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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Dan was very knowledgeable and made the course surprisingly interesting.
very informative, learnt a lot
It was a good level and a good mix of why and how
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Very useful course which has further increased my knowledge of excel by teaching me new functions and expanding my current knowledge on certain aspects of excel. Trainer was friendly and explained the different aspects of the training session well so i could understand it.
Excellent. Very methodical, Very well delivered
Really enjoyable the trainline explained stuff very clearly
If you’re referencing a whole column for example B:B and then want to drag the formula across it will change to C:C. If you want the formula to stay refenced to B:B when you drag the formula across then we need to put dollar signs before both letters. For example $B:$B.
If you want to filter using a broader criterion then you can use question marks in your search. A question mark represents a character and you use them within the search bar on your filter dropdown.
For example, if you typed 10?4 into the search bar it would return numbers such as 1004, 1014, 1024, 1034 etc.
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
If you want to delete multiple cells, then select all the cells you want to delete and then on your keyboard press Delete.
If you are not happy with the fonts that your theme uses, then you can change them.
To do this go to the Page Layout tab and select Fonts. From the dropdown choose a font option that you like.
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.
Instead of using a cell range as your table array, you can use a table name. The benefits of doing this is that if you add more data to your table it will automatically pull it across into your formulas.
In a standard VLOOKUP your formula would be something like the one below.
=VLOOKUP(A5,Sheet7!A2:D50,2,0)
If you want to use a table name, i.e Cars, in your VLOOKUP formula then it would look something like the one below.
=VLOOKUP(A5,Cars,2,0)
Excel has a built in option for this, the AVERAGE Function.
How to calculate the average
1. Select the values that you want to find the averages of and the cells you want the answers to go in.
2. Go to the Home tab, Editing and select the AutoSum dropdown.
3. Select Average from the dropdown.
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 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 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.