In this Introduction to Microsoft Excel 2016 training class, students will create and edit basic worksheets and workbooks. This course is designed for students who want to gain the necessary skills to create, edit, format, and print basic Microsoft Excel 2016 worksheets.
 

Excel Fundamentals

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About This Course

In this Introduction to Microsoft Excel 2016 training class, students will create and edit basic worksheets and workbooks. This course is designed for students who want to gain the necessary skills to create, edit, format, and print basic Microsoft Excel 2016 worksheets.

Audience Profile

This course is intended for students who have little or no familiarity with Microsoft Excel 2016 or more experienced Excel users who want to learn the topics covered in this course in the 2016 interface.

At Course Completion

Create basic worksheets using Microsoft Excel 2016.
Perform calculations in an Excel worksheet.
Modify an Excel worksheet.
Modify the appearance of data within a worksheet.
Manage Excel workbooks.
Print the content of an Excel worksheet.
Learn how to use handy features new in 2016.

 

Module 1: Creating a Microsoft Excel Workbook
This module explains how to create workbooks in Microsoft Excel.
Lessons

  • Starting Microsoft Excel
  • Creating a Workbook
  • Saving a Workbook
  • The Status Bar
  • Adding and Deleting Worksheets
  • Copying and Moving Worksheets
  • Changing the Order of Worksheets
  • Splitting the Worksheet Window
  • Closing a Workbook

Lab 1: Creating a Microsoft Excel Workbook

  • Creating a Microsoft Excel Workbook

After completing this module, students will be able to:

  • Start Microsoft Excel.
  • Create a Microsoft Excel workbook.
  • Save a Microsoft Excel workbook.
  • Add and delete Microsoft Excel worksheets.
  • Copy and move worksheets.
  • Split the worksheet window.
  • Close a Microsoft Excel workbook.

Module 2: The Ribbon
This module explains how to work with the Ribbon.
Lessons

  • Tabs
  • Groups
  • Commands

Lab 1: Exploring the Ribbon

  • Exploring the Ribbon

After completing this module, students will be able to:

  • Work with tabs.
  • Work with groups.
  • Work with commands.
  • Understand which groups and commands are found on which tabs.

Module 3: The Backstage View (The File Menu)
This module explains how to work with the Backstage View aka the File menu.
Lessons

  • Introduction to the Backstage View
  • Opening a Workbook
  • New Workbooks and Excel Templates
  • Printing Worksheets
  • Adding Your Name to Microsoft Excel
  • Managing Workbook Versions

Lab 1: The Backstage View (The File Menu)

  • Open a Workbook
  • Select, Open and Save a Template Agenda
  • Print a Worksheet

After completing this module, students will be able to:

  • Open a Microsoft Excel workbook.
  • Start a new Microsoft Excel workbook.
  • Use Microsoft Excel templates.
  • Print a Microsoft Excel workbook.
  • Personalize your copy of Microsoft Excel.

Module 4: The Quick Access Toolbar
This module explains how to work with the Quick Access Toolbar.
Lessons

  • Adding Common Commands
  • Adding Additional Commands with the Customize Dialog Box
  • Adding Ribbon Commands or Groups
  • Placement

Lab 1: The Quick Access Toolbar

  • Customize the Quick Access Toolbar

After completing this module, students will be able to:

  • Add common commands to the Quick Access Toolbar.
  • Add additional commands to the Quick Access Toolbar.
  • Move the Quick Access Toolbar.

Module 5: Entering Data in Microsoft Excel Worksheets
This module explains how to how to enter data in Excel worksheets.
Lessons

  • Entering Text
  • Expand Data across Columns
  • Adding and Deleting Cells
  • Adding an Outline
  • Adding a Hyperlink
  • Add WordArt to a Worksheet
  • Using AutoComplete
  • Entering Numbers and Dates
  • Using the Fill Handle

Lab 1: Entering Data in Microsoft Excel Worksheets

  • Entering Text and Using AutoComplete
  • Entering Numbers and Dates

After completing this module, students will be able to:

  • Enter text in Microsoft Excel worksheets.
  • Add or delete cells in worksheets.
  • Add an outline for your data.
  • Enter a hyperlink in a worksheet.
  • Use AutoComplete.
  • Enter numbers and dates in Microsoft Excel worksheets.
  • Use the Fill Handle to add data to cells.

Module 6: Formatting Microsoft Excel Worksheets
This module explains how to format Excel worksheets.
Lessons

  • Hiding Worksheets
  • Adding Color to Worksheet Tabs
  • Adding Themes to Workbooks
  • Adding a Watermark
  • The Font Group
  • The Alignment Group
  • The Number Group

Lab 1: Formatting Microsoft Excel Worksheets

  • Customize a Workbook Using Tab Colors and Themes
  • Working with Font Group Commands
  • Working with Alignment Group Commands
  • Working with Number Group Commands

After completing this module, students will be able to:

  • Select a range of cells within a worksheet.
  • Hide worksheets.
  • Add color to workbook tabs.
  • Add themes to worksheets.
  • Apply bold, italics, and underlining to text.
  • Add borders to cells.
  • Change text and cell colors.
  • Change the font and font size.
  • Align text.
  • Wrap text.
  • Indent text.
  • Merge and center text.
  • Change number formats.
  • Change date formats.

Module 7: Using Formulas in Microsoft Excel
This module explains how to use formulas in Excel.
Lessons

  • Math Operators and the Order of Operations
  • Entering Formulas
  • AutoSum (and Other Common Auto-Formulas)
  • Copying Formulas and Functions
  • Relative, Absolute, and Mixed Cell References

Lab 1: Using Formulas in Microsoft Excel

  • Working with Formulas

After completing this module, students will be able to:

  • nter basic formulas.
  • Use AutoSum to sum data with one click.
  • Understand absolute, relative, and mixed cell references.
  • Copy formulas and functions.

Module 8: Working with Rows and Columns
This module explains how to work with rows and columns.
Lessons

  • Insert lesson titles in a bulleted list.
  • Inserting Rows and Columns
  • Deleting Rows and Columns
  • Transposing Rows and Columns
  • Setting Row Height and Column Width
  • Hiding and Unhiding Rows and Columns
  • Freezing Panes

Lab 1: Working with Rows and Columns

  • Working with Rows and Columns

After completing this module, students will be able to:

  • Insert rows and columns in Microsoft Excel worksheets.
  • Delete rows and columns in Microsoft Excel worksheets.
  • Transpose rows and columns.
  • Change row heights.
  • Change column widths.
  • Hide and unhide rows and columns.
  • Freeze panes.

Module 9: Editing Worksheets
This module explains how to edit worksheets.
Lessons

  • Find
  • Find and Replace
  • Using the Clipboard
  • Managing Comments

Lab 1: Editing Worksheets

  • Using Find and Replace
  • Using the Clipboard

After completing this module, students will be able to:

  • Locate information in your worksheet using Find.
  • Use Find and Replace to quickly replace data with other data.
  • Use the Cut, Copy, Paste and Format Painter commands to edit worksheets.
  • Manage comments.

Module 10: Finalizing Microsoft Excel Worksheets
This module explains how to finalize worksheets.
Lessons

  • Setting Margins
  • Setting Page Orientation
  • Setting the Print Area
  • Print Scaling (Fit Sheet on One Page)
  • Printing Headings on Each Page/Repeating Headers and Footers
  • Headers and Footers

Lab 1: Finalizing Microsoft Excel Worksheets

  • Preparing to Print

After completing this module, students will be able to:

  • Set margins in Microsoft Excel worksheets.
  • Set the page orientation to portrait or landscape.
  • Set the print area in a worksheet.
  • Scale a worksheet so that all data prints on one page.
  • Add headers and footers to a worksheet.

Module 11: Microsoft Excel Features that Were New in 2013
This module explains how to use some of the features that were new in the 2013 version of Excel.
Lessons

  • One Workbook Per Window Feature
  • Using Flash Fill

Lab 1: Microsoft Excel Features that Were New in 2013

  • Using Flash Fill

After completing this module, students will be able to:

  • Use the one workbook per window feature.
  • Use Flash Fill.

Module 12: Features New in 2016
This module explains how to use two new features in 2016.
Lessons

  • Tell Me
  • Smart Lookup

Lab 1: None

  • None

After completing this module, students will be able to:

  • Use the Tell Me feature.
  • Use the Smart Lookup feature.
 
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On your schedule...In the Cloud

Our On Demand courses allow you to learn at your own pace, on your schedule and with the support from our instructors. As an On Demand student, you get access to our learning portal which includes:

Learning Portal & Student Dashboard

As a student you get access to our easy to navigate dashboard. Scores and timed setings give you feedback and status updates as you progress through the training.

 

Filtered Learning

Filtered Learning uses personalization to filter out content that is only relevant to your speicfic requirements. This helps to alleviate undesired or unncessary topics. With just a few clicks a list of recommendations are compiled for you.

 

Video and Interactive content

Each course has hours of rich media content in the form of videos and easy to follow explanations and illustrations.

 

Activity Tracking

Activity tracking and analysis helps you to adapt your learning in the most effective way. This level of reporting gives you deeper insight into what you know and what you need to work on and when.

 

Training Material, Labs & Exercises

As part of the learning process you will work through labs and exercises using the best training material available today.
 

Instructor Supported

Our courses are also monitored by our expert instructors available to answer questions any time. That's why we're here!

Course Details

  

Section 1: Pre-Syllabus

Unit 1.1 - The Excel Dashboard

Understanding and working with the Excel interface: tabs, the Ribbon, the spreadsheet, Quick Access toolbar, and the Formula and Status bars

Unit 1.2 - Basic Navigation and Editing

Moving, finding and selecting in a spreadsheet; making changes to the look of cells (e.g. borders and fill) and cell contents (e.g. font colors and styles)

Section 2: Spreadsheet Administration

Unit 2.1 - Customising Excel

Changing permanent and default Excel settings including: font face, number of worksheets, frequency of Autorecovery, Autocorrect and Ribbon alterations

Unit 2.2 - Housekeeping

Designing a system of file and folder naming; folder hierarchies; version control; backing up; choosing a password; and other types of spreadsheets

Unit 2.3 - Connecting Workbooks

Referring from one workbook to another Excel workbook; updating external references when opening a workbook; and warnings about losing data through moving files and losing control through reliance on other workbooks

Unit 2.4 - Sharing and Protecting

How to share a file to collaborate with other users on different machines; avoiding and resolving conflicts; protecting cells, sheets and workbooks

Unit 2.5 - Excel Crashes

Avoiding Excel crashes in the first place by monitoring and reducing file size and complexity; troubleshooting; minimizing fallout when an official crash occurs

Section 3: Orientation and Efficiency

Unit 3.1 - Editing

Copying cells, rows, columns and worksheets; simple and 'special' pasting with associated issues; inserting cells; rows, columns and the effect of using Shift to do so

Unit 3.2 - Viewing

The two main views - Normal and Page Break Preview; freezing and unfreezing panes; tiling and arranging windows; new windows. Direct relevance to Unit 32

Unit 3.3 - Outline

Grouping columns and rows (preferred to hiding); group layers and examples of good usage; subtotalling across categories and warnings about how this can go wrong

Unit 3.4 - Cell References

Connecting (linking) cells and how such cells behave; manipulating these cells; absolute references (dollar signs) for cells and columns; 'F4' shortcut

Section 4: Data Handling

Unit 4.1 - Data Validation

Dropdowns to improve data integrity; consideration of permissible values in a custom list; implementation; three levels of severity

Unit 4.2 - Sorting and Filtering

Sorting data in various ways - quickly, 'properly', horizontally and vertically; Auto-, Multiple- and Advanced filters; alternative techniques

Unit 4.3 - Date and Time Functions

Adding, subtracting and manipulating dates; NOW, TODAY; the Serial Number; SECOND through to YEAR functions; calculating NETWORKING days

Unit 4.4 - Text Functions

FIND, LEN, LEFT, MID and RIGHT functions; CLEANing and TRIMming; & and CONCATENATE; taught with a single, overarching example

Unit 4.5 - Lookup and Reference Functions

VLOOKUPs (and HLOOKUPs); MATCHing and INDEXing data separately; the extremely powerful INDEX-MATCH combo with warnings

Unit 4.6 - Logical and Informational Functions

TRUE, FALSE and comparison operators (<, >, =); AND, OR, ==; ISNUMBER, ISERROR, IF and nested functions; the IF-ISERROR combo

Unit 4.7 - Named Ranges

The benefits over normal cell references; how to set up a Named Range using the Name Box; using Named Ranges to navigate and as Print Areas

Unit 4.8 - Macros

Start - add the Developer tab, enabling macros, using Relative References; recording a macro with a formatting e.g. explained step-by-step; running macros; editing and developing macro VBA

Section 5: Data Analysis

Unit 5.1 - Mathematical Functions

Arithmetic operations, use of brackets; various ways to sum; counting numbers or anything at all; SUMPRODUCT and its use in weighted averages

Unit 5.2 - Summarising Data

Data characteristics; Status Bar features such as AVERAGE, MAX and MIN; summing and counting conditionally over categories (SUMIF and COUNTIF)

Unit 5.3 - Pivot Tables

Quick, efficient yet powerful analysis of large datasets; preparing source data; selecting the right data; changing the layout; advanced tips and pitfalls

Unit 5.4 - Formula Auditing

Checking and understanding a spreadsheet (possibly someone else's); trace precedents and dependents; annotating in-cell as an alternative to tracing

Unit 5.5 - What-If Analysis

Excel's modelling tool - limitations in flexibility and sophistication; scenario modelling via Scenario Manager; optimization of outcome via Goal Seek

Unit 5.6 - Modelling Principles

What modelling is; modelling in distinct stages; important principles - simplification, built-in checks; including a presentation-ready sheet

Unit 5.7 - Modelling Techniques

Calculating growth with data points over several years; extrapolating into the future; scenario modelling and optimisation; prioritisation (RANK)

Section 6: Presentation

Unit 6.1 - Cell Formatting

Good vs. bad formatting; format painter; horizontal and vertical alignment, wrapping, merging and orientation; sensible row heights & column widths

Unit 6.2 - Number Formatting

Main formats - General, Percentage, Accounting, Comma Style; creating custom formats from our recomendation; decimal place

Unit 6.3 - Conditional Formatting

How to apply conditional formatting for Greater than, Equal to, etc; limitations; new-to-2007 relative conditions; icons, databars, etc.

Unit 6.4 - Graphs and Charts

Examples of when to use each of the main chart types; how to create them; formatting to requirement; converting charts to output in Excel or other apps

Unit 6.5 - Review

Proofing spreadsheets, e.g. through Spellcheck; Comments - when to use them, limitations, showing and hiding, printing, alternatives e.g. Notes field, track changes

Unit 6.6 - Page and Print Setup

Using the various Views; Page Setup - margins, orientation, scaling-to-fit a page; printing very large sheets of data; repeating titles on each page

Section 1: Foundation

Unit 1.1 - Excel Introduction

A description of the purpose and application of Excel – what it can do, why it’s useful.

Unit 1.2 - The Excel Interface

Understanding and working with the Excel interface – getting to know your way around the application, how to access functionality and how to customize it. How to create, save and open Workbooks. Under Save As, a brief explanation of backwards compatibility and other formats (e.g. PDF) save options. Skydrive, alternative online storage, and ‘local’ saving. Basic printing.

Unit 1.3 - Basic Navigation and Editing

Selection and navigation. Moving around a spreadsheet efficiently. Entering information into cells, types of data (text, numbers, dates). Basic formatting. Working with multiple Worksheets.

Unit 1.4 - Getting Going

Takes a quick look at a first ‘real’ spreadsheet, in order to introduce the concept of functions and formulas, and give a feel for how Excel can be useful.

Section 2: Orientation & Efficiency

Unit 2.1 - Editing

Copying, pasting, inserting and deleting cells, ranges of cells, rows, columns and Worksheets. ‘Special’ pasting – for example to copy just formulas, or just values. Common problems with pasting. The differences between copying and ‘cutting’. Excel aids to copying – Fill Handle and Flash Fill.

Unit 2.2 - Viewing

The various ‘Views’ or modes of spreadsheet display available in Excel, and how to choose the right View for the task in hand. Techniques for making working with a spreadsheet easier – Freezing Panes, splitting windows, and using multiple windows.

Unit 2.3 - Spreadsheet Structure

Changing the structure of your spreadsheet to make it clearer. Grouping rows and columns; changing cells size and shape.

Unit 2.4 - Cell References

How (and why) to connect (or link) cells and ranges, and how connected cells behave. Fixed or absolute references (dollar signs) for cells; partially fixed references. The "F4" shortcut.

Unit 2.5 - Named Ranges

Making formulas clearer and more easily understood by replacing cell references with meaningful names.

Unit 2.6 - Basic Macros

Using Macros to automate repetitive tasks in Excel. (This Unit covers recorded Macros – the later unit 5.8 covers writing and editing Macros using VBA in detail.)

Unit 2.7 - Design

Why spreadsheet design important in increasing efficiency, reducing errors and aiding transparency. Principles of good spreadsheet design.

Section 3: Administration

Unit 3.1 - Customising Excel

Changing Excel settings to suit the way you use Excel. Includes: font face, number of worksheets, frequency of autorecovery, default view, Autocorrect and Ribbon alterations. Excel Add-Ins – Solver, Analysis TookPak. PowerPivot and Inquire.

Unit 3.2 - Housekeeping

Naming and storing Excel files. Version control. Making backups.

Unit 3.3 - Connecting Workbooks

Setting up links between Workbooks. The dangers and pitfalls of doing so.Managing links between Workbooks and updating external references.Troubleshooting – finding ‘missing links’ and using auditing tools.

Unit 3.4 - Documentation

What to document, and how, in order to produce clear and robust spreadsheets.

Unit 3.5 - Protecting and Sharing

Protecting Workbooks and when it’s useful or necessary locking cells, Worksheet protection, Workbook protections, allowing users to edit ranges.Permissions and granting access to folders & files, how to work with others on the same files and different files (both in process terms and using Excel functionality; when not to use it, avoiding conflicts). Sharing via the Cloud.

Unit 3.6 - Google Docs

What is Google Docs, and why use Google Spreadsheets for spreadsheeting?

Unit 3.7 - Excel Troubleshooting

Common problems and how to avoid or overcome them. For example building in checks into spreadsheets, techniques for finding errors. Advanced techniques for diagnosing more complex problems.

Section 4: Data Handling

Unit 4.1 - Sorting and Filtering

Techniques for sorting and filtering data, including controlling the order of precedence in a sort, advanced filters, and an introduction to PivotTables. Using sorting and filtering to check and ‘clean’ data.

Unit 4.2 - Controlling User Input

Controlling the way users can enter data into a spreadsheet to reduce risk of error and increase efficiency. Covers Data Validation and using IS- functions to trap errors.

Unit 4.3 - Working with Dates & Times

Date and time formatting, performing basic maths with dates and times, and date and time functions.

Unit 4.4 - Working with Text

Entering and formatting text, extracting or combining parts of text. ‘Cleaning’ data for typos and bugs.

Unit 4.5 - Lookup and Reference

Looking up information in a basic table, and more flexibly. VLOOKUP() and the more flexible INDEX()/MATCH() combination. Advanced lookups.

Unit 4.6 - Logical Functions

Automatic decision making and error handling. Advanced logical tests. Matrix user of IF as an array function.

Section 5: Data Analysis

Unit 5.1 - Working with Numbers

Maths: basic addition, subtraction, multiplication and division. How to use brackets to get the correct result. Powers. Rounding.

Unit 5.2 - Summarising Data

Understanding a data set by summarizing it. Totals and counts – SUM(), COUNT() and COUNTA(). Other statistics. Conditional totals and counts. Advanced conditional sums, SUMPRODUCT and array formulas.

Unit 5.3 - PivotTables 1 - Simple Summaries

Uses of PivotTables. Summarising data (presenting database in terms of different subcategories). Understanding data (understanding categories, spotting typos, understanding range of values). Interpreting data (analysing to work out trends, areas of growth / profit / loss etc). Filtering. Sorting and grouping

Unit 5.4 - PivotTables 2 - Manipulating Data

Changing the layout and format of data in a PivotTable. Changing Value Field Settings to show counted rather than ‘summed’ data. Setting up references to a PivotTable.

Unit 5.5 - PivotTables 3 - Interpreting Data

Using PivotTables to understand and interpret data. Includes Slicers and Timelines, PivotCharts and Conditional Formatting of PivotTables.

Unit 5.6 - PowerPivot: Handling Big Data

Why PowerPivot is different to a normal PivotTable: size, data model (inclusion in 2013 standard Excel), DAX, KPIs. PowerPivot data tools. Connecting to data, managing multiple tables and connections, including data from within the Excel spreadsheet.

Unit 5.7 - Formula Auditing

Understanding and debugging spreadsheets. Tracing calculations and monitoring the effect of changes. Formula evaluator, Watch window and the INQUIRE Add-In.

Unit 5.8 - Advanced Macros and VBA

Troubleshooting macros. Writing code directly. User defined functions. Program structures. Using Macros to interact with users.

Unit 5.9 - Modelling

Principles. What modelling is; modelling broken down into distinct stages; important principles - simplification, built-in checks; including a presentation-ready sheetTechniques. Calculating growth with data points over several years; extrapolating that into the future; scenario modelling and optimisation; prioritisation (RANK); build process.

Section 6: Presentation

Unit 6.1 - Cell Formatting

Basic font formatting, alignment – Including horizontal and vertical alignment, wrapping, merging, orientation, Alt-Return; consistent, sensible row heights & columnStyles – to make spreadsheets more and consistent. Formatting tools.

Unit 6.2 - Number Formatting

Types of number (E.g., currency, %, decimal, negative numbers) – and Excel formats best employed. Custom number formats and how to maximise impact and clarity.

Unit 6.3 - Conditional Formatting

Changing the format of cells depending on their value. Graphical conditional formats. Writing conditional format formulas.

Unit 6.4 - Graphs and Charts

Creating simple charts and editing them to control and improve formatting. Choosing the right chart Principles and guidelines for communicating well with charts. Sparklines and Maps (when and how to use).

Unit 6.5 - Page and Print Setup

Displaying spreadsheets as pages. Page layout view, page breaks, print area,. Printing from multiple Worksheets (and that default will be to print only from active Worksheet). Headers and footers. Adjusting page setup. Printing very large sheets of data.

Section 1: Foundation

Unit 1.1 - Excel Introduction

A description of the purpose and application of Excel – what it can do, why it’s useful.

Unit 1.2 - The Excel Interface

Understanding and working with the Excel interface – getting to know your way around the application, how to access functionality and how to customize it. How to create, save and open Workbooks. Under Save As, a brief explanation of backwards compatibility and other formats (e.g. PDF) save options. Skydrive, alternative online storage, and ‘local’ saving. Basic printing.

Unit 1.3 - Basic Navigation and Editing

Selection and navigation. Moving around a spreadsheet efficiently. Entering information into cells, types of data (text, numbers, dates). Basic formatting. Working with multiple Worksheets.

Unit 1.4 - Getting Going

Takes a quick look at a first ‘real’ spreadsheet, in order to introduce the concept of functions and formulas, and give a feel for how Excel can be useful.

Section 2: Orientation & Efficiency

Unit 2.1 - Editing

Copying, pasting, inserting and deleting cells, ranges of cells, rows, columns and Worksheets. ‘Special’ pasting – for example to copy just formulas, or just values. Common problems with pasting. The differences between copying and ‘cutting’. Excel aids to copying – Fill Handle and Flash Fill.

Unit 2.2 - Viewing

The various ‘Views’ or modes of spreadsheet display available in Excel, and how to choose the right View for the task in hand. Techniques for making working with a spreadsheet easier – Freezing Panes, splitting windows, and using multiple windows.

Unit 2.3 - Spreadsheet Structure

Changing the structure of your spreadsheet to make it clearer. Grouping rows and columns; changing cells size and shape.

Unit 2.4 - Cell References

How (and why) to connect (or link) cells and ranges, and how connected cells behave. Fixed or absolute references (dollar signs) for cells; partially fixed references. The "F4" shortcut.

Unit 2.5 - Named Ranges

Making formulas clearer and more easily understood by replacing cell references with meaningful names.

Unit 2.6 - Basic Macros

Making formulas clearer and more easily understood by replacing cell references with meaningful names.

Unit 2.7 - Design

Why spreadsheet design important in increasing efficiency, reducing errors and aiding transparency. Principles of good spreadsheet design.

Section 3: Administration

Unit 3.1 - Customising Excel

Changing Excel settings to suit the way you use Excel. Includes: font face, number of worksheets, frequency of autorecovery, default view, Autocorrect and Ribbon alterations. Excel Add-Ins – Solver, Analysis TookPak. PowerPivot and Inquire.

Unit 3.2 - Housekeeping

Naming and storing Excel files. Version control. Making backups.

Unit 3.3 - Connecting Workbooks

Setting up links between Workbooks. The dangers and pitfalls of doing so.Managing links between Workbooks and updating external references.Troubleshooting – finding ‘missing links’ and using auditing tools.

Unit 3.4 - Documentation

What to document, and how, in order to produce clear and robust spreadsheets.

Unit 3.5 - Protecting and Sharing

Protecting Workbooks and when it’s useful or necessary locking cells, Worksheet protection, Workbook protections, allowing users to edit ranges.Permissions and granting access to folders & files, how to work with others on the same files and different files (both in process terms and using Excel functionality; when not to use it, avoiding conflicts). Sharing via the Cloud.

Unit 3.6 - Excel Troubleshooting

What is Googledocs, and why use Google Spreadsheets for spreadsheeting?

Section 4: Data Handling

Unit 4.1 - Sorting and Filtering

Techniques for sorting and filtering data, including controlling the order of precedence in a sort, advanced filters, and an introduction to PivotTables. Using sorting and filtering to check and ‘clean’ data.

Unit 4.2 - Controlling User Input

Controlling the way users can enter data into a spreadsheet to reduce risk of error and increase efficiency. Covers Data Validation and using IS- functions to trap errors.

Unit 4.3 - Working with Dates & Times

Date and time formatting, performing basic maths with dates and times, and date and time functions.

Unit 4.4 - Working with Text

Entering and formatting text, extracting or combining parts of text. ‘Cleaning’ data for typos and bugs.

Unit 4.5 - Lookup and Reference

Looking up information in a basic table, and more flexibly. VLOOKUP() and the more flexible INDEX()/MATCH() combination. Advanced lookups.

Unit 4.6 - Logical Functions

Automatic decision making and error handling. Advanced logical tests. Matrix user of IF as an array function.

Section 5: Data Analysis

Unit 5.1 - Working with Numbers

Maths: basic addition, subtraction, multiplication and division. How to use brackets to get the correct result. Powers. Rounding.

Unit 5.2 - Summarising Data

Understanding a data set by summarizing it. Totals and counts – SUM(), COUNT() and COUNTA(). Other statistics. Conditional totals and counts. Advanced conditional sums, SUMPRODUCT and array formulas.

Unit 5.3 - PivotTables 1 - Simple Summaries

Uses of PivotTables. Summarising data (presenting database in terms of different subcategories). Understanding data (understanding categories, spotting typos, understanding range of values). Interpreting data (analysing to work out trends, areas of growth / profit / loss etc). Filtering. Sorting and grouping.

Unit 5.4 - PivotTables 2 - Manipulating Data

Changing the layout and format of data in a PivotTable. Changing Value Field Settings to show counted rather than ‘summed’ data. Setting up references to a PivotTable.

Unit 5.5 - PivotTables 3 - Interpreting Data

Using PivotTables to understand and interpret data. Includes Slicers and Timelines, PivotCharts and Conditional Formatting of PivotTables.

Unit 5.6 - Formula Auditing

Understanding and debugging spreadsheets. Tracing calculations and monitoring the effect of changes. Formula evaluator, Watch window and the INQUIRE Add-In.

Unit 5.7 - Advanced Macros and VBA

Troubleshooting macros. Writing code directly. User defined functions. Program structures. Using Macros to interact with users.

Unit 5.8 - Modelling

Principles. What modelling is; modelling broken down into distinct stages; important principles - simplification, built-in checks; including a presentation-ready sheetTechniques. Calculating growth with data points over several years; extrapolating that into the future; scenario modelling and optimisation; prioritisation (RANK); build process.

Section 6: Presentation

Unit 6.1 - Cell Formatting

Basic font formatting, alignment – Including horizontal and vertical alignment, wrapping, merging, orientation, Alt-Return; consistent, sensible row heights & columnStyles – to make spreadsheets more and consistent. Formatting tools.

Unit 6.2 - Number Formatting

Types of number (E.g., currency, %, decimal, negative numbers) – and Excel formats best employed. Custom number formats and how to maximise impact and clarity.

Unit 6.3 - Conditional Formatting

Changing the format of cells depending on their value. Graphical conditional formats. Writing conditional format formulas.

Unit 6.4 - Graphs and Charts

Creating simple charts and editing them to control and improve formatting. Choosing the right chart Principles and guidelines for communicating well with charts. Sparklines and Maps (when and how to use).

Unit 6.5 - Page and Print setup

Displaying spreadsheets as pages. Page layout view, page breaks, print area,. Printing from multiple Worksheets (and that default will be to print only from active Worksheet). Headers and footers. Adjusting page setup. Printing very large sheets of data.

Section 1: Foundation

Unit 1.1 - Excel Introduction

This unit will introduce you to Excel and give you a basic idea of Excel’s capabilities that this course will cover later in more detail.

Unit 1.2 - The Excel Interface

This unit will show you your way around Excel and show you the basics in customizing Excel for your requirements.

Unit 1.3 - Basic Navigation and Editing

This unit will show you your way around an Excel spreadsheet and show you the basics of entering text and formatting, and well as working with multiple worksheets.

Unit 1.4 - Getting Going

This unit will guide you through the process of creating a simple spreadsheet, including using formatting, and simple formulae and functions.

Section 2: Orientation and Efficiency

Unit 2.1 - Editing

This unit will introduce you to the basics of copying, pasting, inserting, deleting and populating your spreadsheet with data using both keyboard and general Excel shortcuts to increase efficiency.

Unit 2.2 - Viewing

This unit will help you to view the spreadsheet you are working on in the most appropriate way for what you are trying to achieve.

Unit 2.3 - Spreadsheet Structure

This unit will show you how to group rows and columns, thus allowing you to minimize sections that do not always need showing, and how to alter cell shapes in order to display contents efficiently.

Unit 2.4 - Cell References

This unit will show you how to link and reference to other cells, and demonstrates the difference between relative and fixed references.

Unit 2.5 - Named Ranges

This unit will show you how to create named ranges of cells and how to manage and use these efficiently.

Unit 2.6 - Basic Macros

This unit will show you how to set up Security settings to allow macros, and to create and use a simple macro, a set of steps which can be recorded or programmed then run to carry out tasks in Excel more quickly and efficiently.

Unit 2.7 - Design

This unit will discuss the important of design, and the key principles in creating a well-designed spreadsheet, as well as walking through the process of designing a spreadsheet, highlighting the important aspects to consider. The unit also introduces templates which can help implement some of the requirements of the design process.

Section 3: Administration

Unit 3.1 - Customising Excel

This unit will show you how to set up your spreadsheet to your desired specifications to make it as efficient as possible to work with.

Unit 3.2 - Housekeeping

This unit will help you to save your files in a way that they will be safe and easy to find

Unit 3.3 - Connecting Workbooks

This unit will show you how to link to other workbooks and keep track of your links

Unit 3.4 - Documentation

This unit will show you why documentation is important, what information should be documented and how to do so.

Unit 3.5 - Protecting and Sharing

This unit will show you how to protect your worksheet to avoid unwanted changes by other users and how to share your workbook safely.

Unit 3.6 - Google Sheets

This unit will show you how to use Google Sheets to allow more effective spreadsheet sharing.

Unit 3.7 - Excel Troubleshooting

This unit will go through potential causes and solutions to common Excel problems and show you the key things to consider when trying to work out what is causing an error.

Section 4: Data Handling

Unit 4.1 - Sorting and Filtering

This unit will show you how to sort data and filter out unnecessary data as well as introduce you to PivotTables.

Unit 4.2 - Controlling User Input

This unit will show you how to control what a user can input into certain cells in a spreadsheet which can help prevent errors.

Unit 4.3 - Working with Dates and Times

This unit will show you how to format and work with dates and times in Excel.

Unit 4.4 - Working with Text

This unit will show you how to work with text in Excel using functions and other Excel functionality, to help save time on things which would take a while to do manually.

Unit 4.5 - Lookup and Reference

This unit will show you how to extract data from a table.

Unit 4.6 - Logical Functions

This unit will show you how to use criteria which will be true or false to work with data.

Section 5: Data Analysis

Unit 5.1 - Working with Numbers

Maths: basic addition, subtraction, multiplication and division. How to use brackets to get the correct result. Powers. Rounding.

Unit 5.2 - Summarising Data

Understanding a data set by summarising it. Totals and counts – SUM(), COUNT() and COUNTA(). Other statistics. Conditional totals and counts. Advanced conditional sums, SUMPRODUCT and array formulas.

Unit 5.3 - PivotTables 1 – Simple Summaries

Uses of PivotTables. Summarising data (presenting database in terms of different subcategories). Understanding data (understanding categories, spotting typos, understanding range of values). Interpreting data (analysing to work out trends, areas of growth / profit / loss etc). Filtering. Sorting and grouping

Unit 5.4 - PivotTables 2 – Manipulating Data

Changing the layout and format of data in a PivotTable. Changing Value Field Settings to show counted rather than ‘summed’ data. Setting up references to a PivotTable.

Unit 5.5 - PivotTables 3 – Interpreting Data

Using PivotTables to understand and interpret data. Includes Slicers and Timelines, PivotCharts and Conditional Formatting of PivotTables.

Unit 5.6 - Power Pivot: Handling Big Data

Why Power Pivot is different to a normal PivotTable: size, data model (inclusion in Excel 2013 and up), DAX, KPIs. PowerPivot data tools. Connecting to data, managing multiple tables and connections, including data from within the Excel spreadsheet

Unit 5.7 - Formula Auditing

Understanding and debugging spreadsheets. Tracing calculations and monitoring the effect of changes. Formula evaluator, Watch window and the Inquire add-in.

Unit 5.8 - Advanced Macros and VBA

Troubleshooting macros. Writing code directly. User defined functions. Program structures. Using Macros to interact with users.

Unit 5.9 - Modelling

Principles. What modelling is; modelling broken down into distinct stages; important principles - simplification, built-in checks; including a presentation-ready sheet Techniques. Calculating growth with data points over several years; extrapolating that into the future; scenario modelling and optimisation; prioritisation (RANK); build process.

Section 6: Presentation

Unit 6.1 - Cell Formatting

This unit will show you the tools you need to make your spreadsheet look as you want it.

Unit 6.2 - Number Formatting

This unit will help you to apply number formats do display your data clearly.

Unit 6.3 - Conditional Formatting

This unit will show you how to apply conditional formats in order to highlight particular areas of data.

Unit 6.4 - Charts and Graphs

This unit will show you how to insert and format charts into your spreadsheet, as well as introducing you to sparklines.

Unit 6.5 - Page and Print Setup

This unit will show you how to set your spreadsheet up for printing and how to print your spreadsheet or a portion of it.

Section 1: Foundation

Unit 1.1 - Excel for Mac Introduction

This unit will introduce you to Excel and give you a basic idea of Excel’s capabilities that this course will cover later in more detail.

Unit 1.2 - The Excel Interface

This unit will show you your way around Excel and show you the basics in customizing Excel for your requirements.

Unit 1.3 - Basic Navigation and Editing

This unit will show you your way around an Excel spreadsheet and show you the basics of entering text and formatting, and well as working with multiple worksheets.

Unit 1.4 - Getting Going

This unit will guide you through the process of creating a simple spreadsheet, including using formatting, and simple formulae and functions.

Section 2: Orientation and Efficiency

Unit 2.1 - Editing

This unit will introduce you to the basics of copying, pasting, inserting, deleting and populating your spreadsheet with data using both keyboard and general Excel shortcuts to increase efficiency.

Unit 2.2 - Viewing

This unit will help you to view the spreadsheet you are working on in the most appropriate way for what you are trying to achieve.

Unit 2.3 - Spreadsheet Structure

This unit will show you how to group rows and columns, thus allowing you to minimize sections that do not always need showing.

Unit 2.4 - Cell References

This unit will show you how to reference other cells, and demonstrates the difference between relative and fixed references.

Unit 2.5 - Named Ranges

This unit will show you how to create named ranges of cells and how to manage and use these efficiently.

Unit 2.6 - Basic Macros

This unit will show you how to set up Security settings to allow macros, and to create and use a simple macro, a set of steps which can be recorded or programmed then run to carry out tasks in Excel more quickly and efficiently.

Unit 2.7 - Design

This unit will discuss the important of design, and the key principles in creating a well-designed spreadsheet, as well as walking through the process of designing a spreadsheet, highlighting the important aspects to consider. The unit also introduces templates which can help implement some of the requirements of the design process.

Section 3: Administration

Unit 3.1 - Excel Preferences

This unit will show you how to set up your spreadsheet to your desired specifications to make it as efficient as possible to work with.

Unit 3.2 - Housekeeping

This unit will help you to save your files in a way that they will be safe and easy to find

Unit 3.3 - Connecting Workbooks

This unit will show you how to refer to other workbooks and keep track of your links

Unit 3.4 - Documentation

This unit will show you why documentation is important, what information should be documented and how to do so.

Unit 3.5 - Protecting and Sharing

This unit will show you how to protect your worksheet to avoid unwanted changes by other users and how to share your workbook safely.

Unit 3.6 - Google Sheets

This unit will show you how to use Google Sheets to allow more effective spreadsheet sharing.

Unit 3.7 - Excel Troubleshooting

This unit will go through potential causes and solutions to common Excel problems and show you the key things to consider when trying to work out what is causing an error.

Section 4: Data Handling

Unit 4.1 - Sorting and Filtering

This unit will show you how to sort data and filter out unnecessary data as well as introduce you to PivotTables.

Unit 4.2 - Controlling User Input

This unit will show you how to control what a user can enter into cells to help prevent the entry of incorrect data.

Unit 4.3 - Working with Dates and Times

This unit will show you how to format and work with dates and times in Excel.

Unit 4.4 - Working with Text

This unit will show you how to work with text in Excel using functions and other Excel functionality, to help save time through automation.

Unit 4.5 - Lookup and Reference

This unit will show you how to extract data from a table.

Unit 4.6 - Logical Functions

This unit will show you how to use Logical Functions to automate calculations in Excel by making decisions for you.

Section 5: Data Analysis

Unit 5.1 - Working with Numbers

Maths: basic addition, subtraction, multiplication and division. How to use brackets to get the correct result. Powers. Rounding.

Unit 5.2 - Summarising Data

Understanding a data set by summarising it. Totals and counts – SUM(), COUNT() and COUNTA(). Other statistics. Conditional totals and counts. Advanced conditional sums, SUMPRODUCT and array formulas.

Unit 5.3 - PivotTables 1 – Simple Summaries

Uses of PivotTables. Summarising data by category. Understanding data (understanding categories, understanding range of values). Interpreting data (analysing to work out trends, areas of growth / profit / loss etc). Filtering. Sorting and grouping

Unit 5.4 - PivotTables 2 – Manipulating Data

Changing the layout and format of data in a PivotTable. Changing Value Field Settings to show a range of data aggregates. Setting up references to a PivotTable.

Unit 5.5 - PivotTables 3 – PivotCharts and Conditional Formatting in PivotTables (Not available in MAC version)

Using PivotTables to understand and interpret data. Includes Slicers, PivotCharts and Conditional Formatting of PivotTables.

Unit 5.6 - Power Pivot: Handling Big Data (Not available in MAC version)

Why Power Pivot is different to a normal PivotTable: size, data model (inclusion in Excel 2013 and up), DAX, KPIs. PowerPivot data tools. Connecting to data, managing multiple tables and connections, including data from within the Excel spreadsheet

Unit 5.7 - Formula Auditing

Understanding and debugging spreadsheets. Tracing calculations and monitoring the effect of changes.

Unit 5.8 - Advanced Macros and VBA (Not available in MAC version)

Troubleshooting macros. Writing code directly. User defined functions. Program structures. Using Macros to interact with users.

Unit 5.9 - Modelling

Principles. What modelling is; modelling broken down into distinct stages; important principles - simplification, built-in checks; including a presentation-ready sheet techniques. Calculating growth with data points over several years; extrapolating that into the future; scenario modelling and optimisation; prioritisation (RANK); build process.

Section 6: Presentation

Unit 6.1 - Cell Formatting

This unit will show you the tools you need to make your spreadsheet clear and give it the required impact.

Unit 6.2 - Number Formatting

This unit will help you to apply number formats to display your data clearly.

Unit 6.3 - Conditional Formatting

This unit will show you how to apply conditional formats in order to highlight particular areas of data.

Unit 6.4 - Charts and Graphs

This unit will show you how to insert and format charts, as well as introducing you to Sparklines (in-cell charts)

Unit 6.5 - Page and Print Setup

This unit will show you how to set your spreadsheet up for printing and how to print all or part of your spreadsheet.

Section 1: Foundation

Unit 1.1 - Excel Introduction

A description of the purpose and application of Excel – what it can do, why it’s useful.

Unit 1.2 - The Excel Interface

Understanding and working with the Excel interface – getting to know your way around the application, how to access functionality and how to customize it. How to create, save and open Workbooks. Under Save As, a brief explanation of backwards compatibility and other formats (e.g. PDF) save options. Skydrive, alternative online storage, and ‘local’ saving. Basic printing.

Unit 1.3 - Basic Navigation and Editing

Selection and navigation. Moving around a spreadsheet efficiently. Entering information into cells, types of data (text, numbers, dates). Basic formatting. Working with multiple Worksheets.

Unit 1.4 - Getting Going

Takes a quick look at a first ‘real’ spreadsheet, in order to introduce the concept of functions and formulas, and give a feel for how Excel can be useful.

Section 2: Orientation and Efficiency

Unit 2.1 - Editing

Copying, pasting, inserting and deleting cells, ranges of cells, rows, columns and Worksheets. ‘Special’ pasting – for example to copy just formulas, or just values. Common problems with pasting. The differences between copying and ‘cutting’. Excel aids to copying – Fill Handle and Flash Fill.

Unit 2.2 - Viewing

The various ‘Views’ or modes of spreadsheet display available in Excel, and how to choose the right View for the task in hand. Techniques for making working with a spreadsheet easier – Freezing Panes, splitting windows, and using multiple windows.

Unit 2.3 - Spreadsheet Structure

Changing the structure of your spreadsheet to make it clearer. Grouping rows and columns; changing cells size and shape.

Unit 2.4 - Cell References

How (and why) to connect (or link) cells and ranges, and how connected cells behave. Fixed or absolute references (dollar signs) for cells; partially fixed references. The "F4" shortcut.

Unit 2.5 - Named Ranges

Making formulas clearer and more easily understood by replacing cell references with meaningful names.

Unit 2.6 - Basic Macros

Using Macros to automate repetitive tasks in Excel. (This Unit covers recorded Macros – the later unit 5.8 covers writing and editing Macros using VBA in detail.)

Unit 2.7 - Design

Why spreadsheet design important in increasing efficiency, reducing errors and aiding transparency. Principles of good spreadsheet design.

Section 3: Administration

Unit 3.1 - Customising Excel

Changing Excel settings to suit the way you use Excel. Includes: font face, number of worksheets, frequency of autorecovery, default view, Autocorrect and Ribbon alterations. Excel Add-Ins – Solver, Analysis TookPak. PowerPivot and Inquire.

Unit 3.2 - Housekeeping

Naming and storing Excel files. Version control. Making backups.

Unit 3.3 - Connecting Workbooks

Setting up links between Workbooks. The dangers and pitfalls of doing so. Managing links between Workbooks and updating external references. Troubleshooting – finding ‘missing links’ and using auditing tools.

Unit 3.4 - Documentation

What to document, and how, in order to produce clear and robust spreadsheets.

Unit 3.5 - Protecting and Sharing

Protecting Workbooks and when it’s useful or necessary locking cells, Worksheet protection, Workbook protections, allowing users to edit ranges. Permissions and granting access to folders & files, how to work with others on the same files and different files (both in process terms and using Excel functionality; when not to use it, avoiding conflicts). Sharing via the Cloud.

Unit 3.6 - Google Docs

What is Googledocs, and why use Google Spreadsheets for spreadsheeting?

Unit 3.7 - Excel Troubleshooting

Common problems and how to avoid or overcome them. For example building in checks into spreadsheets, techniques for finding errors. Advanced techniques for diagnosing more complex problems.

Section 4: Data Handling

Unit 4.1 - Sorting and Filtering

Techniques for sorting and filtering data, including controlling the order of precedence in a sort, advanced filters, and an introduction to PivotTables. Using sorting and filtering to check and ‘clean’ data.

Unit 4.2 - Controlling User Input

Controlling the way users can enter data into a spreadsheet to reduce risk of error and increase efficiency. Covers Data Validation and using IS- functions to trap errors.

Unit 4.3 - Working with Dates and Times

Date and time formatting, performing basic maths with dates and times, and date and time functions.

Unit 4.4 - Working with Text

Entering and formatting text, extracting or combining parts of text. ‘Cleaning’ data for typos and bugs.

Unit 4.5 - Lookup and Reference

Looking up information in a basic table, and more flexibly. VLOOKUP() and the more flexible INDEX()/MATCH() combination. Advanced lookups.

Unit 4.6 - Logical Functions

Automatic decision making and error handling. Advanced logical tests. Matrix user of IF as an array function.

Section 5: Data Analysis

Unit 5.1 - Working with Numbers

Maths: basic addition, subtraction, multiplication and division. How to use brackets to get the correct result. Powers. Rounding.

Unit 5.2 - Summarising Data

Understanding a data set by summarizing it. Totals and counts – SUM(), COUNT() and COUNTA(). Other statistics. Conditional totals and counts. Advanced conditional sums, SUMPRODUCT and array formulas.

Unit 5.3 - PivotTables 1 - Simple Summaries

Uses of PivotTables. Summarising data (presenting database in terms of different subcategories). Understanding data (understanding categories, spotting typos, understanding range of values). Interpreting data (analysing to work out trends, areas of growth / profit / loss etc). Filtering. Sorting and grouping

Unit 5.4 - PivotTables 2 - Manipulating Data

Changing the layout and format of data in a PivotTable. Changing Value Field Settings to show counted rather than ‘summed’ data. Setting up references to a PivotTable.

Unit 5.5 - PivotTables 3 - Interpreting Data

Using PivotTables to understand and interpret data. Includes Slicers and Timelines, PivotCharts and Conditional Formatting of PivotTables.

Unit 5.6 - PowerPivot: Handling Big Data

Why PowerPivot is different to a normal PivotTable: size, data model (inclusion in 2013 standard Excel), DAX, KPIs. PowerPivot data tools. Connecting to data, managing multiple tables and connections, including data from within the Excel spreadsheet

Unit 5.7 - Formula Auditing

Understanding and debugging spreadsheets. Tracing calculations and monitoring the effect of changes. Formula evaluator, Watch window and the INQUIRE add-in.

Unit 5.8 - Advanced Macros and VBA

Troubleshooting macros. Writing code directly. User defined functions. Program structures. Using Macros to interact with users.

Unit 5.9 - Modelling

Principles. What modelling is; modelling broken down into distinct stages; important principles - simplification, built-in checks; including a presentation-ready sheet Techniques. Calculating growth with data points over several years; extrapolating that into the future; scenario modelling and optimisation; prioritisation (RANK); build process.

Section 6: Presentation

Unit 6.1 - Cell Formatting

Basic font formatting, alignment – Including horizontal and vertical alignment, wrapping, merging, orientation, Alt-Return; consistent, sensible row heights & column Styles – to make spreadsheets more and consistent. Formatting tools.

Unit 6.2 - Number Formatting

Types of number (E.g., currency, %, decimal, negative numbers) – and Excel formats best employed. Custom number formats and how to maximise impact and clarity.

Unit 6.3 - Conditional Formatting

Changing the format of cells depending on their value. Graphical conditional formats. Writing conditional format formulas.

Unit 6.4 - Graphs and Charts

Creating simple charts and editing them to control and improve formatting. Choosing the right chart Principles and guidelines for communicating well with charts. Sparklines and Maps (when and how to use).

Unit 6.5 - Page and Print Setup

Displaying spreadsheets as pages. Page layout view, page breaks, print area,. Printing from multiple Worksheets (and that default will be to print only from active Worksheet). Headers and footers. Adjusting page setup. Printing very large sheets of data.

  

 

   

Excel Fundamentals On Demand

Excel Fundamentals - Advanced-On Demand

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  • What is the difference between On Demand and Virtual Classroom?
    • On demand is learn at your own pace on your schedule while virtual classroom is instructor-led at set time and dates.
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