Please note that these course structures are not cast in stone. The delegates on the day will determine the actual content and the depth of coverage. It is assumed that each course will be all day and that all delegates will be of the same ability.
Many topics are duplicated across courses – this is quite deliberate as topics will often be reinforced as required by the delegates on the day.
As we like to tailor our courses – we always encourage an accurate needs analysis (a service we provide free of charge) beforehand, and ask delegates if there are any specific topics they would want covered on their day.
Excel Level 1
for people who have never really touched Excel before…
- Introducing Excel & setting its options
- Entering numbers and text, and moving around the worksheet and workbook
- Building formulae using +, -, /, * and possibly ^
- Editing formulae & using $ to lock references when required
- Using Excel’s most common worksheet functions like SUM and AVERAGE
- Adding comments to cells
- Formatting the presentation of the worksheet on the screen
- Building charts/graphs to illustrate data
- Using the extensive help facilities
- Determining print settings, then printing a worksheet
- An introduction to handling lists of data
Excel Level 2
for people who have dabbled with Excel – maybe building basic formulae….
- Introducing Excel & setting its options
- Entering numbers and text, and moving around the worksheet and workbook
- Building formulae using +, -, /, * and possibly ^
- Editing formulae & using $ to lock references when required
- Using Excel’s common worksheet functions like SUM, AVERAGE, MAX, IF
- Adding comments to cells
- Formatting the presentation of the worksheet on the screen
- Building charts/graphs to illustrate data
- Linking worksheets, and copy-linking into Word or PowerPoint
- Using the extensive help facilities and wizards
- An introduction to using range names
- Using Goal Seek for simple ‘what if’s’
- Determining print settings, then printing a worksheet
- An introduction to handling lists of data
- An introduction to analysing lists of information using pivot tables
Excel Level 3
for people who can already build working worksheets
- Using Excel’s common worksheet functions – AVERAGE, MAX, COUNTA, SUBTOTAL
- Building charts/graphs to illustrate data
- Linking worksheets, workbooks and copy-linking into Word or PowerPoint
- Protecting worksheets and workbooks from changes
- Building logical IF, SUMIF, COUNTIF, SUMIFS, COUNTIFS functions
- Creating and using more complex range names
- Creating tables and understanding their many benefits and quirks
- Handling lists of information as ‘flat-file’ databases
- Analysing lists of information using pivot tables and functions
- Using Slicers with pivot tables to filter visibly
- Using Goal Seek for simple ‘what if’s’
- Using scenarios to store and display multiple variables
- Using validation to manage cell entries
- Using conditional formatting to auto-format the look of cells
- Using VLOOKUP and XLOOKUP to retrieve relative information from a list or table
- Recording macros to automate your actions
- Limited editing and hand-writing of macros in Visual Basic
Excel Level 4
for people who are already strong with Excel….
- Building logical IF, SUMIF, COUNTIF, SUMIFS, SUMPRODUCT functions
- Creating, redefining and using more complex range names
- Building and using hyperlinks
- Sharing workbooks between users
- Handling lists of information as ‘flat-file’ databases
- Using Tables on lists of data and naming over them
- Analysing lists of information using pivot tables and pivot functions
- Using slicers with pivot tables to filter visibly
- Introducing PowerPivot to analyse linked tables of data
- Using Power Query to query imported data for analysis
- Using Goal Seek for simple ‘what if’s’
- Using Solver for multi-layered ‘what ifs’
- Using scenarios to store and display multiple variables
- Using validation to manage cell entries
- Using conditional formatting to auto-format the look of cells, using both built-in conditions and formulae
- Using VLOOKUP and XLOOKUP to retrieve relative information from a list or table
- Building array formulae
- Recording macros to automate your actions
- Editing and hand-writing macros in Visual Basic