and Securities analysis. Dives into practical approaches to evaluating time value of money concepts, identifying market trends, building financial forecasting models, and leveraging Excel's complete analytical toolkit for complex financial computations and reporting.
Excel and Google Sheets
14 HoursThis instructor-led, live training in Canada (online or onsite) is aimed at beginner-level to intermediate-level professionals who wish to enhance their productivity and efficiency by leveraging the advanced features of Excel and Google Sheets for data organization, analysis, and collaboration.
By the end of this training, participants will be able to:
- Navigate and utilize the core features of Excel and Google Sheets.
- Perform data analysis and create actionable insights using advanced spreadsheet techniques.
- Collaborate in real-time using Google Sheets for seamless teamwork.
- Create reusable templates for reporting, tracking, and project management.
Excel for Inventory, Budgeting, and Data Analysis
14 HoursExcel is a widely used spreadsheet application for data organization, analysis, and automation.
This instructor-led, live training (online or onsite) is aimed at intermediate-level Excel users who wish to apply Excel for inventory control, budgeting, reporting, and automation using real-world datasets.
By the end of this training, participants will be able to:
- Use formulas such as SUMIF, IF, VLOOKUP, and SUMIFS for inventory and purchasing scenarios.
- Handle and analyze large datasets of 5,000+ rows efficiently.
- Create and interpret pivot tables for monthly and accumulated tracking.
- Automate repetitive reporting tasks using macros.
- Track material purchases versus consumption with structured templates.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Excel Modelling
7 HoursThis instructor-led, live training in Canada (online or onsite) is aimed at data analysts or anyone who wishes to learn how to use Excel for creating data models for data analysis.
By the end of this training, participants will be able to:
- Learn to analyze and solve any business problems using structured problem-solving tools.
- Navigate Excel tools with ease.
- Set up, format, and present data effectively.
- Understand the logical structure and apply correct functions to Excel models.
Excel to Power BI
7 HoursThis instructor-led, live training in Canada (online or onsite) is aimed at data analysts who wish to learn techniques for preparing data in Excel, then visualizing it in Power BI.
By the end of this training, participants will be able to:
- Understand the principles of data analysis, objectives of data analysis, and approaches for data analysis.
- Use DAX formulas in Power BI for complex calculations.
- Create and use visualizations and charts for particular analysis cases.
- Import with Power View to move from Excel based Power BI to independent Power BI.
Excel - Advanced
7 HoursThis course builds upon the foundational and intermediate knowledge presented in the Microsoft® Office Excel® Basic and Microsoft® Office Excel® Intermediate courses to help you get the most of your Excel experience. The ability to collaborate with colleagues, automate complex or repetitive tasks, and use conditional logic to construct and apply elaborate formulas and functions will put the full power of Excel right at your fingertips. The more you learn about how to get Excel to do the hard work for you, the more you'll be able to focus on getting the answers you need from the vast amounts of data your organization generates.
Learning Objectives
Upon successful completion of this course, you will be able to perform advanced data analysis, collaborate on workbooks with other users, and automate workbook functionality.
- You will:
- Work with multiple worksheets and workbooks.
- Share and protect workbooks.
- Automate workbook functionality.
- Use Lookup functions and formula auditing.
- Forecast data.
- Create sparklines and map data.
Excel - Basic
7 HoursThis course aims to provide you with a foundation for Excel knowledge and skills, which you can build upon to eventually become an expert in data manipulation. Excel can help you organize, calculate, analyze, revise, update, and present your data in ways that will help the decision makers in your organization steer you in the right direction. It will also make these tasks much easier for you to accomplish, and in much less time, than if you used traditional pen-and-paper methods or non-specialized software.
Learning Objectives
Upon successful completion of this course, you will be able to create and develop Excel worksheets and workbooks in order to work with and analyze the data that is critical to the success of your organization.
- You will:
- Get started with Microsoft Office Excel 2019.
- Perform calculations.
- Modify a worksheet.
- Format a worksheet.
- Print workbooks.
- Manage workbooks.
Excel - Intermediate
7 HoursThis course builds upon the foundational knowledge presented in the Microsoft® Office Excel® 2019: Part 1 course and will help start you down the road to creating advanced workbooks and worksheets that can help deepen your understanding of organizational intelligence. The ability to analyze massive amounts of data, extract actionable information from it, and present that information to decision makers is at the foundation of a successful organization that is able to compete at a high level.
Learning Objectives
Upon successful completion of this course, you will be able to leverage the power of data analysis and presentation in order to make informed, intelligent organizational decisions.
You will:
- Work with functions.
- Work with lists.
- Analyze data.
- Visualize data with charts.
- Use PivotTables and PivotCharts.