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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Really great trainer and good clear content
Very informative and more interesting than I thought it would've been,
Glad I did this, good pace and very clear instruction.
Really good and useful Training today to help understand the Basics of Excel
had a good day and will take some items back into my role
Very good and interactive
very good and very instructive. very clearly explained and very good overall
Mike did a good job covering the vast number of areas of Excel
very useful and informative
Extremely good and informative
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.
Excel has a tool called Borders which applies lines to your spreadsheet.
How to use borders:
1. Select the cell(s) you want to apply a border too.
2. Go to the Home tab, Font and select the Border tool dropdown.
3. Choose the border you want to apply.
If you want to find the largest number in a range of cells, then use the MAX function. To create this formula type =MAX(
After the open bracket input the range of cells that you want to find the highest value for. To finish close your bracket and press enter.
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.
To put data into a PivotTable, highlight your data and select the Insert tab. On the Insert tab select PivotTable, this will open the Create PivotTable window. Make sure the range of cells it is showing is correct. Next select where you want the PivotTable to be placed. You can either select it to be on a New Worksheet or an Existing Worksheet. Once you have chosen an option, click OK and Excel will now have created a PivotTable for you.
Once you have filtered your data you can then clear the filters. To do this click on the Clear Filter icon in the top right corner of the Timeline. If you like using shortcuts then why not use ALT + C to clear your Timeline filter.
If you want to replace the values of cells with something else, why not give the Replace tool a go.
Just type in the word that you want Excel to replace and then type in the word you want to replace the text with.
You can use slicers to filter data that is formatted in a table quickly and easily. To insert a slicer into your Excel spreadsheet, select your table and go to the Insert tab. In the Filters group select Insert Slicer and choose the fields from the list you want a slicer to apply too.
You will now have a slicer in your spreadsheet. To use it, just select the option from the list that you want to view. For example, above I have chosen to see the food orders that Terry Walton dealt with.
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 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.
You can use the COLUMN function to return the column number of the cell that you have referenced. For example, column A = 1, B = 2, C = 3 etc.
To use the formula type =COLUMN( and then input the cell that you want to find the column number for.