Audience: This course is designed for new users of Excel, or those whom have been self taught. We cover all aspects of creating a spreadsheet including writing formulae.

Course Duration: This is a 6 day Excel 2016 Intermediate Course. Training runs on Mondays and Wednesdays from 5:30PM to 8:30PM

Course Objectives: After the course, you will be able to:

• Create and maintain spreadsheets
• Create and edit formulae
• Format and print worksheets
• Perform basic list management tasks

Requirements: You do not need any previous knowledge of Excel, but should have basic windows, keyboard and mouse skills

Course Locations / Schedule: This course can be run onsite, or at our training facility or any preferred location in Saint Lucia. The course is run on a date that suits you, however we also do public scheduled courses.

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Spreadsheet Principles

What is a spreadsheet?

Screen Layout and Excel Basics

• Ribbon
• Understanding Workbooks, Worksheets, Rows, Columns, cells
• Various selection techniques
• Understanding various Mouse shapes
• Tabs
• Groups
• Dialog Box Launchers
• Quick Access Toolbar (QAT)
• Customizing QAT
• Formula Bar Customization
• Live Preview
• Contextualized tabs
• File Tab (Backstage View)
• Zoom Feature
• Page Layout View
• Full Screen View
• Access Keys (Shortcut keys)
• Saving, File types, File Compatibility (with earlier Versions)
• Getting Help
• Various selection techniques
• Pinning Recent Files

Entering, Selecting and Editing Data

• Entering , Editing and Deleting information in cells (Text, Date, and numbers)
• Entering Auto Lists
• Using Fill handle to create simple lists
• Creating custom lists
• Deleting Rows, Columns and Cells
• Inserting Rows, Columns and Cells
• Inserting , Deleting, Moving, Copying and Renaming Sheets
• Various Navigation Techniques using Scroll bar, Keyboards and Go To command
• Using the Paste Preview

Creating Formulae and Functions

• Concept
• Creating Formulae
• Editing Existing Formulae
• BODMAS: Mathematical Order
• Copying Formulae
• Understanding Relative Referencing
• Understanding Absolute Referencing
• Using the Auto sum Feature
• Common Basic Functions : SUM, MIN, MAX, AVERAGE, COUNT, COUNTA
• Using the Formulas Tab

Formatting Cells, Rows, Columns and Sheets

• Formatting Cells
• Number Formatting
• Date Formatting
• Text Formatting
• Cell Alignment And Orientation
• Wrap text
• Applying borders and shading
• Border drawing
• Clearing Formats
• Changing Column Widths
• Changing Row Heights
• Changing sheet Tab Colours
• Using Format Painter

Data Sort and Filter

• Sorting Data
• Auto Filter

Charts/Graphs

• Creating Simple Charts
• Editing Charts
• Formatting Charts

Printing

• Print Preview
• Page Orientation
• Adding Headers and Footers
• Printing A Selection
• Setting A Print Area
• Scaling
• Adjusting page breaks using Page Break Preview
• Repeating columns and rows
• Changing Margins
• Center On Page

Recapping Basics

• Absolute, Relative References Basic calculations

Recap Linking

• Inserting and deleting sheets
• Changing the default number of workbook sheets

Naming Cell Ranges

• Concept And Purpose
• Naming Individual Cells
• Naming Range Of Cells
• Deleting And Amending Named Ranges
• Using Name Ranges in Formulae/Functions
• Named Ranges As Navigation Aid

Linking Sheets and Files

• Changing the default number of workbook sheets
• 3D Calculations
• Linking sheets in the same file
• Linking different Excel files
• Using Edit, Links
• Viewing Different Files On One Screen
• Saving a workspace
• Window Split
• Freeze Panes
• Viewing Different Parts Of The Sheet On One Screen
• Watch Window

Conditional Functions

• Benefits And Purpose
• IF Statements
• Nested If
• SUMIF And SUMIFS
• AVERAGEIF And AVERAGEIFS
• COUNTIF and COUNTIFS
• ISERROR And IFERROR
• Nesting IF WITH AND, OR

Applying and Managing Conditional Formatting

• Data Bars
• Colour Scales
• Icon Sets
• Top/Bottom

Basic Lookup Functions

• Vertical Lookup (VLOOKUP)
• Horizontal Lookup (Hookup)

Essential List Management

• Sorting Data (By Values, By Cell Colour, By Font Colour, By Cell Icons)
• Multi Column Sort
• Filter (By Values, By Cell Colour, By Font Colour, By Cell Icons)
• Multi Column Filter
• Advanced Filter
• Adding Subtotals
• Freeze Panes
• Group and Outline
• Data Form
• Format As Table Feature
• Data Consolidation

Formulae Auditing Formula View

• Tracing Precedents
• Tracing Dependents
• Using Watch Window
• Go To Special…

Charts/Graphs Advanced Techniques

• Creating Chart Using Shortcut Keys
• Saving Custom Chart as Templates
• Setting Chart as Default
• Trend lines
• Formatting and Editing Series, Plot Area, Data Points Chart Area, legends, etc…
• Using Spark lines (Line, Column, Win/Loss)

13-Jul-2020

17-Jul-2020

Tues & Thurs 5:30 PM – 8:30 PM

Mon – Fri 9:00 AM – 5:30 PM

6 weeks

5 days