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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Matt kept us engaged and clearly explained different formulas/ pivot tables/ charts etc.
Great overview and practical experience of advanced excel.
Very helpful and easy to follow
very informative and non threatening
Great, very helpful and Tom was really approachable
Totally blown away! I love Matt's style of teaching and find it works for me very well.
informative and given me experience that I may use in future spreadsheet design.
Matthew was really informative and patient, enlightened as to what features excel has and taught to apply in every day situations
Felt very overwhelmed by excel, broke it down brilliantly - made me feel like I can manage it!
Very good, Really informative and relevant
If your dates are grouped into years, quarters, months, etc. in a PivotTable then you can ungroup them. To do this, right click on your header where you have the dates and select ungroup.
If you want to be able to count items based on multiple criteria, then we can use the COUNTIFS formula.
The Syntax for this formula is:
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 count in the criteria ranges
When working with many different workbooks in Excel, it can be time consuming to manually click between workbooks. So how about using the shortcut CTRL + TAB to quickly jump from different workbooks.
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.
If you want to check if a value is a non-text value, then use the ISNONTEXT function. To use it, type in =ISNONTEXT( and then the cell reference you want to check. If you get FALSE returned, it means that the value of the cell is a text value. If you get TRUE returned it means that the value is a numerical value such as a number, date or time. You will also get TRUE returned for a blank cell.
If you need a formula that will return if a number is odd, then why not give the ISODD function ago. Type in the function =ISODD( and then select the cell you want to reference. When you hit enter it will either return a TRUE or FALSE answer. TRUE means the number is odd and false means that it’s an even number.
If you want to make text, such as headers, take up less room in your spreadsheet, then use the orientation tool. This will allow you to view more columns at a time.
How to Change the Orientation
1. Select the cell(s) that contain(s) the text you want to change the direction for.
2. Go to the Home tab, Alignment and select the Orientation tool.
3. Choose the orientation you want to apply.
You can use the ROWS function to count how many rows there are in an array.
To use this function, type =ROWS( then select the array of data that you want to count. Finally, close your bracket and press enter for Excel to return your answer.
If you want to be able work out the average based on multiple criteria, then we can use the AVERAGEIFS formula.
Average Range – the range of numerical values you want to calculate the average from
Criteria 1, Criteria 2... - the items that you want to find in the criteria ranges to be able to calculate the average.
A hyperlink can be used to quickly navigate to another sheet within your workbook. This is useful if you have a lot of sheets, as it will save you from having to click through the sheets trying to find the one you want.
1. Select the cell you want the link to appear in
2. Go to the Insert tab, and in the select Links group select Link
3. In the text to display box, type the text that you want to use as your link
4. On the left-hand side of the window, select Place in this Document
5. From the worksheets listed, select the sheet you want to link to
6. Click OK
In Excel you can convert text to uppercase using the UPPER function.
To use it type =UPPER( and then reference the cell that you want to convert to uppercase.