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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A brilliant days course. Great content, excellently presented and explained. Would love to do the Advanced Course soon!
Very informative with useful tips and shortcuts
It has progressed my understanding of excel massively.
I have learnt to do more formulas and sorting to a bigger level to what I knew already
Matt delivered this advanced excel training course well. I found it very useful.
Wa good, already started doing own budget planning
Very informative and willing to adapt to personal contexts
Very interesting. Lots of new little tricks.
Very easy to understand and well put across by the trainer.
Really useful and Matt knows what he is talking about, patient with when the wrong thing is typed or clicked
If you open Excel and your headings are not there to help you determine which cell you’re in, then we can quickly apply them.
Select the View tab and check the Headings check box. Your headings should now be applied.
If you want to count how many times an item appears in a range of cells, then we can use the COUNTIF formula.
The COUNTIF formula consists of two parts which are:
· Range – the list of data that you want Excel to find the Criteria in
· Criteria – the item that you want Excel to count in the range
So for example, if you wanted to count how many times a persons name appears in a list, your Range would be the list of staff names and the Criteria would be the persons name that you want to count in that list of staff names.
If you want to move data to another location, use the Cut tool. It’s easy to use, just select the data you want to move then go to the Home tab > Clipboard and select Cut, then choose the cell you want the data to be placed in and then go to Home tab > Clipboard and select Paste. If you’re a fan of shortcuts, use CTRL + X to cut and CTRL + V to paste.
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.
If you want to count numbers in a range of cells, then use the COUNT function. To create this formula type =COUNT(
After the open bracket input the range of cells that you want to count. To finish close your bracket and press enter.
Excel has a tool called Borders which applies lines to your spreadsheet.
How to use borders:
1. Select the cell(s) you want to apply a border too.
2. Go to the Home tab, Font and select the Border tool dropdown.
3. Choose the border you want to apply.
If you click on your Timeline you will notice the Timeline Tools tab appear. Click on it and you will see the Timeline Styles provided. Click through the styles to personalise how it looks.
If your dates are grouped into years, quarters, months, etc. in a PivotTable then you can ungroup them. To do this, right click on your header where you have the dates and select ungroup.
An IF formula is where we give Excel a statement and it will return an answer based on that statement. For example, if expenditure is greater than budget then return overspent, otherwise return under budget.
The Syntax for an IF formula is IF(Logical_Test, Value_if_True, Value_if_False)
The Logical Test is the statement that Excel uses to be able to return the right answer. In the Logical Test we must use Conditional Logic symbols which are > (greater than), < (less than), >= (greater than or equal to), <= (less than or equal to), = (equal to), <> (not equal to).
Value if True is the answer you want Excel to return if the Logical Test is met.
Value if False is the answer you want Excel to return if the Logical Test isn’t met.
For your Value if True and Value if False you can use text (which must be in speech marks), cell references, numbers and formulas.
If the Field List doesn’t appear on your screen when you click on your PivotTable, then you can apply it to your screen. Click on your PivotTable and go to the Analyse tab under PivotTable Tools. On the Ribbon select the Field List tool.
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)