Excel Pick & Mix Menu
As an existing user of Excel, you will already have a certain skill level that has developed from initial training and from your own experience of using Excel. However, there may be some areas you would like to learn to help you complete specific tasks. Use our Pick and Mix menu to choose the topics you want to learn. For those who are new to Excel, you can begin with our Getting Started ‘picks’, then take your training in the direction that will help you most. Once you have chosen your topics, email us by following this link , so we can then create the perfect training mix, designed specifically to meet your needs.
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Getting Started in Excel (1)
If you are new to Excel and want to learn some of the basics, this topic is ideal for you.
At the end of this topic you will be able to:
° Understand the different parts of a spreadsheet
° Navigate around the Ribbon (2007/2010) or
Menus and Toolbars (2003 or earlier)
° Create your first worksheet
° Format your worksheet
° Add up a column of cells
° Print your worksheet
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Mouse & Keyboard Techniques
There are many shortcut techniques to help you speed up your use of Excel. If you would like to find out quick ways to cut, copy and paste, or to “type in” a list of dates, this topic would be very useful for you.
At the end of this topic you will be able to:
° Use mouse and keyboard techniques to speed
up your use of Excel
° Create lists that can easily be inserted into
worksheets (e.g. names on a duty rota)
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Getting Started in Excel (2)
Now that you can create a spreadsheet, learn some of the functions that will help you organise the data in your spreadsheet.
At the end of this topic you will be able to:
° Format cells
° Enter dates and times in your worksheet
° Use auto fill
° Work with cells and ranges
° Add new worksheets
° Hide (and unhide) your worksheet
° Work with rows and columns
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Formulas & Functions
A formula performs a calculation using the data in your spreadsheet. When the data changes the formula automatically recalculates the results. Formulas can be used to undertake mathematical calculations and compare cells.
At the end of this topic you will be able to:
° Enter formulas into your spreadsheet
° Edit formulas
° Use cell references in formulas
° Fix cells in formulas using absolute cell
referencing
° Use functions to manipulate text
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Formatting your Worksheet
Formatting your worksheet may not be absolutely necessary, but it does make your spreadsheet look more attractive. It also makes it easier for others to understand how your data is arranged.
At the end of this topic you will be able to:
° Use different fonts
° Change text alignment and wrap text within a
cell
° Use colours and shading
° Add borders and lines
° Add backgrounds, styles and themes
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Creating Charts & Graphs
It is hard to work out relationships and trends between figures set out in tables. Using the right chart will make your numbers more understandable and can help your audience identify trends and relationships.
At the end of this topic you will be able to:
° Understand the different parts of a chart
° Know when to use an embedded chart or a chart
sheet
° Recognise the different chart types and when to
use them
° Create, move, modify, copy and delete charts
° Copy charts into Word and PowerPoint°
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Working with Dates & Times
Working with dates and times can be useful when creating time sheets. Or, you may need to enter sales, collection or other figures daily, weekly, monthly or yearly including or excluding weekends and holidays.
At the end of this topic you will be able to:
° Enter a series of dates
° Understand how Excel uses dates as serial
numbers
° Calculate the number of days between two
dates
° Calculate working days
° Calculate the difference between two times
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‘IF’ Statements
‘If’ statements allow you to compile formulas that automatically change their basis of calculation if differing circumstances are met. For example, one formula could calculate commission at 5% for sales up to and including £5,000, but use 7.5% for sales above £5,000.
At the end of this topic you will be able to:
° Understand the logic of ‘if’ statements
° Create ‘if’ statements
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Creating Templates
If you are continually creating the same type of spreadsheet or want a consistent style of spreadsheet to be used, you may want to create an Excel Template.
At the end of this topic you will be able to:
° Create and modify an Excel template
° Use Excel’s template file
° Create a workbook from a template
° Save your custom template |
Look Up Values
If you ever want to use information stored in one worksheet and use it either somewhere else in the same worksheet or in a different one, look up values can help save you time.
At the end of this topic you will be able to:
° Understand Look up Values
° Perform basic look up functions
° Look up an exact value
° Perform a two-way look up
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The Time Value of Money
You can use Excel to calculate the time value of money. For example, when performing a calculation, you may need to calculate interest earned on investments .
At the end of this topic you will be able to:
° Understand the time value of money
° Perform loan and interest calculations
° Perform depreciation calculations |
Linking & Consolodating Spreadsheets
To save time and effort entering the same data in a number of different spreadsheets or worksheets, you can link them. This means that all your spreadsheets are updated at the same time and the potential number of errors caused by mistyping is reduced. This topic will also show you how to consolidate different spreadsheets to enable global figures to be produced.
At the end of this topic you will be able to:
° Create & work with external reference formulas
° Consolidate worksheets
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Conditional Formatting
Conditional formatting allows you to format a cell (or range of cells) dependant on the cell content. This is useful if you want to see, at a glance, if certain targets have been met. For example, when a value of a cell is equal to or greater than a predetermined amount (your target) you might shade it green. If it is lower than the predetermined amount you might shade it red.
At the end of this topic you will be able to:
° Specify Conditional Formatting
° Create formula based rules
° Work with conditional formats
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Pivot Tables
A Pivot Table is a dynamic summary report, generated from a spreadsheet. For example, you may hold information on each person in your organisation including their name, salary, department and job title. You could use a Pivot Table to show you different combinations of data. For example, you could look at the salary, for a particular job title, or the number of people in each department or the total salary for a department.
At the end of this topic you will be able to:
° Create, Format & Modify a Pivot Table
° Group Pivot Table items
° Reference cells within a Pivot Table
° Produce a report with a Pivot Table
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