EXCEL

The Excel introduction course will provide you with the skills and confidence to work with existing spreadsheets or create new ones from scratch. The course will cover all the basic topics including basic text and number entry, performing calculations, and using charts.

EXCEL INTRODUCTION

The Excel introduction course will provide you with the skills and confidence to work with existing spreadsheets or create new ones from scratch. The course will cover all the basic topics including basic text and number entry, performing calculations, and using charts.

NEXT DATE: 19th August 2020
  • Getting to know the Excel screen, menus and Icons
  • Basic text and number entry, moving and copying
  • Cell formatting using icons and shortcuts
  • Inserting and deleting
  • The autofill shortcut
  • Applying decimals and percentages
  • Formatting spreadsheets
  • Entering basic formulas
  • Understanding cell references
  • The sum function
  • Other common Excel functions
  • Setting up lists(databases)
  • Sorting lists alphabetically
  • Using the autofilter tools
  • Printing options for basic and longer spreadsheets
  • Working with column, pie and line charts
  • Formatting chart elements

EXCEL INTERMEDIATE

Designed for delegates who already know the basics of Excel, this course will concentrate on various way to analyse your data. Learn how to use Excels in built functions and how to summarise data by using the fantastic Pivot table tool, as well as other tools to analyse longer Excels lists.

NEXT DATE: TBC
  • Recap of Excel basics
  • Using calculations across different worksheets
  • Setting up 3d workbooks
  • Understanding absolute and relative cell references

  • Adding charts and slicers to pivot tables

  • Naming cells and ranges

  • Recap on Excel functions

  • Entering statistical functions

  • Using conditional functions

  • Creating business ‘Dashboards’ using Pivot Tables

  • Validation to improve functions

  • Correct set up to manage longer data sets

  • Formatting lists as a ‘Dynamic Table’

  • Understanding dates and using various date calculations

  • Introduction to nested functions

  • Using Conditional Formatting to highlight data

  • Setting up pivot tables

  • Pivot table layout options

EXCEL ADVANCED

The Advanced Excel course will benefit the more experienced spreadsheet users. The course will cover logical and lookup functions and how to combine functions to solve specific problems. Learn how to use Excels what-if tools and start recording macros to automate repetitive tasks and increase productivity.

NEXT DATE: TBC

  • Preparing Large datasheets ready for analysis

  • Basic and more complex validation using functions

  • Vlookup and other multiple lookup combination formulas

  • The Offset function to add flexibility *

  • Replacing standard cell references with ‘Structured References’

  • Preventing and correcting errors in Advanced functions

  • Database functions *

  • If statements

  • Multiple ‘If’ statement decisions

  • Other logical functions

  • Nested functions

  • Importing external data using Microsoft query *

  • What-If” utilities- goal seek, the solver tool, Scenarios, Data Tables *

  • Using Advanced Filter to extract data

  • Understanding Macros

  • Storing and recording Macros

  • Running Macros

  • Editing Macros in the VBA environment *

  • Attaching Macros to a button

  • Excels Auditing tools *

Note: Topics marked * are shown at the discretion of the trainer.

CHARTS AND PIVOT TABLES (85% Charts / 15% Pivots)

This is a new course and is open to any level of Excel user. Will be beneficial if delegates are familiar with calculations in Excel.

Delegates will go from the basics right through to more Advanced Combination Charts and will be shown all the common charts that can be used to graphically represent their data. We will explain all the key calculations that will lead to successful charting and demonstrate the best formatting options that will enhance the look of a chart. Various aspects of chart automation will also be taught.A small section of the course will be devoted to the use of pivot tables with charts.

NEXT DATE: 17th March 2020

  • Correct storage and layout of data

  • The key calculations that will be needed for charting – calculations for summarising big sets of data and extra calculated columns that will give extra reporting options.

  • Calculations specifically for date analysis

  • Basic charts – understanding the four key types, the chart elements, the chart formula

  • Enhancing charts: secondary axis, combination charts, chart templates

  • Automating charts by calculations, by macro

  • Basic Pivots: colour schemes, layouts, custom colour schemes

  • Slicers – single, multiple, linking to multiple pivots

  • Automating pivots with macros

  • Combination of Pivots and charts on a dashboard

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