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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All bookings will be invoiced and payment is due 10 Days before the course date. Following your booking you will receive an email confirming the details including course start times and location, we will attach a course overview, pre course questionaire, directions and an invoice. Should you require assistance or wish to book multiple courses please call 01709 352307 or email info@ajtraining.net and we will be happy to help. All bookings will be charged at the advertised rates. The prices shown are per delegate, per day and exclude VAT.
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both relevant and informative, trainer managed to keep people focused.
Very good and i feel enlightened
very interesting and useful for my job role
A good course with some very useful topics included
Learned some new tips which will help speed up work processes. The formulas part was particularly useful to me.
Informative and professional
learnt some things but probably wont use much in my day to day job
great. learnt quite a lot.
The training has been very useful
Very Concise and Useful
A hyperlink can be used to quickly navigate to another sheet within your workbook. This is useful if you have a lot of sheets, as it will save you from having to click through the sheets trying to find the one you want.
1. Select the cell you want the link to appear in
2. Go to the Insert tab, and in the select Links group select Link
3. In the text to display box, type the text that you want to use as your link
4. On the left-hand side of the window, select Place in this Document
5. From the worksheets listed, select the sheet you want to link to
6. Click OK
If you want to show duplicates clearly, how about using the Conditional Formatting tool to show the duplicates with colour.
All you need to do is select Duplicate Values from the Conditional Formatting tool and choose a colour. The duplicates will now be showing in colour.
In Excel you can apply an encryption to your workbook, so no one can access the data unless they know the password. To do this follow the steps below.
1. Go to the File tab and select Protect Workbook
2. Click on Encrypt with Password from the dropdown
3. Type your password into the Encrypt Document box and click Ok
4. Confirm the password and then when you save your work, close your workbook down
5. Reopen your workbook and it will then ask for a password. To access your work type in the correct password and click Ok
To filter a PivotTable using a Timeline click on the relevant Year(s), Quarter(s), Month(s) or Day(s) depending on how your timeline is laid out.
If you need excel to return a number as Even then use the ISEVEN function. Type =ISEVEN( and then select the cell you want to reference. If you get a TRUE answer it means that the number is even. If you get a FALSE answer it means that the number is odd.
If you want to search for a string of text within a larger string of text, then use the SEARCH function. This function will return the character number of where the string of text is located. For example, if you wanted to find N in phone, the SEARCH function would return 4 as N is the fourth character along.
The syntax for this formula is =SEARCH(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)
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.
If you want to be able work out the average based on multiple criteria, then we can use the AVERAGEIFS formula.
The Syntax for this formula is:
Average Range – the range of numerical values you want to calculate the average from
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 to find in the criteria ranges to be able to calculate the average.
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 want to work with macros or add form controls to your spreadsheet then you will need access to the Developer tab. The Developer tab doesn’t appear as a default in Excel, so you have to add it to your tabs.
To add the Developer tab, go to the File tab and select Options. From the Excel Options window select Customise Ribbon and tick the Developer box on the right. Finally click OK and you will notice the developer tab at the end of your tabs.
You can use Timelines to help filter PivotTables based on dates. To insert a Timeline, go to the Analyze tab and select Insert Timeline. This will open the Insert Timelines window. Choose the field you want to create a Timeline for and then click OK. This will now put a Timeline into your spreadsheet.