Excel Training

  • Instructor-led classes delivered virtually
  • All levels from Introduction to Advanced or Bespoke training
  • 1 to 1 and small group training always – max size of 3
  • Class manuals –  attendees of Core Training Modules will receive manuals covering core topics (electronic, up to Excel 2016), practice files and access to a range of supporting videos
  • Ongoing support your trainer will be available to answer questions
  • Evening training training times can be arranged to fit around your schedule outside of normal office hours

Core Training Modules

Excel 2016 Part 1

This course is designed to help all novice computer users get up to speed with Excel quickly. We will cover different features of the interface, show users how to print, cover some simple scenarios, and cover the basics of formatting.

Getting Started with Microsoft

In this lesson, students will learn how to identify the elements of the Excel interface, create a basic worksheet, and use the help system.

Performing Calculations

This lesson covers how to create formulas in a worksheet, insert functions in a worksheet, and reuse formulas.

Modifying a Worksheet

Next, students will learn how to manipulate data, as well as how to insert, manipulate, and delete cells, columns, and rows. Searching for and replacing data and how to spell check a worksheet are also discussed.

Formatting a Worksheet

This lesson covers how to modify fonts, add borders and colors to cells, apply number formats, align cell contents, and apply cell styles.

Printing Workbook Contents

In this lesson, students will learn how to define the basic page layout for a workbook, refine the page layout, and apply print options.

Managing Large Workbooks

This lesson will teach students how to format worksheet tabs, manage worksheets, and manage the view of worksheets and workbooks.

Customizing the Excel Environment

In this final lesson, students will learn how to customise general, language, formula, proofing, and saving options. It also covers how to use Excel’s version control features, customise the ribbon and the Quick Access toolbar, enable add-ins, and customise advanced and Trust Center options.

Excel 2016 Part 2

This course is intended to help all users get up to speed on the different features of Excel and to become familiar with its more advanced selection of features. We will cover how to create and use advanced formulas, analyse data, organise worksheet data with tables, visualise data with charts, insert graphics, and enhance workbooks.

Creating Advanced Formulas

In this lesson, students will learn how to use range names in formulas and functions, as well as how to use specialised functions.

Analsing Data with Logical and Lookup Functions

Next, students will learn how to analyse data by using text, logical, lookup, date and financial functions.

Organising and Analysing Datasets and Tables

This lesson covers how to create and modify tables, sort and filter data, use subtotal features, and work with database functions.

Visualising Data with Charts

Students will learn how to create charts, as well as how to modify and format existing charts. They will also learn how to create a trendline and advanced charts.

Analysing Data with PivotTables, Slicers, and PivotCharts

Creating a PivotTable, filtering data using slicers and, analysing data using PivotCharts will be covered in this lesson.

Inserting Graphics

Next, students will learn how to insert, modify, layer and group graphical objects. We will also take a look at how to incorporate SmartArt into workbooks.

Enhancing Workbooks

In this final lesson, students will learn how to customise workbooks, manage themes and, create and use templates. Protecting files and preparing a workbook for multiple audiences will also be covered.

Excel 2016 Part 3

This more advanced level explores the advanced features in in Excel 2016. Students will cover how to automate worksheet functionality, audit worksheets, analyze data, work with multiple workbooks and export Excel data.

Automating Worksheet Functionality

This lesson gives students the skills to dig into automating worksheet functionality. Along the way they will learn how to update worksheet properties, create and edit a macro, apply conditional formatting, and add data validation criteria to a workbook.

Auditing Worksheets

This lesson digs deeper into worksheets and students will learn here how to: trace cells, troubleshoot invalid data and formula errors, watch and evaluate formulas, and create a data list online.

Analyzing and Presenting Data

Now that your students are very well versed in worksheets, it’s time to move into a deeper look at data with this lesson. Students will learn here how to: create Sparklines, create scenarios, perform a what-if analysis, perform statistical analysis with the Analysis ToolPak, and create interactive data with Power View.

Working with Multiple Workbooks

Often times, users of Excel will be juggling multiple workbooks at once and this lesson takes a look at that skill. This lesson will teach students how to: consolidate data, link cells in different workbooks, and merge workbooks.

Exporting Excel Data

Your students have their data and they want to export it, well they can learn about that here. This lesson covers how to: export Excel data, import an delimited text file, integrate Excel data with the web, and create a web query.

Importing and Exporting XML Data

This course wraps up here with this lesson showing your students how to import and export XML data.

Bespoke Training

Customised Core Training

Pick any combination of sections from the core training modules to create a customised training course.

Fully Bespoke Training

Training can be created for a specific topic.  For example Excel Tables or Referencing Formula.

Ad Hoc Training

With Ad Hoc training, I can help you to solve almost any Excel related challenges, basic or advanced.