Course Summary

This is a moderately-paced workout for people who work with Excel often. To attend, you should be comfortable using the keyboard and mouse, and work with typical Microsoft Office or Google Apps.

We start by revising fundamental knowledge of the Excel environment (screen content, menus, keyboard shortcuts, mouse and cursor behaviour). Subsequently we work with formulae containing classic expressions as well as new Structured References, classic and new Worksheet Functions. 

We exercise through various Excel formatting and layout features. We create Charts and other Visuals.

Who is this course for?

This course assumes the learner has the knowledge required to create, edit, print and chart simple worksheets. Understanding ranges and copying is also important.

What should I bring on the day?

Please bring along a USB stick to save your work.

Where to next?

Continue your Microsoft Office training with Taking Excel Further – Advanced

Currently, we have no dates scheduled for this course. Please contact us via email enquiries@cae.edu.au to register your interest.

During the course you will cover topics such as:

  • Quick Revision and Familiarisation
    • The Excel file – formats, extensions, compatibility
    • Behaviour and limits of Excel (Local vs Microsoft OneDrive)
    • The different cell data types
      • Text, Numbers, Boolean
      • Dates stored as Numbers, as text
      • Numbers stored as Text
    • Knowing how to copy, paste, fill of fixed and automatically varied cell ranges and formats
  • Calculating with Excel
    • The three layers of an traditional Excel cell
      • How they affect subsequent calculation results
      • Controlling how Excel interprets them
    • Excel formula expressions
      • Absolute and Relative Addressing
      • Arithmetic and text operators in the expressions
      • Show Formulas, Trace Precedents, Dependents
      • Popular Worksheet Functions
    • Aggregating in Excel
      • Worksheet Functions (SUMIF etc..)
      • Classic Subtotals
      • Table Subtotals
      • A quick look at Pivot Table totalling
    • Quick Overview of Excel Array functions vs CSE array formulas
    • Understanding that working with Excel involves recognising and choosing models that are optimum for the task at hand and best use case
  • Object Names
    • Cell Addresses vs Range Names
    • Table Names
    • Other Object Names
  • Working with Excel Tables
    • Converting a cell range to a Table and vice versa
    • Table Formatting
    • Sorting
    • Hiding and Showing relevant items (Filtering)
    • Searching
    • Structured Referencing in Table Cell Formulas
    • Using Slicers with Tables
  • Basic Cell, Column, Row, Worksheet formatting
    • Excel specific techniques in printing – Print Area, Repeating Rows and Columns, Automatic
    • Fit to pages wide and tall, Gridlines, Headings
    • Conditional vs Traditional formatting
  • Excel charting and Visuals
    • Standalone Charts – approach and mindset
    • Sparklines
    • Slicers
    • Timelines
    • Quick Overview of Conditional Formatting
  • Figuring out what to do
    • Reading the screen for visual clues and deducing how to resolve unexpected Excel behaviour
    • Microsoft keyword sensitive Suggested Actions
    • Official Microsoft Help
    • Third Party Help on the web
Last updated: November 21, 2024 04:53pm