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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Thorough, extensive, informative
Was a well presented course and Robbie had an excellent knowledge of Excel
Good introductory course
Very useful for my job
The course was presented very well. Clear and precise. Mathew was able to answer all questions clearly.
Informative, went into depth to understand parts of excel already using
very good, picked up quite a few new things
Today has been very beneficial. Robbie was great and professional
Review of some existing knowledge and better ways of doing them. Gained knowledge of look up tables and pivot tables
Was a good refresher course
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.
A quick way of finding out which week of the year we are up to is by using the WeekNum function. Once this formula is completed, it will return a number which is based on the week number that you are up to in that current year.
To use the formula, type the function =WeekNum( and then put in a date. Excel will then return the week number that date falls in. If you want it to be dynamic then why not replace the date with the TODAY function.
In Excel you can convert text to uppercase using the UPPER function.
To use it type =UPPER( and then reference the cell that you want to convert to uppercase.
You can use the ROW function to return the row number of the cell that you have referenced. For example, row 1 = 1, row 2 = 2, row 3 = 3 etc.
To use the formula type =COLUMN( and then input the cell that you want to find the column number for.
If you don’t like the colour schemes that Excel provides then you can create your own colour scheme.
To create your own colour scheme, go to the Page Layout tab and select Colors. At the bottom of the dropdown select Customise Colors. This will then open the Create New Theme Colors window. Finally go and choose different colour for your Accents and Hyperlinks.
To finish give your new colour scheme a name by typing it into the Name box and then click Save.
If you want to calculate the average using data that includes text and numbers, we have to use the AVERAGEA function. This function converts a text value into a number value. The conversions are below.
Value
Conversion
Tree
0
TRUE
1
FALSE
10
For the data above, the formula would do (0+1+0+10) / 4 = 2.75
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 change specific text with new text in a cell, then use the SUBSTITUTE function. The syntax for the SUBSTITUE formula is =SUBSTITUTE(text, old_text, new_text, [instance_num])
Text – the string of text that contains the text that you want to replace
Old Text – the text that you want to replace
New Text – the text you want to replace the old text with
Instance Num (Optional) – which occurrence of the old text you want to replace with the new text. If this is not completed excel will replace every occurrence.
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 want to delete a row of data from a spreadsheet then right click on the row number and select Delete from the menu.
To create a PivotChart, highlight your PivotTable and select the Analyse tab. On the Analyse tab click on PivotChart and then choose the chart type that you want to use. This will then place your chart into your spreadsheet.
If you like shortcuts, highlight your PivotTable and press F11 and this will create a PivotChart on a new sheet. If you want to create a PivotChart on the same sheet as your table then again highlight your PivotTable and press ALT + F1. This will now create a chart on the same sheet as your PivotTable.