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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effective training delivered at a good pace
new bit of knowledge and overview
relaxed, yet very informative and educational
Really useful course - gave me much more confidence using excel and Tom explained everything patiently and clearly
really enjoyed the training and very useful
Matt was great, very knowledgeable and helpful.
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Excellent, well explained by Robbie
Very informative and interesting
Good course, support material will be good to receive in conjunction with the training
If you want to delete multiple cells, then select all the cells you want to delete and then on your keyboard press Delete.
In PivotTables you can group your dates in a variety of ways such as years, quarters and months. To do this right click on the dates in your column or row headers and select Group from the menu. When the Grouping window appears choose how you want the dates grouped from the options provided.
If you want to replace a section of text, then give the REPLACE function a go. This function allows you to replace a specified amount of characters with new text.
The syntax for the REPLACE function is =REPLACE(old text, start num, num chars, new text)
Old text – the text that you want to replace
Start num – the first character that you want to replace
Num chars – the amount of characters you want to replace
New text – The new text you want to replace the old text with
If you want to sort a data field that you have placed into the Columns Area, then click on the Column Labels dropdown on your PivotTable and choose the sorting option that applies to how you want to sort that field.
If you want to filter data more broadly, then why not use an Asterisk Wildcard to help. An asterisk represents multiple characters when filtering. In the search bar on your filter dropdown you can place the asterisk in different places to return different outcomes. For example:
*A would return all records that end in A
A* would return all records that start with A
H*A would return all records that start with H and end in A
*A* would return all records that has a A in it
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 restructure your data so the headers are along the top row rather than the left column or vice versa then why not try the transpose paste option.
To do this, select your data that you want transpose and copy it. Next, click on the cell you want the data to be pasted and then right click and choose the Transpose option under Paste Options.
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.
You can use the ROW function to return the row number of the cell that you have referenced. For example, row 1 = 1, row 2 = 2, row 3 = 3 etc.
To use the formula type =COLUMN( and then input the cell that you want to find the column number for.
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 want to insert the same data into multiple cells, then you can do so using the Flash Fill function. To use Flash Fill, select all the cells that you want to input data into. Once you have selected the cells, type in the required data. Finally, press CTRL + Enter. This will now populate all the cells.