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Course overview
The aim of this module is to enable you how to create templates such as
forms, reports and timesheets and record macros to automate your tasks.
Who should attend
Delegates should feel confident in the topics covered in the Excel Creating
and Editing, Excel Basic Formulas, Excel Worksheets and Workbooks, Office
Drawing modules.
Learning outcomes
At the end of the module, you will be able to:
• Create templates including formulae, formatting and locked cells
to demonstrate effective use of this feature
•
Design multiple worksheets determining relevant grouping of sheets for
desired effect showing effective use of formatting across multiple sheets
•
Change alignment and orientation of text, incorporating text control,
to investigate the most effective methods for displaying data
•
Apply borders and shading to worksheet data, producing a professional
presentation of the data
•
Employ validation features necessary to accept dates and displays error
messages to ensure accuracy of input
•
Edit templates, opened from template folder, amend the layout and save
in an appropriate template folder
•
Create a workbook, choosing a template with an appropriate layout, and
save the workbook in an appropriate folder
•
Create a form, selecting from available form controls, to provide an effective
means of controlling data entry
•
Automate repetitive actions by assigning macros to keystrokes or drawing
objects to maximize efficiency
Course contents
Understanding templates
Understanding templates
Creating templates
Creating a workbook template including formulas, conditional formatting,
and locked cells
Working with multiple sheets
Selecting multiple sheets
Formatting across multiple sheets
Changing alignment and orientation
Horizontal and vertical alignment
Text control, e.g. wrapping, shrink to fit, merge cells
Text orientation
Increase and decrease indent
Adding borders and shading
Adding borders and shading
Line style and colour
Drawing borders
Validating data
Setting up data validation
Validation criteria
Input messages
Error alerts
Saving templates
Understanding template file locations
Saving templates
Using templates
Creating a new workbook based on a template
Editing templates
Locating a template
Opening and editing a template
Creating forms
Inserting form controls, e.g. list boxes, combo boxes, edit boxes, and
labels
Form control properties
Recording macros
Recording simple macros for repetitive actions and keystrokes
Running macros
Assigning macros to keystrokes
Assigning macros to drawing objects
Related courses
Creating
and Editing
Worksheets
and Workbooks
Basic Formulas
Charts
Linking
Spreadsheets and Formulas
Advanced Formulas
Sorting
and Filtering Data Lists
Summarising
Data Lists
PivotTable
and PivotChart Reports
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