Enquire Us Now


Microsoft Excel Training

I. MICROSOFT EXCEL INTERMEDIATE

Introduction

The Excel Intermediate training is for participants who have basic Excel skills and are looking to enhance their knowledge in composing formulas and applying them to manipulate data. Participants will learn how to audit and correct their formulas. They will also learn to work with Excel functions from the date and time functions, text functions, statistics functions and lookup functions.
The training will also train them to work with many worksheets and large worksheets and finally print the worksheets.

Learning Outcome

At the completion of the training, candidates will be able to:

  • Create formulas
  • Audit formulas 
  • Correct errors
  • Apply Excel Functions
  • Work with many worksheets
  • Work with large worksheets
  • Create charts

Duration

2 Days

Training Course Outline

MODULE 1: Creating and Auditing Formulas

  • Constructing formulas in Excel
  • Understating Excel’s data types
  • The four-step process of auditing formulas in Excel
  • Understanding Excel errors and how to correct them
  • Working with relative reference and absolute reference formulas

MODULE 2: Creating Formula Using Named Range

  • Naming a cell as an alternative to an absolute reference
  • Naming a range of cells
  • Using the names in the formula
  • Editing and deleting the names
  • Using named formulas as an alternative to pasting links

MODULE 3: Functions

  • Getting Help with Functions
  • Understanding function syntax and differentiating between required argument and optional argument
  • Reading the Microsoft documentation on help with function

MODULE 4: Text Functions

  • Functions to split data
  • Functions to join data
  • Functions to clean data with white spaces and unprintable characters
  • Functions to convert data types.

MODULE 5: Time and Date Functions

  • The concept of date and DATESERIAL in Excel
  • The concept of time in Excel
  • The Date and Time data type
  • Solving problems relating to date and time
  • Calculating future and pasting dates
  • Important Date and Time Functions

MODULE 6: Logical Functions

  • How and when to use logical functions
  • The IF functions
  • Using nested IF function to solve multiple criteria problems
  • Applying the AND and OR function
  • Applying the IFS function (only for Excel version 2019 and above)

MODULE 7: Statistical Functions

  • The various COUNT functions to detect data irregularity
  • The conditional statistics functions: SUMIF, SUMIFS, AVERAGEIF, AVERAGEIFS, COUNTIF and COUNTIFS
  • Functions to calculate central tendencies.

MODULE 8: Lookup Functions

  • Excels lookup functions
  • LOOKUP as an alternative to the IF logic
  • LOOKUP array form and vector form
  • Left lookup using LOOKUP
  • VLOOKUP and HLOOKUP
  • Understanding how to choose an approximate match and exact match.

MODULE 9: Formatting Data In Excel 

  • Using the preset formatting to format data
  • Creating your custom Number Formats
  • Creating formats for large numbers using prefixes such as “k”, “M” and “G”
  • Insert symbols in number formats

MODULE 10: Working With Many Worksheets

  • Creating multiple windows
  • Tilling the windows
  • Arranging the windows horizontal and vertical
  • Cascading the windows.

MODULE 11: Working With Large Worksheets

  • Splitting window to show various parts of a worksheet
  • Freezing top rows
  • Freezing left columns
  • Freezing rows and columns.

MODULE 12: Paste Special Options

  • Using Paste Special to Add, Subtract, Multiply & Divide
  • Using Paste Special ‘Values’
  • Using Paste Special Transpose Option.

MODULE 13: Charts

  • Create sparklines
  • Create charts and work with the various chart options
  • Standard charts will be covered: Column chart, Bar chart, multi-column chart, pie chart and line chart

II. MICROSOFT EXCEL ADVANCED 

Introduction

The main focus of the training is to analyse data and summarise data. Participants will learn in-depth how to work with Pivot Table to analyse, summarise, sort and filter data. Participants will also learn how to perform an advanced lookup to summarise data, consolidate and subtotal data, filter, and validate data. Finally, what if analysis will be performed on data.

Learning Outcome

At the completion of the training, candidates will be able to:

  • Use Microsoft Excel pivot tables
  • Use Microsoft Excel input tables
  • Create Microsoft Excel charts
  • Link & embedding within Microsoft Excel
  • Import text files into Microsoft Excel
  • Perform Sorting, filtering & totaling data within Microsoft Excel
  • Perform Validating within Microsoft Excel
  • Perform Auditing techniques in Microsoft Excel
  • Create Microsoft Excel passwords & understand security issues

Pre-Requisite

Completion of Microsoft Excel Intermediate or equivalent knowledge

Who Should Attend

This course is suitable for users who are required to analyze data or generate reports using Microsoft Excel

Duration

2 Days

Training Course Outline

Module 1 - Auditing Techniques in Microsoft Excel

  • Tracing precedent cells
  • Tracing dependent cells
  • Identifying cells with missing dependents
  • Showing all formulas in a worksheet, rather than the resulting values
  • Inserting and viewing comments
  • Editing comments
  • Deleting comments
  • Showing and hiding comments

Module 2 - Selected Functions

  • IF, OR AND logic functions
  • LOOKUP functions
  • DATABASE functions

Module - 3 Microsoft Excel Pivot Tables

  • Creating and using a pivot table
  • Filtering and sorting data within a pivot table
  • Automatically grouping data in a pivot table and renaming groups
  • Manually grouping data in a pivot table and renaming groups

Module - 4 Microsoft Excel Input Tables

  • One input data tables
  • Two input data tables

Module - 5 - Linking & Embedding Within Microsoft Excel

  • What is embedding and linking?
  • Linking data within a worksheet
  • Linking cells between worksheets within a workbook
  • Linking data between workbooks
  • Linking data from Excel to a word document
  • Linking an Excel chart to a word document
  • Updating, locking and breaking links

Module 6 - Sorting, Filtering, and Totalling Data Within Microsoft Excel

  • Sorting data by multiple columns at the same time
  • Applying a preinstalled custom sort
  • Creating a customized list and performing a custom sort
  • Deleting an Excel customised list
  • Using AutoFilter
  • Using AutoFilter to perform multiple queries
  • Top 10 AutoFilter
  • Removing all AutoFilters from a worksheet
  • Advanced filter criteria
  • Subtotalling
  • Removing subtotals
  • Expanding and collapsing outline detail levels

Module - 7 Validating Within Microsoft Excel

  • Data validation – whole number
  • Data validation – decimal number
  • Data validation – list
  • Data validation – date
  • Data validation – time
  • Data validation – text length
  • Customising a validation input message and error alert
  • Removing data validation

Module 8 - Microsoft Excel Passwords & Security Issues

  • Adding ‘open’ password protection to a workbook
  • Adding ‘modify’ password protection to a workbook
  • Removing an ‘open’ password from a workbook
  • Removing a ‘modify’ password from a workbook
  • Password protecting cells and worksheets
  • Hiding formulas
  • Un-hiding formulas

Module 9 - Microsoft Excel

  • Creating a combo line and column chart
  • Changing the chart type for a particular data series
  • Adding a data series to a chart
  • Removing a data series from a chart
  • Repositioning chart title
  • Repositioning the chart legend
  • Moving and formatting chart data labels
  • Modifying chart axis scales
  • Formatting an axis to display using commas
  • Inserting images into chart columns
  • Formatting the chart plot area using a picture
  • Formatting the chart area using a picture

Want to know more about this course?