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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The course was fantastic. We have various different levels of ability and usually this can cause a problem but everything was explained in a way that everyone could understand. Mike knew when to pause just by reading facial expressions. Highly recommend, we've learnt a lot.
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If you want to find which number appears most often in a range of cells, then use the MODE function. In a cell type =MODE( and then insert the range of cells you want to find the mode of. When you hit return it will provide you with the mode.
If you want to make PivotTables easier to read, then why not apply banded rows and columns. To do this click on your PivotTable and go to the PivotTable tools tab. Next select the Design tab and check the Banded Rows and Banded Columns boxes. This will then provide more distinct rows and columns to your table.
If you want to hide an excel window whilst you’re working on another task, then you can use the Hide tool. This will hide the window and your formulas will still be able to reference the hidden sheet.
To hide a window, go to the View tab and select Hide on the Ribbon. This will then hide the window.
If you want to calculate the average based on a criteria, then we have to use the AVERAGEIF formula.
The AVERAGEIF formula consists of three parts which are:
· Range – the list of data that you want Excel to find the Criteria in
· Criteria – the item that you want Excel to find in the Range
· Average Range – the figures that you want Excel to use to calculate the Average
So, for example, if you wanted the calculate the average house prices based on the number of bedrooms, your range would be the list of bedrooms each house has got. The criteria would be a specified number of bedrooms and finally your Average Range would be the list of house prices.
If you want to delete multiple columns of data from a spreadsheet then select the columns you want to delete. Next, right click on a column number you have selected and click Delete from the menu.
You can use the Conditional Formatting tool to change a cells colour if the value is equal to a specified value.
Just go to the Home tab > Conditional Formatting > Highlight Cell Rules > Equal To.
Type in the figure that you want the values to be equal to, e.g. if you want all numbers that are equal to 30 to be formatted, then type 30 into the condition box.
Finally select a colour that you want the cell(s) to change to.
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 are working in columns and want to pull information across from data that can be located either on the same sheet, different sheet or even different workbook, then we can use a VLOOKUP formula.
To create a VLOOKUP formula, click in the cell that you want to pull information to and then type =VLOOKUP( . You will then get a syntax that looks like VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup]).
Lookup Value – the value you want it to look up
Table Array – the data range that you want to find the value in
Col Index Num – the column that you want to extract data from
Range Lookup – True/1 = Approximate - if it can’t find the correct lookup value it will pull across the nearest value that’s less than it.
False/0 = Exact – if it can’t find exactly what you’ve asked then it will error
We can use Calculated Items to merge multiple row items in a PivotTable. For example, you would use Calculated Items if you had data for North, South, East and West Yorkshire and you wanted to merge the data into one Item called Yorkshire.
To create a Calculated Item, select a row item and then go to the Analyse tab. On the ribbon click on Fields, Items, & Sets and then choose Calculated Item.
In the Name field, type in the name of your new item
In the Formula field, type the formula to sum the multiple fields together.
For example, = ‘East Riding of Yorkshire’ + ‘North Yorkshire’ + ‘South Yorkshire’ + ‘West Yorkshire’
A quick way to insert a Field Item is to double click on the field you want to insert from the Items box.
Finally click ADD and OK and this will apply your new Calculated Item
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.
If you want to work out what the date is in so many working days, then why not try the WORKDAY function.
The WORKDAY function allows you to count so many working days into the future from a specified date. To use it, type the function =WORKDAY(. Then use the Today function for your start date and a number of working days you want to count from that start date.
It will then give you a number as your answer which you will then need to format into a date.