Excel Series

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The Excel series is a set of six training modules based on the first three user roles defined in the ICAEW Spreadsheet Competency Framework and designed to build up and hone essential Excel abilities.

Working through the series of six courses will help ensure that you have the Excel knowledge and skills required to progress through the Basic User level of the ICAEW Spreadsheet Competency Framework to the General User level and beyond to the Creator level. Even if you are already an experienced Excel user, the course modules are designed to explain skills, techniques, tips and shortcuts that will help you use Excel more productively and enable you to create more robust spreadsheets that deliver increased impact. If you manage other Excel users, the content covered should help you guide those users to attain the Excel skills they need for their particular roles.

Each module comes in the form of an Excel workbook containing examples and exercises with numerous tips and shortcuts, and a recorded video that runs through each exercise in detail. Each video is over 30 minutes long and can be viewed standalone, but for most users working through each exercise workbook will deliver a deeper and more practical understanding of the subject matter in a couple of hours, with the video being used alongside to provide additional help and guidance.

By completing the entire series, you can earn up to 12 CPD credits.

Learning outcomes

Attendees will gain a high-level understanding of:

* Simple ways to speed up your use of Excel including keyboard shortcuts.

* How to create efficient formulas including using the dollar signs, range names, and financial and date functions.

* How to apply Excel formatting quickly and consistently.

* How to start working with charts and other graphics.

* How to work with PivotTables and use important error checking and tracing techniques.

* How to work with structured data and use Power Query to acquire and transform data.

Excel Series Module 1: Speeding up the basics

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This course concentrates on simple ways to speed up your use of Excel including covering some important Excel settings and options and a range of keyboard shortcuts. We will also introduce some slightly more advanced features that will help you move on to the next level of the ICAEW Spreadsheet Competency Framework.

Excel Series Module 2: Good formula foundations

Learning some simple formula techniques can make it quicker to enter and copy formulas and can also ensure that you use the minimum possible number of different formulas promoting accuracy and making it easier to check and review a spreadsheet.

Excel Series Module 3: Efficient formatting and introduction to other charts and graphics

We look at formatting and see how formatting can make your spreadsheets clearer and more impactful. We examine the use of Excel styles to make formatting more efficient and more consistent, and we also introduce conditional formatting and the use of charts to present data.

Excel Series Module 4: Features that go beyond the general user level

This step of the Excel series starts to move beyond the General User level of the ICAEW Spreadsheet Competency Framework towards the Creator level.

Excel Series Module 5: More advanced formulas and functions and protecting your spreadsheets

This step of the Excel six pack covers key topics in the Creator level of the ICAEW Spreadsheet Competency Framework.

Excel Series Module 6: Using data and knowing if and when to use macros

To finish the entire set of course steps, you will learn some important techniques for dealing with common spreadsheet problems as well as helping to avoid them in the first place.

Excel Series – Corporate

Purchasing this set will grant you access to all six courses within the series.