Following on from the Macros course look at how you can write your own Visual Basic code within Excel to fully automate tasks and save time. Course overview Duration: 2 days (13 hours) Our VBA in Excel course is an introduction to using the Visual Basic for Applications language for programming in Excel. It looks at structures, syntax and coding standards. This course is designed for existing experienced users of Excel who can record and run macros and those who have dabbled in VBA but would like some formal training and help to put some structure to their code. Objectives By the end of the course you will be able to: Write visual basic procedures Create event and general procedures Use commands from the Excel data model Use statements and functions Use a selection of debugging tools Create and use variables and constants Use different types of loops Create an Excel user form Content The VBA environment Project explorer Excel objects Modules Properties window Code window Code structure Code structure Navigating within your code Adding comments Using WITH Steps to creating a VBA procedure Procedures Sub procedures Event procedures Calling procedures The Excel data model Workbook commands Worksheet commands Excel selection methods Data manipulation commands Debugging Using breakpoints Stepping through code The immediate window The watch window The locals window points Variables and Constants Declaring variables Declaring multiple variables Variable data types Concatenation Scope of variables Constants Declaring constants Using constants Scope of constants Looping Do while loops Do until loops For next loops Conditional Statements IF statement SELECT CASE statement Comparison statements Logical operators Creating a User Form Form layout The control toolbox Naming conventions Adding objects Naming objects Captions Displaying the form Object properties Object properties Setting properties at design time Setting properties at run time Interconnectivity between the user form and Excel Comparing values Transferring information Running code
Look at the in depth features of charts and some specialist tools to make your charts come to life. Course overview Duration: 1 day (6.5 hours) Our Excel Charting Specialist course examines how to unlock the full potential of Charts in Excel. It investigates the useful tools needed for creating bespoke Charts, allowing you to creatively present data more visually. By the end of the course, you will have an awareness of the tools used for creating more advanced Charts and will be able to create your own Dynamic Charts. The course is designed for existing users of Excel who are looking at more advanced ways to visualise data in Excel using Charts. Objectives By the end of the course you will be able to: Create and Amend Charts Format multiple areas of a Chart Use a Combo Chart Apply Conditional Formatting to a Chart Create Dynamic Charts Work with Custom Formatting Create an Advanced Dynamic Chart Content Creating and amending charts Creating Simple Charts Using the Chart Design tab Adding Chart Elements Changing the type of Chart Formatting charts Format Chart Area Format Data Series Format Data Point Format Axis Working with combo charts Adding additional data to a Chart Customising Chart types Creating Clustered Column/line Charts Applying conditional formatting on charts Using IF Statements Highlighting Max/Min Data points in Charts Using Series Overlap Dynamic charts Creating dynamic Target vs Actual Charts Introducing the NA function Hiding data used for Charts Custom formatting charts Formatting Data Labels Customising number formats Using Trend Arrows to show changes Editing Format Code Advanced dynamic charts Pivot Chart rules Creating a Pivot Chart Working with your Pivot Chart Creating calculations Combining all elements to create an Advanced Chart Using Error Bars to create a line Adding a scroll bar and linking with data
Ideal for those already using Excel but who really want to get to grips with formulas and functions. Course overview Duration: 1 day (6.5 hours) Our Excel Mastering Formulas and Functions course looks at how to confidently use formulas and functions within Excel. It looks at how to correctly construct formulas and explains how to build common formulas such as working with percentages. It investigates a range of built in Excel functions and shows you how to use the formula auditing tools to help when things go wrong. This course is aimed at existing users of Excel who want to further their skills. Participants should be able to confidently create and amend worksheets. Objectives By the end of the course you will be able to: Construct Formulas Use a range of common Functions Work with absolute and relative references in formulas Create percentage calculations Use named ranges in formulas Use the XLOOKUP command Create formulas with date and use date functions Use formulas in conditional formatting Use a range of Count functions Use the formula auditing tools Content Formulas vs Functions Constructing formulas Using functions Common Excel functions Using the function wizard vs the formula bar Formulas in tables Absolute vs relative references in formulas Using absolute references in formulas Using partial absolute referencing Range Naming Naming ranges Using range names in formulas Single and multi-cell ranges Working with percentages Creating formulas with percentages Percentage breakdowns Percentage increases Formatting as a percentage Using Lookups Using XLOOKUP to insert information from other spreadsheets Calculating with dates Calculating with dates Using date functions Using formulas in conditional formatting Using conditional formulas Using functions in conditional formatting Count functions COUNT COUNTA COUNTBLANK Formula auditing Using the auditing facility Tracing how formulas are made up Tracing precedents and dependants Evaluating formulas Error checking Showing formulas on a sheet
Expand your VBA knowledge further and learn some of the more advanced coding features. Course overview Duration: 2 days (13 hours) This course is aimed at experienced VBA users or those who have attended our Part 1 course and have started to use the language. Part 2 expands on the huge array of commands and elements of the data model that can be used and looks at building more complex VBA models Objectives By the end of the course you will be able to: Use comparison operators and system functions Use Arrays Work with ranges Work with the worksheets and workbooks collections and objects Use application objects Use the FileSystemObject Create function procedures Import and save text files Connect to other applications Content Comparison operators Using Comparison operators and functions The LIKE function Wildcards Using SELECT Case System functions The VAL function Case functions Trim functions Text functions Date functions Excel worksheet functions Using Excel functions in VBA Arrays Creating arrays Using arrays Ubound and Lbound Single and multi dimensional arrays Static vs dynamic arrays Working with ranges Creating range objects Passing data between range objects and arrays Using Transpose The Excel object model The object browser Working with collections Collections Creating object variables Setting object variables The For Each . . . Next Loo Sheet collections The worksheets collection The worksheet object The sheets collection Using object Grouping worksheets Using Typename The Workbook collection The workbooks collection Setting workbook variables Application objects Excel default information Display/alerts Screen updating Status bar On Time Using Wait Systems dialog boxes Showing dialog boxes Using dialog boxes Working with files Searching for files and folders The DIR function The FileSystemObject Function procedures Creating functions Adding arguments Calling functions Working with text files Searching for files and folders The DIR function The FileSystemObject Using the FILE and FOLDER collections Sharing data with other applications Early vs Late Binding Setting references to other applications Creating application variables Setting application variables
Use some of the hidden statistical analysis tools within Excel to build complex data models. Course overview Duration: 1 day (6.5 hours) This advanced Excel course looks at some of the statistical analysis tools available and gives examples of when they might be used. This course is aimed at advanced users of Excel who work with statistical data often and have a good knowledge of Maths. Objectives By the end of the course you will be able to: Use Goal Seek Create and view scenarios Use Forecast Sheet Create single and double input data tables Create models using the solver Install and use the Analysis Toolpak Create and use array formulas Use a range of advanced Financial and Statistical Excel functions Content Using what if analysis options Using Goal Seek Creating, saving and viewing scenarios Generating a Forecast sheet Solver Creating models Projecting scenarios with Solver Using data tables Creating single input data tables Creating double input data tables Projecting with data tables Financial functions PMT FV NPV Analysing data with Analysis ToolPak Installing the Analysis Toolpak Generating statistical analysis Visualising data using Histograms Array formulas Using embedded Excel Array formulas Create an Array formula Multi and single cell Array formula Using TRANSPOSE to flip rows or columns Use the FREQUENCY Function Use an array to count unique entries in a range Dynamic arrays Spilling data Using the new dynamic array functions Advance functions in formulas Statistical functions:MEAN, MEDIAN and MODERANKLARGE and SMALLMODPERCENTILE Use the AGGREGATE function to sum data in ranges with errors
Learn how to work with and connect multiple data sets to effectively analyse and report on data. Course overview Duration: 1 day (6.5 hours) Within Excel you have some powerful features to enable you to connect and analyse multiple data sources. Power Query enables you to import and manipulate your data, Power Pivot enables you to connect multiple data sources and create pivot tables and pivot charts from them. This course is an introduction to Power Query and Power Pivot in Excel to get you started on creating a powerful reporting capability. Knowledge of working with Excel workbooks and relational databases would be an advantage. Objectives By the end of the course you will be able to: Import data from multiple data sources Edit and transform data before importing Add extra columns of data Append data Merge data from other tables Create data models Build data relationships Build Pivot Tables Build Pivot Charts Use Slicers and Timeline Filters Content Importing data Data sources Importing data Transforming data Editing your data Setting data types Removing columns/rows Choosing columns to keep Setting header rows Splitting columns Appending queries Appending data from other tables Adding text Columns from example Custom columns Conditional columns Merge queries Setting up and using merge queries Merging in columns of data Creating a data model The data model Multiple data tables Connecting tables Building relationships Relationship types Building visuals from multiple tables Analysing information using pivot tables Creating and modifying a Pivot Table Recalculating the Pivot Table Filtering the Pivot Table Searching the Pivot Table Drilling down to underlying data Customising field names Changing field formatting Pivot charts, slices and timelines Creating Pivot Charts Adding and using Slicers
This course will provide delegates involved in tackling the financial underpinning of corrupt behaviour with the knowledge, concepts and practices necessary to understand and mitigate illicit financial flows.
This one-day workshop is designed to give you an awareness of the fundamentals of Microsoft Excel and, in particular, to give you the confidence needed to efficiently create, edit and manage spreadsheets. This course will help participants: Create tables Use functions Manage rows and columns Write formulas Manage sheets Use content formats Handle larger tables Create reports and charts 1 Creating a table Creating an Excel table from scratch Wrapping text in cells Speeding up data entry using AutoFill Sorting columns 2 Inserting function Inserting function calculators Using AutoSum to sum numbers Statistical calculations AVERAGE, MAX and MIN 3 Table rows and columns Inserting and deleting rows and columns Adjusting multiple column widths and row heights Hiding and unhiding rows and columns 4 Formula writing The basics of formula writing Understanding mathematical symbols Using multiple mathematical symbols in a formula When to use brackets Troubleshooting calculation errors 5 Managing sheets Inserting, renaming, moving and deleting sheets Copying a worksheet to another file Copying a table to another sheet 6 Managing content formats Applying data formats Managing number formats Controlling formats with the Format Painter 7 Managing larger tables Applying freeze panes to lock tables when scrolling Sorting on multiple columns Using filters to extract table information 8 Creating and modifying charts Creating a pie chart Creating a column chart Inserting chart titles and data labels Controlling chart formatting Changing chart types 9 Printing Previewing and printing tables and charts Modifying page orientation Adjusting print margins Printing a selection 10 Calculating with absolute reference The difference between a relative and absolute formula Changing a relative formula to an absolute Using $ signs to lock cells when copying formulas 11 Pivot tables Create a pivot table report Insert a pivot chart into a report
Most people only use a fraction of Excel's capabilities. This workshop shows what you've been missing! This course will help participants: Nest formulas Get the most from pivot tables Use conditional formatting Write array formulas Explore the lookup functions Calculate by criteria Use 'goal seek' and 'scenario manager' for what-if analysis Record macros 1 Nesting formulas Principles of nesting formulas together Using IF with AND or OR to answer questions Nesting an AND function in an IF Nesting an OR function in an IF 2 Advanced pivot table reports Grouping dates, numerical and text items Running percentage analyse Running analyses to compare data Inserting Field calculations Finishing off with a user-friendly dashboard 3 Advanced conditional formatting Colour table rows based on criteria in it Applying colour to approaching dates Exploring the different rule types 4 Lookup functions Going beyond the VLOOKUP function Lookups that retrieve data from left or right The versatile INDEX and MATCH functions Retrieving data from columns with duplicates 5 Calculate by criteria Using SUMIFS to sum by criteria Finding an average by criteria with AVERAGEIFS Use SUMPRODUCT to multiply then add different values 6 What-if analysis Use Goal Seek to meet targets Forecast reports with the Scenario Manager 7 Recording Macros Macro security Understanding a Relative References macro Recording, running and editing macros Saving files as Macro Enabled Workbooks Introduction to VBA code Making macros available across workbooks Add a macro button to the Quick Access toolbar