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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All bookings will be invoiced and payment is due 10 Days before the course date. Following your booking you will receive an email confirming the details including course start times and location, we will attach a course overview, pre course questionaire, directions and an invoice. Should you require assistance or wish to book multiple courses please call 01709 352307 or email info@ajtraining.net and we will be happy to help. All bookings will be charged at the advertised rates. The prices shown are per delegate, per day and exclude VAT.
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Matt was brilliant! Made Excel interesting, a sentence I never expected to say
Excellent trainer for groups of different skill levels. Really clear and concise about the tasks. Couldn't be better.
Enjoyable, informative
It was a good course but might have been a little lower in advancement than I was expecting. Whilst I picked up some new things, it wasnt in the areas that I wanted personally. Maybe an advanced course might have been better for me.
I learned some new ways to use excel.
Learnt so much, Tom was very patient and easy to understand. I will be recommending this course to my colleagues. A day well spent.
Very helpful. Lots of tips and tricks to try.
Course was diligently delivered.
Effective. Good beginning Experience.
really enjoyable, kept us all captivated
If you want to extract the left side of a string of text, then you can use the LEFT function.
The syntax for this function is:
Text – the text that you want to extract the left-hand side of text from
Num Chars – the number of characters you want to extract
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 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 personalise your hyperlink, then why not add a ScreenTip. A ScreenTip is a message that gives the user an instruction on what to do with the link. This message will appear when the user hovers over the link.
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 want numbers to always round down, then use the ROUNDDOWN function in excel. The Syntax for this formula is =ROUNDDOWN(num, num digits).
Num – the cell that you want to round
Num digits – the number of decimal places you want to round down to, for example 1 would round down to one decimal place
To move a PivotTable to a new worksheet, select your PivotTable and go to the Analyse tab. On the Analyse tab click Move PivotTable, this will open the Move PivotTable window. Finally select New Worksheet and click OK. This will now have moved your PivotTable to a new worksheet.
If you want to capitalise the first letter in a string of text, then you can use the PROPER function.
To use this formula type =PROPER( and then reference the cell that you want to convert.
If you want to generate a random number in Excel, you have a couple of options. The first is using the RAND function. Just type =RAND() into Excel and it will give you a random number between 0 and 1.
If you want a random whole number between a specified range, then use the formula RANDBETWEEN. So for example, if I want to generate a random whole number between 1 and 20, my formula would be =RANDBETWEEN(1,20).
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.
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.