A 1 day Introduction Course, aimed to give users the confidence and knowledge to create and use Excel spreadsheets. By the end of the day, users will be able to create, amend and manipulate their own spreadsheets. Course Basics Introduces the user to the layout of Excel, identifying commonly used features and functions. • Menu bar • Ribbon • Status bar Spreadsheet Management Build confidence by performing simple tasks whilst navigating through Excel. • Creating new documents • Saving spreadsheets • Closing Excel Data Management Sorting and Filtering your data to get more accurate statistics from your spreadhseet. • Sorting Data • Subtotalling Data • Using Filters • Freezing Panes Formatting Excel Changing the look and feel of spreadsheets. • Selecting cells, columns and rows • Displaying data as currency (£) • Displaying figures as percentages (%) • Changing cell, text and border colour Formulas and Functions Creating and using simple formulae to return totals, averages, largest and smallest figures from a range of data. • Understanding simple formulas • Using AutoSum • Understanding Absolute Cell References • Using AutoFill tools Formula Auditing Understanding and fixing complex spreadsheets that other users may have set up • Trace Precedents • Trace Dependents • Evaluating formulas • Tracing errors • Using the Watch Window Charts How to use your data in various chart types. • Using the Chart Wizard • Select appropriate chart types • Specifying the data source • Customising your charts
A 1 Day course aimed at users that have attended the introduction course or are an experienced user currently creating and using excel within their role. By the end of the day users will be able to use features including sort, filters, PivotTables and Linking spread sheets. Formulas Shows the user how to action the more enhanced commonly used formulas. • VLOOKUP Formula • IF Logical Tests • Nested IF Formulas • SUMIF Formula • COUNTIF Formula • AVERAGEIF Formula Formatting Cells Quick ways to professionalise your cells formatting and appearance. • Conditional Formatting • Format Painter Tool • Data Validation Working with Data Effective ways of working with sets of Data in Excel. • Using Named Ranges • Formatting Data using Tables • Creating Dynamic Expanding Ranges Excel with other programs Shows the functions of other programs through excel. • Linking multiple excel workbooks • Embedding word documents • Embedding PDF files Protection Restrict the formatting and editing of your spread sheets by users. • Read Only • Restricted editing options • Password protection • Splitting Windows Pivot Tables Creating, editing and understanding the Pivot Table tool in Excel. • Understanding Pivot Tables • Creating Pivot Tables • Modifying data and refresh data • Creating Pivot Charts
A 1 Day Advanced Course, aimed at users that have attended the previous stages or experienced users. This course aims to extend the users knowledge with more tools and commands. By the end of the course, users will be able use features including Goal Seek, Data Tables, Scenario Manager and Macros. Refresh on Formulas Quick refresh on commonly used formulas in Excel. • VLOOKUP formula • IF Logical Tests • SUMIF formula • COUNTIF formula Consolidation How to consolidate your excel data from multiple locations. • Bringing together data from multiple sources • Viewing multiple worksheets • Viewing multiple workbooks Text Manipulation Analysing data from different sources. • Use basic text formulas • Format data using Text to Columns • Connect to an extrernal Data Source using OBDC Connectors What if Analysis Forecasting return figures for business. • Goal Seek • Data Tables • Scenario Manager Forms How to use the form controls to make filling in spreadsheets quicker and easier for your users. • Command Buttons • Check Boxes • Scroll Boxes • Dropdown lists • Data Validation Macros Introduces the user to the basics of macros. • Creating macros • Editing macros • Running Macros • Macro Security • Assign a macro to a command button Customising Excel • Customising excels default settings Modify existing toolbars • Create custom toolbars • Create and edit menu bars
A 2 Day VBA Programming Course (complex macros) aimed at Advanced Excel users. This course aims to give users an introduction to Visual Basic Programming within the Excel application. By the end of the course, users will be able to create their automated procedures. Users will also have a greater understanding of Visual Basic, unlocking the door to the most popular used programming language throughout the world. Visual Basic environment introduction Visual Basic controls – events, properties, text, methods, Forms, Focus Visual Basic definitions – general, event, function, sub procedures and modules The basic language – syntax, instructions, conditions and loops Using variables Text handling – property, functions, strings and variants Creating forms Auto-Fill multiple spreadsheet from user-defined prompts Customizing toolbar menus Creating menus Auto start macros Choices – option buttons, scroll bars, check boxes, list boxes, combo boxes Displaying and printing - message boxes Dialog Boxes – creating a dialog box, using a dialog box and dialog control Error handling Debugging Opening and editing spreadsheets automatically
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Very good, although I had a good knowledge of content already. Did learn a few things though!
Excellent day - very useful and interactive
Very informative and helped my knowledge on Excel a lot.
Useful day to build on my existing knowledge of Excel.
very detailed, clear and helpful
Very useful - learnt things that I could use. Well explained.
Really clear, Matt was very patient
Very interesting. Lots of new little tricks.
Very good trainer, well aware of everything. Enjoyed
A good refresher for things I haven't used for a long time and a good insight to how I can make tasks within my role more efficient
If you want to find the middle value of a range of figures, then use the MEDIAN function in Excel. Type =MEDIAN( and then insert the range of cells you want to find the Median of. When you hit return it will provide you with the median.
If you want to display Subtotals on your PivotTable then select your PivotTable and go up to the PivotTable Tools tab and select Design. On the Ribbon click on Subtotals and choose where you want the Subtotals to be displayed.
If there is a worksheet in your spreadsheet that you don’t want to see, then you can use the Hide tool.
To use this tool, right click on the sheet tab that you want to hide and then from the menu select Hide. This will then Hide the selected sheet.
If you want to move data to another location, use the Cut tool. It’s easy to use, just select the data you want to move then go to the Home tab > Clipboard and select Cut, then choose the cell you want the data to be placed in and then go to Home tab > Clipboard and select Paste. If you’re a fan of shortcuts, use CTRL + X to cut and CTRL + V to paste.
If you want to be able add up figures based on multiple criteria, then we can use the SUMIFS formula.
The Syntax for this formula is:
Sum Range – the range of numerical values you want to add up
Criteria Range 1, Criteria Range 2... – the data ranges that you will find the criteria’s
Criteria 1, Criteria 2... - the items that you want to find in the criteria ranges to be able to calculate the sum.
If you keep getting errors in your spreadsheets, then how about forcing Excel to show a different value. To do this we use the IFERROR function.
To apply it to your formulas, nest it around the formula just like the image above.
If you want to delete multiple rows of data from a spreadsheet then select the rows you want to delete. Next, right click on a row number you have selected and click Delete from the menu.
If you are not happy with the fonts that your theme uses, then you can change them.
To do this go to the Page Layout tab and select Fonts. From the dropdown choose a font option that you like.
In Excel you can sort multiple columns of data. This allows you to sort your data more thoroughly.
To sort multiple columns, firstly select all your data. Next, go to the data tab and select sort, this will then open the Sort Window. In the drop down next to Sort by, select the column that you want to sort first. In the Sort On drop down select values. For the Order drop down choose how you want the data to be sorted.
Once you have completed that level of drop downs click on add level. Repeat the process above and keep doing it until you have sorted all the columns you want to sort.
Before clicking OK, make sure that the My Data has Headers box is ticked. Otherwise it will sort your headers in with the rest of your data.
Your data should now be sorted by the specified columns.
If the Field List doesn’t appear on your screen when you click on your PivotTable, then you can apply it to your screen. Click on your PivotTable and go to the Analyse tab under PivotTable Tools. On the Ribbon select the Field List tool.
Subtotals are applied to data using summary functions such as SUM or AVERAGE. To apply subtotals firstly select all your data. Next, go to the Data tab and select Subtotal and this will open the Subtotal window.
At Each Change In – The column that you want to Subtotal
Use Function – The function you want to use to calculate the Subtotal
Add Subtotal To – The column that contains the values you want calculate
Once you have completed the above options click OK. Subtotals will now be applied to your data.