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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Really enjoyed the course learnt a lot
informative, interesting
good insight into excel
Interesting, learned alot
very useful, a lot learnt
Well worth doing the course
Good simple structure, clearly explained..
Methodical and well presented
very interesting and informative
Brilliant! Make me understand Excel so much better. It will really improve my everyday work.
If you want to delete a column of data from a spreadsheet then right click on the column letter and select Delete from the menu.
If you want to sort a data field that you have placed into the Rows Area, then click on the Row Labels dropdown on your PivotTable and choose the sorting option that applies to how you want to sort that field.
If you want to restrict users so they can only input a certain amount of characters into cells, then use Data Validation.
Firstly, select the cell(s) that you want to restrict. Then go to the Data tab and select Data Validation. Once selected, go to the Allow dropdown and choose Text Length. In the Data dropdown select the best option for your spreadsheet. For example, if you want the user to input words that are 8 characters long, choose Equal To. Finally, in the Values box type in the criteria(s), e.g. 8.
If you want to check if a value is text, then use the ISTEXT function. To apply it, type =ISTEXT( and then reference the cell you want to check. When you hit return you will either get a TRUE or FALSE answer. If you get TRUE returned, it means the cell you have referenced is a text value. If FALSE is returned, then you have a numerical value in the cell you referenced, for example, a number, date or time. A blank cell will also return FALSE.
Excel has a tool called Borders which applies lines to your spreadsheet.
How to use borders:
1. Select the cell(s) you want to apply a border too.
2. Go to the Home tab, Font and select the Border tool dropdown.
3. Choose the border you want to apply.
If you want text in Excel to stand out, then why not use WordArt. WordArt allows you to put special effects onto your text.
To apply WordArt, go to the Insert tab and select Text on the Ribbon. In the dropdown click on WordArt and select the design you want. A box will then appear on your spreadsheet, this is where you type in your text.
In Excel you can use a function called TRIM to remove spaces from the beginning and end of a string of text.
To use it type =TRIM( and then insert the cell reference that you want to remove spaces from.
If you struggle with converting data from one unit to another, then why not let Excel’s Convert formula do it for you.
To use it, type in the function =CONVERT( , type in the number you want to convert, choose the unit you want to convert the number from and then choose the unit you want to convert the number to.
For example, if I want to see how much 1000g would be in pounds (mass), then I would type =CONVERT(1000,”g”,”lbm”).
If you want to change the size of your text, its straight forward. Select the text you want change the size of, then go to the Home tab > and choose a number from the Font Size drop down. The bigger the number you choose, the larger the text will be.
If you don’t want to use the drop down to increase and decrease your font size, you can also use the Increase Font Size and Decrease Font Size icons.
A quick way of finding out which week of the year we are up to is by using the WeekNum function. Once this formula is completed, it will return a number which is based on the week number that you are up to in that current year.
To use the formula, type the function =WeekNum( and then put in a date. Excel will then return the week number that date falls in. If you want it to be dynamic then why not replace the date with the TODAY function.
If you need excel to return a number as Even then use the ISEVEN function. Type =ISEVEN( and then select the cell you want to reference. If you get a TRUE answer it means that the number is even. If you get a FALSE answer it means that the number is odd.