Course Details

This course is designed for people who have basic knowledge of Excel, and who want to improve the presentation of data and step up their use of Excel. Excel provides many tools for analysing data however, it is often a challenge to present the data in a meaningful way for others to use. By the completion of this course participants will have a thorough knowledge of Excel data presentations tools including Tables and Charts.

Duration:

1 Day

Audience:

The Excel Introduction course has been designed for users of Excel who have a basic knowledge of Excel.  Courses are conducted using Excel 2016, Excel 2013, Excel 2010 or Excel 2007.

Prerequisites:

Participants must have basic knowledge of entering data, formatting and simple formulas.

Excel 2016

Conditional Formatting

  • Understanding Conditional Formatting
  • Highligting Top or Bottom Values
  • Working with Data Bars, Colour scales & Icon sets
  • Creating a Schedule using Conditional Formatting

Tables

  • Creating a Table
  • Filtering a Table
  • Creating Charts based on Tables
  • Dynamic charts with Tables
  • Using structured references with tables
  • Calculated columns in Tables

Manage Formats with Styles

  • Using Styles
  • Creating a Style ● Copying Styles to another Workbook

Formulas to Manage Data

  • CHOOSE() function
  • NA() function
  • SUMIFS()
  • LARGE() and SMALL()

Quick Charting Techniques

  • Simple chart formatting
  • Row/Column control
  • Resizing charts
  • Adding more data
  • Creating combination charts
  • User defined charts and templates

Creating Simple Interactive Charts

  • Overview of worksheet controls
  • Using a checkbox to include/exclude a data series
  • Using a combo box to select data to be displayed
  • Creating dynamic linked charts using option buttons
  • Using a combo box to display different charts
  • Using data validation for data selection
  • Adding a scrollbar to control the display of a chart

Reporting Progress in Charts

  • Actual v Target
  • Sparklines
  • Creating a dynamic Conditional Chart
  • Creating a Waterfall chart to show the rise and fall of data

Creating Dynamic Labels and Legends

  • Adding a dynamic message to a chart
  • Managing Titles and Labels with formulas
  • Managing Legends with formulas
  • Using Symbols for Legends
  • Using Conditional Formatting.

Excel 2013

 Conditional Formatting

  • Understanding Conditional Formatting
  • Highligting Top or Bottom Values
  • Working with Data Bars, Colour scales & Icon sets
  • Creating a Schedule using Conditional Formatting

Tables

  • Creating a Table
  • Filtering a Table
  • Creating Charts based on Tables
  • Dynamic charts with Tables
  • Using structured references with tables
  • Calculated columns in Tables

Manage Formats with Styles

  • Using Styles
  • Creating a Style ● Copying Styles to another Workbook

Formulas to Manage Data

  • CHOOSE() function
  • NA() function
  • SUMIFS()
  • LARGE() and SMALL()

Quick Charting Techniques

  • Simple chart formatting
  • Row/Column control
  • Resizing charts
  • Adding more data
  • Creating combination charts
  • User defined charts and templates

Creating Simple Interactive Charts

  • Overview of worksheet controls
  • Using a checkbox to include/exclude a data series
  • Using a combo box to select data to be displayed
  • Creating dynamic linked charts using option buttons
  • Using a combo box to display different charts
  • Using data validation for data selection
  • Adding a scrollbar to control the display of a chart

Reporting Progress in Charts

  • Actual v Target
  • Sparklines
  • Creating a dynamic Conditional Chart
  • Creating a Waterfall chart to show the rise and fall of data

Creating Dynamic Labels and Legends

  • Adding a dynamic message to a chart
  • Managing Titles and Labels with formulas
  • Managing Legends with formulas
  • Using Symbols for Legends
  • Using Conditional Formatting.

Excel 2010 / Excel 2007

 Conditional Formatting

  • Understanding Conditional Formatting
  • Highligting Top or Bottom Values
  • Working with Data Bars, Colour scales & Icon sets
  • Creating a Schedule using Conditional Formatting

Tables

  • Creating a Table
  • Filtering a Table
  • Creating Charts based on Tables
  • Dynamic charts with Tables
  • Using structured references with tables
  • Calculated columns in Tables

Manage Formats with Styles

  • Using Styles
  • Creating a Style ● Copying Styles to another Workbook

Formulas to Manage Data

  • CHOOSE() function
  • NA() function
  • SUMIFS()
  • LARGE() and SMALL()

Quick Charting Techniques

  • Simple chart formatting
  • Row/Column control
  • Resizing charts
  • Adding more data
  • Creating combination charts
  • User defined charts and templates

Creating Simple Interactive Charts

  • Overview of worksheet controls
  • Using a checkbox to include/exclude a data series
  • Using a combo box to select data to be displayed
  • Creating dynamic linked charts using option buttons
  • Using a combo box to display different charts
  • Using data validation for data selection
  • Adding a scrollbar to control the display of a chart

Reporting Progress in Charts

  • Actual v Target
  • Sparklines
  • Creating a dynamic Conditional Chart
  • Creating a Waterfall chart to show the rise and fall of data

Creating Dynamic Labels and Legends

  • Adding a dynamic message to a chart
  • Managing Titles and Labels with formulas
  • Managing Legends with formulas
  • Using Symbols for Legends
  • Using Conditional Formatting.