Excel Training - Provisional Course Outlines

Using a training room within your organisation, and your PCs, charges per day for IT Training would be:

1 to 1 training	£275
2 to 4 delegates	£375
5 to 8 delegates	£450

All outlines can be adapted to the needs of the individual or organisation

Introductory Excel

Aims of the course

This course aims to introduce delegates with little or no understanding of the Microsoft Excel software to the basic features of the package.

Course Objectives 

On completion of the course delegates should understand and be able to accomplish basic operations associated with developing, formatting and using a spreadsheet. They should also be able to accomplish standard mathematical and logical operations using basic formulae and functions. They should also be able to use some of the more advanced Microsoft Excel applications such as importing objects, and creating graphs and charts.

The course is of one day's duration.

How the course is run - This instructor-led course has a hands-on approach, with plenty of opportunity for delegates to practise the new skills they learn at the computer. 

Pre-requisites - Delegates attending the course should preferably have a basic understanding of the Windows environment and use of the keyboard and mouse.

Course Outline

Getting Started

• First Steps with Microsoft Excel - opening, creating a new spreadsheet, saving, closing, using Help functions

• Adjusting Basic Settings - changing spreadsheet view mode, using the zoom tool, modifying toolbar display

• Document Exchange - saving spreadsheets in different formats, and in a format appropriate for posting to a Web site

Basic Operations

• Inserting Data - numbers, text, symbols, special characters, simple formulae, using undo

• Selecting Data - cells, range of adjacent or non-adjacent cells, rows, columns

• Copying, Moving, Deleting

• Searching and Replacing

• Rows and Columns - inserting rows and columns, modifying row height and cell width, deleting rows and columns

• Sorting Data

Formulae and Functions

• Arithmetic and Logical Formulae - addition, subtraction, multiplication, division, standard error messages, autofill tool, relative cell referencing, absolute cell referencing

• Working with Functions - sum, average

Formatting

•  Formatting Cells - number of decimal places, number of zeros after the decimal point, date styles, currency, percentages

•  Formatting Cells - text size, bold, italic, font type, font colour, text orientation

•  Formatting Cell Ranges - centring and aligning cell contents, adding border effects

•  Spelling

•  Document Setup - modifying document margin settings, adjusting document setup to fit one page, adding a header and footer, changing document orientation, page size, etc 

Printing

•  Printing Simple Spreadsheet Documents - using basic print options, previewing a spreadsheet, printing a spreadsheet or a worksheet, printing part of a worksheet or a pre-defined cell range

More Advanced Features

• Importing Objects - importing objects such as image files, graphs and text files into a spreadsheet, moving and resizing imported objects within a spreadsheet

• Charts and Graphs - producing different types of graphs and charts to analyse data, editing or modifying charts or graphs, changing chart type, moving and deleting charts or graphs

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Intermediate Excel

 

Aims of the course

 

This course aims to give delegates a greater understanding of Excel.

 

Course Objectives

 

On completion of the course delegates will have improved their skills in using Microsoft Excel. They will be able to:

·        Manipulate worksheets

·        Use templates

·        Apply conditional formatting

·        Use various functions, including financial, logical and date/time functions

·        Manage Excel databases and lists

·        Customise charts

·        Use Excel in conjunction with other applications

 

The course is of one day’s duration.

 

How the course is run – This instructor-led course has a hands-on approach, with plenty of opportunity for delegates to practise the new skills they learn at the computer.

 

Pre-requisites – Familiarity with the Windows environment, and a basic knowledge of Excel.

 

Course Outline

 

Manipulating Worksheets

• Renaming worksheets

• Inserting worksheets

• Deleting worksheets

• Splitting worksheet window into panes

• Freezing panes

• Hiding rows and columns

• Grouping and ungrouping worksheets

• Copying data between worksheets

• Formatting multiple worksheets in one operation

• Entering a formula to link related worksheets

 

Templates

• Applying templates

• Editing templates

• Creating templates

 

Formatting

• Applying number formats

• Creating conditional number formats

• Using conditional formatting

 

Functions

• The IF function

• Nested IF functions

• Financial functions, including PMT, FV

• The DATE function

• The NOW function

 

Excel databases and lists

• Creating an Excel database

• Editing an Excel database

• Sorting

• AutoFilter

• Filtering data

• Totalling and manipulating filtered data

• Creating subtotals

• Using data forms

• Data validation

 

Charts

• Plotting non-contiguous data ranges

• Pie charts

• Adding new data to an existing chart

• Chart formatting techniques

 

Use of Excel with other applications

• Paste special option

• Linking vs Embedding

• Linking data from other worksheets

• Linking data from other applications

• Exporting to other applications

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Advanced Excel

 

Aims of the course

 

This course aims to give delegates an in-depth knowledge of Excel features.

 

Course Objectives

 

On completion of the course delegates will have advanced skills in using Microsoft Excel. They will be able to:

·        Link multiple workbooks

·        Print workbooks

·        Work with named ranges

·        Audit a worksheet

·        Create and use PivotTables and reports

·        Use Solver, Scenario Manager and Goal Seek tools

·        Use Excel workgroup features

·        Create and use macros

 

The course is of one day’s duration.

 

How the course is run – This instructor-led course has a hands-on approach, with plenty of opportunity for delegates to practise the new skills they learn at the computer.

 

Pre-requisites - Familiarity with the Windows environment, and a reasonable knowledge of Excel. Prior attendance of the Intermediate Excel course would be an advantage.

 

Course Outline

 

Using multiple workbooks

• Using a workspace

• Linking workbooks

 

Printing workbooks

• Printing and previewing multiple worksheets

• Using the Report Manager

 

Named ranges

• Add a named range

• Delete a named range

• Use a named range in a formula

• Use Lookup Functions

 

Auditing a worksheet

• Using the Auditing Toolbar

• Tracing errors

• Tracing dependents

• Tracing precedents

 

PivotTables and Reports

• Creating a PivotTable report

• Creating a PivotChart report

• Resetting a summary function in a PivotTable report

• Creating a PivotTable report for the World Wide Web

 

Data Analysis Tools

• Goal Seek

• Solver

• Scenario manager

 

Excel workgroup features

• Changing workgroup properties

• Creating a shared workbook

• Merging workbooks

• Tracking changes

• Creating, editing and removing comments

• Applying and removing file passwords

• Applying and removing worksheet and workbook protection

 

Macros

• Recording macros

• Running macros

• Editing macros

 

We provide computer training in Richmond, Twickenham, Kingston, Hounslow, Brentford, Putney, to London and the M25 corridor.

Please contact us for further details.