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Excel I For Business and Professional Services

Excel I Complete - Modules 1 to 8

EXCEL FOR BUSINESS AND PROFESSIONAL SERVICES

Also suitable to take anybody from the basic to the intermediate level.

The following is covered in this module.

1. Excel Essentials
1.1 Excel Worksheet / Workbook
- Inserting a Worksheet
- Renaming a Worksheet
- Deleting a Worksheet
- Moving or Copying a Worksheet
- Moving between Worksheets
1.2 Active Cell, Name Box, Formula Bar
1.3 Inserting Rows / Columns
- Shift Cells down / across
- Inserting a Picture / Logo
1.4 Entering Data
- Fill Series (Numbers, months, days)
1.5 Editing Contents of a Cell
1.6 Select All Button
1.7 Grouping Worksheets
1.8 Common Keyboard Shortcuts

2. Tables and Text files
2.1 Setting up a table
- Merging cells
- Sum and other calculations
2.2 Importing a Text File
- Text Import Wizard
- CSV Files
- Import example text file
- Converting Data to Numbers
- Space or comma as thousand separator
2.3 Useful Text Functions
= LEFT / RIGHT, FIND
= MID, CONCATENATE, TRIM

3. Function vs Formula
- What is the difference?
3.1 Using Insert Function
= SUM / SUMIF, COUNT, COUNTA, COUNTIF
= AVERAGE, REPT, VLOOKUP
3.2 Copying and Pasting Formulae
- Editing Formulae F2
3.3 Absolute References F4

4. Named Ranges and Paste Special
4.1 Alternative to using $
- F3
4.2 Paste Special
- All
- Formulas
- Values
- Formats, Format Painter, three semi-colons ;;;
- Column widths
- Operation
- Skip blanks
- Transpose

5. Working with Data
5.1 Freezing Row or Column Titles
5.2 Split Window
5.3 Sorting Data
- Add Levels
5.4 AutoFilter

6. Working with Data (continued)
6.1 Advanced Filter
6.2 Conditional Formatting
6.3 Remove Duplicates
6.2 Data Validation

7. Data Presentation
7.1 Tables
- Grouping
- Subtotals
7.2 Graphs
7.3 Watermarks
7.4 Save as PDF

8. View Options and Data Protection
8.1 Comparing Two Workbooks Side by Side
- Creating Multiple Views for a Workbook
8.2 Protecting Cells
- Worksheet
- Workbook
8.3 Practical tips

Enjoy !


Your Instructor


Shane Webb
Shane Webb

Shane has deep roots in training for a number of years and is involved in a range of business types and professional services with a focus on the accounting profession.

Shane is also a Microsoft accredited trainer in Excel.
He is director of 2020 South Africa at http://www.2020sa.co.za where he offers solutions focussed on the accounting profession but he also adds value to a variety of business types.


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