Excel Best Practice

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

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

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.