Master

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Presenter’s Manual

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Curriculum Code: OV-1574

Effective from: May 2017

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Amendment Record

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Version No. Effective Date Change Replaced Pages

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1.0 May 2017 - -
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© 2017 Aptech Limited

 Table Of Contents
S# Details Page No.
1. Introduction 1

2. Information on Module Session Allocation 2

3. Module Deliverables 3

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4. Week-wise Session Schedule 5

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5. Session Coverage 6

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6. Library References 12

7. Classroom and Lab Pre-requisites 12

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© 2017 Aptech Limited

 Presenter’s Manual
Advanced MS Excel 2016

1. Introduction

At the end of this module, student will be able to:

 Explain customization of the Ribbon and Quick Access Toolbar

 Explain proofing and management of Add-ins
 Describe built-in and custom templates in Excel
 Explain importing and exporting of XML data in Excel
 Describe worksheet protection and locking/unlocking of cells
 Explain workbook protection, finalization, and encryption of workbook

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 Explain shared workbook and change tracking in a shared workbook
 Explain the process of recovering unsaved versions of a file

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 Explain tracing of formula precedents and dependants
 Explain Data Validation tool and checking common errors in a file

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 Explain iterative calculation and setting calculation precision
 Describe the use of single cell and multi cell array formula
 Explain SUMIFS(), COUNTIFS(), and basic counting functions

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 Describe Statistical and Financial functions
 Describe Date and Time functions
 Describe Text, Logical, and LookUp functions

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 Explain the importance of chart and the different types of chart
 Explain modification of chart elements, chart area, plot area, and chart axes
 Describe formatting of chart title, legend, and gridlines
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Explain Trend lines and data series
 Explain Dual axes and chart templates
 Describe combination chart, error bars, and data tables
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 Explain conditional formatting of data using data bars, color scales, and icon
sets
 Explain Sparklines
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 Describe sorting and filtering of labels and values in a PivotTable Report

 Describe the use slicer for a PivotTable
 Explain creation of PivotChart Report
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 Explain changing of the chart type of a PivotChart Report

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 Explain Analysis Tool Pak

 Explain single factor and two factor tool with and without replication
 Describe Correlation and Covariance
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 Explain Exponential smoothing and F-Test two-sample for variances

 Describe Histogram and moving average
 Explain Random number generation and t-Test
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 Describe Goal seek and Solver for what-if analysis

 Explain one-input and two-input data table and scenario
 Explain creating and running a macro
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 Explain assigning macro to a command button

 Explain creation of a custom macro button on the Quick Access Toolbar
 Describe macro security
 Describe Form controls
 Work with Date, Time, Data Type and Conversion Functions
 Work with Financial Functions
 Link Workbooks and Summarize Data

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Advanced MS Excel 2016

2. Information on Session Allocation

Module Theory Lab Total Practice Skill Code

(No. of (No. of (No. of (No. of
Hours) Hours) Hrs) Hrs)
EXL 12 12 24 06 1237

EXL: Advanced MS Excel 2016

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Advanced MS Excel 2016

3. Module Deliverables

The deliverables to be provided to the students and the faculty have been tabulated
below:

 Deliverables for Students:

Module Deliverable
Book Code: OV-EXC0046-D
Advanced MS Excel 2016

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Book Name: Financial Data Analysis
with Excel 2016

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 Deliverables for Faculty:

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Module Deliverable
Book Code: OV-EXC0046-D

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Advanced MS Excel 2016
Book Name: Financial Data Analysis
with Excel 2016

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Master PM
Course tre Classroom Presentations
Trainer Guide

To aid the teaching process, following are the deliverables

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Student Deliverables:
1. Learner’s Guide (eBook)
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Resources available on OnlineVarsity for Students:

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Icons Feature - Description/Functionality

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Download Book - Student has the option to download the subject related
e-book and read offline.
Glossary - Student can access a list of subject related specialized words
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with their definitions.

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FAQ - Student can access frequently asked questions and their answers.

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Show Me How - Student can view a step-wise simulation/demonstration of

the module related topics.

Practice 4 Me - Student can test and evaluate their understanding of

module related topics.

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Work Assignments - Student can solve scenario based lab assignments
(Hands-on). The faculty will evaluate and give their feedbacks.

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References - Student can access additional subject related material for

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reading.
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Feedback - Student can provide feedback on the course material.
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Ask to Learn – Student can submit subject related technical queries.

Queries submitted will be directed to the particular course
coordinator/head.
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Advanced MS Excel 2016

4. Week-wise Session Schedule

 A Session has duration of 2 hrs

 The Concepts session is to be conducted in the classroom
 Lab session is a hands-on session to be conducted in the lab

Week Day 1 Day 2 Day 3

1 Session 1 Session 2 Session 3
MSEL – T1 MSEL –L1 MSEL – T2 P1

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2 Session 4 Session 5 Session 6

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MSEL – L2 MSEL – T3 MSEL – L3
3 Session 7 Session 8 Session 9

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MSEL – T4 P2 MSEL – L4 MSEL – T5
4 Session 10 Session 11 Session 12
P3

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MSEL – L5 MSEL – T6 MSEL – L6

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T – Theory Session
L – Lab Session
P – Practice Session (over and above the course duration)
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Advanced MS Excel 2016

5. Session Coverage

The table below details out the contents of each session where:

Session Session Deliverables’

Session Details
No. Title Mapping
1 MSEL – T1 All the topics as listed below from Financial Data
Session 1 and Session 2 of Analysis with Excel
Financial Data Analysis with Excel 2016

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2016 book should be covered in
this session. SG – Session 1 & 2

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XP – Session 1 & 2
Session 1 – Sharing and TG – Session 1 & 2

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Maintaining Workbook

 Explain the new features of MS

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Excel 2013
 Explain customization of the
Ribbon and the Quick Access

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Toolbar
 Explain the procedure to add
data by using FlashFill,
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AutoFill, and AutoComplete
 Explain proofing and
management of Add-ins
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 Describe built-in and custom

templates in Excel
 Describe worksheet protection
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and locking/unlocking of
cells
 Explain protection, finalization,
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and encryption of a workbook

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 Explain the concept of shared

workbooks
 Explain the procedure for
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change tracking in a shared

workbook
Explain the process of
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
recovering unsaved versions of
a file
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Session 2 – Formulas and

Functions

 Trace formula precedents and

dependents
 Use the data validation tool and
check for errors in a file
 Implement iterative calculations
 Use single cell and multi cell
array formula

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Advanced MS Excel 2016

Session Session Deliverables’

Session Details
No. Title Mapping
 Use SUMIFS(), COUNTIFS(),
and basic counting functions
 Describe mathematical,
trigonometry, statistical, and
financial functions
 Describe Text, Logical, and
LookUp functions
Describe the Quick Analysis

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
Tool for Data Analysis

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 Describe Data consolidation

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2 MSEL – L1 All the Workshop topics from Financial Data
Session 1 and Session 2 of Analysis with Excel
Financial Data Analysis with Excel 2016

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2016 course should be covered in (Onlinevarsity)
this session.
SG – Session 1 & 2

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3 MSEL –T2 All the topics as listed below from Financial Data
Session 3 and Session 4 of Analysis with Excel
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Financial Data Analysis with Excel 2016
2016 book should be covered in
this session. SG – Session 3 & 4
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XP – Session 3 & 4
Session 3 – Advanced Chart TG – Session 3 & 4
Features
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 Explain the importance of chart

and the different types of
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chart
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 Explain Recommended Charts

 Explain modification of chart
elements, chart area, plot
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area, and chart axes

 Describe formatting of chart
title, legend, and gridlines
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 Explain trendline and data

series
 Explain dual axes and chart
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templates
 Describe combination chart,
error bars, and data tables

Session 4 – Presenting Data

Visually

 Explain conditional formatting

 Explain Sparklines and list the
steps to create it
 Describe the importance of

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Session Session Deliverables’

Session Details
No. Title Mapping
Pivot Table and its various
features
 Describe the procedure to
create recommended
PivotTables
 Explain the concept of
PivotCharts and list the steps to
customize it

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 Explain slicers and list the steps

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to create it
 Describe the procedure to use

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Power View
 Describe the procedure to
import and export XML data

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The assignments of Session 1 to Financial Data
Session 4 of Financial Data Analysis with Excel

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Analysis with Excel 2016 course 2016
P1 should be covered in this session.
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Session 1 to Session 4

4 MSEL – L2 All the Workshop topics from Financial Data

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Session 3 & Session 4 of Financial Analysis with Excel
Data Analysis with Excel 2016 2016
course should be covered in this (Onlinevarsity)
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session.
SG – Session 3 & 4
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5 MSEL – T3 All the topics as listed below from Financial Data

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Session 5 of Financial Data Analysis with Excel

Analysis with Excel 2016 book 2016
should be covered in this session.
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SG – Session 5
Session 5 – Data Analysis XP – Session 5
TG – Session 5
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 Explain Analysis ToolPak

 Explain single factor and two
factor tool with and without
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replication
 Describe Correlation and
Covariance
 Explain F-Test two-sample for
variances
 Describe Histogram and moving
average
 Explain Random number
generation
 Describe Goal seek and Solver
for what-if analysis

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Advanced MS Excel 2016

Session Session Deliverables’

Session Details
No. Title Mapping
 Explain one-input and two-
input data table and scenario
 Describe Regression, Sampling,
Rank, and Percentile
 Describe Exponential
Smoothing
6 MSEL – L3 All the Workshop topics from Financial Data

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Session 5 of Financial Data Analysis with Excel
Analysis with Excel 2016 course 2016

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should be covered in this session. (Onlinevarsity)

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SG – Session 5

7 MSEL – T4 All the topics as listed below from Financial Data

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Session 6 and Session 7 of Analysis with Excel
Financial Data Analysis with Excel 2016
2016 book should be covered in

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this session. SG – Session 6 & 7
XP – Session 6 & 7
Session 6 – Macros and Forms TG – Session 6 & 7
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 Describe Automatic Data
Processing
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 Explain creation and running a
macro
 Explain assigning macro to a
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command button
 Explain creation of a custom
macro button on the Quick
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Access Toolbar
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 Describe macro security

 Describe Macro Add-ins
 Describe Form controls
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Session 7 – Using Date, Time,

Information, and Conversion
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Functions

 Describe important date and

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time functions in Excel 2016

 Explain how to build date and
time triggers
 Identify how Excel simplifies
date and time logic
 Explain how to calculate
financial year, financial quarter,
and maturities
 Describe how to format date
and time custom number
 Describe information functions

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Session Session Deliverables’

Session Details
No. Title Mapping
 Describe conversion functions

The assignments of Session 5 to Financial Data

Session 7 of Financial Data Analysis with Excel
Analysis with Excel 2016 course 2016
P2 should be covered in this session. (Onlinevarsity)

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Session 5 to Session 7

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8 MSEL – L4 All the Workshop topics from Financial Data
Session 6 and Session 7 of Analysis with Excel

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Financial Data Analysis with Excel 2016
2016 course should be covered in (Onlinevarsity)

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this session.
SG – Session 6 & 7

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9 MSEL – T5 All the topics as listed below from Financial Data
Session 8 of Financial Data Analysis with Excel
Analysis with Excel 2016 book
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should be covered in this session.
SG – Session 8
Session 8 – Working with XP – Session 8
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Financial Functions TG – Session 8

 Define common financial

modelling terms
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 Describe Annuity Cash Flow

functions
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 Describe Discounted Cash Flow

functions
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 Describe Forecasting functions

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10 MSEL – L5 All the Workshop topics from Financial Data

Session 8 of Financial Data Analysis with Excel
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Analysis with Excel 2016 course 2016

should be covered in this session. (Onlinevarsity)

SG – Session 8
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Advanced MS Excel 2016

Session Session Deliverables’

Session Details
No. Title Mapping
11 MSEL – T6 All the topics as listed below from Financial Data
Session 9 of Financial Data Analysis with Excel
Analysis with Excel 2016 book 2016
should be covered in this session.
SG – Session 9
Session 9 – Linking Workbooks XP – Session 9
and Summarizing Data TG – Session 9

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 Explain how to link data in

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multiple workbooks
 Summarize data using Excel

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functions
 Describe what data models are

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12 MSEL – L6 All the Workshop topics from Financial Data
Session 9 of Financial Data Analysis with Excel

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Analysis with Excel 2016 course 2016
should be covered in this session.
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SG – Session 9

The assignments of Session 8 and Financial Data

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Session 9 of Financial Data Analysis with Excel
Analysis with Excel 2016 course 2016
P3 should be covered in this session. (Onlinevarsity)
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Session 8 & 9
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Advanced MS Excel 2016

6. Library References

 Advance Excel 2016 In Depth by Bill Jelen

 Excel 2016 Formulas by Michael Alexander and Dick Kusleika
 MICROSOFT EXCEL 2016 BIBLE by John Walkenbach

7. Classroom and Lab Pre-requisites

The requirements for conducting the sessions have been described as follows:

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7.1 Software Requirements

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Windows 8.1 or higher
MS Office 2016

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7.2 Recommended Hardware

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Intel Core i3 Processor or higher
4 GB RAM or above
Color SVGA

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120 GB Hard Disk space
Mouse tre
Keyboard

7.3 Other Requirements (For Classroom)

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White board with marker

Computer for giving demonstrations wherever applicable
Computer / LCD projector for presenting the transparencies
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