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 figures that are between two set values to go a certain colour, then use the Conditional Formatting tool. Conditional Formatting allows you to add colour to a spreadsheet based on a condition.
Just go to the Home tab > Conditional Formatting > Highlight Cell Rules > Between.
Type in the figures that are going to be your upper and lower limit, e.g. if you want all numbers between 20 and 40 to be formatted, then type 20 and 40 into the condition boxes.
Finally select a colour that you want the cell(s) to change to.
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 your PivotTable displayed in a different way, then you can change the report layout. To do this go to the Design tab under PivotTable Tools. Next select Report Layout and from the dropdown choose a layout.
Compact Form – Displays data from multiple row fields in one column and uses levelling to distinguish items.
Outline Form – Displays one field in a column and allows subtotals at the top of each group.
Tabular Form – Displays one field in a column.
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.
You can use the COLUMNS function to count how many columns there are in an array.
To use this function, type =COLUMNS( then select the array of data that you want to count. Finally, close your bracket and press enter for Excel to return your answer.
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. In the Navigation Pane select search for the file you want to link too. Finally click Ok and you will now have the link in your spreadsheet.
If you want to search for a string of text within a larger string of text, then use the FIND function. This function will return the character number of where the string of text is located. For example, if you wanted to find the letter O in laptop, the FIND function would return 5 as O is the fifth character along.
The syntax for this formula is =FIND(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)
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.
Once you have filtered your data you can then clear the filters. To do this click on the Clear Filter icon in the top right corner of the Timeline. If you like using shortcuts then why not use ALT + C to clear your Timeline filter.
If you want Excel to return the amount of characters there are in a string of text then you can use the LEN function.
To use this formula type =LEN( and then reference the cell that you want excel to count the characters for. This will then return you with a number that represents how many characters there are in that cell including spaces.
One way of filtering data is using the search bar located in the AutoFilter drop down. To use it go into the dropdown and click in the search bar. Next, type in the item that you are searching for and then click OK.