All Excel Topics Page 1 of 11

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1 All Excel Topics Page 1 of 11 All Excel Topics All of the Excel topics covered during training are listed below. Pick relevant topics and tailor a course to meet your needs. Select a topic to find out more about the skills covered General Shortcuts Creating and Editing Workbooks Formatting Content Printing and Viewing Workbooks Formulas Writing and Editing Formulas References in Formulas Working with Percentages Working with Dates and Times Fixing Errors in Formulas Naming Cells and Ranges Functions Overview of Functions Statistical Functions Logical Functions Lookup Functions Count Functions Calculation Functions with Criteria Rounding Up and Down Array Functions Text Functions Test the Type of Data Financial Functions Data Analysis Organise Lists of Data Sort and Filter Data Advanced Data Filters Conditional Formatting Group and Summarise Data Tables of Data Introduction to PivotTables Advanced PivotTable Skills Data Validation Database Functions Performing What-If Analysis Enhancing Spreadsheets Creating and Editing Charts Linking Data Consolidating Data Protecting and Hiding Data Customising Excel Using Paste Special Effectively Automating Excel Creating Dashboards Macros: Record, Run and Edit VBA Code: Introduction VBA Writing: Tailored to Suit Alternatively, if you want to learn fundamental skills to gain the most from Excel, we recommend attending our core skills courses, listed below: Excel Essentials (3 Hrs) Introduction to Data Analysis (3 Hrs) Advanced Formulas and Functions (3 Hrs) Advanced Data Analysis (3 Hrs) Macros and Introduction to VBA (6 Hrs) To find out more, please visit

2 All Excel Topics Page 2 of 11 General Shortcuts Work at speed with Excel Use the keyboard instead of the mouse for frequent commands Customise the Quick Access Toolbar to group frequently used tools Use the Auto Fill tool to fill cells with data Use the mini toolbar to format text Use smart tags to complete common tasks Copy and paste content using the Clipboard Creating and Editing Workbooks Simplify creating and working with spreadsheets Create, open and save Excel files quickly Add text, numbers, dates and times Move, copy and delete data Navigate with the mouse and keyboard Move, copy, insert, delete and rename worksheets Insert and delete columns and rows Change the layout of a spreadsheet Formatting Content Enhance the presentation of spreadsheets Clearly structure and present content Use various tools to format text Change number formats Align text and numbers Modify the size of rows and columns Apply borders for clarity Hide gridlines on a worksheet Merge multiple cells into one cell Wrap text within a cell Apply styles to cells for quick formatting Use the Format Painter tool for speed and consistent appearance Clear formatting and tidy up content Check the spelling of text

3 All Excel Topics Page 3 of 11 Printing and Viewing Workbooks Understand the print options available in Excel Use print preview Amend page setup options Print worksheets Use page layout view and page break preview Add headers and footers Zoom in and out on a spreadsheet Freeze panes to simplify working with large spreadsheets View different sheets and workbooks side by side on the same screen Formulas Writing and Editing Formulas Understand how to write formulas to perform calculations Write formulas to add, subtract, multiply and divide Edit formulas within a cell Add and edit formulas within the formula bar Copy a formula to other cells View results of calculations in the status bar Use brackets to change the order of a calculation Understanding References in Formulas Understand the difference between relative and absolute references in formulas Use relative references within formulas Use absolute references within formulas Use mixed references within formulas Working with Percentages Understand how to calculate and display percentages Calculate the percentage of a given value Calculate the percentage difference between values Display percentages correctly Working with Dates and Times Simplify working with and calculating dates and times Format dates and times correctly Create sequences of dates, weekdays, months or years Calculate date and time differences Use functions to automatically display dates

4 All Excel Topics Page 4 of 11 Fixing Errors in Formulas Use the formula auditing tools to identify and fix errors Trace how formulas are structured Step through formulas to identify errors Use a watch window to help evaluate formulas in large spreadsheets Naming Cells and Ranges Understand the benefits of using named cell references Create meaningful names for individual cells and ranges of cells Use the name manager to edit named references Use named references within formulas Create multiple named references automatically Use named ranges within drop-down lists Functions Overview of Functions Gain an understanding of how to use common functions Write common functions such as SUM Use the AutoSum tool Add new figures and ensure functions remain correct Copy a function to other cells Work with the tools in the formulas tab Use the insert function tool to find and build functions Use AutoComplete to add functions Use the PRODUCT and SUMPRODUCT functions for useful calculations Statistical Functions Use functions to display statistics Use the MAX and MIN functions to display the highest and lowest figures Use functions to calculate the average, median or mode figure Logical Functions Use IF statements to ask questions of data Use the IF function to ask questions of data and display information Use the IF function to analyse data and perform calculations Nest multiple IF functions within the same formula Combine IF with the AND function Combine IF with the OR function

5 All Excel Topics Page 5 of 11 Lookup Functions Look up and display information automatically Use the VLOOKUP function to search for and find data Edit a VLOOKUP function Use the MATCH function to search for data Use the INDEX function to return values Combine the MATCH and INDEX functions Use the HLOOKUP function Count Functions Use functions to count the number of cells holding data Use the COUNT function Use the COUNTA function Use the COUNTBLANK function Calculation Functions Based on Criteria Use functions to perform calculations on specific data Use the SUMIF and SUMIFS functions Use the COUNTIF and COUNTIFS functions Use the AVERAGEIF and AVERAGEIFS functions Rounding Up and Down Functions Round figures to the nearest whole number, hundred, thousand or million Use the ROUND function Use the ROUNDUP function Use the ROUNDDOWN function Array Functions Understand the benefits of using array functions Create an array function Combine an array function with another function Text Functions Use text functions to modify text and extract data Use the CONCANTENATE function to join data held in different cells Use the PROPER, UPPER and LOWER functions to change the case of text Use the LEFT and RIGHT functions to extract characters from cells Use the TEXT function to convert values to text

6 All Excel Topics Page 6 of 11 Test the Type of Data Held in Cells with Functions Use various IS functions to test data Use the ISBLANK function Use the ISERROR function Use the ISNUMBER function Use the ISTEXT function Financial Functions Use various functions for financial calculations Use the FV function to calculate the future value of an investment Use the PMT function to calculate loan payments Use the RATE function to calculate necessary interest rates Data Analysis Organise Lists of Data for Effective Analysis Clean and restructure data to simplify analysis Set up lists of data correctly for analysis Use Find and Replace to edit data Use functions to tidy up data for analysis Use functions to substitute data within records Split data for more effective analysis Sort and Filter Data Sort records into order and filter to display specific records Sort records into alphabetical or numerical order Sort records by date Sort records by colour Use drop down filters to find specific records Create customised filters to find records that meet criteria Advanced Data Filters Use advanced filters to analyse data Filter data using the advanced filter Set multiple criteria Copy filtered data to other cells Filter data to display unique records

7 All Excel Topics Page 7 of 11 Conditional Formatting Automatically highlight records that meet certain criteria Highlight records that meet specific criteria Draw attention to high and low figures Use colours and icons to represent values Highlight duplicate values Use formulas to set advanced rules and highlight entire records Modify conditional formatting rules Manage conditional formatting steps Group and Summarise Data Group records into categories and perform calculations Manually create groups of data to simplify working with large lists Automatically create an outline of data with groups Use the Subtotal tool to perform calculations on groups of data Tables of Data Create Tables for quick and effective data analysis Convert a range of cells into a Table to simplify analysis Add new fields to a Table Add new records to a Table Add calculated fields to a Table Filter a Table Use Table tools to perform calculations Name Tables of data and work with dynamic named ranges Use functions to analyse data within a Table Introduction to PivotTables Analyse data with PivotTables Create PivotTables Change the layout of PivotTables Sort data vertically and horizontally Filter data within a PivotTable Search for data within a PivotTable Customise field names Format data displayed within PivotTables Refresh the data displayed within a PivotTable Drill down to display data Create Pivot charts

8 All Excel Topics Page 8 of 11 Advanced PivotTable Skills Take your PivotTables to the next level for in-depth analysis Set PivotTable options Change the calculations performed Work with subtotals within a PivotTable Create top 10 reports Group data into date periods Group data into number ranges Display values as percentages of total figures Create running totals Create calculated fields Use slicers to filter multiple PivotTables Use timelines to filter PivotTables Apply conditional formatting to data within PivotTables Use formulas to extract data from PivotTables Data Validation Ensure users enter correct data Set validation rules to specify what type of data can be entered Create drop down lists for data entry Connect drop down lists to data within a spreadsheet Use input messages to help users enter correct data Display error alerts when invalid data is entered Database Functions Use database functions to extract data and perform calculations Use the DSUM function Use the DCOUNT function Use the SUBTOTAL function Performing What-If Analysis of Data Carry out forecasts with the powerful what-if analysis tools Use Goal Seek to identify target figures Create Scenario Manager reports to compare possible outcomes Create Data Tables with one or two variables Use Solver to perform advanced what-if analysis with constraints

9 All Excel Topics Page 9 of 11 Enhance Spreadsheets Creating and Editing Charts Present data with eye-catching charts Bring in content from chart info on data analysis course summary Create column, line, pie, area, scatter and radar charts Change the chart type Use the quick layout options Draw attention to chart content with effective formatting Apply styles to charts Create chart templates for consistent presentation Combine different chart types within one chart Create a chart with two vertical axis Add trend lines to charts Add, edit and format labels Use the invert if negative option Explode pie charts for visual effect Customise charts in various ways Linking Data Between Sheets and Files Link data across Excel sheets and files Link one cell to another Link data across sheets in the same Excel file Link data across two Excel files Update and manage linked data Consolidating Data Across Worksheets Summarise data from multiple sheets Define ranges Consolidate data Create links in consolidated data Protecting and Hiding Data Protect and hide data, formulas and worksheets Hide rows and columns Hide worksheets Protect formulas within cells Password protect worksheets and workbooks Protect ranges of cells Copying and pasting hidden data

10 All Excel Topics Page 10 of 11 Using Paste Special Effectively Use the various paste special options to simplify working with Excel Specify what data is to be pasted Paste only values or formatting Retain the same column widths Paste validation rules Transpose data horizontally or vertically Drop hidden content when pasting Customising Excel Customise your Excel spreadsheets Create customised views of spreadsheets Create shortcuts to display customised views Automating Excel Creating Dashboards Create interactive dashboards to help users visualise and analyse data Sketch and design a user friendly dashboard Work with the Developer tab to add controls Add command buttons Add drop down boxes, lists and scroll bars Add option buttons and check boxes Add labels for clarity Create interactive charts Use advanced conditional formatting rules to highlight data Macros: Recording, Running and Editing Record macros to automate frequent tasks Work with the Developer tab Record relative reference and absolute reference macros Run macros using the keyboard Create a new tab to hold macros Create user friendly buttons to run macros View the VBA script generated when recording a macro Edit VBA script to correct macros

11 All Excel Topics Page 11 of 11 VBA Code: Introduction An introduction to writing and editing VBA script Work with the various windows in the VBA editor Edit VBA script generated by macros Write Sub Procedures (macros) from scratch in VBA Work with objects, properties and methods Create variables to hold values Use If Then Else within VBA code Display information in a message box Tailored VBA Courses From beginner to power user VBA training from beginner to advanced level can be designed and delivered to meet your needs. More information Suitable for all versions of Excel Excel training is delivered for all versions of Excel, whether you are using a Windows laptop or desktop, an Apple Mac or mobile device. All releases of Excel are also covered, from the oldest to the latest. Training delivered in context with your business All courses are delivered in context with your business practices, helping you recognise how skills can be applied at work. Core Skills Courses We deliver Core Skills courses which cover the fundamental skills needed to gain the most from Excel. Excel Essentials (3 Hrs) Introduction to Data Analysis (3 Hrs) Advanced Formulas and Functions (3 Hrs) Advanced Data Analysis (3 Hrs To find out more, please visit