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The course outlines below are our standard course outlines. The course outlines can be customised to suit your company requirements or individual needs. Courses are available for versions 2010, 2013, 2016. A Training needs assessment is available to determine current skills level. You can also create a custom course for your company by choosing any of the modules below.

Excel Essential Skills | 1 Day Course

Understanding the Excel Interface
Workbook and Worksheets
Cell References and Cell Ranges
Utilising the Quick Access Toolbar
Shortcut Menus and Shortcut Keys
Explore the Ribbon
The Status Bar
The File Tab
Opening and Saving Workbooks
Understanding Formulae
Entering Values
Creating Simple Formulae
Entering Text and Numbers
Editing Formulae
Entering Date
Adding and Changing the Currency
Working with Percentages
Auto Sum and Auto Fill
Cancelling and Undoing Changes

Cells, Columns and Rows
Cell Referencing and Ranges
Cell Alignment
Wrap Text in Cells
Merge Cells
Working with Rows and Columns
Autofit Column Width
Edit, Copy and Move Cells
Deleting Rows and Columns
Changing the Row Height
Hiding Rows and Columns
Creating Charts
Chart Types
Source Data
Chart Area
Plot Area
Chart Elements
Create, Edit and Delete Charts
Printing and Previewing
Print Preview/Quick Print
Print Options
Single or Double Sided
Paper Size and Margins
Headers and Footers
Add Page Numbering
Insert Pictures and Fields
Working with Sections

Consolidation Exercises
Advanced Shortcuts
Excel Intermediate | 1 Day Course

Using Excel Functions
Min, Max, Sum, Count and Counta
Absolute and Relative References
Use and Copy Relative References
Use Absolute Reference
Mixed Absolute and Relative References
Moving Cells Referred to by a Formula
Date Functions
The Today and Now Functions
The Weekday Functions
The Day Function
The Year and Month Function
Nested Date Functions
Use Dates in Calculations
Use Date and Times in Calculations
Custom Lists
Create a Custom List
Editing a Custom List
Use a Custom List to Fill Cells
Sorting a Custom List
Sorting Data

Sort Data by a Single Column
Sort Data using Multiple Columns
Sort Data by Rows
Filtering Data
Using Auto-Filter
Filter by Criteria
Filtering Large Amounts of Data
Query Data
Linking Data
Linking Data across Worksheets
Linking Data Across other MS Programs
Link Data and Charts
Defined Names
Using the Name Box
Defined Names in a Formulae
Apply Defined Names to Cell References
Conditional Formatting
Use Quick Analysis to apply Conditional Formatting
Top/Bottom Rules
Data Bars
Show Colour Scales
Display Icon Sets
Manage Rules

Spot Errors using Conditional Formatting

Consolidation Exercises
Advanced Shortcuts
Excel Advanced | 1 Day Course

Understanding IF Statements

IF/AND/OR Functions
Using the IF Error Function
SumIf and CountIf’s
Nested IF Functions
Lookup Functions
VLookup and Hlookup
Lookup Exact Values and Numbers
Using the Match Function
Use Match and VLookup Together
Index and Match
Multiple Criteria Lookups
Combining If and Lookup Functions
PivotTables
Working with Pivot Tables
Insert a Pivot Table
Filtering Values in a PivotTable
Changing Calculation Values in Pivots
Adding and Removing Fields
Modify the Pivot Table
Make Changes to the Source Data
Creating Pivot Charts
Subtotals
Prepare the Data for Subtotals
Use the Subtotals Feature
Add a Second Set of Subtotals
Use the Outline
Modify the Subtotal
Formula for one Subtotal
Use the Subtotals Feature to Calculate Averages for all Subtotals
Remove Subtotals
Database Functions
Database Functions
DSum, DMin, DMax
DCOUNT and DCOUNTA
Multiple Criteria for Database Functions
What If Analysis – Goal Seek
Use Goal Seek for a Simple Calculation
Run Calculations with Goal Seek
Find Break Even Points with Goal Seek
Change a Value
What If Analysis – Scenarios
Editing, Showing and Deleting a Scenario
Add Two Scenarios
Show a Scenario

Consolidation Exercises
Advanced Shortcuts

Creating Dynamic Dashboards in Excel | 2 Day Course

This is a hot topic for Excel users and a must have skill for any Excel user who prepare reports as the ability to create dynamic dashboards is increasingly becoming a requirement of employers. Dashboards are a visual display of your data. They convey the most important information at a glance, and they often enable the user to interact with the report and choose how they view the data. They enable the reader to quickly make sense of the raw numbers by presenting them in visually rich charts and tables.

Dashboard reports give valuable insights into the key performance indicators of the business, and perhaps most importantly; they’re interactive, which means the reader can filter and change views. The principles for building dashboard reports can be applied to almost all of your Excel work. A dashboard is a compilation of charts and data tables that fit on one page. This is something Excel is ideal for and as a result you can create some amazing dashboards without the need for any other programs.

Course Objectives This course is run over 2 days. The objectives are to learn or recap the essential skills required to create dynamic dashboards. In simpler terms this is a spreadsheet that contains graphs, charts and widgets that will change depending on the source data. This workbook along, with interaction from your trainer, will take you step by step through the required modules. In addition to this there will be additional learning material and exercises available should you require further learning on any of the subjects.

Creating Dynamic Dashboard in Excel | Course Content

What is a Dashboard
Getting Started
Charts/ Graphs
Names Ranges
Absolute Referencing
If Statements
Accessing Data
Naming Cells and Data
Working with Excel Tables
Updating Pivot Tables
Managing External Data
Connections
Presenting Data
Creating a Theme
Creating a Navigation Bar
Labelling Data
Summarising Data
Displaying Data Charts
Adding Interactivity Slicer
Preventing Unwanted Changes to the Data
Exporting the Data
Creating a Simple Dynamic Chart
Further Pivot Tables
Widgets
Creating the Thermometer Indicator