CACS TRAINING PROGRAMS

MICROSOFT EXCEL – INTRODUCTION

Our Microsoft Excel Introduction course is aimed at those with little or no experience in Excel. This course introduces the participants to the world of Excel. Attendees will learn how to set up Microsoft Excel, navigate workbooks and save and close documents, how to make basic spreadsheets and select and format ranges of cells. You will also practice basic Excel formulas and learn how to use functions like SUM, AVERAGE and COUNT to make quick calculations. These basic Excel skills can be used to create budgets, graphs, lists, simple reports and more to complete a range of tasks in the workplace efficiently.

Once you have completed this Excel spreadsheet training and learned the fundamentals, take your skills to the next level with our intermediate and advanced courses in Excel.

Learning Outcomes

By the end of the course, participants should be able to:

  • Establish audit objectives for data analysis use
  • Describe the auditees technology environment
  • Define detail data requirements
  • Obtain data (Extract, Transform and Load (ETL) process)
  • Use of common functions to work more effectively with text, date and numeric data.
  • Perform data and statistical analysis techniques
  • Evaluate results of data analysis
  • Document results

Who should attend?

Anyone who wants to increase their digital literacy and start using Microsoft Excel to perform basic tasks in the workplace.

Study Mode: Face-to-face, Live online, workplace

Course Duration: 2 days

Course Content

  • What is Data Analysis?
  • Why Data Analysis?
  • Types of Data Analysis
  • Data Analysis Process
  • Steps to Analyse Data
  • Starting Excel from the Desktop
  • Understanding the Excel Start Screen
  • The Excel Workbook Screen
  • How Excel Works
  • Using the Ribbon
  • Showing and Collapsing the Ribbon
  • Understanding Workbooks
  • Using the Blank Workbook Template
  • Typing Text
  • Typing Numbers
  • Typing Dates
  • Understanding the Fill Handle
  • Typing Formulas
  • Easy Formulas
  • Saving a New Workbook on Your Computer
  • Checking the Spelling
  • Making Basic Changes
  • Printing a Worksheet
  • Safely Closing a Workbook
  • Understanding Data Editing
  • Overwriting Cell Contents
  • Editing Longer Cells
  • Editing Formulas
  • Clearing Cells
  • Deleting Data
  • Importing data into Excel from various sources: text, web, Microsoft Access, SQL (Structured Query Language) Server 
  • Setting up initial cell formatting 
  • Working with cell ranges—navigating and selecting cells with the mouse and keyboard 
  • Entering and editing data and employing AutoFill to enter data 
  • Inserting and deleting rows, columns, or cells. 
  • Removing Unwanted Characters from the Text
  • Steps for Data Cleaning
  • Steps to Change Data Format
  • Steps to Change Time Format
  • What is Conditional Formatting and how to use it?
  • To Apply Conditional Formatting on Text
  • What is Sorting and Filtering?
  • To Sort a Particular Column
  • Applying Sorting on Two Columns
  • Steps to Sort Dates
  • Steps to Sort Columns by Colors
  • To Apply Filtering
  • Clear Filter
  • Apply Filter on Text
  • Subtotals
  • Steps to Apply Subtotals
  • Quick Analysis
  • Steps to Use Quick Analysis
  • Understanding Formulas
  • Creating Formulas That Add
  • Creating Formulas That Subtract
  • Formulas That Multiply and Divide
  • Understanding Functions
  • Using the SUM Function to Add
  • Summing Non-Contiguous Ranges
  • Calculating an Average
  • Finding a Maximum Value
  • Finding a Minimum Value
  • What if Formulas
  • Common Error Messages
  • Absolute Versus Relative Referencing
  • Relative Formulas
  • Problems with Relative Formulas
  • Creating Absolute References
  • Creating Mixed References
  • Understanding Font Formatting
  • Working with Live Preview
  • Changing Fonts
  • Changing Font Size
  • Growing and Shrinking Fonts
  • Making Cells Bold
  • Italicising Text
  • Underlining Text
  • Changing Font Colours
  • Changing Background Colours
  • Using the Format Painter
  • Applying Strikethrough
  • Subscripting Text
  • Superscripting Text
  • Applying Alternate Currencies
  • Applying Alternate Date Formats
  • Formatting Clock Time
  • Formatting Calculated Time
  • Understanding Borders
  • Applying a Border to a Cell
  • Applying a Border to a Range
  • Applying a Bottom Border
  • Applying Top and Bottom Borders
  • Removing Borders
  • Setting the Print Area
  • Previewing Before You Print
  • Selecting a Printer
  • Printing a Range
  • Printing an Entire Workbook
  • Specifying the Number of Copies
  • The Print Options
  • Strategies for Printing Worksheets
  • Understanding Page Layout
  • Using Built in Margins
  • Setting Custom Margins
  • Changing Margins by Dragging
  • Centering on a Page
  • Changing Orientation
  • Specifying the Paper Size
  • Clearing the Print Area
  • Inserting Page Breaks
  • Using Page Break Preview
  • Removing Page Breaks
  • Setting a Background
  • Clearing the Background
  • Settings Rows as Repeating Print Titles
  • Clearing Print Titles
  • Printing Gridlines
  • Printing Headings
  • Scaling to a Percentage

Microsoft Excel - Intermediate

Microsoft Excel is a powerful tool for a range of uses, but most users only scratch the surface of its capabilities. This Excel training course helps you to un-learn processes you may have picked up from learning Excel on the job, replacing them with the most efficient ways to achieve effective outcomes.

This Microsoft Excel Intermediate course will take your Excel skills to the next level, so you can start working smarter with spreadsheets and use them to improve your efficiency and organisation at work.

In this Excel course, you will learn intermediate Excel skills including how to use shortcuts, complex functions and relative and absolute formulas. You’ll be exposed to functions for financial and logical calculations, and learn useful methodologies to approach tasks in Excel with more confidence.

Learning Outcomes

By the end of the course, participants should be able to:

  • use a range of techniques to work with worksheets
  • use the special pasting options in Excel
  • apply conditional formatting to ranges in a worksheet
  • sort data in a list in a worksheet
  • filter data in a table
  • use a range of elements and features to enhance charts
  • use data linking to create more efficient workbooks
  • understand and use Excel’s Quick Analysis tools
  • create and work with scenarios and the Scenario Manager
  • use common worksheet functions
  • share workbooks with other users
  • create and work with tables
  • use common worksheet functions

Who should attend?

Anyone who uses Microsoft Excel at work and wants to advance their skills and knowledge. This Intermediate Excel course is perfect for those wanting to learn Excel beyond simple workbooks to drive efficiency and perform more complex tasks.

Course Duration: 2 days

Study Mode: Face-to-face, Live online, workplace

Course Content

  • Inserting and Deleting Worksheets
  • Copying a Worksheet
  • Renaming a Worksheet
  • Moving a Worksheet
  • Hiding a Worksheet
  • Unhiding a Worksheet
  • Copying a Sheet to Another Workbook
  • Moving a Sheet to Another Workbook
  • Changing Worksheet Tab Colours
  • Grouping Worksheets
  • Hiding Rows and Columns
  • Unhiding Rows and Columns
  • Freezing Rows and Columns
  • Splitting Windows
  • Understanding Data Linking
  • Linking Between Worksheets
  • Linking Between Workbooks
  • Updating Links Between Workbooks
  • Using Counting Functions
  • Using COUNT and COUNTA
  • Using COUNTBLANK
  • Using COUNTIF
  • Using SUMIF
  • Using SUMIFS
  • Using the CONCATENATE Function
  • Understanding the Charting Process
  • Choosing the Right Chart
  • Using a Recommended Chart
  • Creating a New Chart from Scratch
  • Working with an Embedded Chart
  • Resizing a Chart
  • Repositioning a Chart
  • Printing an Embedded Chart
  • Creating a Chart Sheet
  • Changing the Chart Type
  • Changing the Chart Layout
  • Changing the Chart Style
  • Printing a Chart Sheet
  • Embedding a Chart into a Worksheet
  • Deleting a Chart
  • Understanding Chart Elements
  • Adding a Chart Title
  • Adding Axes Titles
  • Repositioning the Legend
  • Showing Data Labels
  • Showing Gridlines
  • Formatting the Chart Area
  • Adding a Trendline
  • Adding Error Bars
  • Adding a Data Table
  • Understanding Pasting Options
  • Pasting Formulas
  • Pasting Values
  • Pasting Without Borders
  • Pasting as a Link
  • Pasting as a Picture
  • The Paste
  • Special Dialog Box
  • Copying Comments
  • Copying Validations
  • Copying Column Widths
  • Performing Arithmetic with Paste Special
  • Copying Formats with Paste Special
  • Understanding Custom Views
  • Adding a Custom View
  • Creating a Custom View
  • Working with Custom Views
  • Understanding Lists
  • Performing an Alphabetical Sort
  • Performing a Numerical Sort
  • Sorting on More Than One Column
  • Sorting Numbered Lists
  • Sorting by Rows
  • Understanding Filtering
  • Applying and Using a Filter
  • Clearing a Filter
  • Creating Compound Filters
  • Multiple Value Filters
  • Creating Custom Filters
  • Understanding Conditional Formatting
  • Formatting Cells Containing Values
  • Clearing Conditional Formatting
  • More Cell Formatting Options
  • Top Ten Items
  • More Top and Bottom Formatting Options
  • Working with Data Bars
  • Working with Colour Scales
  • Working with Icon Sets
  • Understanding Sparklines
  • Creating Sparklines
  • Editing Sparklines
  • Creating Custom Rules
  • The Conditional Formatting Rules Manager
  • Managing Rules
  • Clearing Rules