Microsoft Excel

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Name
Company
Department & Manager
Date
Telephone No
Email Address
Briefly describe your job and how you use or are planning to use Microsoft Excel
Please answer this assessment as accurately as possible as your training will be based on the answers. The course content will depend on your current knowledge, number of days booked and company training requirements.
How often do you use Microsoft Excel? If you have never used Excel before or have very basic skills, please move to the last question and then press Submit.	Never Have used but have very basic skills Occasionally Frequently
Fundamental Spreadsheet Skills
Are you confident with how to create a New workbook?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to save and recall an Excel Spreadsheet?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to enter data into Excel?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to move around Excel workbooks ?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to minimise, maximise and restore the Excel screen?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to rename and add worksheets to a spreadsheet	Not Confident Somewhat, but would like training Very Confident
Formulae & Functions
Have you created a formula in Excel before?	No Yes Yes but would like training
Do you understand cell references i.e. B67	No Somewhat but would like training Fully Understand
Do you understand the difference between a function and a formulae?	No Somewhat but would like training Fully understand
Are you confident with how to create a formula which adds 29 and 57?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to create a formula which multiplies 24 by 53 and then divides the answer by 6?	Not Confident Somewhat, but would like training Very Confident
Are you confident with the following formula =A1+B1+C1	Not Confident Somewhat, but would like training Very Confident
Do you understand this formulae: =SUM(A1:A3)	No Somewhat, but would like training Yes
Fill Colour & Font Colour
Are you confident with how to change the fill colour of a cell?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to edit text in Excel i.e. font size, colour and formatting such as bold and underline	Not Confident Somewhat, but would like training Very Confident
Are you confident with adding and changing background colour to cells, rows and columns	Not Confident Somewhat, but would like training Very Confident
Decimal Places, Currency and Percentages
Are you confident with changing the date format i.e. from the 9/9/2009 to the 9th September 2009	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to add and remove a currency symbol?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to apply decimal places to figures	Not Confident Somewhat, but would like training Very Confident
Can you change a cell so that it shows the percentage symbol? i.e from 60 to 60%	Not Confident Somewhat, but would like training Very Confident
Rows, Columns and Cells
Are you confident with adding and deleting rows?	Not Confident Somewhat, but would like training Very Confident
Are you confident with adding and deleting columns?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to align text and figures in cells, rows and columns	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to change the text to vertical text or format text at an angle	Not Confident Somewhat, but would like training Very Confident
Are you confident with merging cells	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to wrap text in a cell?	Not Confident Somewhat, but would like training Very Confident
Are you confident with adding borders and shading to cells, rows and columns	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to copy a cell or group of cells into another spreadsheet?	Not Confident Somewhat, but would like training Very Confident
Are you confident with using Autofill to copy data down a column or across rows?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to hide and then unhide a column or row?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to make columns and rows wider	Not Confident Somewhat, but would like training Very Confident
Serias and Autosum
Are you confident with creating a Number series?	Not Confident Somewhat, but would like training Very Confident
Are you confident with creating a Date series?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to use Autofill to create a series of dates for example a column of dates with one week between each date.	Not Confident Somewhat, but would like training Very Confident
Do you know how to use the following functions : =Max() or =Min()	No Somewhat, but would like training Yes, Fully Understand
Have you used the following function: =Average()	No Somewhat but would like training Yes, Fully Understand
Do you understand the following formula: = count(A1:A25)	No Somewhat, but would like training Fully Understand
Do you understand the following formula: =countA(A1:A25)	No Somewhat, but would like training Yes, Fully Understand
Do you understand when to use absolute cell references i.e. B$7$	No Somewhat but would like training Fully Understand
Charts
Are you confident with how to create a chart?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to format a chart i.e. change colours, legends and titles	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to change the chart type once your chart has been created?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to copy a chart to a new spreadsheet or a Word document?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to resize a chart?	Not Confident Somewhat, but would like training Very Confident
Moving and Copying Worksheets
Are you confident with how to move a worksheet?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to move several worksheets?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to move or copy a worksheet to another spreadsheet?	Not Confident Somewhat, but would like training Very Confident
Working With Multiple Workbooks
Are you confident with working with multiple worksheets	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to move several worksheets?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to move a worksheet to a new spreadsheet?	Not Confident Somewhat, but would like training Very Confident
Sorting Data
Are you confident with sorting data in ascending or descending order	Not Confident Somewhat, but would like training Very Confident
Are you confident sorting data using two different fields for example sorting by location and age?	Not Confident Somewhat, but would like training Very Confident
Query & Filter Data
Are you confident with how to create a Data Form	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to use a data form to search for and change a record?	Not Confident Somewhat, but would like training Very Confident
Could you confidently use a filter to just show certain data in a spreadsheet? For example, filter a list of employees to just display the employees that work in a certain department.	Not Confident Somewhat, but would like training Very Confident
Could you confidently use a filter to find blank cells in a column?	Not Confident Somewhat, but would like training Very Confident
Can you confidently use the Top 10 feature to filter data?	Not Confident Somewhat, but would like training Very Confident
Functions & Arguments
Are you confident with how to use the Insert Function option to create a formula?	Not Confident Somewhat, but would like training Very Confident
Have you used the following formula: =weekday()	Not Confident Somewhat, but would like training Very Confident
Do you understand the following formula: =now()	Not Confident Somewhat, but would like training Very Confident
Could you confidently use the following formula: =today()	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to create a formule which adds or subtracts dates?	Not Confident Somewhat, but would like training Very Confident
Cell Names
Can you confidently name a cell? For example, changing the cell reference from A1 to Customer Name.	Not Confident Somewhat, but would like training Very Confident
Are you confident with using named cells in formulas?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to name a range of cells?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to use cell names to navigate around a worksheet?	Not Confident Somewhat, but would like training Very Confident
Comments
Are you confident with adding and amending Comments to a cell	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to show or hide all of the comments in a worksheet?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to print a worksheet with the comments visable?	Not Confident Somewhat, but would like training Very Confident
Linking Data
Are you confident with Linking Data between worksheets	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to add together data in two different worksheets?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to create consolidation figures for a worksheet?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to create a chart based on consolidation figures?	Not Confident Somewhat, but would like training Very Confident
What If Analysis: Data Tables, Goal Seek and Scenarios
Are you confident with how to use what if analysis in a spreadsheet?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to run goal seek on a calculation?	Not Confident Somewhat, but would like training Very Confident
Are you confident on how to change a value and then run goal seek again?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to add a Scenarios in a spreadsheet?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to edit a scenario in a spreadsheet?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to create a scenario summary?	Not Confident Somewhat, but would like training Very Confident
Text Functions
Are you confident with how to Concatenate cells	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to use the following function: =trim()	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to use a formula to change text from lower to upper case?	Not Confident Somewhat, but would like training Very Confident
PivotTables and PivotCharts
Are you confident with how to create a PivotTable?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to create a Pivot Chart?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to change the data that is used in a PivotTable or PivotChart?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to change the layout of a PivotTable or PivotChart?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to refresh a PivotTable once you have changed the source data?	Not Confident Somewhat, but would like training Very Confident
IF Functions
Have you used the IF Function within a formula before?	No Yes, but would like training Yes
Do you understand the following formula: =if(A1>200,"Yes","No")	Not Confident Somewhat, but would like training Very Confident
Do you understand the following formula: IF(C6>0, B6/C6, 0)	Not Confident Somewhat, but would like training Very Confident
Are you confident with creating a nested if formula which uses two or more if functions within one formula?	Not Confident Somewhat, but would like training Very Confident
Do you understand the following formula: =if(A1<200,"No", if(A1<500,"Maybe", "Yes")	Not Confident Somewhat, but would like training Very Confident
Do you understand the following formula: =IF(AND(I4+J4>12, OR(I4>=8, J4>=8), L4<>"Good"), "Pass","")	Not Confident Somewhat, but would like training Very Confident
Lookup, Financial & Database Functions
Are you confident in using HLOOKUP AND VLOOKUP? For example: Vlookup(A1, A4:A7,2)	Not Confident Somewhat, but would like training Very Confident
Are you confident with explaining the difference between Hlookup and Vlookup?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to use the PMT function to calculate payments on a loan?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to use the Rate function to calculate interest?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to use the FV function to calculate savings?	Not Confident Somewhat, but would like training Very Confident
Are you confident with Vat and Percentage Calulations?	Not Confident Somewhat, but would like training Very Confident
Are you confident with the following functions DSUM, DMIN, DMAX, DCOUNT	Not Confident Somewhat, but would like training Very Confident
Templates
Are you confident with how to create Templates?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to modify a template?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to create a new template based on an existing template?	Not Confident Somewhat, but would like training Very Confident
Subtotals
Are you confident with how data should be prepared before you apply a subtotal to it?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to use Subtotals within a worksheet?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to use the subtotal feature to calculate averages?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to switch between the different levels the subtotal will provide?	Not Confident Somewhat,but would like training Very Confident
Are you confident with how to remove a subtotal?	Not Confident Somewhat, but would like training Very Confident
Security
Are you confident with how to protect a worksheet by locking cells so that they can not be edited?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to add a password to open or modify the spreadsheet?	Not Confident Somewhat, but would like training Very Confident
Are you confident with Tracing the Precedents and Dependants of a formula?	Not Confident Somewhat, but would like training Very Confident
Are you confident with how to create Custom Lists?	Not Confident Somewhat, but would like training Very Confident
Are you confident with creating Macros?	Not Confident Somewhat, but would like training Very Confident
If you have a particular training requirement and wish to add further details, please enter below.

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