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Microsoft Excel

Level 1

Pre-requisites

It is assumed that the delegate will have a good knowledge of the Windows environment. They may have but do not require some knowledge of Excel.

Course Objectives

This ½ day session is aimed at new and non-users of Excel who would like to enhance their knowledge and find short cuts or better ways of working and would like to move on from their basic knowledge of the system

Course Content

                • Simple formula

                • Basic functions

                • Copying / duplicating formula

                • Using AutoFormat

                • Sorting lists

                • Filtering data

                • Creating subtotal lists

                • Keyboard shortcuts

Level 2

Pre-requisites

It is assumed that the delegate will have a good knowledge of the Windows environment and some knowledge of Microsoft Excel.

Course Objectives

This ½ day session is aimed at existing users of Excel who would like to enhance their knowledge and find short cuts or better ways of working, getting more use from formula to help analyse their data.

Course Content

                • Scrolling screen headings

                • Printing your workbook

                • Headers and footers

                • Working with percentages

                • Absolute and relative references

                • Naming cells and ranges

                • Basic graphs

                • Counting functions

                • Basic analysis of large tables

Level 3

Pre-requisites

It is assumed that the delegate will have a good knowledge of the Windows environment a basic grounding in Excel and some understanding of formula in Microsoft Excel

Course Objectives

This ½ day session is aimed at existing users of Excel who would like to extend their knowledge of formula available to them and begin to work with data tables, summary sheets and graphs.

Course Content

                • Working with IF functions

                • Using VLOOKUP and HLOOKUP to access data from large tables

                • Creating drop down lists

                • Colour coding with conditional formatting

                • Summarising data tables (subtotals)

                • Creating charts and graphs

                • Adding trend lines to charts

                • Protecting worksheets form accidental data entry

Level 4

Pre-requisites

It is assumed that the delegate will have a good knowledge of the Windows environment and some understanding of formula in Microsoft Excel.

Course Objectives

This ½ day session is aimed at existing users of Excel who would like to extend their knowledge of the features available to them working with large amounts of data and multiple worksheets and books.

Course Content

                • Analysing large amounts of data

                • Pivot Tables

                • Creating Scenarios

                • Creating scenario reports

                • Using data forms

                • Linking workbooks

                • Editing multiple worksheets

Level 5

Pre-requisites

It is assumed that the delegate will have a good knowledge of the Windows environment and a good understanding Microsoft Excel.

Course Objectives

This ½ day session is aimed at advanced users of Excel who would like to extend their knowledge of the features available to them working with large amounts of data possibly from other sources such as Access databases, also working with spreadsheets that are used or populated by others.

Course Content

                • Setting data validation

                • Cell properties

                • Tracking changes to workbooks

                • Creating warning messages for wrong data entry

                • Importing data from Access

                • Importing from Text or CSV files

                • Querying data from other sources

                • Text editing formula (for splitting names and addresses etc.)

Level 6

Pre-requisites

It is assumed that the delegate will have a good knowledge of the Windows environment and of Microsoft Excel.

Course Objectives

This ½ day session is aimed at existing users of Excel who would like to automate aspects of their day to day work with the use of macros for such tasks as standard formatting of reports and importing data from other sources. This introduction to macros looks at recording and editing macros.

Course Content

                • Recording a macro

                • Where to store macros

                • Using the VBA editor

                • Getting to grips with the code

                • Creating a form

                • Form buttons

                • Assigning macros to buttons


Lookups and Analysis

Pre-requisites

It is assumed that the delegate will have a good knowledge of the Windows environment and some experience of basic functions in Microsoft Excel.

Course Objectives

This ½ day session is aimed at existing users of Excel who work with lists of data and need methods to access and analyse that data.  You will look at nesting functions and defining criteria as ways of pulling relevant data from your lists, comparing lists and producing ‘exceptions’ lists.

Course Content

                • Basic Lookup techniques

                • Nesting Functions

                • Using IF functions

                • Counting and Summing with Criteria

                • Creating Unique references

                

Pivot and Data Tables

Pre-requisites

It is assumed that the delegate will have a good knowledge of the Windows environment and some experience of basic functions in Microsoft Excel.  

Course Objectives

This ½ day session is aimed at existing users of Excel who work with lists of data and need methods to access and analyse that data.  You will look at ways to analyse data using Pivot Tables and pivot Charts, how to use ‘Slicers’ and build custom fields. How to convert data ranges to ‘data tables’ and the benefits of this. How to sort and filter large data sets with subtotals for analysis.

Course Content

                • Creating a Pivot Tables

                • Using different functions within pivot tables

                • Connecting Pivot Tables via ‘Slicers’

                • Using custom calculations in Pivot Tables

                • Creating and using ‘Data Tables’

                • Sorting and Filtering with Subtotals

                • Preparing data sets for analysis


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