Length: 1 Day
Planning carefully, thinking ahead and setting up worksheets and workbooks in a standard and conventional way will lead to robust and scalable spreadsheets.
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.
• Knowing Excel is not enough
• The Excel process
Why have and what are Best Practices, Standards and Conventions?
• Productivity: Effective, Efficient, Effortless (The 3Fs)
• Future proofed
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
Best practices for Workbooks
• The best order for worksheets
• Worksheets that no workbook should be without
• Putting it all together
• Practical Hands-on Exercise with own workbook