MICROSOFT EXCEL
Microsoft Excel, the world's most popular spreadsheet software, is designed to help users perform myriad business tasks, from to-do lists to forecasts to macros and VBA. Excel is our flagship course, used by hundreds of thousands of customers and clients worldwide, including the Institute of Chartered Accountants in England and Wales and many blue-chip firms.
Most office staff can use Excel to a basic level for data entry, to format cells, and even to use a basic PivotTable. But only some make it to the next level, to be able to build models, conduct scenario analyses, apply checks to flag errors, and create a dashboard or format to a client-ready standard.
Our best-selling, award-winning course will do all of this. And it will do so efficiently by using our proprietary filtering algorithm to direct your attention to the most relevant areas of Excel.
Sample - The Basics of PivotTables
WHO'S IT FOR?
Pre-requisites
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PC or Mac with a full version of Microsoft Excel (any version from 2013 onwards or Microsoft 365).
Length
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20 hours
Relevant audiences
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Anyone who would like to improve their Excel skills.
Tags
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Excel, Excel Skills, Excel functions, IF function, SUM function, LOOKUP functions, Spreadsheets, Formulas, Data analysis, Calculation, Macros, Conditional formatting, Data validation, Data manipulation
Learning outcomes
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Conduct insightful analysis of small or large data sets.
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Discover how to build a dashboard to monitor your or your company's performance.
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Banish your Excel pet hates for good.
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Present your work beautifully in a table, scatter, radar or pie chart.
ABOUT THE AUTHOR
Simon Hurst, BA ACA
Simon Hurst is a Chartered Accountant and has been involved in computer software for 26 years during which he has provided a wide range of training services to professionals of all levels. His expertise lies in all the main Microsoft applications and he's been running hands-on Excel training courses for over 20 years, dealing with all aspects of Excel from basic competence to advanced data analysis. He is able to bring these years of practical experience to our Excel and Advanced Excel courses, ensuring that the courses explain advanced concepts clearly and concisely, and with real, practical applications and even the occasional joke.
REVIEWS
"Learning and development had not been created as a continuous activity. Training was often one-off interventions with the impact difficult to measure. Filtered has helped us change that in a short period of time. The cultural change it has driven in terms of reinforcing an expectation of continuous learning at all levels is the biggest achievement to me."
"We partnered with Filtered because we liked the idea of learners being able to tailor resources based on their knowledge gaps. The quality of reporting data provided allowed us to calculate an ROI of £1.80 for every £1 invested in a licence."
COURSE SYLLABUS
+ Click to expand...
PRE-ASSESSMENT
+ SECTION 1 | FOUNDATION - 11 MODULES
Unit 1 | Excel Introduction
1. What's New in Excel 2019?
Unit 2 | The Excel Interface
1. The Excel Screen and Interface
2. The File Tab
3. Spreadsheet and Views
4. Themed Exercise
Unit 3 | Basic Navigation and Editing
1. Selection and Navigation
2. Basic Formatting
3. Multiple Worksheets
4. Themed Exercise
Unit 4 | Getting Going
1. Simple Formulae
2. Basic Functions
+ SECTION 2 | ORIENTATION AND EFFICIENCY - 21 MODULES
Unit 5 | Editing
1. Copying
2. Pasting
3. Inserting, Deleting, and Clearing
4. Fill Handle and Flash Fill
5. Themed Exercise
Unit 6 | Viewing
1. Views
2. Splitting the Screen
3. Themed Exercise
Unit 7 | Spreadsheet Structure
1. Grouping Rows and Columns
2. Changing Cell Shape
3. Themed Exercise
Unit 8 | Cell References
1. Relative References
2. Fixed References
3. Themed Exercise
Unit 9 | Named Ranges
1. Simple Range Names
2. Managing Named Ranges
3. Themed Exercise
Unit 10 | Basic Macros
1. Getting Started
2. Simple Recorded Macros
3. Practical Applications
4. Themed Exercise
+ SECTION 3 | ADMINISTRATION - 7 MODULES
Unit 11 | Connecting Workbooks
1. Basic Technique
2. Managing Links
3. Themed Exercise
Unit 12 | Protecting and Sharing
1. Protection
2. Sharing
3. Sharing Via the Cloud
4. Themed Exercise
+ SECTION 4 | DATA HANDLING - 28 MODULES
Unit 13 | Sorting and Filtering
1. Basic Sorting
2. Basic Filtering
3. Advanced Filter
4. Introduction to PivotTables
5. Themed Exercise
Unit 14 | Controlling User Input
1. Data Validation
2. Facilitating Data Entry
3. Introduction to IS and IF Functions
4. Themed Exercise
Unit 15 | Working With Dates and Times
1. Date and Time Formatting
2. Date and Time Math
3. Basic Date and Time Functions
4. Advanced Date and Time Functions
5. Themed Exercise
Unit 16 | Working With Text
1. Entering and Formatting Text
2. Extracting Parts of Text
3. Concatenating Text
4. Manipulating Text
5. Themed Exercise
Unit 17 | Lookup and Reference
1. Looking Up Information in a Table
2. Looking Up Information More Flexibly
3. Advanced Lookups
4. Themed Exercise
Unit 18 | Logical Functions
1. Automatic Decision Making
2. Using Logic to Apply Conditions
3. Error Handling
4. Advanced Logical Tests
5. Themed Exercise
+ SECTION 5 | DATA ANALYSIS - 40 MODULES
Unit 19 | Working With Numbers
1. Basic Math
2. Rounding
3. Themed Exercise
Unit 20 | Summarizing Data
1. Totals and Counts
2. Other Statistics
3. Conditional Totals and Counts
4. Advanced Conditional Sums
5. Themed Exercise
Unit 21 | PivotTables 1 - Simple Summaries
1. Uses of PivotTables
2. Basics of PivotTables
3. Filtering
4. Sorting and Grouping
5. Themed Exercise
Unit 22 | PivotTables 2 - Manipulating Data
1. Understanding Data Structures
2. Formatting and Layout
3. Value Field Settings
4. GETPIVOTDATA()
5. Themed Exercise
Unit 23 | PivotTables 3 - Interpreting Data
1. Slicers and Timelines
2. PivotCharts
3. Conditional Formatting In PivotTables
4. Building an Interactive Dashboard
5. Themed Exercise
Unit 24 | Power Pivot: Handling Big Data
1. Introduction
2. Power Pivot Data Tools
3. Data Analysis Expressions (DAX)
4. Advanced Techniques
5. Themed Exercise
Unit 25 | Formula Auditing
1. Tracing Calculations
2. Monitoring Effects of Changes
3. The Inquire Add-In
4. Themed Exercise
Unit 26 | Advanced Macros and VBA
1. Writing Code Directly - Sub Procedures
2. Writing Code Directly - User-Defined Functions
3. Structure and Worksheet Change Event
4. Interactive VBA
5. Themed Exercise
Unit 27 | Modeling
1. Principles
2. Techniques
3. Themed Exercise
+ SECTION 6 | PRESENTATION - 25 MODULES
Unit 28 | Cell Formatting
1. Basic Font Formatting
2. Alignment
3. Styles
4. Formatting Tools
5. Themed Exercise
Unit 29 | Number Formatting
1. Types of Numbers
2. Clarity and Impact
3. Custom Number Formats
4. Advanced Custom Formats
5. Number Formats and Styles
6. Themed Exercise
Unit 30 | Conditional Formatting
1. Basic Conditional Formatting
2. Graphical Conditional Formats
3. Advanced Conditional Formats
4. Themed Exercise
Unit 31 | Charts and Graphs
1. Creating Simple Charts
2. Editing Charts
3. Advanced Charts
4. Sparklines
5. Themed Exercise
Unit 32 | Page and Print Setup
1. Displaying Spreadsheets as Pages
2. Adjusting Page Setup
3. Printing Very Large Sheets of Data
4. Finally, Printing!
5. Themed Exercise
FINAL ASSESSMENT