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Excel Best Practice
Face to face public schedule & onsite training now available. Lunch currently unavailable.
- 1 day Instructor-led
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.
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 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
Best practice for sharing reports
Using Shared folders versus sending attachments
When to protect worksheets and workbooks
Making a workbook read only
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?"
Training is held in our modern, comfortable, air-conditioned suites.
Modern-spec IT, fully networked with internet access
Lunch is provided at a local restaurant or pub. Browse the sample menus:
Breaks and timing
Courses start at 9:30am.
Please aim to be with us for 9:15am.
Joining information (how to get to our venues)
Available throughout the day:
- Hot beverages
- Clean, filtered water
Regular breaks throughout the day.
Contains unit objectives, exercises and space to write notes
Available online. 100+ pages with step-by-step instructions
24 months access to Microsoft trainers
Training formats & Services
Government Actuary's Department
Great trainer! absolutely loved him
Excel Best Practice