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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Brilliant, i thought i knew excel, i was wrong,Matt was excellent
Excellent, thank you.
everything was explained really well with lots of opportunities to ask questions and get involved
Very useful, a lot to learn in a short space of time.
Excellent, the trainer knowledge was very high. Most of the subject matter I had used previously but some great tips were brought up.
Really helpful and made the process interesting and understandable.
Robbie was engaged with the clients and an excellent trainer
Made interesting and relevant, good tips and shortcuts
Difficult but extremely handy
Great , felt very comfortable , everyone was in the same situation . Really enjoyed the course.
To move a PivotTable to an existing worksheet, select your PivotTable and go to the Analyse tab. On the Analyse tab click Move PivotTable, this will open the Move PivotTable window. Next, select the Existing Worksheet option and click in the Location box. Once you have selected the location box, select the worksheet and the cell that you want to move your PivotTable too. Finally click OK and this should of moved your table to the specified location.
If you want to sort a data field that you have placed into the Columns Area, then click on the Column Labels dropdown on your PivotTable and choose the sorting option that applies to how you want to sort that field.
To move a PivotTable to a new worksheet, select your PivotTable and go to the Analyse tab. On the Analyse tab click Move PivotTable, this will open the Move PivotTable window. Finally select New Worksheet and click OK. This will now have moved your PivotTable to a new worksheet.
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 sum values but only for a certain criteria, then we can use the SUMIF formula.
The SUMIF formula consists of three 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 find in the Range
· Sum Range – the range of figures that you want Excel to use
So for example, if you wanted to sum up the sales figures for a particular person, your range would be the list of staff names, your criteria would be the staff members name and finally your Sum Range would be the column that contains the sales totals.
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.
If you want to make PivotTables easier to read, then why not apply banded rows and columns. To do this click on your PivotTable and go to the PivotTable tools tab. Next select the Design tab and check the Banded Rows and Banded Columns boxes. This will then provide more distinct rows and columns to your table.
If you need to use the value of PI within calculations, but struggle to remember the value of PI, then how about using the PI function in Excel. Just type in =PI() and it will give the value of PI up to 15 digits.
You can then use the PI function to calculate the area of a circle .A=πr2
If you have hidden a worksheet then you may also need to unhide it. To unhide a worksheet, right click on a sheet tab and select unhide. From the unhide window, select the worksheet you want to unhide and click OK.
Once you have finished filtering multiple columns of data, you can then clear the filters. To do this, go to the data tab and on the ribbon select Clear. This will then return you with all your data.
You can use the Conditional Formatting tool to change a cells colour if the value is equal to a specified value.
Just go to the Home tab > Conditional Formatting > Highlight Cell Rules > Equal To.
Type in the figure that you want the values to be equal to, e.g. if you want all numbers that are equal to 30 to be formatted, then type 30 into the condition box.
Finally select a colour that you want the cell(s) to change to.