Excel for project management

Excel classes presented on site may be your best training solution when you need quick, interactive tuition focused on the specific needs of your company. There are two options:

If you wish for hands-on tuition where each person has a pc or

  1. if you simply want to watch and learn as Excel features are being demonstrated, you’ll have the benefit of follow-up questions that give you the insight you may need.

On-site training tends to work best with class sizes under 20.

Sessions are fast-paced and based on topics most relevant to today’s business users.

Discover the real power of this popular, under-utilized software.

Get an immediate return on your investment as you learn efficient, powerful tips, tricks, and techniques to save you hours every week.

Excel Functions and Formulas

Don’t have time to explore Excel’s 300+ functions?

This half-day class focuses on productive timesaving functions that every power user of Excel needs, as well as formula-building and trouble-shooting techniques. Master the intricacies of IF and VLOOKUP and the related INDEX and MATCH functions. Learn about AND, OR, RANK, SUMIF, rounding, statistical, and financial functions, powerful text functions, date/time functions and creative array formulas.


Excel Database Features

This half-day class explores all of the techniques needed to create, modify, build, and manage an Excel database. Learn all about validating data, creating data entry forms, sorting, adding subtotals, identifying and/or eliminating duplicate records, auto-filtering, and when to use Excel’s advanced filter. Use specialized database functions, apply trouble-shooting functions to clean up downloaded data, and get database design tips.




Excel Tips

1)      Logic for Number Formatting Keyboard Shortcuts At times keyboard shortcuts seem random, but there is logic behind them. Let’s break an example down. To format a number as a currency the shortcut is CRTL + SHIFT + 4.

2)      Automatically SUM() with ALT + = Quickly add an entire column or row by clicking in the first empty cell in the column. Then enter ALT + ‘=’ (equals key) to add up the numbers in every cell above.

3)      Jump to the Start or End of a Column Keyboard Shortcut. You are thousands of rows deep into your data set and need to get to the first or last cell. Scrolling is OK but the quickest way is to use the keyboard shortcut CTRL + ↑ to jump to the top cell, or CTRL + ↓ to drop to the last cell before an empty cell.

4)       Display Formulas with CTRL + `

5)      Add or Delete Columns Keyboard Shortcut CTRL + ‘-‘ (minus key) will delete the column your cursor is in and CTRL + SHIFT + ‘=’ (equal key) will add a new column.

6)      Repeat a Formula to Multiple Cells. This trick populates all of the cells in a column with the same formula, but adjusts to use the data specific to each row. Put formula you need in the first cell. Then move your cursor to the lower right corner of that cell and, when it turns into a plus sign, double click to copy that formula into the rest of the cells in that column. Each cell in the column will show the results of the formula using the data in that row.

7)       Copy a Pattern of Numbers or Even Dates. Another feature built into Excel is its ability to recognize a pattern in your data, and allow you to automatically copy it to other cells. Put information in two rows which establish the pattern, highlight those rows and drag down for as many cells as you want to populate. This works with numbers, days of the week or months!

8)      Adjust Width of One or Multiple Columns. It’s easy to adjust a column to the width of its content and get rid of those useless ##### entries. Click on the column’s header, move your cursor to the right side of the header and double click when it turns into a plus sign.

9)      Double Click Format Painter: Format Painter is a great tool which lets you duplicate a format in other cells with no more effort than a mouse click. Many Excel users (Outlook, Word and PowerPoint too) use this handy feature, but did you know you can double-click Format Painter to copy the format into multiple cells? It’s quite a time-saver.

10)   Tab Between Worksheets: Jumping from worksheet to worksheet doesn’t mean you have to move your hand off the keyboard with this cool shortcut. To change to the next worksheet to the right enter CTRL + PGDN. And conversely change to the worksheet to the left by entering CTRL + PGUP.


For more tips and a full course on excel contact Hayley on 011 882 8853


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