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 sort a data field that you have placed into the Rows Area, then click on the Row Labels dropdown on your PivotTable and choose the sorting option that applies to how you want to sort that field.
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.
If you want to be able to count items based on multiple criteria, then we can use the COUNTIFS formula.
The Syntax for this formula is:
Criteria Range 1, Criteria Range 2... – the data ranges that you will find the criteria’s
Criteria 1, Criteria 2... - the items that you want count in the criteria ranges
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 want to calculate the average based on a criteria, then we have to use the AVERAGEIF formula.
The AVERAGEIF formula consists of three parts which are:
· Range – the list of data that you want Excel to find the Criteria in
· Criteria – the item that you want Excel to find in the Range
· Average Range – the figures that you want Excel to use to calculate the Average
So, for example, if you wanted the calculate the average house prices based on the number of bedrooms, your range would be the list of bedrooms each house has got. The criteria would be a specified number of bedrooms and finally your Average Range would be the list of house prices.
In Excel you can convert text to lowercase using the LOWER function.
To use it type =LOWER( and then reference the cell that you want to convert to lowercase.
To create a dropdown in Excel, firstly select the cell that you want to apply the dropdown too. Next go to the Data tab and select Data Validation. This will then open the Data Validation window. On the settings tab select the Allow dropdown and select list. Next, click in the source box and select the range of cells that contain your dropdown content.
To create a link to a website, firstly we need to go to the Insert tab and select Link. This will then open the Insert Hyperlink window. On the left-hand side select Existing File or Webpage. Next, in the Text to Display box, type in the text that you want to have as the Link. At the bottom of the window in the address bar type in the URL address of the website you want to link too. Finally click Ok and you will now have the link in your spreadsheet.
If you want to be able add up figures based on multiple criteria, then we can use the SUMIFS formula.
Sum Range – the range of numerical values you want to add up
Criteria 1, Criteria 2... - the items that you want to find in the criteria ranges to be able to calculate the sum.
If you want to join text strings together, then why not try the TEXTJOIN function. This formula also allows you to put a delimiter between each text string. The syntax for this formula is =TEXTJOIN(delimiter, ignore_empty, text1, [text2], …).
Delimiter – the text string that you want to appear between each referenced text string
Ignore Empty – If TRUE, excel will ignore any blank cells
Text 1 – the first string of text you want to reference
Text 2 – the second string of text you want to reference (optional)
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.