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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found it enjoyable but also very informative and skills I can take in my day to day work
very helpful, wished I had taken it earlier as it would have helped significantly
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Short cuts provided will be a great aid for future use of excel along with the graphs.
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very easy to follow at a good but fair pace
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If you want to capitalise the first letter in a string of text, then you can use the PROPER function.
To use this formula type =PROPER( and then reference the cell that you want to convert.
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 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 replace the values of cells with something else, why not give the Replace tool a go.
Just type in the word that you want Excel to replace and then type in the word you want to replace the text with.
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.
You can use the ROWS function to count how many rows there are in an array.
To use this function, type =ROWS( then select the array of data that you want to count. Finally, close your bracket and press enter for Excel to return your answer.
If you want to filter data more broadly, then why not use an Asterisk Wildcard to help. An asterisk represents multiple characters when filtering. In the search bar on your filter dropdown you can place the asterisk in different places to return different outcomes. For example:
*A would return all records that end in A
A* would return all records that start with A
H*A would return all records that start with H and end in A
*A* would return all records that has a A in it
If you want to delete a column of data from a spreadsheet then right click on the column letter and select Delete from the menu.
If you want to check if a value is a number, then use the ISNUMBER function. To use it, type in =ISNUMBER( and then the cell you want to reference. When you hit return you will get either a TRUE or False answer. If you get TRUE returned, it means that the value is a number, date or time. Therefore, if you get FALSE returned it means that the value is not a number value.
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
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.