Excel Pick and Mix

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Microsoft Excel Workbooks from Scratch – E1

Duration: 90 minutes

This session is aimed at delegates who are not familiar or are unconfident with Excel, and would like to be able to create a basic worksheet, format text and numbers, insert basic formulas and get the worksheet ready for printing.

  • Different data types
  • Entering and editing data in cells
  • Format text and numbers
  • Copy, Cut, Paste
  • Inserting and deleting rows and columns
  • Insert basic formulas
  • Viewing the worksheet in Page Layout view and Print Preview
  • Working with Portrait and Landscape pages
  • Changing the scaling of a print out
  • Setting headers and footers

Microsoft Excel Working Smarter – E2

Duration: 90 minutes Prerequisite: E1 session attendance or knowledge

This session is aimed at delegates who have a good, basic to advanced knowledge of Excel and would like to learn shortcuts and smart ways to speed up daily Excel processes.

  • Using the Quick Access Toolbar
  • Super mouse shortcuts
  • Our favourite keyboard shortcuts
  • Navigation and selection shortcuts
  • Recap on formulas
  • Colouring sheet tabs
  • Smart tags
  • Super-fast charts
  • Working with lists
  • Flash fill & quick analysis

Microsoft Excel Formula Magic – E3

Duration: 90 minutes Prerequisite: Microsoft Excel Formula Magic – E3

This session is aimed at delegates who are familiar with Excel and can create and format worksheets but would like to learn or learn more about formulas.
  • Look at the different types of formulas; Calculations & Functions
  • Create your own formulas using multiply, divide, plus and minus
  • Use built in functions
  • Use AutoSum to insert SUM, AVERAGE, MAX, MIN, COUNT
  • Format formula cells
  • Copying formulas
  • Editing Formulas
  • Use Formula Auditing
  • Absolute and relative cell references

Microsoft Excel Complex Formulas – E4

Duration: 90 minutes Prerequisite: E1 or E2 & E3 session attendance or knowledge

This session is aimed at delegates who already have good, basic Excel skills & understand basic formulas (or have attended the E3 session) and would like to be able to create more advanced formulas and understand the benefits of using named cells/ranges in these formulas.
  • Relative and Absolute cell referencing
  • Naming cells and using the names in formulas
  • Inserting an IF formula
  • Inserting a Nested IF formula
  • Using AND OR in an IF formula
  • Using the COUNTIF and SUMIF formulas
  • Inserting a VLOOKUP formula
  • Using some of the text formulas, e.g.
    • UPPER
    • LOWER
    • PROPER
    • CONTATENATE
  • Inserting the NETWORKDAYS formulas to work out how many working days there are between two date ranges
  • Using Formula Auditing

Microsoft Excel Getting the Most from Data– E5

Duration: 90 minutes Prerequisite: E1 or E2 session attendance or knowledge

This session is aimed at delegates who already have good, basic Excel skills & understand basic formulas (or have attended the E3 session) and would like to be able to create more advanced formulas and understand the benefits of using named cells/ranges in these formulas.
  • Relative and Absolute cell referencing
  • Naming cells and using the names in formulas
  • Inserting an IF formula
  • Inserting a Nested IF formula
  • Using AND OR in an IF formula
  • Using the COUNTIF and SUMIF formulas
  • Inserting a VLOOKUP formula
  • Using some of the text formulas, e.g.
    • UPPER
    • LOWER
    • PROPER
    • CONTATENATE
  • Inserting the NETWORKDAYS formulas to work out how many working days there are between two date ranges
  • Using Formula Auditing

Microsoft Excel Managing Big Workbooks – E6

Duration: 90 minutes Prerequisite: E1 or E2 session attendance or knowledge

This session is aimed at delegates who would like to cover paging and printing large worksheets, emailing workbooks and options that will protect the data from being edited.

  • Using Print and Preview
  • Using Page Layout View
  • Inserting Headers and Footers
  • Changing the Orientation of pages
  • Using Scale to Fit options
  • Setting Print Titles
  • Setting Print Areas
  • Inserting Comments
  • Protection Sheets

Microsoft Excel Charts and Sparklines – E7

Duration: 90 minutes Prerequisite: E1 or E2 session attendance or knowledge

This session is aimed at delegates who are familiar with Excel and would like to graphically represent data as a Chart.  It also covers copying Charts from Excel into PowerPoint.

  • Inserting a Chart using F11
  • Inserting a Chart using the Insert ribbon
  • Using the Design ribbon to reformat the Chart & change the Chart type
  • Using the Layout ribbon to insert titles, data labels, gridlines onto the Chart
  • Using the Format ribbon to change the look of the Chart
  • Copying the Chart from Excel into PowerPoint
  • Inserting a Sparkline to display a trend of values

Microsoft Excel PivotTables & PivotCharts – E8

Duration: 90 minutes Prerequisite: E1 or E2 & E3, E4, E5 session attendance or knowledge

This session is aimed at delegates who are working with large amounts of data and need to manipulate the data and summarize it into a Pivot Table.

  • Inserting a pivot table
  • Using the pivot table field list
  • Filtering data in a pivot table
  • Using the report filter
  • Formatting a pivot table
  • Changing the calculations of data in a pivot table
  • Grouping and ungrouping data in a pivot table
  • Displaying values as percentages in a pivot table
  • Sorting data in a pivot table
  • Refreshing a pivot table
  • Inserting a slicer to filter data in a pivot table

Microsoft Excel Automating Your Workbook–E9

Duration: 90 minutes Prerequisite: E1 or E2 & E3, E4, E5 session attendance or knowledge

This session is aimed at advanced delegates who would like to automate standard procedures they are regularly performing in Excel, such as formatting cells, reorganising a downloaded list of data.

  • Recording a macro
  • Running a macro
  • Adding a macro to the Quick Access Toolbar
  • Viewing a macro
  • Un-hiding the Personal Macro Workbook
  • Assigning a Macro to a drawing object
  • Using a Message Box in a Macro
  • Using an Input Box in a Macro
  • Personal macro workbook – keeping IT informed about your macros
  • Un-hiding the Developer tab in Excel

Microsoft Excel Sharing Your Workbooks and Macros – E10

Duration: 90 minutes Prerequisite: Microsoft Excel Sharing Your Workbooks and Macros – E10

This session is aimed at advanced delegates who would like to create workbooks & macros to share with team members.

  • Recording a macro (more advanced than E9 Session macro)
  • Running a macro
  • Assigning a macro to a button or other shape
  • Using hyperlinks
  • Hiding sheet tabs
  • Protecting cells
  • Using data validation

Microsoft Excel Creating Interactive Dashboards–E11

Duration: 90 minutes Prerequisite: E1 – E10 session attendance or knowledge (E4 & E8 essential)

This session is aimed at advanced delegates.  Delegates must have prior knowledge of Advanced Formulas (E4) and Pivot Tables and Charts (E8) in order to understand how to use them in Dashboards. The class sizes must be kept to a maximum of 6. This is a fast paced session and follow up training maybe required if not all topics are covered in the 90 minutes.
  • Building Interactive Dashboards
  • Introduction to Dashboards
  • Working with Data
  • Building Pivot Tables & Charts
  • Inserting Slicers
  • Working with Labels
  • Formatting Objects
  • Protecting the Dashboard