Our Excel Courses

Excel Introduction course

Learning Outcomes in PDF: Course Outline Excel Introduction (3-6hours)

At the completion of this course participants will be able to:

Learning Outcomes

  • Getting to Know Microsoft Excel
  • Creating a New Workbook
  • Selecting Ranges
  • Filling Data
  • Special Pasting
  • Formulas and Functions
  • Font Formatting
  • Printing
  • Charts

Excel Introduction

(download PDF)

Getting to Know Microsoft Excel

  • Starting Microsoft Excel The Excel Screen How Microsoft Excel Works Using the Ribbon Using Ribbon Key Tips Minimising the Ribbon Understanding the Backstage View Accessing the Backstage View Using Short Cut Menus Understanding Dialog Boxes Launching Dialog Boxes Understanding the Quick Access Toolbar Adding Commands to the QAT Understanding the Status Bar Exiting Safely From Microsoft Excel

Creating a New Workbook

  • Understanding Workbooks Creating a New Workbook Typing Text Typing Numbers Typing Dates Typing Formulas Saving a New Workbook Easy Formulas Checking the Spelling Making Basic Changes Printing a Worksheet Safely Closing a Workbook

Working With Workbooks

  • Opening an Existing Workbook Navigating a Workbook Navigating Using the Keyboard Using Go To Practice Exercise Practice Exercise The Open Dialog Box Editing in a Workbook Understanding Data Editing Overwriting Cell Contents Editing Longer Cells Editing Formulas Clearing Cells Deleting Data in a Cell Using Undo and Redo

Selecting Ranges

  • Understanding Cells and Ranges Selecting Contiguous Ranges Selecting Non Contiguous Ranges Using Special Selection Techniques Selecting Larger Ranges Selecting Rows Selecting Columns Viewing Range Calculations Creating an Input Range

Copying Data

  • Understanding Copying in Excel Using Fill for Quick Copying Copying From One Cell to Another Copying From One Cell to a Range Copying From One Range to Another Copying Relative Formulas Copying to a Non-Contiguous Range Copying to Another Worksheet Copying to Another Workbook

Filling Data

  • Understanding Filling Filling a Series Filling a Growth Series Filling a Series Backwards Filling Using Options Creating a Custom Fill List Modifying a Custom Fill List Deleting a Custom Fill List

Moving Data

  • Understanding Moving in Excel Moving Cells and Ranges Moving Data to Other Worksheets Moving Data to Other Workbooks    

Special Pasting

  • Understanding Pasting Options Pasting Formulas Pasting Values Pasting Without Borders Pasting as a Link Pasting as a Picture Transposing Ranges Copying Comments Copying Validations Copying Column Widths Performing Arithmetic With Paste Special Copying Formats With Paste Special The Paste Special Dialog Box

Formulas and Functions

  • Understanding Formulas Creating Formulas That Add Creating Formulas That Subtract Formulas That Multiply and Divide Understanding Functions Using the Sum Function to Add Summing Non-Contiguous Ranges Calculating an Average Finding a Maximum Value Finding a Minimum Value More Complex Formulas What if Formulas Common Error Messages

Formula Referencing

  • Absolute Versus Relative Referencing Relative Formulas Problems With Relative Formulas Creating Absolute References Creating Mixed References    

Font Formatting

  • Understanding Font Formatting Working With Live Preview Changing Fonts Changing Font Size Growing and Shrinking Fonts Making Cells Bold Italicising Text Underlining Text Changing Font Colours Changing Background Colours Using the Format Painter Applying Strikethrough Subscripting Text Superscripting Text

Cell Alignment

  • Understanding Cell Alignment Aligning Right Aligning to the Centre Aligning Left Aligning Top Aligning Bottom Aligning to the Middle Rotating Text Indenting Cells Wrapping and Merging Text Merging and Centring Merging Cells Unmerging Cells

Row and Column Formatting

  • Approximating Column Widths Setting Precise Columns Widths Setting the Default Column Width Approximating Row Height Setting Precise Row Heights Hiding Rows and Columns Unhiding Rows and Columns

Number Formatting

  • Understanding Number Formatting Applying General Formatting Formatting as Currency Formatting Percentages Formatting as Fractions Formatting as Dates Using the Thousands Separator Increasing and Decreasing Decimals

Printing

  • Understanding Printing Previewing Before You Print Selecting a Printer Printing a Range Printing an Entire Workbook Specifying the Number of Copies The Print Options

Creating Charts

  • Understanding the Charting Process Choosing the Chart Type Creating a New Chart Working With an Embedded Chart Resizing a Chart Dragging a Chart Printing an Embedded Chart Creating a Chart Sheet Changing the Chart Type Changing the Chart Layout Changing the Chart Style Printing a Chart Sheet Embedding a Chart Into a Worksheet Deleting a Chart

Excel Intermediate course

Learning Outcomes in PDF: Course Outline Excel Intermediate (3-6hours)

At the completion of this course participants will be able to:

Learning Outcomes

  • Getting to Know Microsoft Excel
  • Creating a New Workbook
  • Selecting Ranges
  • Filling Data
  • Special Pasting
  • Formulas and Functions
  • Font Formatting
  • Printing
  • Charts

Excel intermediate

(download PDF)

Formula Referencing

  • Absolute Versus Relative Referencing
    Relative Formulas
    Problems With Relative Formulas
    Creating Absolute References
    Creating Mixed References

Formula Techniques

  • Scoping a Formula
    Developing a Nested Function
    Creating Nested Functions
    Editing Nested Functions
    Copying Nested Functions
    Using Concatenation
    Switching to Manual Recalculation
    Forcing a Recalculation
    Pasting Values From Formulas

Logical Functions

  • Understanding Logical Functions
    Using IF to Display Text
    Using IF to Calculate Values
    Nesting IF Functions
    Using IFERROR
    Using TRUE and FALSE
    Using AND
    Using OR
    Using NOT

Number Formatting Techniques

  • Using Alternate Currencies
    Formatting Dates
    Formatting Time
    Creating Custom Formats

Conditional Formatting

  • Understanding Conditional Formatting
    Formatting Cells Containing Values
    Clearing Conditional Formatting
    More Cell Formatting Options
    Top Ten Items
    More Top and Bottom Formatting Options
    Working With Data Bars
    Working With Colour Scales
    Working With Icon Sets
    Understanding Sparklines
    Creating Sparklines
    Editing Sparklines

Applying Borders

  • Understanding Borders
    Applying a Border to a Cell
    Applying a Border to a Range
    Applying a Bottom Border
    Applying Top and Bottom Borders
    Removing Borders
    The More Borders Options
    Using the More Borders Option

 

Working With a Worksheet

  • Understanding Worksheets
    Changing Worksheet Views
    Worksheet Zooming
    Viewing the Formula Bar
    Viewing the Gridlines
    Viewing the Ruler
    Inserting Cells
    Deleting Cells
    Inserting Columns
    Inserting Rows
    Deleting Rows and Columns
    Switching Between Worksheets

Worksheet Techniques

  • Inserting and Deleting Worksheets
    Copying a Worksheet
    Renaming a Worksheet
    Moving a Worksheet
    Hiding a Worksheet
    Unhiding a Worksheet
    Copying a Worksheet to Another Workbook
    Moving a Worksheet to Another Workbook
    Changing Worksheet Tab Colours
    Grouping Worksheets
    Hiding Rows and Columns
    Unhiding Rows and Columns
    Freezing Rows and Columns
    Splitting Windows

 

Finding and Replacing

  • Understanding Find and Replace Operations
    Finding Text
    Finding Cell References in Formulas
    Replacing Values
    Using Replace to Change Formulas
    Replacing Within a Range
    Finding Formats
    Finding Constants Using Go to Special
    Finding Formulas Using Go to Special
    Finding the Current Region
    Finding the Last Cell

Page Setup

  • Understanding Page Layout
    Using Built in Margins
    Setting Custom Margins
    Changing Margins by Dragging
    Centring on a Page
    Changing Orientation
    Specifying the Paper Size
    Setting the Print Area
    Clearing the Print Area
    Inserting Page Breaks
    Using Page Break Preview
    Removing Page Breaks
    Setting a Background
    Clearing the Background
    Settings Rows as Repeating Print Titles
    Clearing Print Titles
    Printing Gridlines
    Printing Headings
    Scaling to a Percentage
    Fit to a Specific Number of Pages
    Strategies for Printing Larger Worksheets

Sorting Data

  • Understanding Lists
    Performing an Alphabetical Sort
    Performing a Numerical Sort
    Sorting on More Than One Column
    Sorting Numbered Lists
    Sorting by Rows

Filtering Data

  • Understanding Filtering
    Applying and Using a Filter
    Clearing a Filter
    Creating Compound Filters
    Multiple Value Filters
    Creating Custom Filters
    Using Wildcards

Charting Techniques

  • Understanding Chart Layout Elements
    Adding a Chart Title
    Adding Axes Titles
    Positioning the Legend
    Showing Data Labels
    Showing a Data Table
    Modifying the Axes
    Showing Gridlines
    Formatting the Plot Area
    Adding a Trendline
    Adding Error Bars
    Adding a Text Box to a Chart
    Drawing Shapes in a Chart

 

Excel Advanced course

Learning Outcomes: Course Outline Excel Advanced (3-6 hours)

At the completion of this course participants will be able to:

Learning Outcomes

  • Setting Excel Options
  • LOOKUP Functions
  • TEXT Functions
  • Protecting Data
  • Summarising and Subtotalling
  • Data Linking
  • Data Consolidation
  • Pivot Tables and Pivot Charts
  • Goal Seeking
  • Solver
  • Recorded Macros

Excel Advanced

(download PDF)

Lookup Functions

  • Understanding Data Lookup
    Functions
    Using XLOOKUP
    Using VLOOKUP
    Using VLOOKUP For Exact Matches
    Using HLOOKUP
    Using INDEX
    Using MATCH
    Using IFERROR
    Understanding Reference
    Functions
    Using INDIRECT

Text Function

  • Using UPPER
  • Using LOWER
  • Using PROPER
  • Using LEFT
  • Using RIGHT
  • Using SEARCH
  • Using LEN
  • Using TRIM
  • Using CONCATENATE
  • Using CONCAT

Setting Excel Options

  • Understanding Excel Options Personalising Excel Setting the Default Font Setting Formula Options Understanding Save Options Setting Save Options Setting the Default File Location Setting Advanced Options

 

Labels and Names

  • Understanding Labels and Names Creating Names Using Text Labels Using Names in New Formulas Applying Names to Existing Formulas Creating Names Using the Name Box Using Names to Select Ranges Pasting Names Into Formulas Creating Names for Constants Creating Names From a Selection Scoping Names to the Worksheet Using the Name Manager Documenting Range Names

Protecting Data

  • Understanding Data Protection Providing Total Access to Cells Protecting a Worksheet Working With a Protected Worksheet Disabling Worksheet Protection Providing Restricted Access to Cells Password Protecting a Workbook Opening a Password Protected Workbook Removing a Password From a Workbook  

Chart Object Formatting

  • Understanding Chart Object Formatting Selecting Chart Elements Using Shape Styles to Format Objects Changing Column Colour Changing Pie Slice Colour Changing Bar Colours Changing Chart Line Colours Using Shape Effects Filling the Chart Area and the Plot Area The Format Dialog Box Using the Format Dialog Box Using Themes

Data Linking

  • Understanding Data Linking Linking Between Worksheets Linking Between Workbooks Updating Links Between Workbooks

Data Consolidation

  • Understanding Data Consolidation Consolidating With Identical Layouts Creating an Outlined Consolidation Consolidating With Different Layouts Consolidating Data Using 3D SUM Functions

Pivot Tables

  • Understanding Pivot Tables Creating a PivotTable Shell Dropping Fields Into a PivotTable Filtering a PivotTable Report Clearing a Report Filter Switching PivotTable Labels Formatting a PivotTable Report Understanding Slicers Creating Slicers

Summarising and Subtotalling

  • Creating Subtotals Using a Subtotalled Worksheet Creating Nested Subtotals Copying Subtotals Using Subtotals With AutoFilter Creating Relative Names for Subtotals Using Relative Names for Subtotals

PivotTable Techniques

  • Using Compound Fields Counting in a PivotTable Report Formatting PivotTable Report Values Working With PivotTable Grand Totals Working With PivotTable Subtotals Finding the Percentage of Total Finding the Difference From Grouping in PivotTable Reports Creating Running Totals Creating Calculated Fields Providing Custom Names Creating Calculated Items PivotTable Options Sorting in a PivotTable

PivotCharts

  • Creating a PivotChart Shell Dragging Fields for the PivotChart Changing the PivotChart Type Using the PivotChart Filter Field Buttons Moving PivotCharts to Chart Sheets

Goal Seeking

  • Understanding Goal Seek Components Using Goal Seek Practice Exercise Practice Exercise Grouping and Outlining Understanding Grouping and Outlining Creating an Automatic Outline Working With an Outline Creating a Manual Group Grouping by Columns

Solver

  • Understanding How Solver Works Installing the Solver Add-In Setting Solver Parameters Adding Solver Constraints Performing the Solver Operation Running Solver Reports

Recorded Macros

  • Understanding Excel Macros Setting Macro Security Saving a Document as Macro Enabled Recording a Simple Macro Running a Recorded Macro Relative Cell References Running a Macro With Relative References Viewing a Macro Editing a Macro Assigning a Macro to the Toolbar Running a Macro From the Toolbar Assigning a Macro to the Ribbon Assigning a Keyboard Shortcut to a Macro Deleting a Macro Copying a Macro

Recorder Workshop

  • Preparing Data for an Application Recording a Summation Macro Recording Consolidations Recording Divisional Macros Testing Macros Creating Objects to Run Macros Assigning a Macro to an Object

Excel web Online course

Learning Outcomes: Course Outline Excel Web Online (3 hours)

At the completion of this course participants will be able to:

Learning Outcomes

  • understand what Office Online is and how to access it
  • understand and access Office Online to create, save and edit common Microsoft Office documents
  • understand Excel Online and how it can be used

  • work with more advanced features of Excel Online

Excel Web Online Introduction

Introduction to Microsoft Online
  • Working in the Cloud
  • Understanding Microsoft Online
  • Office Online and Microsoft 365
  • Accessing Microsoft Online From the Home Page
Starting With Microsoft Online
  • Accessing OneDrive
  • The OneDrive Screen
  • Uploading Files
  • Opening Files From OneDrive
  • Editing OneDrive Files
  • Deleting Files
  • Creating a New Document
  • The Office Online Screen
  • Understanding the Backstage
  • Saving a Document
  • Reading View vs Editing View
  • Opening an Existing Document
  • Working Collaboratively
  • Accessing Desktop Version in Office Online
Starting With Excel Online
  • The Excel Online Screen
  • Selecting in Excel Online
  • Applying Basic Font Formatting
  • Applying Alignment
  • Applying Number Formatting
  • Understanding Data Editing
  • Inserting and Deleting Cells
  • Understanding Formulas
  • Editing Formulas in a Workbook
  • Working With Excel Online
  • Inserting Tables
  • Inserting Charts
  • Working With Chart Labels and Axes
  • Creating Surveys
  • Sharing Surveys
  • Editing Surveys
  • Inserting Comments
  • Working With Comments

Microsoft 365 Dynamic Functions

Learning Outcomes: Course Outline Excel Spill formulas (90mins)

NOTE: Spill functions (dynamic arrays) are available in Microsoft 365 plans.

At the completion of this course participants will be able to:

Learning Outcomes

  • Intro: Spill formulas
  • Sample Spill Data
  • Spill Range
  • Spill Functions
    -UNIQUE Function
    --SORT Function
    --SORTBY Function
    --FILTER Function
    --SEQUENCE Function
    --RANDARRAY Function

Check your knowledge

  1. The cell reference to adjust row 4 without adjusting column C is? 
    (a) $C$4 
    (b) C4
    (c) $C4
    (d) C$4
  2.  You calculate a column of percentages, and then use the format menu, number tab to apply the percent format with two decimal places. The number 45 would look like? 
    (a) 4500.00%
    (b) .45% 
    (c) 45.00%
    (d) .45
  3. Use _____ to select data ranges that are not next to each other?
    (a) Ctrl + home
    (b) Ctrl + click
    (c) Shift + click
    (d) Shift + home
  4. A fast way to add up this column of numbers is to click in the cell below the numbers and then:
    (a) Click Subtotals on the Data Tab
    (b) Click the AutoSum button on the Home Tab, then press ENTER
    (c) Press = on keyboard, then click on every cell
  5. In order to multiply items in Excel, you would use:
    (a)  ^
    (b)  x
    (c)  *
    (d)  @
  6. Concatenation of text can be done using… 
    (a) Apostrophe (‘)
    (b) Exclamation (!)
    (c) Hash (#)
    (d) Ampersand (&)
  7. Which of the following is the correct formula for the IF function in Excel? 
    (a) IF (logical_test, value_if_true, value_if_false). 
    (b) =IF (logical_test, value_if_true, value_if_false)  
    (c) =(logical_test, value_if_true, value_if_false)
    (d) all of these 
  8. Which of the following answers best describes the Trim function in Excel? 
    (a) Removes odd characters that don't belong
    (b) Removes all spaces in the cell
    (c) Removes extra spaces, leaves one space between words
    (d) Removes the spaces between words
  9. Which answers best describes the Clean function in Excel?
    (a) Removes all the spaces in the celle 
    (b) Removes the extra spaces 
    (c) Removes the odd, non-printable characters 
    (d) All of the above 
  10.  What would be the formula if you wanted to sum all numbers in a range below 500?
    (a) =SUMIF(A1:A10,<500)
    (b) =SUMIF(A1:A10,''<500'')
    (c) =SUMIF(A1:A10,''>500'') 
    (d) =SUM(A1:A10& ''<500'')
  11.  What operator(s) are the symbol for Not Equal To?
    (a) +=
    (b) {}
    (c) <>
    (d) &&