Private Excel Courses

Choose from a standard course outline or select topics that you are interested in.

These are a sample of topics that can be covered, please get in touch if you do not see what you are looking for.

Introduction to Excel

• Customising the Excel environment
• Worksheet Terminology
• Customisation of the Quick Access bar
• Creating a new workbook
• Entering text and figures
• Saving a workbook
• Quick navigation using shortcuts

Working with Ranges

• Inserting/Deleting Rows & Columns
• Adjusting the width of a column
• Adjusting row height
• Autofill
• Using in-built lists
• Creating Custom Lists
• Freeze panes
• Split Screen

Page Layout

• Adjusting margins
• Scaling a document
• Adding Headers & Footers
• Set the print area
• Printing a worksheet

Formatting

• Change the appearance of a spreadsheet
• Add borders and shading
• Align cells using left, right and centre
• Applying various number formats –
  currency, accounting, decimal places
• Merge and centre cells
• Using Text Wrap
• Adding Basic illustrations
• Use various methods of cut, copy & paste
• Hiding/Unhiding columns
• Adding/deleting/displaying Comments
• Printing comments

Templates

• Understanding what templates are
• Creating a template
• Saving a workbook as a new template
• Using and editing a template

Charts

• Create a chart based on your data
• Change/manipulate the chart/graph type
• Amend source data
• Using chart designs & applying layouts

Data Validation

• Adding validation rules to cells to limit
  data input
• Using data validation to create dropdown
  lists
• Managing invalid data
• Use the Indirect function to create linked
  drop-down menus
• Remove data validation

Working with Tables

• Converting an Excel range (data) into an
  Excel table
• Using Quick Select
• Using inbuilt Auto-filter
• Manipulating the data in a table
• Adding and using a Slicer
• Finding & removing Duplicates
• Using automatic Freeze Panes
• Converting back to Excel range

Conditional Formatting

• Creating a conditional formatting rule
• Editing the rule
• Using Icon sets to format reports
• Amend criteria in Icon sets

Working with & Analysing large data

• Applying a Filter to your data
• Sorting a filtered list
• Creating outer sub totals
• Producing inner sub totals
• Using the Outlining feature
• Creating & viewing advanced Filters
• Specifying specific criteria for a filter
• Creating bespoke filters
• Applying wild cards to filters

Pivot Tables

• Understanding Pivot Tables
• Using recommended pivot tables
• Editing a pivot table’s data source
• Refreshing pivot table data
• Adding calculated fields
• Creating slicers
• Linking slicers to other pivot tables
• Adding timelines (Office 2013 &
  above)
• Filtering
• Calculating percentages from data
• Finding and replacing blanks within a
  pivot table
• Producing Pivot Charts

Auditing Data

• Tracing precedents and dependents
• Error checking
• Adding a Watch Window
• Displaying Formulas

What-IF Tools

• Using the Payment function (PMT)
• Applying Goal seek
• Creating multiple scenarios and
  producing a scenario report
• Creating a data table

Macros

• Record a new macro
• Perform basic editing using VBA
• Add a macro to the quick access bar
• Run a macro from an object in a
  worksheet
• Save a workbook containing a macro

Formulas & Functions

• Use AutoSum to calculate figures
• Understanding AutoCalculate
• Produce Min, Max and Average calculations
• Editing Formulas: Write simple bespoke
  calculations
• Identify behaviour of relative cells v
  absolute cells
• Naming cells
• Finding & using named cells in formulas
• Linking worksheets using names
• Create external links between books
• IF function / IFS (depending on version)
• Use CountIf, AverageIf and SumIf
• Grouping worksheets and using 3D
  calculations
• Create VLookUps
• Nesting IFNA or IFError into a
  VLookUp
• Produce a HLookUp
• Use the Index/Match feature as an
  alternative to VLookUp
• Understanding when to use VLookUp
  v Index/Match
• XLookUp
• Concatenate
• Left, Right, Trim and Proper
• Text to Columns

Workbook Security

• Add a password to a workbook
• Add security to worksheets
• Secure elements of a worksheet
• Securing formulas
• Adding security to the book