Microsoft Office - Knack Training


Microsoft Office
Master the Essential Productivity Suite

Training on the products of Microsoft Office – the core of standard business operations for a huge percentage of the offices in the world – is the very definition of low-hanging fruit. So many people are self-taught on these applications, on versions that were released over a decade ago, that a comprehensive course on these tools create incredible time-saving and effectiveness benefits.

What we can teach

Do you use Microsoft Word like a typewriter? There are dozens of tools in this application to make editing and managing huge documents easy. This is core training for any business user.


  • The Word Interface
  • New Documents
  • Entering, Editing, and Formatting Text
  • Navigating and Using Shortcuts
  • Saving and File Types
  • Advanced Formatting – Bullets and Numbers
  • Headers & Footers
  • Margins, Breaks, and Columns
  • AutoCorrect and Spellcheck
  • Printing and PDFing

  • Styles
  • Fixing Other People’s Mistakes
  • Themes
  • Templates
  • Tabs
  • Tables
  • Mail Merge
  • Pictures and Graphics

  • Forms
  • Versions and Track Changes
  • Tables of Contents
  • Other References
  • Macros

Topics as simple as changing the layout of your data can make a huge difference in the flexibility, powerful, usefulness, and accuracy of your files. Learn core tools like Pivot Tables and functions, and more advanced topics like Macros and Power Query.


  • The Excel Interface
  • New Workbooks
  • Entering, Editing, and Formatting
  • Navigating and Using Shortcuts
  • Saving and File Types
  • Calculating with Formulas and Functions
  • AutoFill
  • Absolute and Relative References
  • AutoCorrect and Spellcheck
  • Templates
  • Printing and PDFing

  • List Design
  • Format as Table
  • Sorting
  • Filtering
  • Subtotals
  • Charts
  • Pivot Tables and Charts
  • Conditional Formatting
  • Data Validation
  • Protecting a Worksheet

  • Named Ranges
  • Logical, Text, Date, Database, and Lookup Functions
  • Nested Functions
  • Consolidate Data
  • Data and Scenario Analysis Tools
  • Macros
  • Power Query
  • Power Pivot

Slide shows are much-maligned – but it’s not the program’s fault! In this training, find out not only how PowerPoint works, but how to create a truly powerful and engaging presentation.


  • The PowerPoint Interface
  • Presentations and Slides
  • Inserting and Formatting Text
  • Background and Color Schemes
  • Themes and Templates
  • Inserting Pictures, Shapes, and Text Boxes
  • Working with Headers and Footers
  • Building Diagrams with SmartArt
  • Adding Charts

  • Presentation Design Theory
  • Custom Themes, Color Schemes, and Backgrounds
  • Transitions and Animations
  • Linking and Embedding
  • Automation
  • Audio and Video
  • Running a Slideshow

  • Presentation Delivery
  • Hyperlinks and Custom Shows
  • Motion Design Principles
  • Advanced Animation
  • Online Presenting
  • Speaker Notes, Supplements, and Printing
  • Best Practices

Most information workers live in Outlook, jumping every time a new email arrives in their Inbox. This training not only covers how to accomplish useful tasks in Outlook, but how to automate and organize yourself intelligently.


  • The Outlook Interface
  • Inbox and Email
  • Folders, Sorting, and Views
  • Printing and Saving
  • Contacts and Distribution Lists
  • Calendar, Meetings, and Appointments
  • Recurrence Patterns
  • Search

  • Incoming Email Automation Rules
  • Outgoing Email Organizational Rules
  • Automation with Quick Steps
  • Custom Views
  • Search Folders
  • Flags and Categories
  • Permissions and Delegates
  • Archiving

  • Templates
  • Macros
  • Importing and Exporting Data
  • Integrations
  • Policies

Throughout your day, information is presented to you: emails, documents, web pages, and a variety of thoughts cross your mind. OneNote is a virtual notebook for clipping these ideas and combining them in ways that make sense. Its integrations with other applications and online systems are invaluable.


  • The OneNote Interface
  • Notebooks, Sections, Pages, and Sub-Pages
  • Section Groups and Page Groups
  • Typing and Formatting Text Notes
  • Drawing Shapes
  • Adding and Embedding Content

  • Hyperlinks and Wiki Links
  • Search
  • Tagging
  • Audio and Video Recording
  • Capturing Text from Images
  • Outlook Integration

  • Online Integration
  • Mobile Integration
  • Office Integration
  • Application Integration
  • Automation
  • Macros

SmartArt is only adequate for building detailed and sophisticated diagrams; Visio is the tool we most rely on for more complex visualizations. Flow Charts, Organization Charts, Floor Plans, and more can be created, then connected to datasets or dropped into print and display documents.


  • The Visio Interface
  • New Drawings
  • Working with Stencils
  • Modifying and Adding Text
  • Connectors and Glue
  • Alignment and Distribution

  • Open and Closed Shapes
  • Modifying, Grouping, and Combining Shapes
  • Containers and Layers
  • Custom Stencils and Templates
  • Organization Charts
  • Flow Charts

  • Data-Linked Diagrams
  • Exporting Diagrams to Spreadsheets
  • Integrations

If you’re self-taught in the Office suite, even more advanced users can find themselves in frustrating positions. Maybe it takes hours to scan through a document looking for inconsistencies, or maybe combining two slide decks results in a mess. Maybe emailing your spreadsheet to a coworker results in a trainwreck. This course is about quick fixes and best practices.


  • Navigation Shortcuts
  • Selection Shortcuts
  • Editing Shortcuts
  • Find and Replace Tricks
  • Formatting Best Practices
  • Paragraph Styles
  • Slide Masters

  • Working with List Styles
  • Building Templates
  • Tabs and Lists
  • Conditional Formatting
  • Print Settings
  • Custom Layouts
  • Sections

  • Customization
  • Custom Number Formatting
  • Text-Part Functions
  • Power Query
  • Macros

Professional-quality law documents – pleadings, agreements, and other specialized Word files – each require their own specialized template. At Knack Training, we specialize in partnering with you to construct the perfect files, and to demonstrate the tools necessary to add Tables of Authorities, line numbering, legal blacklines, and more. Especially if your office is still transitioning from WordPerfect – this class will clear up a number of mysteries for you.

Formatting and Content

  • Buttons, Ribbons, Tabs, and Tool tips
  • Working with Styles
  • Building Custom Styles
  • Document Map Navigation
  • Creating a Pleading Caption
  • Bullet and Numbering Styles
  • Outline Numbering with List Styles
  • Control Copy-and-Paste Formatting
  • Automatic Text
  • AutoCorrect Options
  • Legal Symbols
Structural and Reference

  • Headers and Footers
  • Section Breaks and Page Breaks
  • Aligning with Pleading Line Numbers
  • Search and Highlight
  • Using Tables
  • Using Word’s Legal Templates
  • Constructing Custom Legal Templates
  • Adding Cross-References
  • Working with Bookmarks
  • Generating a Table of Contents
  • Citations and Tables of Authorities
  • Creating a Pleading Index

  • Track Changes
  • Adding Comments
  • Comparing Documents and Using Legal Blackline
  • Controlling Metadata and Security

Financial professionals – accountants, analysts, tax preparers – use Excel to build budgets, financial models, and other sophisticated templates. Unfortunately, the realities of training level, available time, and the number of hands touching the spreadsheets usually turns these documents into cobbled-together messes. In these modules, you’ll find real-world best practices, like building dynamic named ranges, using a variety of lookup functions, and creating reusable templates. Don’t wait for your spreadsheet to crumble under its own weight.


  • Navigation, Selection, and Editing Shortcuts
  • Proper List Layout
  • Working with Themes and Styles
  • Using Absolute and Relative References
  • Adding Named Ranges and Table Ranges
  • Text Cleanup Functions
  • Text to Columns and Flash Fill
  • Paste Special Techniques

  • Sorting, Filtering, and Subtotals
  • Building Pivot Tables
  • Adding Calculated Fields and Items
  • Dashboard Layouts with Slicers and Timelines
  • Drop-Down Lists
  • Conditional Formatting
  • Data Validation
  • Leveraging the Excel Data Model
  • Charting Techniques

  • Working with VLOOKUP and INDEX/MATCH
  • Double-True VLOOKUP Technique
  • Using IF, AND, and OR Functions
  • Nesting the IFERROR Function
  • Mapping Tables
  • Using Array Functions
  • Recording and Editing Macros
  • Power Query
  • Power Pivot

OneNote is the Swiss Army knife of the Microsoft suite. In this workshop, discover how a variety of integrations, plug-ins, and third-party websites make it capable of nearly anything. Outlook has significant limitations, but OneNote improves on almost all of them. Using Microsoft Flow, an Office 365 subscriber can automate nearly anything.

Outlook Tools

  • Rules
  • Quick Steps
  • Categories
  • Search Folders
  • Automatic Action Items
OneNote Integration

  • Email to OneNote
  • OneNote to Email
  • Meetings to OneNote
  • OneNote to Meetings
  • Creating Tasks in OneNote
Additional Tools

  • Web Clipper
  • OneNote Mobile
  • OneNote Online
  • Microsoft Flow
  • OneTastic

The team at Knack Training customizes every hands-on training to the world and requirements of the attendees.

  • Live Classroom Training
  • Seminar and Conference Sessions
  • Web-Based Training
  • Video Courses
  • Consulting
The team at Knack Training customizes every hands-on training to the world and requirements of the attendees.

Want to know more about
Microsoft office?

Want to know more about
Microsoft office?