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EXLBP: Best Practices for Microsoft Excel

Guaranteed to Run Scheduled Fully Booked
Location
Wellington
Auckland
Christchurch
Dec 2019
17
Jan 2020
24
15
Feb 2020
25
7
Mar 2020
9
Apr 2020
30
May 2020
11
Nov 2020
5
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.

Delivery format(s)
On-Site
On-Site
Classroom
Classroom
OBJECTIVES
Knowing Excel is not enough. In order to be productive when using Excel, there is much more than just knowing what Excel can do; learning all its features, functions and capabilities.Planning carefully, thinking ahead and setting up worksheets and workbooks in a standard and conventional way will lead to robust and scalable spreadsheets.This workshop will help you create well-planned and executed spreadsheets. We will look at creating Excel spreadsheets in such a way that they will be easy to reuse in the future by you or your team members.
WHAT YOU’LL LEARN

During this course you will learn how to:

  • Create spreadsheets that are robust, consistent, scalable, easy to manage and transferable
  • Learn how to interpret, navigate and increase integrity and linking in your spreadsheets
WHO SHOULD ATTEND

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.

COURSE OUTLINE

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

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