Excel - Databases, Charts & More

Course Details

Course Duration - Half day (3 hours)

Course Objectives

Excel loves a list. If you create lists of data there are many ways of working with that list to summarise the data. 

You can then take those summaries and create a chart. This mini course looks at these other aspects of Excel. 

We also look at some calculations that can be useful to know when working with lists. For example, have you ever had a load of text in Excel all in BLOCK CAPITALS and wanted to change it? You can. 

When you work with lists of data, other things can be irritating - like not being able to see the column headings at the top of the data! We also cover how to solve this problem. If Freeze Panes has never worked properly for you, it soon will.

Course Content

Databases (or Lists)

• Essential rules for creating lists
• Sort (rearrange your list - at the click of a button)
• Filter - focus on the data you want to see
• Subtotal (getting quick and easy totals for your data)
• Using the Table feature

Charts

• Create a Chart
• Format the Chart

The other bits

• Change CAPITALS to Title Case
• Separating text from one column to several (e.g. Full name into First Name and Surname)
• Get totals for filtered data - easily
• Getting the headings to stay put at the top (or down the side) - Freeze Panes
• Using Zoom to see more or less of your data
• See data in different parts of the list easily (applies really to any type of data)

Prerequisites

This course does assume that you have some prior experience of using Excel. 

If you’re familiar with the calculations side of Excel and always wondered “what else does it do?”, this mini course gives you a good idea of the other side, as well as looking at some calculations that work brilliantly with lists of data.

What's Next

You may find that you already know the functions you can use with your lists to make life easier. If not, check out our Excel - Advanced Functions short course.

Another mini course you might want to consider is our Excel - PivotTables & What-if  Analysis course.