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Excel Training Needs Assessment

Name
Company
Department & Manager
Date of Training
Telephone No
Email Address
Which version of Microsoft Excel do you require training on?
2007
2010
2013
2016
Unknown
Briefly describe your job and to what extent you are using Excel or wish to use 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.

If you have never used Excel before please tick this option and move to the end of the form and click the Submit button as your course will be Level 1. I have never used Excel before


Excel Essential 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 rename and add worksheets to a spreadsheet? Not Confident
Somewhat, but would like training
Very Confident
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
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
Can you confidently format figures to appear with a £ sign and the required number of decimal places? Not Confident
Somewhat, but would like training
Very Confident
Are you confident with how to change the font size of text in Excel? 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 adding and changing the background colour of cells, rows and columns? Not Confident
Somewhat, but would like training
Very Confident
Are you confident with adding and deleting rows and columns? 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 adding borders and shading to cells, rows and columns? Not Confident
Somewhat, but would like training
Very Confident
Are you confident with how to move a worksheet? Not Confident
Somewhat, but would like training
Very Confident
Are you confident with how to create a chart? 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
If you have answered No or Not Confident to the majority of the questions so far you can now submit your form as we have enough information and would suggest studying Excel Essential Skills.

Please complete this question then click Submit at the end of the form. If you wish to add any comments for the trainer please add the details below. Alternatively continue with the questions.







I would like to study Excel Essential Skills.
Comment


Excel Intermediate Skills

Do you understand this formulae: =SUM(A1:A3)






No
Somewhat, but would like training
Yes
Do you know how to use the following functions : =Max() or =Min(), =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 when to use absolute cell references i.e. B$7$ No
Somewhat but would like training
Fully Understand
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
Have you used the following functions: weekday(), Today, Now and Year i.e. =weekday(b4), =TODAY()-B9, =(year(b5)-year(b4))*12 No
Yes, but would like training
Yes
Can you confidently use the Year, Month and Roundown functions? Not Confident
Somewhat, but would like training
Very Confident
Do you know how to calculate the difference between one date and another? Not Confident
Somewhat, but would like training
Very Confident
Are you confident with creating a custom lists to fill cell ranges? i.e. XS, S, M, L, XL, XXL Not Confident
Somewhat, but would like training
Very Confident
Are you confident with creating a Number series? i.e. 10,20,30,40 etc Not Confident
Somewhat, but would like training
Very Confident
Are you confident with sorting data in ascending or descending order? 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
Can you confidently use the Top 10 feature to filter data? Not Confident
Somewhat, but would like training
Very Confident
Do you know how to remove duplicate rows, values or names? Not Confident
Somewhat, but would like training
Very Confident
Can you confidently sort data using two different rows for example sorting by location and age? Not Confident
Somewhat, but would like training
Very Confident
Can you confidently sort data in rows? 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 link data between different workbooks and Spreadsheets? Not Confident
Somewhat, but would like training
Very Confident
Are you confident with how to link a spreadsheet and chart so the chart updates when changes are made? Not Confident
Somewhat, but would like training
Very Confident
Are you confident with how to link data from your spreadsheet to another Microsoft program for example Microsoft Word? Not Confident
Somewhat, but would like training
Very Confident
Are you confident with how to consolidation figures for a worksheet? Not Confident
Somewhat, but would like training
Very Confident
Are you confident with how to use the Consolidate dialog box to use functions such as SUM and AVERAGE? Not Confident
Somewhat, but would like training
Very Confident
Are you confident with how to create a chart from consolidated data? Not Confident
Somewhat, but would like training
Very Confident
Are you confident with how to use conditional formatting to format a cell based on its contents i.e. the cell colour or text changes depending on the value? Not Confident
Somewhat, but would like training
Very Confident
Can you confidently use conditional formatting to automatically highlight the top 5 and lowest 5 values in a list? Not Confident
Somewhat, but would like training
Very Confident
Do you know how to display icon sets to indicate values in a cell range for example a tick or cross next to the cell depending on the value in the cells? Not Confident
Somewhat, but would like training
Very Confident
Do you know how to apply conditional formatting to format cells to automatically highlight duplicate values? Not Confident
Somewhat, but would like training
Very Confident
Can you confidently name a cell? For example, changing the cell reference from A1 to Costs so that is can be used in formulas? i.e. =b7*costs or =(g9*vat)+g9 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
Do you understand how to create Excel Tables? No
Yes, but I would like training
Yes
Do you understand how to create and edit custom charts? No
Yes, but I would like training
Yes
Comment

If you have answered Not Confident or Somewhat from the Excel Intermediate skills section. Please click the submit button at the bottom of the form and we will compile your workbook based on the intermediate level.



Excel Advanced Skills


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
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
Are you familiar with how to use the Sumif function as the example =sumif(a2:a29,"East",d2:d29) No
Yes, but I would like training
Yes
Are you confident in using HLOOKUP AND VLOOKUP? For example: Vlookup(A1, A4:A7,2) Not Confident
Somewhat, but would like training
Very Confident
Do you understand how to use a named range in a lookup formula as the example =vlookup (h8,customers,h9) Not Confident
Somewhat, but would like training
Very Confident
Can you confidently use the Match Function =match(h8,a3:e3,0) Not Confident
Somewhat, but would like training
Very Confident
Do you understand why you would set a range_lookup argument to False as in the example below. =vlookup(h7,a4:e103,h11,false) Not Confident
Somewhat, but would like training
Very Confident
Do you know how to set up an exact match in a table of data using Vlookup? Not Confident
Somewhat, but would like training
Very Confident
Do you understand this formula =VLOOKUP(H7,A4:E103,MATCH(H8,A3:E3,0),FALSE) No
Yes, but I would like training
Yes
Do you know how to use lookups to create an automatic message based on criteria as the example below:

If the order is =< 3000 the message should read "further discounts are available for orders over 3000. If orders are over 3000 the message should read "Thank you for your order we are pleased to offer you an additional discount".




No
Yes, but I would like training
Yes
Are you confident with how to create a PivotTable? Not Confident
Somewhat, but would like training
Very Confident
Are you confident with how to modify the layout of a pivot table? Not Confident
Somewhat, but would like training
Very Confident
Are you confident with how to organise the data by different fields? Not Confident
Somewhat, but would like training
Very Confident
Do understand how to summarise values using the different field options i.e. count, average, product Not Confident
Somewhat, but would like training
Very Confident
Do you know how to drag a field into a different area to reorganise the data so that you can see different values i.e. organise by sales person or organise by products? Not Confident
Somewhat, but would like training
Very Confident
Do you know how to make changes to the source data and refresh the pivot table? 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 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 remove a subtotal? Not Confident
Somewhat, but would like training
Very Confident
Are you confident with the following database functions? DSUM, DMIN, DMAX, DCOUNT 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 with how to add a Scenarios in a spreadsheet? 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 protect a worksheet by locking cells so that they cannot be edited? Not Confident
Somewhat, but would like training
Very Confident
Can you confidently trace the precedents and dependants of a formula? Not Confident
Somewhat, but would like training
Very Confident
Can you confidently add a sparkline? Not Confident
Somewhat, but would like training
Very Confident
Have you ever used a slicer to filter data? Not Confident
Somewhat, but would like training
Very Confident
Can you confidently apply a theme to styles? Not Confident
Somewhat, but would like training
Very Confident
Are you confident with creating Macros? Not Confident
Somewhat, but would like training
Very Confident
Do you know how to create a hyperlink? Not Confident
Somewhat, but would like training
Very Confident
Can you confidently create an array formula? Not Confident
Somewhat, but would like training
Very Confident
Can you confidently trace the precedents and dependants of a formula? Not Confident
Somewhat, but would like training
Very Confident
Can you confidently use the watch window to understand the steps in a formula? Not Confident
Somewhat, but would like training
Very Confident
Can you confidently encrypt a workbook to protect the content? Not Confident
Somewhat, but would like training
Very Confident
Can you confidently embed functions such as ISTEXT in an IF statement to check for contents in a cell and then produce a text result? Not Confident
Somewhat, but would like training
Very Confident
Can you confidently inspect your document for issues using the Document Inspector? Not Confident
Somewhat, but would like training
Very Confident
Do you have any particular training requirements?