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Syllabus


Supercharge your Excel abilities

We believe in effective training and tangible results which is why our Advanced Excel Course concentrates on Excel features and techniques that you will be able to apply every day in order to make your spreadsheets more reliable, more efficient, more automatic and to give them maximum impact. Each of the areas our syllabus addresses is intended to equip you with knowledge and techniques that you will be able to use over and over again to not only make your own spreadsheets better, but also to enable you to help your colleagues and solve their Excel problems.

Our test and diagnostic tool objectively assess your knowledge and understanding at the outset so that we can individually tailor the course for you.


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Our 20-Unit Syllabus

Design and risk

1. Templates

Get a head start with templates ● Set up an Excel template that will save you an hour each time you create a new workbook ● Create new default workbook and worksheet templates ● Learn how modular templates can make your spreadsheets more consistent and much quicker to set up ● Your Excel, your way: customise the Excel interface to put the tools that you need at your fingertips.

2. Efficiency and Risk

Make spreadsheets more efficient and less risky ● How to build in checks and controls from the outset ● Key techniques that reduce risk and increase automation and efficiency ● Introduce standards to help your team ● Documentation and review tools

3. Data Validation

Extended uses of Data Validation ● Working with validation formulae ● Lists and lists that depend on other list selections ● Other methods of tracking down invalid entries

Advanced techniques and problem solving

4. Functions and Superpowers

Functions with superpowers ● Finding the right functions and how they work ● Functions with hidden powers – MOD() for patterns, OFFSET() for simple choices, INDIRECT() to manipulate formulae ● Making references to ranges of cells adapt automatically for new data

5. Array Formulae

Array formulae ● One formula, one million calculations ● SUMPRODUCT() - all the gain of an array formula with less of the pain

6. Tables

Tables – structure comes to Excel ● Why Tables are so much more than just a new format ● Make your spreadsheets more automatic with a single command ● Table formulae – instant readability ● Data tools in Tables ● It’s not all good

7. Advanced Range Names

Advanced Range Names ● Use the same name on different sheets ● Using the Name Manager ● Names in formulae – efficient inclusion of Names, the use of intersections ● Formulae in Names – how to allocate a formula directly to a Range Name and why you might need to

8. What if?

Using Excel to help you make decisions ● Use Goal Seek to find where you need to start to get where you need to go ● Use an Excel Data Table to calculate dozens of possible outcomes ● Create and manage alternative scenarios ● Make more profit or incur less expense by using Excel Solver to identify the best solution

9. Problem solving

Problem solving ● Calculations that make decisions – understanding TRUE ad FALSE ● What Boolean Logic is and why it’s useful in practice ● combining logic and arrays to solve complex problems ● Practical examples

Spreadsheets that talk back – Excel interactivity

10. Form Controls

Use Form controls to make life easier for users ● Use a Spin Button to choose a value easily ● Use an Option Button to choose with a single click ● Choosing from lists

11. Visual Basic and Macros

Create macros by writing Visual Basic code ● A macro that performs one or more actions on selected cells ● Write your own Excel functions with VB code ● Understanding volatile functions ● Trigger a macro when a particular cell is changed ● Handling errors elegantly

Give your spreadsheets impact with graphics

12. Practical Interactivity with VBA

Exchanging information with VB code ● Displaying a Message box ● Asking for user input using an Input box ● Create an Excel form with a List box containing values from a range of cells ● Sample VB projects: an automatic index to sheets, printing selected ranges ● Avoiding macros when they’re not really necessary

13. Conditional Formatting

Conditional Formatting – beyond simple Conditional Formats ● Basing conditions on a formula and deciding whether a batsman is out or not ● Choose currency symbols for a whole sheet by changing a single cell ● Getting your rules in the right order and knowing when to stop ● Graphical Conditional Formats – the detailed options ● Using invisibility to your advantage

14. Charts that Inspire

Create charts to inspire ● What makes a good chart – is it really a 6.5 cucumbers? ● Simple steps to make your charts clearer ● Why small can be better than large ● Are pie charts evil? ● Why 3D charts can be 50% worse ● Mixed chart types, trendlines and projections ● Advanced chart techniques: break-even lines and waterfall charts ● Pictures in chart columns

15. Sparklines

In-cell charts – showing 12 times as much information in the same amount of space ● Careful with that Axis ● The different types of Sparkline: lines, columns and win loss ● Sparklines based on a dynamic data range

16. Graphics Tricks and Techniques

Further graphics tips and techniques ● Taking dynamic pictures with the Excel camera ● Use the Excel camera to combine areas from multiple sheets on the same sheet of paper ● Formatting Excel Camera pictures ● Power View – using the Excel 2013 data visualisation add-in including plotting values on maps and ‘playing’ bubble charts

Turning data into decisions

17. Working with External Data

Getting at your data using the Get External Data tools ● Understand relational databases in 10 minutes and liberate your data ● Excel 2013 Data Model create relationships within Excel

18. Advanced Uses of PivotTables

Use advanced PivotTable techniques to do more with your data ● Calculated Fields and Calculated items ● Using PivotTables as the calculation engine behind management reports ● Using GETPIVOTDATA() and CUBE formulae to create flexible reports ● Excel 2010 and 2013 Slicers and Timelines - make your PivotTables more interactive ● Working with Pivot Charts ● Building and interactive dashboard using PivotTables and Slicers

19. PowerPivot

The Excel 2010 and 2013 Power Pivot add-in ● PowerPivot data tools ● Calculations in Power Pivot – an introduction to Data Analysis Expressions (DAX) ● DAX in table columns ● DAX to create new measures and calculated fields ● Understanding advanced DAX expressions – functions that combine calculations and database techniques ● the Time Intelligence DAX functions – why you need a table containing all possible dates

20. Reporting with PowerPivot

Creating powerful reports with PowerPivot ● Hierarchies, Perspectives and Sets ● Adding Key Performance Indicators (KPIs) to a Power Pivot report ● Creating CUBE formulae to report on your data in just the way you want to ● Use all these techniques to turn millions of rows of data into a dashboard that supports better decisions