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Applications Training - Excel

We can deliver Excel training in both full and half-day formats, allowing you the flexibility to receive training in a way that meets your business needs. This approach also allows us to deliver tailored modules, so you can focus on specific areas of the application.
Not sure what course and modules you should attend? Don't worry we have you covered! Get in touch with a member of the team and we will send you over our electronic training needs questionnaire to fill out.
Looking to deliver organisation wide training to improve productivity? We can help you deliver a full skills audit of your organisation, then help you put in place a training plan that caters for each member of staff.
We can deliver all of our Excel courses:
  • Instructor-led onsite (Full equipment provided)
  • Instructor-led virtually
Modules
Download our applications training brochure HERE
Need help deciding what course you need, or want to discuss a our training options in more details? Feel free to get in touch with us by EMAIL or by PHONE.

Updating Worksheets

Duration: 3 Hours

Who should attend: This course is our entry level Excel course. It is designed to teach you how to update information in Excel workbooks that others have created. It is suitable for anyone new to Excel or who wants to bring their fundamental skills up to scratch.

This course teaches you how to enter numbers, financial information, dates and text based data correctly, as well as how to create totals and averages. You will also learn how to layout worksheets effectively and format their look and feel.

Pre-requisites: Delegates do not need any existing Excel knowledge to attend this course.

Download outline: HERE

A full breakdown of pricing options can be found HERE

Content

Excel Introduction

  • What is Microsoft Excel?

  • Understand the Office interface

Workbooks and Worksheets

  • The Structure of Excel Files

  • Starting a New Workbook

  • Opening an Existing Workbook

  • Saving a Workbook

  • Where you save files

  • AutoSave

  • Navigating a Workbook

  • Managing Worksheets

Entering Information

  • Spreadsheet Information

  • Formatting Cells for Specific Contents

  • Entering Labels

  • Using Numbers as Labels

  • Using Spellcheck

  • Using AutoComplete

  • Entering Numbers

  • Using Currency and other formats

  • Date and Time

  • Using Percentages

  • Using Fractions

  • Selecting a Range Using Autofill

Basic Formulas

  • Using SUM

  • Using AVERAGE

  • Using COUNT

  • Using MAX

  • Using MIN

  • Using AutoSum

Formatting Workbooks

  • Editing Cell Contents

  • Selecting Cells

  • Copying and Moving Cells

  • The Clipboard

  • Inserting and Deleting Cells, Rows and Columns

  • Using Undo and Redo

  • Using Find and Replace

  • Cell Comments

  • Formatting Cell Content

  • Advanced Cell Formatting

  • AutoFormat Using Format Painter

  • Row Height and Column Width Cell Styles

  • Themes

Printing a Worksheet

  • Using Print Preview

  • Printing a Large WorkSheet

  • Printing a Chart

  • Additional Print Options


Formulas and Functions

Duration: 3 Hours

Who should attend: This course is aimed at delegates who need to enhance their basic Excel skills by producing custom formulas or using some of the more complex functions in Excel. This course is useful for those users who need to build Excel Workbooks for themselves and others.

You will learn how to create mathematical formulas using addition, subtraction, multiplication, division and brackets. You will also learn how to name cells and ranges of cells for future use, and how to utilise key advanced functions for date and time, text based data. Finally you will learn how to work across multiple worksheets and multiple workbooks to produce results.

Pre-requisites: Delegates should have attended our Excel Updating Worksheets course or have equivalent knowledge.

Download outline: HERE

A full breakdown of pricing options can be found HERE

Content

Entering Formulas

  • Basic Formulas Order of Operations (BODMAS)

  • Basic Mathematical Functions

  • Referencing Other Cells in Formulas

Advanced Formulas and Functions

  • Inserting Functions

  • Formula Building Recommendations Naming Cells and Ranges

  • Logical Statements

Detailed Function Types

  • Date and Time Calculations

  • Text and Data Functions

  • Mathematical Functions Statistical functions

  • Multiple Worksheets and Workbooks

  • Referencing Cells in Other Worksheets

  • Referencing Cells in Other Workbooks

  • Opening Workbooks with External References


Data Analysis

Duration: 3 Hours

Who should attend:

This course is aimed at delegates who need to draw conclusions from sets of data. This course is ideal for those users looking for trends and spikes in data from databases. It goes hand in hand with our effective charting course.

You will learn how to import data into Excel from different data sources such as databases, CSV files and live web based data. You will learn how to represent a data set as a table and how to sort and filter that table to order and show the correct data. Finally you will learn how to format the look and feel of the data based on its values.

Pre-requisites:

Delegates should have attended our Excel Updating Worksheets course and our Excel Formulas and Functions course or have equivalent knowledge of both.

Download outline: HERE

A full breakdown of pricing options can be found HERE

Content

Importing and Exporting Data

  • Exporting Data From Excel

  • Importing Data From Other

  • Applications

  • CSV files

  • Getting Data Live from the Internet

Organizing Data Using Tables

  • Create Tables

  • Modify Tables

  • Format Tables

Sorting and Filtering

  • Sorting Data

  • Multilevel Sorting

  • Filtering a List with Autofilter

  • Filtering a List with Advanced Filter

Sorting and Filtering

  • Sorting Data

  • Multilevel Sorting

  • Filtering a List with Autofilter

  • Filtering a List with Advanced Filter

Working With Tables

  • Highlighting Duplicates

  • Combining Data from Multiple Tables

  • Auto Outline

  • Automatic Subtotaling

Conditional Formatting

  • Introduction to Conditional Formatting

  • Highlighting Specific Values

  • Data Bars

  • Colour Scales

  • Icon Sets

  • Fine-Tuning Conditional Formatting

  • Using Multiple Rules

Effective Charting

Duration: 3 Hours

Who should attend:

This course is aimed at delegates who need to produce graphical representations of their data in Excel. This course is ideal for those analysing data for presentation.

You will learn about the different chart types in Excel and when to use them appropriately, including pie charts, bar and column charts, and line charts. You will also learn how to format charts, changing colours, titles and labels on the charts. Finally you will learn how to change the data that makes a chart, allowing you to use the same look and feel for multiple sets of data.

Pre-requisites:

Delegates should have attended our Excel Updating Worksheets course or have equivalent knowledge.

Download outline: HERE

A full breakdown of pricing options can be found HERE

Content

Charts

  • Chart Types

  • Choosing an Appropriate Chart Type

  • Selecting Data for Charting

  • Using the Chart Wizard

  • Creating a Chart

Pie Charts

  • What is a Pie Chart

  • Pie Chart Limitations

  • Exploding a Pie Chart

Column/Bar Charts

  • Charting Multiple Data Series

  • Changing the Scale of a Chart Axis

Line Charts

  • What is a Line Chart

  • Formatting a Line Chart

Formatting Charts

  • Formatting and Editing Chart Objects

  • Formatting Chart Axis

  • Changing the Chart Colours

  • Annotating Charts

Other Chart Types

  • Radar

  • Tree Maps

  • Sunburt

  • Box and Whisker

  • Waterfall

  • Funnel

Annotating Charts

  • Adding lines to charts

  • Adding callouts to charts

  • Adding additional annotations

Re-using Charts

  • Changing a Charts Type

  • Combination Charts

  • Change a Charts Source Data

  • Saving a Chart as a Template


Pivot Tables

Duration: 3 Hours

Who should attend:

This course is aimed at delegates who need to draw advanced conclusions by summarizing results from large sets of data. Pivot tables take data analysis to the next level, as such this course goes hand in hand with our Excel Data Analysis course.

You will what pivot tables are and what they can be used for. You will also learn how to layout a pivot table correctly, how to group data within a pivot table and understand subtotalling. Finally you will learn how to create pivot charts from pivot tables.

Pre-requisites:

Delegates should have attended our Excel Updating Worksheets course, our Excel Formulas and Functions course, our Excel Effective Charting course, and our Excel Data Analysis course or have equivalent knowledge of all four courses.

Download outline: HERE

A full breakdown of pricing options can be found HERE

Content

Understanding Pivot Tables

  • What is a Pivot Table?

  • Pivot Table Definitions

  • Pivot Table Source Data

Creating Pivot Tables

  • Creating a Pivot Table

  • Layout of a Pivot Table (Row, Column, Data, Page)

  • Pivot Table Wizard, Toolbar, Options

Managing Pivot Tables

  • Refreshing a Pivot Table?

  • Modifying a Pivot Table

  • Swapping PivotTable Row and Column Headings

Grouping in Pivot Tables

  • Grouping Selected Items

  • Grouping Numeric Items Into Ranges

  • Grouping a Date or Time in a Range

  • Subtotalling

Creating Pivot Charts

  • What is a Pivot Chart?

  • Creating a Pivot Chart


Advanced Formulas and Functions

Duration: 3 Hours

Who should attend:

This course is aimed at delegates who need to create Excel Worksheets with conditional functions, data validation, and error protection, as well as database functions in them. You will learn how to create formulas with logical statements in them using the AND, OR and NOT functions. You will also learn how to create IF statements in Excel functions to get results based on other information.

You will also learn how to use the IS function to identify errors in data. You will also learn how to setup cells so that they contain specific data types, ensuring the correct data is entered into cells. Finally you will learn how to use the HLOOKUP and VLOOKUP functions to return data from other data sets.

Pre-requisites:

Delegates should have attended our Excel Updating Worksheets course and our Excel Formulas and Functions course, or have equivalent knowledge of both courses.

Download outline: HERE

A full breakdown of pricing options can be found HERE

Content

Advanced Formulas and Functions

  • Inserting Functions

  • Formula Building Recommendations

  • Logical Statements

  • Conditional Formulas (AND, OR, NOT)

  • IF Functions

  • Nested IF Functions

  • Combining IF with AND, OR, and NOT

  • IS Functions

  • Using IS with IF to Change Error Messages

Data Validation

  • Understanding Data Validation

  • Input Messages

  • Error Alerts

  • Using Lists

Database Formulas and Functions

  • The LOOKUP Function

  • Array Lookup

  • Vector Lookup

  • The VLOOKUP Function

  • The HLOOKUP Function

Course Pricing

All pricing is subject to VAT.

We offer discounts for larger bookings that include multiple days across all our Microsoft courses. We offer a free online training needs analysis service if you aren't sure where to start.

Where required we can provide full kit for delivery.

All Instructor led closed and onsite courses are for up to 10 staff.

All of our Microsoft office courses can be tailored to meet your exact needs and come with full course materials.

If you have any questions, please get in touch!

Pricing

Instructor Led Virtual Public Schedule (3 hours) 
£100.00
Instructor Led Virtual Closed Course (3 hours)
£350.00
Instructor Led Onsite Closed Course (3 hours) + Expenses
£350.00
Instructor Led Virtual Closed Course (Full Day)
£650.00
Instructor Led Onsite Closed Course (Full Day) + Expenses
£650.00

For more information on how we deliver our training courses please click HERE.


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