Types of Excel courses and the knowledge and solutions you will acquire

The interactive eLearning course is designed as a click-by-click guide through Microsoft Excel to speed up and facilitate data entry and the use of functions. You will learn to solve problems by working properly with a single table with a simple database in the background and how to build Excel network solution.  And the result is:

• error-free, controlled data entry, facilitated by mandatory fields with centralized code lists
• real-time refreshing of data from different tables (sources)
• a common table linked to several input tables. It is a "database" used to create interactive reports, monitor KPIs, create dashboards.

See who is this Excel course for ? ›

You only need to learn basic logic of Excel on one typical example to be able to apply your knowledge in many others. For Excel in Practice interactive self learning course, we have chosen the two most common examples that many users come across – so to speak – every day:

• Project management
• Cost planning

The Excel course is easy to follow and all the steps are well explained. Watch the video ›
Create your own Excel application and automate Excel. Get your day-to-day work under control and decision-making easier.

PROJECTS 1

It is an Excel ALL-IN-ONE solution: in case of group work, all users enter data in the same file which is – great news – fully automated. This course will help you become an advanced Microsoft Excel user with work completely under control.

PROJECTS 1 will give you practical knowledge plus a template file to follow up the project implementation. You can start using it immediately or adapt it to meet your requirements as you will acquire all the knowledge you need.

The Excel file is created from the start (i.e., data entry) to the finish (i.e., automated reports), so that the elements are designed properly, the data controlled, the data entries automated and the reports automatically refreshed. The chance of data entry errors is reduced, and work is done significantly faster. Solution – share the file on the server, share it on the SharePoint portal or in the Lotus document system, create a shortcut with the company logo and deliver the file to users.

The PROJECTS 1 file allows you to follow up the project's timing and labor costs. The input table can be linked to Microsoft Excel-provided graphs to follow up the project's timing.

After completing the interactive course, you will be able to computerize any work process in any field (sales, purchasing, quality control, human resources, psychology, production, healthcare, product development, measurement monitoring, financial controlling, etc.).

The Excel course includes:

• How to create an input table which can be easily upgraded and corrected. The data in the reports is always automatically refreshed without any changes to the file architecture.
• Centralized code lists are linked to data validation in drop-down lists to reduce the number of entries and prevent entry errors.
• Controlled data entry – specific signalization with conditional formatting settings.
• How to create additional, hidden fields to display additional information not otherwise visible in the report.
• Writing and upgrading formulas relative to different dates, VLOOKUP function, Today () function, IF function.
• Input table and report design: proper formatting to stabilize the result format in reports.
• Linking different reports with slicers to automatically control the amount of data in the input table or to efficiently display results in reports using counters.
  
  

Recommended: users who want to make their work with Microsoft Excel easier and better
Learning time: 8 hours to 3 days, depending on your prior knowledge and free time
For: Microsoft Excel  2010, 2013, 2016, 2019, 2021 and  Microsoft Office 365

Learn more about Projects 1 course ›

PROJECTS 2

It is an upgrade of PROJECTS 1 Excel course, and in addition to all PROJECTS 1 functionalities, you will learn:

• how to create a double drop-down list and prevent duplication of data in the list – for even more detailed table entries.
• prefix and use of prefix to link data and extend the code list and input table.
• the settings to successfully record macros.
• how to record macros inside a file (In this Workbook ) and create designated buttons.
• how to record a macro to refresh reports and a macro to turn off filters on reports.
• how to edit and update macros in the Visual Basic editor.

Recommended: users who want to easily upgrade reports with macros and extend the functionality of Microsoft Excel with prefixes, IT staff
Learning time:10 hours to 4 days, depending on your prior knowledge and available time
For: Microsoft Excel 2010, 2013, 2016, 2019, 2021 and Microsoft Office 365

Learn more about Projects 2 course ›

PROJECTS 3 – How to use Microsoft Excel on the network

Move the Excel solution, including all the functionalities from the PROJECTS 1 and PROJECTS 2 interactive courses from the local C drive to the local network – the all-in-one solution becomes a network solution. Each user gets his own file. The files are identical, they only have different settings, e.g., they define a specific company's department, or they are different in terms of content-purpose.

• Create a folder and file structure on a local network for automated group work.
• Learn all the settings for the successful operation of Excel, EXTERNAL QUERIES and macros on the network.
• Move the code list from the all-in-one file to the network and centralize it.
• Learn how to record macros in connection with other files (Personal macro).
• Add minimize and maximize commands and Message Box to Personal macro.
• Integrate VD – Visual data into user files.
• By using the Query from Workbook link, create a common database from all files on the network and learn to update, correct and refresh the query. Eliminate errors.
• Move files from a local disk to the network, learn how to redirect links (macros, pivot tables, queries) to a new location on the network.
• From a shared database, create common interactive reports for all company's departments.
• Use macros for navigation between individual reports.
• The administration of the reports.

Recommended: advanced users, IT staff
Learning time: 12 hours to 5 days, depending on your prior knowledge and available time
For: Microsoft Excel  2010, 2013, 2016, 2019, 2021 and  Microsoft Office 365

Learn more about Projects 3 course ›

COSTS 1

It is an Excel interactive course on how to set up data entry for cost planning in a company and how to display the planning results in interactive reports. The ready-to-use solution can be used as an all-in-one solution or as a network-based solution.

Each department has its own file on the network, with specific planning settings (cost center code list, chart of account, etc.), which allow subsequent linking with data from other programs, e.g., with implementation from accounting systems.

Anything can be planned: costs by person, by project and by event, marketing, external resources and training costs, maintenance costs of production machinery, equipment purchase costs, legal costs, water, electricity costs, etc.

There is a central code list on the network, which is managed by designated users.

Prior knowledge: writing basic IF formulas, VLOOKUP function, conditional formatting, data validation, pivot table basics.

The Excel course includes:

• How to create a folder and file structure on a local network for automated group work.
• Structure of the main Department.xlsm file and hidden fields and their function.
• INTERNAL and EXTERNAL links or queries for automated data management.
• Excel settings to successfully create macros and queries on the network.
• Recording macros inside the file (In this Workbook) and creating designated buttons.
• Macros editing and updating in the Visual Basic editor.
• Recording macros in connection with other files (Personal macro).
• Adding minimize and maximize commands and Message Box to Personal macros.
• Using the Query from Workbook link, create a common database from all files on the network, learn to update, correct and refresh queries. Eliminate errors.
• Moving files from the local disk to the network, redirecting links (macros, pivot tables, queries) to a new location on the network.
• From a shared database, creating common interactive reports for total company costs.

Recommended: advanced users, IT staff
Learning time: 15 hours to 7 days, depending on your prior knowledge and available time
For: Microsoft Excel  2010, 2013, 2016, 2019, 2021 and  Microsoft Office 365

Learn more  about Costs 1 course ›

COSTS 2 – Basics of a data warehouse (DWH) building

The COSTS 2  Excel interactive course is a continuation of the COSTS 1 course, providing additional knowledge on how to automatically integrate data from different sources into a main file where users enter cost planning data. With the knowledge gained in this course, you can design a prototype data model to be used as a stand-alone system or, if necessary, fully implemented in, e.g., an ERP system. With a prototype model, implementation costs can be downsized by up to 80%.

In addition to all the functionalities from the COSTS 1 course, you will also learn:

• complex folder and file structure on a local network for automated group work.
• refreshing linked file data is real-time.
• basics of a data warehouse (DWH) building. Build a complex database that can be linked to data from other programs or processed using BI tools ( Power BI, Qlik, MicroStrategy, Tableau, etc.).
• data protection so that in a common database, each department can only access (view) their data and not that of other departments.
• error elimination settings.
• database maintenance.
• when and how to create checkpoints to validate database content against the expected data.
• data refreshing.
• redirecting files to a new location on the server.
• administration.

This  Excel course is suitable for IT staff only, but that's okay. Users are engaged in creating the work process and content, while by attending this course, IT staff will build an excel network solution with Window permissions to work with files. Collaboration is the key to success. Educate your IT staff to deliver quality work.

Prior knowledge: writing basic IF formulas, VLOOKUP function, conditional formatting, data validation, pivot table basics.

Recommended: IT staff
Learning time: 14 days to 2 months, depending on your prior knowledge and available time
For: Microsoft Excel 2016, 2019, 2021 and  Microsoft Office 365

Learn more about Costs 2 course ›

Packages

Choose to buy one of the two packages containing the complete knowledge of all Excel in Practice courses. Double the knowledge and double the template solutions for immediate use.

With the PROJECTS 1 course, you acquire in-depth knowledge on the input table design – interface, controlled data entry, report design (create logical data input structure).

With COSTS 1 & 2, you acquire knowledge on how to link data from different sources into a single file (build logical data model, setup and automate data), how to automate data entry and how to maintain solutions.

PACKAGE 1 = PROJECTS 1 + COSTS 1 ›

PACKAGE 2 = PROJECTS 1 + COSTS 2 ›