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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Very useful, easy to understand and delivered very well!
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One of the best courses I have attended to date
interactive and kept us involved
Very useful, interesting
If you are working in rows 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 HLOOKUP formula.
To create a HLOOKUP formula, click in the cell that you want to pull information to and then type =HLOOKUP( . You will then get a syntax that looks like HLOOKUP(lookup_value, table_array, row_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
Row Index Num – the row 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
One way of filtering data is using the search bar located in the AutoFilter drop down. To use it go into the dropdown and click in the search bar. Next, type in the item that you are searching for and then click OK.
If you want to count how many blank cells there are in a range, then why not use the COUNTBLANK function.
To use it, type in =COUNTBLANK( and then put in the range of cells that you want it to count the blanks.
We can use the OR formula to test multiple conditions. This formula returns TRUE if a condition has been met and FALSE if none of the conditions have been met.
For example, =OR(A5=50,A5=100) will only return TRUE if cell A5 is equal to 50 or 100. It will return FALSE for everything else.
By default, Excel always opens with gridlines. If you don’t want to see gridlines then how about removing them.
To remove gridlines, just untick the Gridline check box on the View tab. It will then remove the gridlines.
A quick way of finding out which week of the year we are up to is by using the WeekNum function. Once this formula is completed, it will return a number which is based on the week number that you are up to in that current year.
To use the formula, type the function =WeekNum( and then put in a date. Excel will then return the week number that date falls in. If you want it to be dynamic then why not replace the date with the TODAY function.
To move a PivotTable to an existing worksheet, select your PivotTable and go to the Analyse tab. On the Analyse tab click Move PivotTable, this will open the Move PivotTable window. Next, select the Existing Worksheet option and click in the Location box. Once you have selected the location box, select the worksheet and the cell that you want to move your PivotTable too. Finally click OK and this should of moved your table to the specified location.
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 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’re referencing a whole column for example B:B and then want to drag the formula across it will change to C:C. If you want the formula to stay refenced to B:B when you drag the formula across then we need to put dollar signs before both letters. For example $B:$B.
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.