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Microsoft Excel Print
Excel
Microsoft Excel is part of Microsoft's Office suite. We offer the following workshops for Excel 2007 and 2010 for Windows, 2008 and 2011 for Mac.

For dates and workshop bookings, click here.

 

Excel Foundation

This workshop provides a basic understanding of worksheet concepts and procedures, from entering and formatting data, to writing simple formulae and analysing information.

Would benefit: staff that are new to Excel or who would like a refresher on using the main tools and functions in Excel.

Topics covered:

  • Creating a new workbook
  • Working with ranges in a worksheet
  • Making changes to data in a workbook
  • Copying and pasting data in Excel
  • Using the fill operations available to fill a data series
  • Aligning the contents of cells in a number of ways
  • Formatting rows and columns in a worksheet
  • Working with basic formulae used to perform basic calculations

Prerequisites: none.

PDF Download workshop documents (Excel 2007 and 2010 for Windows)
Folder Download workshop exercise files (Excel 2007 and 2010 for Windows)
PDF Download workshop documents (Excel 2008 for Mac) Folder Download workshop exercise files (Excel 2008 for Mac)
PDF Download workshop documents (Excel 2011 for Mac) Folder Download workshop exercise files (Excel 2011 for Mac)

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Excel Formulae

Make Excel do the hard work for you by using formulae. This workshop aims to provide a basic understanding of using formulae in Excel for data analysis.

Would benefit: all Excel users who want to learn more about formulae and functions.

Topics covered:

  • Understanding the basics of Excel formulae and functions
  • Building basic functions to add and count (SUM, COUNT, COUNTA)
  • Counting according to criteria (COUNTIF, COUNTIFS)
  • Adding according to criteria (SUMIF, SUMIFS)
  • Using IF functions
  • Nesting formulae
  • How to check formulae
  • Using absolute referencing to avoid common errors

Prerequisites: Excel Foundation or similar.

PDFDownload workshop notes (Excel 2007 and 2010 for Windows)
PDFDownload quick reference card (Excel 2007 and 2010 for Windows)
FolderDownload exercise files (Excel 2007 and 2010 for Windows)  
PDFDownload workshop notes (Excel 2008 and 2011 for Mac) PDFDownload quick reference card (Excel 2008 and 2011 for Mac) FolderDownload exercise files (Excel 2008 and 2011 for Mac)

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Analysing data with Excel pivot tables

Pivot tables allow you to analyse your Excel data without the need to build complex formulae. This popular workshop will help you to save time when asking questions of your data such as 'how many?' and 'how much?'

Not sure whether pivot tables will be useful for you?  Click here to see a 1-minute taster video.

Would benefit: all Excel users who need to analyse large sets of data.

Topics covered:

  • What can pivot tables do?
  • Building an Excel pivot table
  • Grouping data in a pivot table
  • Showing data as a percentage
  • Switching from SUM to COUNT
  • Refreshing the data in a pivot table
  • Collapsing fields in a pivot table
  • Copying and pasting pivot tables to Word and PowerPoint
  • Working with pivot charts

Prerequisites: Excel Foundation or similar.

PDFDownload workshop document (Excel 2007 for Windows)
PDFDownload workshop document (Excel 2010 for Windows) 
PDFDownload workshop document (Excel 2008 for Mac) PDFDownload workshop document (Excel 2011 for Mac)

 

play1. Introduction to pivot tables video play6. Refreshing pivot table data video  
Play2. How to build a pivot table video play7. Collapsing pivot table fields video
Play3. Grouping in a pivot table video
play8. Copying and pasting video
play4. Displaying data as a percentage video
play9. Working with pivot charts video
play5. Switching from SUM to COUNT video
 


FolderDownload Exercise files

PDFDownload more detailed workshop notes (Excel 2007 and 2010 for Windows)

 

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Comparing and linking tables of data using Excel LOOKUP functions

This workshop looks at how to use the VLOOKUP function in Excel. If you work with several spreadsheets that share the same data, you can save time in Excel by using VLOOKUP to pull data automatically from one spreadsheet into another. VLOOKUP is also invaluable when comparing two sets of similar data.

Would benefit: all Excel users who need to cross reference data in different spreadsheets or have inherited a spreadsheet that uses the VLOOKUP function.

Topics covered:

  • What can you do with VLOOKUP?
  • Setting up your data for using VLOOKUP
  • Building a VLOOKUP

Prerequisites: working knowledge of using basic formulae in Excel to create totals and count data.

PDF Download workshop notes Folder Download exercise files 

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Time-saving tips with Excel

This popular workshop teaches you time-saving tips such as useful keyboard shortcuts, sorting and filtering, freezing panes and find and replace .

Would benefit: all Excel users.

Topics covered:

  • Freezing panes to make it easier to read large spreadsheets
  • Showing just the data you need by using filters
  • Fitting your spreadsheet onto the page when printing
  • Printing column headings on each page
  • Using keyboard shortcuts

Prerequisites: Excel Foundation or similar.

 

PDFDownload workshop document (Excel 2007 and 2010 for Windows)
PDFDownload workshop document (Excel 2008 for Mac)
PDFDownload workshop document (Excel 2011 for Mac)  

 

play1. Watch Excel filters video
play4. Watch Excel keyboard shortcuts video
play2. Watch Excel freeze panes video
play5. Watch Excel auto fill video
play3. Watch Excel printing tips video
 

 

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Creating charts and graphs with Excel

A picture paints a thousand words and in this workshop you will learn how to represent Excel data visually, using basic chart types such as pie, bar and column chart types.

Would benefit: all Excel users who need to present data using charts and graphs.

Topics covered:

  • Creating charts in Excel
  • Working with different chart types
  • Enhancing charts using a range of techniques
  • Moving and copying charts
  • Adding sparklines to your worksheet (Excel 2010 only)

Prerequisites: Excel Foundation or similar

PDFDownload the workshop document
FolderDownload the workshop exercise files

 

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Tidying up text in Excel

Clean up your spreadsheets in a flash using text functions to clean up the text data in an Excel database. This workshop includes correcting the case used in a list of names, splitting the contents of one column into two, removing duplicates and finding blank entries

Would benefit: anyone working with text in an Excel worksheet used as a database .

Topics covered:

  • Splitting one column into two
  • Merging two columns into one
  • Using functions to change the case of text
  • Converting a horizontal list into a vertical list
  • Manipulating columns using paste options
  • Using find and replace

Prerequisites: Excel Foundation or similar

PDFDownload workshop document (Excel 2007 and 2010 for Windows)
FolderDownload exercise files (Excel 2007 and 2010 for Windows)
PDFDownload workshop document (Excel 2008 and 2011 for Mac) FolderDownload exercise files (Excel 2008 and 2011 for Mac)

 

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