COURSE Topics
Module I - Introduction
- Introduction & Basics
- Workbooks & Worksheets
- Editing Workbooks
- Performing Simple Calculations
- Formatting Worksheets
- Previewing and Printing Worksheets
- Managing Workbooks
- Creating Charts
Module 2 - Intermediate Microsoft Excel
- More Functions and Formulae
- Automating Your Work with Macros
- Importing Data
- Working with Tables
- Creating and Formatting Data
- Creating and Formatting Content
- Thesaurus and Research
- Validating Data
Module 3 - Advanced Microsoft Excel
- Importing Data into Excel
- Advanced Tables
- Analysing Data with Automated Tools
- Analysing Data with Scenarios
- Using Pivot Tables and Pivot Charts
- Analysing Data with Functions
- Protecting Cells, Sheets and Workbooks
- Collaborating With Others
Managing Data and Workbooks
TRAINING REQUISITE
This course is ideally beneficial for participants with a numerate degree in social, physical or biological sciences. Anyone with similar work experience and new starters with interest in technology or numbers are welcome.
COURSE FORMAT & SET-UP
Pre-Work- Complete a series of self-paced preparatory test and lessons before the course to match your strength & talent with your career path and get up to speed on the fundamentals of Microsoft Excel training.
Online Instructor-Led Sessions- Learn by doing with help from an expert. Explore key concepts and tools, then put them to work through hands-on activities grounded in real-world scenarios.
Homework - Apply what you’ve learned in class to cumulative assignments that build toward the final project.
Presentations- Share your presentations and receive feedback from your instructional team and classmates.
Live Project - With a strong portfolio of digitally driven programmes and projects, you will have the opportunity to gain practical work experience as a project management or business analysis professional with digital expertise.
COURSE OUTLINE
Module I - Introduction
- Introduction & Basics
What is Excel? How to open and close Excel and a basic overview of Spreadsheet software. Topics covered in this module include: - Introducing Microsoft Excel - Starting Microsoft Excel - Understanding spreadsheets - Understanding the Excel window - Understanding the workbook window - Using the Ribbon - Using the Quick Access Toolbar - Getting help on Microsoft Excel - Exiting Microsoft Excel - Exercise / Solutions - Summary
- Workbooks & Worksheets
What are Workbooks and Worksheets? How they work and what they assist with. Topics covered in this module include: - Creating and Saving Workbooks - Creating a new workbook - Saving a workbook - Auto-saving your work - Closing a workbook - Opening a workbook - Moving the cell pointer - Moving around a worksheet - Entering text 5 Entering numbers - Entering dates and times - Using the Zoom tool - Exercise / Solutions - Summary
- Editing Workbooks
How to alter Workbooks and make changes to the data held within them. Topics covered in this module include: - Editing Workbooks - Selecting ranges of cells - Editing cell contents - Clearing cell contents - Copying cell contents - Moving cell contents - Inserting and deleting cells - Inserting columns and rows - Deleting columns and rows - Copying cells with AutoFill - Inserting cell comments - Checking your spelling - Finding and replacing data - Exercise / Solutions - Summary
- Performing Simple Calculations
How to perform and generate different basic calculations upon data within Workbooks. Topics covered in this module include: - Performing Simple Calculations - Introducing formulae - Totalling columns and rows - Calculating with formulae - Calculating averages - Find the highest & lowest values - Understanding cell referencing - Using explicit values in formulae - Exercise / Solutions - Summary
- Formatting Worksheets
Changing the format of Worksheets by editing Fonts, Colours and other factors. Topics covered in this module include - Formatting Worksheets - Formatting with font and colour - Formatting numbers - Formatting dates and times - Copying and pasting formatting - Adjusting column widths and row heights - Aligning cell contents - Indenting and rotating cell contents - Merging cells - Adding borders, colour and shading - Using styles - Using document themes - Exercise / Solutions - Summary
- Previewing and Printing Worksheets
Printing Worksheets and changing options to find the most efficient print formats. Topics covered in this module include: - Previewing and Printing Worksheets - Previewing the worksheet - Preparing pages for printing - Creating headers and footers - Specifying the print area and titles - Controlling page breaks - Printing a worksheet - Exercise / Solutions - Summary
- Managing Workbooks
How to manage a multitude of similar or related Workbooks to make storing and saving more effective. Topics covered in this module include: - Managing Workbooks - Switching between worksheets - Renaming worksheets - Moving and copying worksheets - Inserting and deleting worksheets - Referencing external data - Exercise / Solutions - Summary
- Creating Charts
Using data stored in Workbooks and Worksheets to generate a wide array of charts to view data more efficiently. Topics covered in this module include: - Creating Charts - Creating new charts - Moving and resizing charts - Using predefined layouts and styles - Selecting and changing chart elements - Changing the chart type - Adding another data series - Naming data series - Formatting and aligning titles - Controlling gridlines - Controlling axes - Adding borders and colour - Working with 3-D charts - Updating the data series - Previewing and printing charts - Exercise / Solutions - Summary
Module 2 - Intermediate Microsoft Excel
1. More Functions and Formulae
A more complex look at the variety of available functions and formulae.Topics covered in this module include: - More Functions and Formulae - Naming cells and ranges - Common worksheet errors - Displaying and printing formulae - Using the COUNT function 5 - Using the IF function - Exercise / Solutions - Summary
2. Automating Your Work with Macros
How to generate and run Macros to make workflow more quickly and smoothly.Topics covered in this module include: - Automating Your Work with Macros - Recording a macro - Replaying a macro - Exercise / Solutions - Summary
3. Importing Data
Using Data from a variety of external sources and how to effectively import it into Excel. Topics covered in this module include: - Importing Data - Importing from text files - Importing from Microsoft Access - Exercise / Solutions - Summary
4. Working with Tables
How to generate tables and use the versatile range of options to filter and view the data. Topics covered in this module include: - Working with Tables - Sorting a table of records - Filtering a table of records - Subtotalling a table of records - Exercise / Solutions - Summary
5. Creating and Formatting Data
Viewing data within a Workbook more efficiently by changing the format and additional formatting options. Topics covered in this module include: - Creating and Formatting Data - Combining cell contents - Using conditional formatting - Creating a custom number format - Creating a custom date format - Creating and applying a style - Exercise / Solutions - Summary
6. Creating and Formatting Content
Adding external or internal content to enhance Workbooks. Topics covered in this module include: - Creating and Formatting Content - Inserting clip art - Inserting graphics - Moving graphics - Resizing graphics - Formatting graphics - Creating and modifying diagrams - Moving and resizing diagrams - Formatting diagrams - Annotating a chart - Filling data series with pictures - Changing the chart type - Manipulating pie charts - Selecting and saving a chart template - Exercise / Solutions - Summary
7. Thesaurus and Research
Using the Thesaurus and Research options to highlight and correctly collate external sources. Topics covered in this module include: - Using the Research Tool - Using the Thesaurus to find synonyms - Using research services - Exercise / Solutions - Summary
8. Validating Data
How to set Validation to ensure that errors are not introduced into a Workbook. Topics covered in this module include: - Validating Data - Using totals as visual checks - Using formulae for automatic checks] - Using the Range Finder - Auditing a worksheet - Using error checking - Watching and evaluating formulae - Exercise / Solutions - Summary
Module 3 - Advanced Microsoft Excel
1. Importing Data into Excel
How to import data from external sources, Databases, Websites as well as other Workbooks into Excel.Topics covered in this module include: - Importing Data into Excel - Importing from an external data source - Using a database query -Importing data from a Web page - Exercise / Solutions - Summary
2. Advanced Tables
A more complex look at data management by using Tables in Excel. Topics covered in this module include: - Advanced Working with Tables - Creating an modifying a table - Using data forms to manage tables - Using advanced filters - Using subtotals - Grouping and outlining data - Using data validation - Circling invalid data - Exercise / Solutions - Summary
3. Analysing Data with Automated Tools
Using automated tools for data and validation. Topics covered in this module include: - Analysing Data with Automated Tools - Using the Analysis ToolPak - Using Goal Seek - Using a data table - Using the Solver - Exercise / Solutions - Summary
4. Analysing Data with Scenarios
Setting Scenarios to ascertain a variety of 'What if?' results. Topics covered in this module include: - Analysing Data with Scenarios - Creating and showing scenarios - Merging scenarios - Creating a scenario report - Exercise / Solutions - Summary
5. Using Pivot Tables and Pivot Charts
How to use Pivot Tables and generating Pivot Charts. Topics covered in this module include: - Using PivotTables and PivotCharts - Creating a PivotTable report - Specifying the data to analyse - Modifying a PivotTable report - Updating a PivotTable - Grouping dates in a PivotTable - Using the Report Filter area - Drilling down to the detail - Changing the type of calculation - Filtering in a PivotTable - Grouping data in a PivotTable - Sorting PivotTables - Formatting a PivotTable - Charting a PivotTable - Exercise / Solutions - Summary
6. Analysing Data with Functions
Using the wide range of Excel functions to analyse data. Topics covered in this module include: - Analysing Data with Functions - Using the Lookup functions - Using the Conditional Sum Wizard - Using Database functions - Exercise / Solutions - Summary
7. Protecting Cells, Sheets and Workbooks
Setting security and passwords to protect data stored on Worksheets as well as hiding functions and files. Topics covered in this module include: - Protecting Cells, Sheets, and Books - Protecting cells - Protecting worksheets - Protecting workbooks - Attaching and viewing digital signatures - Adjusting macro settings - Exercise / Solutions - Summary
8. Collaborating With Others
How to share data and Workbooks with others in a workgroup as well as other collaborators online. Topics covered in this module include: - Collaborating with Others - Creating a shared workbook - Viewing and removing users - Resolving conflicting changes - Viewing the change history - Comparing and merging workbooks - Tracking changes to a workbook - Accepting and rejecting changes - Removing workbook sharing - Exercise / Solutions - Summary
9. Managing Data and Workbooks
Correctly managing Data and Workbooks for effective and efficient Saving and Storage. Topics covered in this module include: - Managing Data and Workbooks - Publishing workbooks as Web pages - Creating a workbook template - Editing a workbook template - Consolidating worksheets - Hiding columns, rows, sheets, and books - Saving a custom view - Viewing and changing workbook properties - Exercise / Solutions – Summary
Learning OutCome
- Master Microsoft Excel from Beginner to Advanced
- Build a solid understanding on the Basics of Microsoft Excel
- Learn the most common Excel functions used in the Office
- Harness the full power of Microsoft Excel by automating your day to day tasks through Macros and VBA
- Maintain large sets of Excel data in a list or table
- Create dynamic reports by mastering one of the most popular tools, PivotTables
- Wow your boss by unlocking dynamic formulas with IF, VLOOKUP, INDEX, MATCH functions and many more.
POTENTIAL JOB ROLES
- Data Analyst
- Customer Insights Analyst
- Analytics Insights Manager
NEXT STEP
Have questions about our Microsoft Excel training? Our Admissions team is here to help you determine if this program is right for you and your goals. You can also:
- Attend an info session online
- Explore your financing options.
- Contact our helpdesk team on +44 (0) 203 143 3504 or send us an email at info@cedar-pro.com
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