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Excel Best Practice
Face to face / Virtual closed & onsite training. Restaurant lunch included at STL venues.
- 1 day Instructor-led
Syllabus
Who is this course for?
All Excel users who want to save time and be more productive throughout their organisation by learning best practice standards and techniques. Courses can be delivered at client sites UK wide, also at our Excel course Bloomsbury and Limehouse venues.
Prerequisites
Excel Intermediate
Benefits
• Work efficiently with Excel by setting standards and best practices• Save time by setting standards for workbook planning and design
• Learn how to best organise Excel source data for reporting and analysis
• Learn how to make tables and lists dynamic
• Build worksheets that are easy to understand and amend
• Learn to use the right Excel tool for the task
• Learn tips for how to fine tune and speed up workbooks
Course Syllabus
Setting standards and best practices
The FAST Standard Organisation
Is Excel the right tool for the job?
Do’s and Don’ts
Planning a Workbook
Identifying the audience and co-users
Recognise inputs, workings and outputs
Creating consistency and durability
Designing a Workbook
Including a welcome and introduction sheet
Creating clear organisation of worksheets
Organising source data
Keeping it simple by choosing easy to use tools
Best Practices
Best practice when writing functions and formulas
Formatting and use of colours
Conditional formatting best practice
Use of tables and lists
When to use range names
Making tables dynamic
Working with Links
Best practice with linking worksheets and workbooks
Managing external links
Distributing Reports
Best practice for sharing reports
Using Shared folders versus sending attachments
Protection
When to protect worksheets and workbooks
Making a workbook read only
Version control
Naming of workbooks and folders
Workbook version control
Excel version control
Tips and suggestion
For keeping down the file size of workbooks
Making workbooks easy to amend
What you get
"What do I get on the day?"
Arguably, the most experienced and highest motivated trainers.
Face-to-face training

Training is held in our modern, comfortable, air-conditioned suites.
Modern-spec IT, fully networked with internet access
Lunch, breaks and timing
A hot lunch is provided at local restaurants near our venues:
- Bloomsbury
- Limehouse
Courses start at 9:30am.
Please aim to be with us for 9:15am.
Browse the sample menus and view joining information (how to get to our venues).
Refreshments
Available throughout the day:
- Hot beverages
- Clean, filtered water
- Biscuits
Virtual training

Regular breaks throughout the day.
Learning tools

In-course handbook
Contains unit objectives, exercises and space to write notes
Reference material
Available online. 100+ pages with step-by-step instructions
24 months access to Microsoft trainers
Your questions answered on our support forum.
Training formats & Services
Training Formats & Services
Training formats available
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Testimonials
Southeastern
Ronak Shah,
Management Accountant
WOW ! Simply fantastic, Jens is a fantastic trainer. My knowledge was at a good level but I felt I learnt soo much with Jens today. This course is a fantastic way to learn how to become more efficient when using excel. Jens enthusiasm was the highlight of today's session ! Thank you Jens!
Excel Best Practice
Southeastern
Matthew Smith,
Assistant Management Accountant
Jens was extremely passionate about Excel and helped us to get to grips with some basic techniques to make us more efficient with our time.
Excel Best Practice
Government Actuary's Department
Sara Sanchez,
Project Manager
Great trainer! absolutely loved him
Excel Best Practice
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