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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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.
If you want numbers in excel to round up or down to a specified number of decimal places, then use the ROUND function in Excel. The Syntax for the ROUND function is =ROUND(num, num digits).
Num – the cell that you want to round
Num digits – the number of decimal places you want to round to, for example 2 would round to two decimal places
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 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.
If you want to add Grand Totals to your Pivot Table, then select your PivotTable and click on the Design tab under PivotTable Tools. On the Ribbon select Grand Totals and choose where you want them to be applied to your table.
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 find the smallest number in a range of cells, then use the MIN function. To create this formula type =MIN(
After the open bracket input the range of cells that you want to find the lowest value for. To finish close your bracket and press enter.
If you open Excel and your headings are not there to help you determine which cell you’re in, then we can quickly apply them.
Select the View tab and check the Headings check box. Your headings should now be applied.
An IF formula is where we give Excel a statement and it will return an answer based on that statement. For example, if expenditure is greater than budget then return overspent, otherwise return under budget.
The Syntax for an IF formula is IF(Logical_Test, Value_if_True, Value_if_False)
The Logical Test is the statement that Excel uses to be able to return the right answer. In the Logical Test we must use Conditional Logic symbols which are > (greater than), < (less than), >= (greater than or equal to), <= (less than or equal to), = (equal to), <> (not equal to).
Value if True is the answer you want Excel to return if the Logical Test is met.
Value if False is the answer you want Excel to return if the Logical Test isn’t met.
For your Value if True and Value if False you can use text (which must be in speech marks), cell references, numbers and formulas.
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 would like to create your own font combinations instead of using Microsoft’s options, then go to the Page Layout tab and select Fonts. In the dropdown select Customize Fonts. This will open the Create New Theme Fonts window.
In the Heading Font dropdown, select a font you want to use for your headings.
In the Body Font dropdown, select a font you want to use for the body of your text.
In the Name box, give your font combination a name and click Save.