Excel Training Courses

Excel Training

Microsoft Excel courses

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Excel Advanced

A lot of exercises, good explanation

Katarzyna Rompala - UBS Kraków Sp. z o.o.

Excel Advanced

A lot of exercises, good explanation

Katarzyna Rompala - UBS Kraków Sp. z o.o.

Excel Course Outlines

ID Name Duration Overview
2609 Working with spreadsheet in Microsoft Excel 14 hours The course participants will be able to efficiently perform a variety of calculations in a transparent way to arrange and present their results, use multiple mechanisms to facilitate and accelerate the creation of spreadsheets, as well as protect the calculations and their results against unauthorized persons Introduction Basic information about the program Construction of the main window Operations on workbooks (notebooks) and sheets Entering and modifying data in worksheet cells Formatting data Determining how to display different types of data and calculation results (eg, dates, amounts, percentages or fractions) Determining the edge of the cell and the background Formatting row and column titles Using Styles Navigation Moving up in extensive sheets Concurrent work on multiple worksheets / workbooks Copying and moving data Select areas (cell ranges) Moving data special insert Autofill sections (series) of data (for example, ordinals and dates of the next working day) Formula, addresses and cell names Create, modify and copy formulas circular references Conditional formatting The address types and their use References to other worksheets and workbooks Using cell names Functions General rules for using the function Frequently used functions Nested functions Using the conditional The Function creator Graphics in spreadsheets AutoShapes and WordArt static and dynamic data images Charts The main chart types and their applications General principles for creating compelling charts Creating charts Components of graphs and their modification Create owns chart types Hiding and Data Protection Hiding sheets, columns, and rows Hide formulas and cell entries Protect worksheet and workbook from changes Protecting workbooks before opening Print Printing sheets and areas of discontinuous Printing charts
287763 Visual Basic for Applications (VBA) and Databases 14 hours The training is designed for people using Excel and VBA for access to the databases. The use of external data sources Using ADO library Access to the database via ODBC References to external data sources Objects ADO: Connection Command Recordset Chain connection - connection string Create connections to different databases: Microsoft Access, Oracle, MySQL Advanced Access Database ADOX library and the ability to modify the database structure Calling parameterized queries Exporting a set of records to XML Importing XML file VBA Form Custom forms, access to databases Use the forms in the sheet Forms to run queries on the database share
42 Excel For Statistical Data Analysis 14 hours Audience Analysts, researchers, scientists, graduates and students and anyone who is interested in learning how to facilitate statistical analysis in Microsoft Excel. Course Objectives This course will help improve your familiarity with Excel and statistics and as a result increase the effectiveness and efficiency of your work or research. This course describes how to use the Analysis ToolPack in Microsoft Excel, statistical functions and how to perform basic statistical procedures. It will explain what Excel limitation are and how to overcome them. Aggregating Data in Excel Statistical Functions Outlines Subtotals Pivot Tables Data Relation Analysis Normal Distribution Descriptive Statistics Linear Correlation Regression Analysis Covariance Analysing Data in Time Trends/Regression line Linear, Logarithmic, Polynomial, Power, Exponential, Moving Average Smoothing Seasonal fluctuations analysis Comparing Populations Confidence Interval for the Mean Test of Hypothesis Concerning the Population Mean Difference Between Mean of Two Populations ANOVA: Analysis of Variances Goodness-of-Fit Test for Discrete Random Variables Test of Independence: Contingency Tables Test Hypothesis Concerning the Variance of Two Populations Forecasting Extrapolation
106 Excel VBA Introduction 14 hours This course has been created for anyone who works with Excel and wants to automate most of their tasks. The course covers procedural programming in VBA. Students will learn which objects are available in Excel and how to use them. They will also learn how to write their own worksheet functions, debug programs and write complete applications using VBA forms. Macros Recording and Modifying Macros Assigning Macros to Toolbar, Buttons, Shortcut key Visual Basic for Applications Environment Visual Basic Editor and its options Component Management Shortcuts Environment Optimization Introduction to Procedural Programming Procedures: Functions and Sub-routines Data Types Control Flow If ...Then....Elseif....Else....Endif Case Do...Loop , While For... Next Exit Arrays and Loops Strings Visual Basic VBA and Sheet Data Exchange (Cells, Range Methods) Getting and Printing Data from Users (InputBox, MsgBox) Variable Declaration Scope and LifeTime of Variables and Objects Operators and Their Priorities Modules Options Creating Worksheet Functions Objects, Classes, Methods and Properties Locking Project for Viewing Debugging Run Time, Design Time, and Break Mode Brakes and Watches Local Window Immediate Window Call Stack Error Handling Errors Types On Error GoTo On Error Resume Next Excel Model Object Application Object Workbook Object and Workbooks Collection Worksheet Object and Worksheets Collection ThisWorkbook, ActiveWorkbook, ActiveCell, .... Selection Object Range Collection Cells Collection Using Status Bar Screen Updating and Optimizing Timer and Time Measuring Events Handling in VBA VBA Forms Creating and Using Forms Invoking Forms in VBA Code Using VBA Forms in Worksheet
107 Visual Basic for Applications (VBA) in Excel - Advanced 21 hours The course reveals the secrets of effective writing advanced applications in VBA application MsExcel. After the course you can: Write an advanced object-oriented application Convert text files Use of external data sources Use external libraries Excel Object Model The protection sheet from VBA Object Workbook, Workbooks collection Worksheet Object, Collection Worksheets Validation sheets Practical methods of the Range object Copy, paste, paste special Property CurrentRegion Find, replace Sorting ranges Charts (Object Chart) Events Application-level events Boards Dynamic arrays Table arrays Variant Optimizing arrays and memory Multi-dimensional arrays Object-Oriented Programming Classes and Objects Creating classes Creating and Destroying Objects Create methods Create property Validation data using property The default properties and methods Error handling in the classroom Create and manage collections Create a collection Adding and removing items References to the components (using a key and an index) Advanced structures and functions VBA Passing parameters by value and reference (ByRef and ByVal) Procedures with a variable number of parameters Optional Parameters and Defaults Procedures of unknown number of parameters (ParamArray) Enumeration, convenient parameter passing Type the user (User-defined Type) Service Null, Nothing, empty string "", Empty, 0 Type conversion (Conversion) File Operations Opening and closing text files Reading and writing text and binary data Processing of records in the CSV file Efficient processing of text files Use VBA functions in other applications Extras Create your own add-ons Create a toolbar for addition Installing your own add-ons and their protection Using external libraries Connecting to external databases (ODBC, OLEDB)
1277 Analysing Financial Data in Excel 14 hours Audience Financial or market analysts, managers, accountants Course Objectives Facilitate and automate all kinds of financial analysis with Microsoft Excel Advanced functions Logical functions Math and statistical functions Financial functions Lookups and data tables Using lookup functions Using MATCH and INDEX Advanced list management Validating cell entries Exploring database functions PivotTables and PivotCharts Creating Pivot Tables Calculated Item and Calculated Field Working with External Data Exporting and importing Exporting and importing XML data Querying external databases Linking to a database Linking to a XML data source Analysing online data (Web Queries) Analytical options Goal Seek Solver The Analysis ToolPack Scenarios Macros and custom functions Running and recording a macro Working with VBA code Creating functions Conditional formatting and SmartArt Conditional formatting with graphics SmartArt graphics
1366 Market Forecasting 14 hours Audience This course has been created for analysts, forecasters wanting to introduce or improve forecasting which can be related to sale forecasting, economic forecasting, technology forecasting, supply chain management and demand or supply forecasting. Description This course guides delegates through series of methodologies, frameworks and algorithms which are useful when choosing how to predict the future based on historical data. It uses standard tools like Microsoft Excel or some Open Source programs (notably R project). The principles covered in this course can be implemented by any software (e.g. SAS, SPSS, Statistica, MINITAB ...) Problems facing forecasters Customer demand planning Investor uncertainty Economic planning Seasonal changes in demand/utilization Roles of risk and uncertainty Time series methods Moving average Exponential smoothing Extrapolation Linear prediction Trend estimation Growth curve Econometric methods (casual methods) Regression analysis using linear regression or non-linear regression Autoregressive moving average (ARMA) Autoregressive integrated moving average (ARIMA) Econometrics Judgemental methods Surveys Delphi method Scenario building Technology forecasting Forecast by analogy Simulation and other methods Simulation Prediction market Probabilistic forecasting and Ensemble forecasting Reference class forecasting
2474 Excel and VBA Programming for Audit and Finance Professionals 28 hours Please answer the following questions: Is your daily work in Excel is a never-ending string of commands copy-paste? Are you wasting time on repetition of similar operations to prepare the data for analysis? Do you know all the keyboard shortcuts in Excel, but you are not satisfied with the results? Rather than deal with data analysis and preparation of wasting time? Do you have to manually verify the correctness of such data obtained from different systems? Do you have to stay at work after hours or Excel to take books home because not doing during the day? Is Your job is to prepare reports based on a large data set? Do you feel that working in Excel, you come to a roundabout way of results? If you can answer YES to one of the questions then it's time stop this nightmare. This training is for you. Find out how you can speed up your daily operations and get most out of MS Excel. WARNING After the training, your life will change dramatically. Activities, which occupied the whole day will take just a few moments. Are you ready for this? Part I. Squeeze more from Excel Overview of tools on the Data tab Access to external data - do you really need to visit the bank's website every day to get to know the current exchange rate CHF? Defining connections to external data (Access, Web, Text, XML, ...) Sorting multi-level - the rules and the proper sorting options Efficient Advanced filtering - how to create Strainers having access to the filter criteria Fast text-to-column Delete duplicate data Forcing input the correct data - how to ensure that data were specific format Simulation Analysis - how to prepare a professional presentation of possible scenarios Simulation Analysis - how to estimate the result of the formula Grouping and autokonspekty - how to roll up the rows and columns and show different levels of detail PivotTable and PivotChart Calculated fields - how to add to the PivotTable field that is not on the sheet Computational elements in the table Grouping data and create professional-looking statements Part II. Automation ie VBA. Macros Recording and editing macros: Silence on the set - is recording Where to store macros - where best to write macros Introduction to procedural programming - the necessary basis Sub and Function - how to invoke them and what they are Data Types - what variables are needed and whether it is worth it to declare The conditional statement If ... Then .... ElseIf .... Else .... End If Case statement and the accompanying trap Loop for ... next, loop ... each Loops for ... loop while, until Instructions loop break (exit) Visual Basic in action Download and upload data to a spreadsheet (Cells, Range) Download and upload data to the user (InputBox, MsgBox) The extent and lifetime of variables Operators and their priorities Useful module options Securing code - code protection from tampering and preview Key Excel objects: Application, Workbook, Workbooks, Worksheet, Worksheets, ThisWorkbook, ActiveWorkbook, ActiveCell, Selection, Range, Cells, ... Debugging Immediate window Locals window The processing step - but what to do when something has stopped working Watches Call Stack Error handling Types of errors and ways to avoid Capturing and handling run-time errors, which is why properly written code can sometimes not work Construction: On Error Resume Next, On Error GoTo label, On Error GoTo 0
2491 Visual Basic for Applications (VBA) for Analysts 21 hours The course is designed for users of Excel for creating analyzes and reports. Macros Recording and editing macros Where to store macros. Assigning macros to forms, toolbars, keyboard shortcuts VBA Environment Visual Basic Editor and its options Keyboard Shortcuts Optimizing the environment Introduction to procedural programming Procedures: Function, Sub The data types The conditional statement If...Then....Elseif....Else....End If Instruction Case Loop while, until Loop for ... next Instructions break the loop(exit) Strings Combining strings (concatenation) Conversion to other types - implicit and explicit Features processing strings Visual Basic Download and upload data to a spreadsheet (Cells, Range) Download and upload data to the user (InputBox, MsgBox) The declaration of variables The extent and lifetime of variables Operators and their priorities Options modules Create your own functions and use them in a sheet Objects, classes, methods and properties Securing code Security code tampering and preview Debugging Processing step Locals window Immediate window Traps - Watches Call Stack Error handling Types of errors and ways to avoid Capturing and handling run-time errors Structures: On Error Resume Next, On Error GoTo label, On Error GoTo 0 Excel Object Model The Application object Workbook object and a collection of Workbooks Worksheet Object and Collection Worksheets Objects ThisWorkbook, ActiveWorkbook, ActiveCell .... Object Selection Collection Range Object Cells Display data on the statusbar Optimization using ScreenUpdating The time measurement by the method Timer The use of external data sources Using ADO library References to external data sources ADO objects: Connection Command Recordset Connection string Create connections to different databases: Microsoft Access, Oracle, MySQL Reporting Introduction to the SQL language The basic structure of SQL (SELECT, UPDATE, INSERT INTO, DELETE) Calling a Microsoft Access query from Excel Forms to support the use of databases
2500 Financial analysis in Excel 14 hours During the training, will present the issues of financial analysis using the advanced features of Excel. This course is intended for financial analysts, accountants and all those who want to expand their skills spreadsheet with issues of financial analysis. Advanced functions The logic functions Mathematical and statistical functions Financial functions Search and data Search and matching Functions MATCH (MATCH) and INDEX (INDEX) Advanced management of lists of values Validate the value entered in the cell Database Functions Summary data by using the histogram Circular references - Practical Aspects Tables and Pivot Charts The dynamic description of the data using PivotTables Elements and calculated fields Visualize data using pivot chart Working with external data Exporting and importing data Exporting and importing XML file Importing data from databases Connections to a database or an XML file Analyzing data online - Web Query Analytical issues Option Goal Seek The Analysis ToolPack addition Scenarios, Scenario Manager Solver and optimization data Macros and create your own functions Starting and recording macros Working with VBA code Conditional Formatting Advanced conditional formatting using formulas and form elements (eg box - checkbox) Time value of money The current and future value of capital Capitalization and discounting Interest made ​​simple Nominal and effective interest procetowa Cash flows Depreciation Trends and financial forecasts Types (functions) trend. Forecasts Securities The rate of profit Profitability Investing in securities and risk measures
2513 Excel Data Analysis 14 hours Knowledge of Windows and MS Excel basics Excel Data Types Look up values ​​in a spreadsheet Naming the range, create a range of labels Modifying named ranges Create custom number formats Use AutoFormat options in a spreadsheet Create a named style Creating a user template Protection sheets Organizing data in a worksheet Create a list of data Adding to the list of series Creating a custom sort lists Consolidate data Create conspect Processing of data in a spreadsheet Apply conditional formatting Summarizing data with subtotals Filter the list of data Create a custom filter Create an advanced filter Create scenarios Data Validation Creating formulas Aggregation of cell contents using the AutoSum Adding in the dialog window Insert Function Editing formulas Evaluate Formula Using Solver tool to obtain specific values ​​of the arguments Create a conditional formula Using the data table to solve the formulas Tracking error performance formulas Look up values ​​in a particular row or column Determine the value location  Returning values ​​from a cell in a specific location in the data list Positioning of the data list Create a table of credit The processing of information from external data sources Combining data from other Windows programs Importing a delimited text file Dividing a column of data into multiple columns Create a Web Query Importing database table Using queries to selectively retrieve information from external databases Calculate the average of the values ​​stored in the database Produce data charts Changing the chart type Creating a custom chart types Adding a trendline to a chart Adding new values ​​and change data for the chart Create a combination chart Using Pivot Table reports Basic information about PivotTables Overview of PivotTable fields. Create a PivotTable report with a list of data Change the layout of a PivotTable Filtering fields Changing the type of calculation data fields Grouping PivotTable data elements Entering additional calculations to the data area Add a calculated field Adding a calculated Get values ​​from a PivotTable report Creating a PivotChart Performing the pivot of information from external database Change the layout of a PivotChart Changing a PivotChart Filtering fields PivotChart Grouping elements PivotChart field Add a table of data to the PivotChart
2514 Effective working with spreadsheet in Excel 14 hours Training for those working with a Microsoft Excel spreadsheet that would like to improve their work. Edit spreadsheets Edit the contents of a cell Insert and delete cells Copying cells Copy and Paste commands The fill handle Fill command Series data and Autofill option Copying formulas Relative reference and absolute reference Appeals mixed Moving the cell The Office Clipboard Recall, repeat and redoing operations Working with workbooks Excel Files Spreadsheets workbook Windows workbooks Save files to disk Opening an existing workbook The use of functions in formulas Functions Construction features The function arguments. Enter a Function Math and trigonometry function Statistical Functions Logical Functions Search and address Information functions Date and Time Functions Text functions Format Cells Formatting numbers Aligning Formatting fonts Borders Shaded cells Style Conditional formatting Format painter Psychological column width and row height Auto-fit AutoFormat Remove formatting from cells Working with Graphic Objects Graphical objects Drawing Toolbar Drawing objects Inserting Images We work with graphics The order set of graphic objects Creating Charts Charts Chart wizard Relationship data sheet of graph Data series and points Chart Elements Chart types Options charts Titles Axles The grid lines Legend Data labels Data table Printing Printing Dialog, the Page Setup Print preview A dialog box, printing Using lists Lists Transforming the range of the list Application forms AutoFilter Advanced filters Sorting Subtotals Functions operating on databases Pivot tables Create and modify PivotTables Calculated fields and calculated members
2518 Visual Basic for Applications (VBA) in Excel (intermediate level) 14 hours Course is intended for those familiar the basics of VBA who want to develop their knowledge and greater use of language capabilities. Facilities Create your own toolbar and menu The data types Conversion to other types The extent and lifetime of variables Operators and their priorities Options modules Conditional statements Select Case If ... Then ... ElseIf ... Else Loops When reversing loops For Each loop Instructions loop break (exit) Debugging Processing step Traps Watches Locals Window Immediate Window Call Stack Error handling Capturing and handling run-time errors Structures: On Error Resume Next, On Error GoTo label, On Error GoTo 0 Data display on the statusbar Basic optimization ScreenUpdating Measurement of the duration of the macro by the method Timer VBA Forms Create your own forms Calling a form from the code Use the forms in the spreadsheet
2597 Visual Basic for Applications (VBA) in Excel - Introduction to programming 28 hours It is an introduction to procedural programming in VBA. Training allows you to gain a strong foundation for further learning and VBA environment. After the course you can: Record and edit the macro as required, Write procedures using data from the sheet, Create your own functions Handle the event (opening worksheet cell update etc) by means of the handler, Create form Macros Recording and editing macros Assigning macros to forms, toolbars, keyboard shortcuts VBA Environment Visual Basic Editor and its options Management components Keyboard Shortcuts Optimizing the environment Introduction to procedural programming Procedures: Function Sub Data types The if statement ... then ... elseif ... else ... end if Case statement Loops for ... loop while, until Loop for ... next Instructions loop break (exit) Array processing Quoted string Combining quoted strings (concatenation) Conversion to other types of (implicit and explicit) Features processing quoted strings Visual Basic Download and upload data to a spreadsheet (Cells, Range) Download and upload data to the user (InputBox, MsgBox) The declaration of variables The extent and lifetime of variables Operators and their priorities Options modules Create your own functions and use them in a sheet Objects, classes, methods and properties Securing code Security code tampering and preview Debugging Processing step Locals window Immediate window Traps - Watches Call Stack Error handling Types of errors and ways to avoid Capturing and handling run-time errors Structures: On Error Resume Next, On Error GoTo Excel Object Model The Application Object Workbook object and a collection of Workbooks Worksheet Object and Collection Worksheets Objects ThisWorkbook, ActiveWorkbook, ActiveCell Object Selection Collection Range Object Cells Display data on the status bar Optimization using ScreenUpdating The time measurement by the method Timer Event handling in VBA What is an event? Responding to an event and create an event handler Triggering Event Handlers Service frequently occurring events VBA Forms Create your own forms Calling a form from code Use the forms in the sheet
2599 Excel Advanced 21 hours The course participants will be able to efficiently use primarily data analysis tools such as scenarios and pivot tables, use the features to perform calculations on dates and text-processing functions, and create and adapt to the needs of macros to automate work with spreadsheets. Adjustment of the working environment Hotkeys, facilities Create and modify toolbars Options excel (autosave, input, etc.). Options paste special (transpose) Formatting (style, format painter) Tool - go to Organization of information Management sheets (naming, copying, color change) Assign and manage the names of cells and ranges Protect worksheet and workbook Secure and encrypt files Collaboration and track changes, comments Inspection sheet Create your own templates (charts, worksheets, workbooks) Data analysis Logic Basic Features Advanced Features Creation of complex / multiple formulas Scenarios Search result Solver Charts Graphics support (shadows, charts, AutoShapes) Database management (list) Data consolidation Grouping and outlining data Sorting data (over 4 columns) Advanced data filtering Database Functions Subtotal (partial) Tables and Pivot Charts Cooperation with other applications Get External Data (CSV, TXT) OLE (static and link) Web Queries Publication sheets on site (static and dynamic) Publication PivotTables Automation of work Conditional Formatting Create your own formats Check the validation Macros - automation tasks in sheets Registration macros Understanding and modifying the code macros (VBA items) Connecting the interface macros or workbook Create forms on screen or printed
2603 Excel Advanced with VBA 21 hours Participants will be able to excel themselves, in the most optimal way to create, consolidate and manage data. A number of tools designed to streamline the work often significantly reduces the time to activities carried out so far and can help you design an application that could perform new tasks. Adjustment of the working environment Keyboard shortcuts, facilities Create and modify toolbars Excel Options (autosave, input, etc.). Options paste special (transpose) Formatting (style, format painter) Tool go to Organization of information Management sheets (naming, copying, color change) Assign and manage the names of cells and ranges Protect worksheet and workbook Secure and encrypt files Collaboration and track changes, comments Inspection sheet Create your own templates, charts, worksheets, workbooks Data analysis Logic Basic functions Advanced functions Scenarios Search by Solver Charts Graphics support (shadows, charts, AutoShapes) Database management (list) Data consolidation Grouping and outlining data Sorting data (over 4 columns) Advanced data filtering Database Functions Subtotal (partial) Tables and Pivot Charts Cooperation with other applications Get External Data (CSV, TXT) OLE (static and link) Web Queries Publication sheets on site (static and dynamic) Publication PivotTables Automation of work Conditional Formatting Create your own formats Check the correctness Recording and editing macros Visual Basic for Applications Create your own functions Results in VBA VBA Forms
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