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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Todays training was excellent matt handle the questions and his knowledge was excellent
Excel is a lot less scary now that I have had the training.
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excellent course presented by a very knowledgeable presenter.
lovely day, lovely trainer and left with new knowledge
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Covered everything I expected. Valuable training.
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interesting and informative
You can use a Sparkline to show your data in a more visual way.
How to insert a Sparkline
1. Go to the Insert tab > Sparkline group and select one of the options.
2. Select the data to be shown in your Sparkline
3. Select a cell location for your cell. Click OK.
If you want to replace a section of text, then give the REPLACE function a go. This function allows you to replace a specified amount of characters with new text.
The syntax for the REPLACE function is =REPLACE(old text, start num, num chars, new text)
Old text – the text that you want to replace
Start num – the first character that you want to replace
Num chars – the amount of characters you want to replace
New text – The new text you want to replace the old text with
You can use the Conditional Formatting tool to change a cells colour if the value is equal to a specified value.
Just go to the Home tab > Conditional Formatting > Highlight Cell Rules > Equal To.
Type in the figure that you want the values to be equal to, e.g. if you want all numbers that are equal to 30 to be formatted, then type 30 into the condition box.
Finally select a colour that you want the cell(s) to change to.
If you want numbers to always round down, then use the ROUNDDOWN function in excel. The Syntax for this formula is =ROUNDDOWN(num, num digits).
Num – the cell that you want to round
Num digits – the number of decimal places you want to round down to, for example 1 would round down to one decimal place
If you want to search for a string of text within a larger string of text, then use the FIND function. This function will return the character number of where the string of text is located. For example, if you wanted to find the letter O in laptop, the FIND function would return 5 as O is the fifth character along.
The syntax for this formula is =FIND(Find Text, Within Text, [Start Number])
Find Text – The text you want Excel to find
Within Text - the string of text you want to find something in
Start Number – the character that you want Excel to start searching from (optional)
Instead of having to type out the pound sign repeatedly, Excel has provided a formatting tool that will take care of it for you.
How to apply pound signs
1. Select the values you want to apply pound signs too
2. Go to the Home tab, Number and select the drop down box
3. Select either Currency or Accounting to apply pound signs
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 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.
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 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.
If you want to replicate data, use the Copy tool. It’s easy to use, just select the data you want to copy then go to the Home tab > Clipboard and select Copy, then choose the cell you want the data to be placed in and then go to Home tab > Clipboard and select Paste. If you’re a fan of shortcuts, use CTRL + C to copy and CTRL + V to paste.