Description

Course

Designed for new users to Excel and covers basic features from creating workshops to producing simple formulas and charts.

By the end of this session, delegates will have the confidence and ability to create effective formulated worksheets to meet basic bookkeeping and accountancy needs.

You are welcome to bring along an Excel spread sheet that you are working on.

Who would benefit from this course?

This course is designed for people who are new to Excel or are using Excel in a limited capacity and want to learn more.

Topics covered

Introduction

• Customizing the Excel environment
• Worksheet terminology
• Customization of the Quick Access bar
• Creating a new worksheet
• Entering text and numbers
• Saving a worksheet
• Retrieving a workbook
• Quick navigation using shortcuts

Formatting

• Adding borders and shading
• Aligning cells using left, right and centre
• Applying various number formats –currency, accounting, decimal places
• Merge and centre cells
• Using Text Wrap
• Use various methods of cut, copy & paste
• Hiding/Unhiding columns
• Adding/deleting/displaying Comments
• Printing comments

Working with Ranges

• Inserting/Deleting rows and columns
• Adjusting the width of a column
• Adjusting row height
• Autofill
• Freeze panes
• Split screen

Using Auto Filter

• Applying a filter to your data
• Sorting a filtered list
• Printing a filtered list
• Clearing filters

Charts

• Create a chart based on your data
• Change the chart type
• Amend source data
• Using chart designs and applying layouts

Printing Your Reports

• Adjusting margins
• Scaling a document
• Changing the Orientation
• Adding Headers and footers
• Set the print area
• Printing a worksheet

Formulas

• Use Auto Sum to calculate figures
• Produce Min, Max and Average calculations
• Write simple bespoke calculations
• Understand BODMAS (order of calculations)
• Understand Relative and Absolute cell addressing
• Set worksheet to show formulas

Venue

Centre Delivery – or at business premises by request.
Delivery can be one-to-one or group.

Duration

Full day