Code: EXLBP
Length: 1 Day
Overview
Planning carefully, thinking ahead and setting up worksheets and workbooks in a standard and conventional way will lead to robust and scalable spreadsheets.
Planning carefully, thinking ahead and setting up worksheets and workbooks in a standard and conventional way will lead to robust and scalable spreadsheets.
During this course you will learn how to:
The student needs to bring at least one Excel workbook of their own. This should be a workbook that the student uses frequently. There will be a practical hands-on activity in the afternoon of the course to apply the knowledge learned.
Introduction
• Knowing Excel is not enough
• The Excel process
Why have and what are Best Practices, Standards and Conventions?
• Why?
• Productivity: Effective, Efficient, Effortless (The 3Fs)
• Future proofed
• Definitions
Best practices when working with data
• What is bad data?
• What is good data?
• A good data checklist
• Using Excel’s Table Functionality
Best practices for Worksheets
• Where to start in a worksheet?
• Worksheet layout
• Using names
• Using conventions when creating names
• Working with cell styles
• Conventions for cell styles
• Don’t mess with alignments
• Documentation
Best practices for Workbooks
• The best order for worksheets
• Worksheets that no workbook should be without
In Conclusion
• Putting it all together
• Practical Hands-on Exercise with own workbook