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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Informative and practical
opened my eyes to a lot of data available
i felt the course today was very informative and i have learnt a lot more that i can use not only at work but my every day life. Dan is a great teacher and has shown me so many things to use on excel.
Good explanation of all subjects
Really clearly explained and relevant to what I needed. Good pace and style
Clear and calm tutor, checked students work, easy to ask for support and reinforced and checked students understanding.
Excellent - feel more confident about using Excel following this course
Really good an informative, something I really need to put into practice
excellent tutor explained everything in detail so you could understand it
Very, very good and enlightening!
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 want to restrict users so they can only input whole numbers 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 Whole Number. In the Data dropdown select the best option for your spreadsheet. For example, if you want the user to input whole numbers between two points then you need to choose Between. Finally, in the Values box type in the criteria(s).
If you want to change the look of your Excel workbook, then have a look at applying a theme. A theme allows you to change the colours, fonts and effects in your workbook.
To apply a theme, go to the Page Layout tab and select Themes. From the dropdown choose a theme that you would like your workbook to have.
You can use Timelines to help filter PivotTables based on dates. To insert a Timeline, go to the Analyze tab and select Insert Timeline. This will open the Insert Timelines window. Choose the field you want to create a Timeline for and then click OK. This will now put a Timeline into your spreadsheet.
If you want to restrict users so they can only input decimal numbers 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 Decimal. In the Data dropdown select the best option for your spreadsheet. For example, if you want the user to input decimal numbers lower than a number that also includes that number, select less than. Finally, in the Values box type in the criteria(s).
If you are finding it difficult to find information from a data source, you can sort it into alphabetical order.
How to Sort Your Data
1. Select the data you want to sort
2. Go to the Data tab > Sort and Filter Group and select the Sort A-Z icon for your data to be in alphabetical order, or the Z-A icon if you want it in reverse alphabetical order.
If you have hidden a worksheet then you may also need to unhide it. To unhide a worksheet, right click on a sheet tab and select unhide. From the unhide window, select the worksheet you want to unhide and click OK.
If you want to filter data, then you can use the check boxes in the AutoFilter drop downs to do so.
To filter this way, click on a filter drop down and then deselect select all. This will deselect everything. Next check the options you want Excel to return and then click OK.
If you want to restrict users so they can only input dates 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 Date. In the Data dropdown select the best option for your spreadsheet. For example, if you want the user to input dates from the past then you need to choose Less Than. Finally, in the Date box type in the criteria.
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.
Once you have finished filtering multiple columns of data, you can then clear the filters. To do this, go to the data tab and on the ribbon select Clear. This will then return you with all your data.