Catalogue

Overview

This course contains the following 13 modules on the following:

Introducing: 

• Excel is a spreadsheet application for organising, analysing, and presenting data. 
• To open Excel you select Microsoft Excel from the Programs sub-menu.
• A spreadsheet contains a grid of cells arranged in columns and rows. 
• The Ribbon displays commonly used commands. 
• Excel's Help provides information and useful tips. 
• The shortcut menu offers editing options for a selected object.

Creating Workbooks: 

• To open a new blank Excel workbook you use the New button.
• When you enter data, it appears in both the selected cell and the Formula Bar. 
• Once you confirm an entry, Excel automatically advances the cell pointer to the next cell within the range.
• To select a range of cells click on the first cell, then hold down Shift and click on the last cell.
• To select a range of cells that are not connected press the Ctrl key as you click on them.
• You can select a column or row by clicking on the column or row headings respectively.

Formatting Data: 

• The Formatting toolbar contains buttons that change the appearance of the worksheet.
• To change the way numbers in a worksheet are displayed use the numeric formatting buttons. 
• Excel automatically adjusts the height of rows to accommodate the data they contain. 
• You can align data in cells using the alignment buttons.
• To centre data across a selected range of columns use the Merge and Centre button.
• The Format Painter applies existing formats to other cells in the worksheet.

Formulas and Functions: 

• A formula is a cell entry that calculates data. Functions are ready made formulas that perform specialised calculations automatically.
• Using the AutoSum button is the easiest way to add values.
• When you copy formulas, Excel automatically changes the relative cell addresses to reflect their new location.
• Instead of using cell references in formulas, you can use row and column labels. You type the row name, followed by a space, then the column name. To use this feature you first select the Accept label in formulas option.
• Formulas automatically update results when values change because they refer to cell references, not the values they contain.
• Excel identifies errors in formulas and helps you to correct them.

Move and Copy Data: 

• The Shortcut menu is an alternative way of working with Excel. It is displayed by right-clicking on the required object.
• When using the Cut or Copy commands, the Windows Clipboard is used as a temporary storage area for the data.
• The Collect and Paste feature, which enables you to hold up to twenty four items in the Office Clipboard, can be activated by displaying the Clipboard toolbar.
• You can move data within a worksheet or between workbooks by using the drag and drop method.
• To display all open workbooks on the screen, use the Arrange command on the Windows menu.

Navigating Workbooks: 

• To move quickly to other cells in the worksheet use the Scroll bars.
• Using the Ctrl End shortcut keys moves you to the last entry in a worksheet. 
• Pressing the Ctrl Home keys moves you to the left-hand corner of the worksheet. 
• To move directly to a specified cell use the Go To command, or the Name box.
• A fast method of activating Go To is by pressing the F5 key. 
• Excel allows you to have up to 256 worksheets stored in a file which is known as workbook.
• To display a worksheet, simply click on its sheet tab.
• To display the other sheet tabs use the Tab scrolling buttons.

Open and Save Workbooks: 

• A folder is the Parent of it's sub-folders. New folders can be created by using the New Folder button when in the desired location.
• Recently opened files can be quickly accessed via the Recent Documents panel in the Backstage view.
• File names can be up to 255 characters and may contain spaces.
• The Save As command makes a copy of an existing workbook file in formats that other applications can use.
• Closing documents after you are finished with them can reduce confusion and increase computer performance.

Page Breaks and Previewing: 

• Print Preview allows you to view how the worksheet appears when printed.
• To see the page in greater detail you use the Zoom button.
• You cannot edit the worksheet while in Preview mode.
• Page Break Preview lets you adjust page breaks by dragging them.
• Excel automatically scales the information to fit the printed page.
• To insert manual page breaks use the Break command in the Page Setup group in the Page Layout tab.
• To delete manual page breaks use the Remove Page Break command.

Page Setup Options: 

• The Header/Footer options are used when you require the same data printed on the top or bottom of every page in the worksheet.
• You can choose from Excel's built-in headers or footers or customise your own.
• The Orientation box, in the Page section, allows you to select whether you wish to print down the page (Portrait), or across the page (Landscape).
• The Scaling options allow you to shrink or enlarge the data on the printed page.
• The Print titles options within the Sheet section are used to repeat column and row titles on every page of the printed worksheet.
• The Margins section enables you to centre the worksheet horizontally or vertically and change the blank area left around the outside of the printed page.

Printing: 

• When printing a section of the worksheet regularly, you can set a current print area using the Print Area/Set Print Area command.
• Setting a new print area will override the previous one as you can only have one print area set at a time.
• A quick way to print the active worksheet(s) is to use the Print button.
• You can control how the worksheet is printed by using the Print command on the File tab.
• To select another printer use the Name box.
• Always preview your worksheet before printing it.

Proofing Tools: 

• The Spell Checker feature checks the worksheet for typing errors. It compares the words in your document against its own dictionary.
• AutoComplete enables fast entry of repetitive text within one column.
• You can enter your common typos for automatic correction as you work by using AutoCorrect.
• Use the Find and Replace commands to locate text within a worksheet.
• Be aware of the balance between searching for part of a word, and searching for the whole word.
• The AutoCalculate feature offers statistical functions other than Sum.
• You can produce an Average, Maximum, or Minimum value, as well as a Count of a range of selected cells.

Screen Components: 

• The Ribbon presents commands in groups in tabs for easy access.
• Modify the Quick Access toolbar to display your most frequently used commands.
• Learn to alter the view or layout for more successful editing.
• Use and understand the keyboard shortcuts and Tool Tips for faster working.
• Make the most of the information on the Status bar and the Taskbar.
• Recognise and appreciate the different Mouse pointers.

Working with Ranges: 

• Naming cells allows you to refer to them by name instead of by cell reference.
• You can name a cell or range of cells by using the Name Box on the Formula bar or the Ctrl F3 shortcut keys.
• To move directly to a named range you can use the Go To feature or the Name Box list.
• The Range Finder uses colours to identify the different components of a formula, and their corresponding cells in the worksheet.
• Range Finder can be activated by clicking at the end of the entry on the Formula bar or double-clicking on the cell that contains the formula.

Objectives

Introducing: 

• Identify the Function of Excel 
• Start Excel 
• Understand Workbook layout 
• Understand Ribbon layout 
• Open Help 
• Use the Shortcut Menu 

Creating Workbooks: 

• Create a New Workbook 
• Use Values and Labels
• Input Dates 
• Enter Data into a Range 
• Edit Data 
• Select Data Ranges
• Select Workbook Components
• De-select Cells

Formatting Data: 

• Change numeric formatting 
• Set decimal places 
• Modify font, size and colour
• Centre text across columns
• Align data in cells 
• Apply bold, italic and underline
• Add borders 
• Change background colour 
• Use the format painter feature

Formulas and Functions: 

• Use Formulas and Functions 
• Use the AutoSum Button 
• Copy Formulas 
• Copy Functions 
• Use Labels to Enter Formulas 
• Apply the AutoFill Feature 
• Update Formula results
• Manage Errors 
• Manage Circular references

Move and Copy Data: 

• Differentiate Cut and Copy
• Move Text using the Toolbar
• Copy using the Shortcut Menu
• Use Paste Special Feature
• Paste Multiple Items
• View Multiple Documents 
• Drag and Drop Text

Navigating Workbooks: 

• Scroll through a Worksheet 
• Activate the Go To Command 
• Work with Sheet Tabs 
• Use Tab Scrolling Buttons

Open and Save Workbooks: 

• Open an existing workbook
• Navigate drives and folders
• Rename or delete a folder 
• Use recently used workbooks 
• Create a Workbook 
• Move between workbooks
• Use the Save As command 
• Convert file formats
• Close a workbook

Page Breaks and Previewing: 

• Print Preview worksheets
• Adjust Margins
• Apply Page Break Preview 
• Insert Page Breaks 
• Remove Page Breaks

Page Setup Options: 

• Use Headers and Footers 
• Control page order 
• Print column and row titles 
• Change page orientation 
• Scale the worksheet 
• Adjust margins 
• Centre a worksheet 

Printing: 

• Set a Print Area
• Clear a Print Area 
• Print a Worksheet 
• Print Multiple Worksheets 
• Apply Print Options 
• Select a Printer 
• Change Print Properties 
• Print Preview

Proofing Tools: 

• Check Worksheet Spelling
• Use AutoComplete 
• Use AutoCorrect 
• Find and Replace Data 
• Work with AutoCalculate

Screen Components: 

• Navigate the Ribbon
• Use the Quick Access Toolbar
• Change to Full Screen view 
• Use Tool Tips and Shortcuts 
• Use Page Layout 
• Understand workbook layout 
• Understand worksheet layout 
• Hide and restore the Taskbar 
• Understand Excel pointers

Working with Ranges: 

• Name Cells 
• Name Ranges 
• Use the Go To Box 
• Use the Name Box 
• Use the Range Finder

Course Duration

7 Hours

Introducing: 20 Minutes Creating Workbooks: 35 Minutes Formatting Data: 30 Minutes Formulas and Functions: 40 Minutes Move and Copy Data: 35 Minutes Navigating Workbooks: 40 Minutes Open and Save Workbooks: 45 Minutes Page Breaks and Previewing: 20 Minutes Page Setup Options: 35 Minutes Printing: 40 Minutes Proofing Tools: 40 Minutes Screen Components: 30 Minutes Working with Ranges: 20 Minutes