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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Quick Methods to make it easier and quicker to use.
I found the course beneficial to what I do in my current job
very good, could link back to how I would use in my work life
good, learnt something!!
Really useful range of excel skills delivered at the right pace.
Informative and tailored for what was required.
easy to understand, not overwelming
Useful, informative, thought provoking
had good tip's on how to improve the speed of filter finding potential problems
VERY INFORMATIVE, A LITTLE BIT INTENSE.
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 want to check if a value is text, then use the ISTEXT function. To apply it, type =ISTEXT( and then reference the cell you want to check. When you hit return you will either get a TRUE or FALSE answer. If you get TRUE returned, it means the cell you have referenced is a text value. If FALSE is returned, then you have a numerical value in the cell you referenced, for example, a number, date or time. A blank cell will also return FALSE.
If you want to select an item from a list based on an index number, then why not try the CHOOSE formula. For example, if you had a list of days starting with Monday and you asked excel to return the day that corresponded with index number 3 then excel would return Wednesday.
The syntax for the CHOOSE function is =CHOOSE(index_num, value 1, [value 2],...)
Index Number – the number excel is going to use to find the correct item from the list
Value 1 – the first value on your list
Value 2 – the second value on your list (optional)
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 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)
If you need to use the value of PI within calculations, but struggle to remember the value of PI, then how about using the PI function in Excel. Just type in =PI() and it will give the value of PI up to 15 digits.
You can then use the PI function to calculate the area of a circle .A=πr2
If you want to make your data easier to work with then why not place it into a table format. To do this select the data and go to the Insert tab. Next, select Table on the Ribbon and this will open the Create Table window. In this window it will have the range of cells you want to convert to a table and a box that says My Table has Headers. If your table has headers, make sure that box is ticked. Then click ok.
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.
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.
If you want text in Excel to stand out, then why not use WordArt. WordArt allows you to put special effects onto your text.
To apply WordArt, go to the Insert tab and select Text on the Ribbon. In the dropdown click on WordArt and select the design you want. A box will then appear on your spreadsheet, this is where you type in your text.
The Frequency formula counts how many times a value appears in a range. It then places the results into a summary table. The formula does return multiple answers.
Therefore, once you have typed your formula into Excel, instead of pressing Enter, we press Ctrl + Shift + Enter.