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Overview:  Excel 'Beginners' demonstrates competency in the fundamentals of creating and managing worksheets and workbooks, entering data into cells and ranges, creating tables, applying formulas and functions and creating charts and objects. This course covers the ability to create and edit a workbook with multiple sheets, and use a graphic element to represent data visually. Workbook examples include professional-looking budgets, financial statements, team performance charts, sales invoices, and data-entry logs. This course will run over 2 or 3 half days.

Target Group: Staff who have a need to record and analyse data

Pre-requisites:  Basic knowledge of Windows and MS Office Menus

Learning outcomes:

At the end of this course, you will be able to:

  • Enter and edit numeric, date and text data
    • Alignment
    • Dates treated as numeric (Day 1 = 1st Jan 1900)
  • Navigate within workbooks
    • Search for data within a workbook
    • Navigate to named cells, ranges, or workbook elements
    • Insert and remove hyperlinks
  • Format worksheets and workbooks
    • Modify page setup
    • Adjust row height and column width
    • Customize headers and footer
  • Customize options and views
    • Manage the Quick Access toolbar
    • Display and modify worksheets in different views
    • Freeze worksheet rows and columns
    • Change window views
    • Display formulas
  • Prepare workbooks for collaboration and distribution
    • Set a print area
    • Configure print settings
    • Manage comments and notes
  • Manipulate data in worksheets
    • Paste data by using special paste options
    • Fill cells by using Auto Fill
    • Insert and delete multiple columns or rows
    • Insert and delete cells
  • Format cells and ranges
    • Merge and unmerge cells
    • Modify cell alignment, orientation, and indentation
    • Format cells by using Format Painter
    • Wrap text within cells
    • Apply number formats
    • Apply cell formats from the Format Cells dialog box
    • Apply cell styles
    • Clear cell formatting

Overview:  Excel 'Intermediate' demonstrates competency in the next level of functionality of MS Excel including creating charts and objects. This course covers the ability to create and edit a workbook with multiple sheets, and use a graphic element to represent data visually. Workbook examples include professional-looking budgets, financial statements, team performance charts, sales invoices, and data-entry logs. This course will run over 2 or 3 half days.

Target Group: Staff who have a need to record and analyse data

Pre-requisites:  Successful completion of 'Excel - Beginners'

Learning outcomes:

At the end of this course, you will be able to:

  • Define and reference named ranges
    • Define a named range
    • Reference a named range
  • Summarize data visually
    • Insert Sparklines
    • Apply built-in conditional formatting
    • Remove conditional formatting
  • Create and format tables
    • Create Excel tables from cell ranges
    • Apply table styles
    • Convert tables to cell ranges
  • Modify tables
    • Add or remove table rows and columns
    • Configure table style options
    • Insert and configure total rows
  • Filter and sort table data
    • Filter records
    • Sort data by multiple columns
  • Insert references
    • Insert relative, absolute, and mixed references
    • Use structured references in formulas
  • Calculate and transform data
    • Perform calculations by using the AVERAGE(), MAX(), MIN(),and SUM() functions
    • Count cells by using the COUNT(), COUNTA(), and COUNTBLANK() functions
    • Perform conditional operations by using the IF() function
    • Sort data by using the SORT() function
    • Get unique values by using the UNIQUE() function
  • Format and modify text
    • Format text by using RIGHT(), LEFT(), and MID() functions
    • Format text by using UPPER(), LOWER(), and LEN() functions
    • Format text by using the CONCAT() and TEXTJOIN() functions
  • Manage charts
    • Create charts
    • Add data series to charts
    • Switch between rows and columns in source data
    • Add and modify chart elements
    • Apply chart layouts
    • Apply chart styles

Overview:  Excel 'Advanced' demonstrates competency in the next level of functionality of MS Excel including in creating, managing, and  distributing professional spreadsheets for a variety of specialized purposes and situations. The exam covers the ability to customize Excel environments to meet project needs and to enhance productivity. Expert workbook examples include custom business templates, multiple-axis financial charts, amortization tables, and inventory schedules. This course will run over 2 or 3 half days.

Target Group: Staff who have a need to record and analyse data

Pre-requisites:  Successful completion of 'Excel - Beginners', and 'Intermediate' or a good rounded knowledge of Excel

Learning outcomes:

At the end of this course, you will be able to:

  • Manage workbooks
    • Reference data in other workbooks
    • Manage workbook versions
  • Prepare workbooks for collaboration
    • Restrict editing
    • Protect worksheets and cell ranges
    • Protect workbook structure
  • Format and validate data
    • Create custom number formats
    • Configure data validation
    • Group and ungroup data
    • Calculate data by inserting subtotals and totals
    • Remove duplicate records
  • Apply advanced conditional formatting and filtering
    • Create custom conditional formatting rules
    • Create conditional formatting rules that use formulas
    • Manage conditional formatting rules
  • Create Advanced Formulas
    • Perform logical operations by using nested functions including the IF(), IFS(), SUMIF(), AVERAGEIF(), COUNTIF(), SUMIFS(), AVERAGEIFS(),  COUNTIFS(), MAXIFS(), MINIFS(), AND(), OR(), NOT()
    • Look up data by using the XLOOKUP(), VLOOKUP(), HLOOKUP(), MATCH(), and INDEX() functions
    • Reference date and time by using the NOW() and TODAY() functions
    • Calculate dates by using the WEEKDAY() and WORKDAY() functions
  • Perform data analysis
    • Summarize data from multiple ranges by using the Consolidate feature
    • Perform what-if analysis by using Goal Seek and Scenario Manager
    • Filter data by using FILTER()
    • Sort data by using SORTBY()
  • Create and modify simple macros
    • Record simple macros
    • Name simple macros
    • Edit simple macros

Create and modify PivotTables

  • Create PivotTables
    • Modify field selections and options
    • Create slicers
    • Group PivotTable data
    • Add calculated fields
    • Configure value field settings