28
Microsoft Office Courses
Microsoft Office Courses
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Microsoft Office CoursesApplication Function Page
Excel An Introduction 5
Excel The Essentials 6
Excel Visualising Data 7
Excel Data Analysis I 8
Excel Data Analysis II 9
Excel Formulas & Functions I 10
Excel Formulas & Functions II 11
Excel Intro to VBA 12
Excel Financial Formulas 13
Excel Super User 14
Word Secrets & Shortcuts 15
Word Advanced Users 16
Word Mail Merge 17
PowerPoint Presentations 18
Outlook Master your Inbox 19
Outlook The Advanced User 20
Visio Diagrams 21
Accessibility Microsoft Accessibility 22
Project The Essentials 23
All Personalised Productivity Training 24
Classroom OptionsWe have two fully equipped IT training rooms at Hilary House in St Helier, Jersey and one at Turing House in St Peter Port, Guernsey, these rooms have a maximum occupancy of 8 delegates. We are also able to deliver sessions remotely via Microsoft Teams or Cisco Web-ex to an unlimited number of delegates.
EquipmentIf you would prefer to use your own premises, we can deliver 8 laptops and a projector to an office in either Jersey or Guernsey, there is no additional cost for the hire of our equipment.
Remote OptionIn order to join a remote session, delegates do not need their own licence for Office365, Teams or Web-ex. The only requirements are solid internet access, a Chromium Browser such as Google Chrome or the new Microsoft Edge browser, a quiet place to learn from or a headset with microphone.No downloads or additional software is required. If you would like to test compatibility ahead of the session, we can arrange a 15-minute test with one of our trainers.
Tailor MadeEach short session is very hands-on and practical. We can incorporate your files into the class to maximise the relevance of each point covered. Although our sessions are pacey, there is still plenty of opportunity to ask questions.
Mix and MatchIf you would prefer to create your own unique lesson, you can mix & match topics from across this catalogue. When you send us your requirements, we can then calculate how long the lesson will be and we can give you a quote.
To Book and Arrange DatesPlease contact Steve Barry ([email protected]) to find out availability, make a booking or discuss your learning needs in more detail.
Our Services
Fees IncludePrices include tuition time, creation of training materials, unless otherwise agreed, set up time, reasonable use of training equipment by the Customer for the period of the Course, post-course follow-up and administration.
Microsoft 365 ConsultancyAd-hoc consultancy on all aspects of Microsoft 365 is available at an hourly rate of £115 per hour
Terms and ConditionsPlease review the Terms and Conditions at the end of this document.
To Book and Arrange DatesPlease contact Steve Barry ([email protected]) to find out availability, make a booking or discuss your learning needs in more detail.
Training Fees
Length (hrs) Cost per 8 delegates (£) Cost per additional online delegate (£)
1 hr 200 25
2 hrs 310 38
3 hrs 435 54
Full Day 750 98
AudienceAnyone who has just started using Excel or will need to start using Excel at work
OutcomesTo be able to organise and input data in an efficient and logical manner. Create a formatted spreadsheet and carry out very basic calculations
Course ContentNavigate around ExcelThe Ribbon & Quick Access ToolbarBackstage ViewData entry tips and tricksBasic FormattingBasic CalculationsCopy & Paste OptionsUsing Excel Help
Duration3 hours
IncludesAll training spreadsheets for future practiceFull colour booklet to accompany the lesson
Excel – An Introduction
5
AudienceAnyone who uses Excel at work. This course is full of tips and tricks so even people who have used Excel for a while will pick up something new
OutcomesTo become faster and more confident carrying out everyday work activities in Excel
Course ContentNavigation and selection short-cutsUsing the Autofill HandleReformatting data quicklySort and Filter toolsBasic Functions and Calculations Basic formula constructionRelative v Absolute referencingCalculating Percentages
Duration3 hours
PrerequisitesMust have prior experience using Excel and able to carry out basic data inputting & formatting
IncludesAll training spreadsheets for future practiceFull colour booklet to accompany the lesson
Excel – The Essentials
6
AudienceFor individuals who need to visualise and present data to clients and/or their line managers
OutcomesTo become faster and more confident manipulating data for presentation purposes and use a wide range of tools to highlight KPIs
Course ContentFormatting using cell styles, format as tableFilter with SlicersUse conditional formattingDevelop data tables graphically like a chart, using icon sets and sparklinesSparklinesLearn which charts to use in getting information out of data & best practiceInsert and edit a variety of charts & graphs - Column, Pie, Combo, histogram, pareto, pivot, 3D MapAdding / Modifying Chart elements - Trendlines, switch axis, smooth out linesUnderstand and build Dashboards - project, KPI , hr, customer service
Duration3 hours with lots of hands-on practical exercises
IncludesAll training spreadsheets for future practiceFull colour booklet to accompany the lesson
Excel – Visualising Data
7
AudienceFor individuals who need to analyse or manipulate data for reporting purposes. This course is ideal for anyone wanting to expand their knowledge of Excel
OutcomesTo become faster and more confident analysing data with Pivot Tables and other useful analytical tools
Course ContentUnderstand the best way to arrange data in a spreadsheet?Finding and fixing inputting errorsUnderstand Pivot Fields and listsUse Pivot tables to summarise & analyse dataFormat, Layout and Design OptionsShow Values AsSummarise field settings - Average, Count, SumInserting Calculated FieldsUsing grouped datesCopy and Paste Visible CellsInsert and edit Pivot Chart Insert SlicersInsert TimelineUse the subtotal function to calculate subtotals
Duration3 hours with lots of hands-on practical exercises
IncludesAll training spreadsheets for future practiceFull colour booklet to accompany the lesson
Excel – Data Analysis I
8
AudienceFor individuals who need to analyse or manipulate data for reporting purposes. This course is ideal for anyone wanting to expand their knowledge of Excel
OutcomesTo become faster and more confident analysing data using Excel
Course ContentGoal seek Consolidate data Multiple Pivot Tables Further Slicer options Pivot tables across multiple consolidation ranges Data Types and Quick AnalysisData ValidationForecast SheetScenario Manager Watch Window Advanced Filter - OR / AND / NOT criteria
Duration3 hours with lots of hands-on practical exercises
IncludesAll training spreadsheets for future practiceFull colour booklet to accompany the lesson
Excel – Data Analysis II
9
AudienceThis course is designed for people who want to use, edit or create mathematical and logical formulas in their spreadsheets
OutcomesTo be able to automate Excel processes by writing and troubleshooting mathematical & logical formulas
Course ContentWill be able to read, write and edit the following formulas:IF Formulas Nesting IF functions Nesting IF with AND, OR and TODAY functionsSUM, SUMIF, SUMIFS, MAX, MIN, MODE, AVERAGEIFCOUNT, COUNTA, COUNTIF and COUNTIFS functions Advanced Filter to extract unique values
Duration3 hours with lots of hands-on practical exercises
PrerequisitesMust be familiar with the very basics of writing a formula
IncludesAll training spreadsheets for future practiceFull colour booklet to accompany the lesson
Excel – Formulas & Functions I
10
AudienceFor individuals who want to work with text or date fields in their spreadsheets and need to clean or manipulate these text fields
OutcomesAble to combine, match and compare data from across spreadsheets, trouble shoot formul
Course ContentNamed cell rangesVLOOKUP FunctionIFERROR and IFNA FunctionUnderstand the meaning behind common error messages Troubleshoot common formula errorsCell & worksheets protectionData Validation
Duration3 hours with lots of hands-on practical exercises
PrerequisitesMust be familiar with the principles of writing basic formulas
IncludesAll training spreadsheets for future practiceFull colour booklet to accompany the lesson
11
Excel – Formulas & Functions II
AudienceFor individuals who need to clean & reorganise their data, remove errors and other inconsistencies. This session is for Excel users who need to split and re-join text, quickly change the layout of a spreadsheet and want to understand how macros can be used to speed up repetitive tasks.
OutcomesAble to clean an Excel spreadsheet using both the data tools and by writing various text and date formulas
Course ContentQuickly identify & remove blank rows & cells Split text within a single cell into multiple cellsCombine text from across multiple columns into a single columnExtract the first, middle or last part of cell contents to another location.Identify, highlight and remove duplicatesApply Flashfill to repeat patterns of dataTranspose data Use all the data validation tools to prevent inputting errorsFind data types using the Go To command boxRecord a very basic reformatting macroInsert customised headers and footers
Duration3 hours with lots of hands-on practical exercises
IncludesAll training spreadsheets for future practiceFull colour booklet to accompany the lesson
12
Data Cleansing
AudienceFor individuals who need to automate repetitive tasks in Excel
OutcomesYou will have an insight into how macros work, how they can be used in the workplace and how to create and edit a basic re-formatting macro
Course ContentRecord & run a macroModify & extend a basic macroView the Visual Basic Editor Apply the basics of coding such as variables, data types & stringCreate dynamic macrosTroubleshoot & solve basic errors
Duration1 day with lots of hands-on practical exercises
PrerequisitesMust be an advanced Excel user able to write complex logical formulas
IncludesAll training spreadsheets for future practice
Excel – Intro to VBA
13
AudienceFor individuals who need to write or trouble-shoot financial formulas in Excel
OutcomesYou will be able to calculate valuations, interest rates, number of payments, growth rates, future & present values, debt repayments and depreciation.
Course ContentCalculating Present Values (PV)Calculating Future Values (FV)Calculating the Number of Periods (NPER)Calculating Payment Values (PMT, PPMT, IPMT)Calculating interest rate (RATE) Use the Goal Seek tool to find unknown valuesInsert a two-way Data Tables to visual a sliding scale of variablesCalculate different depreciation ratesWrite, nest and edit ROUND, ROUNDUP, ROUNDDOWN, CEILING & FLOOR formulasUse Data formulas such as EDATE, EOMONTH, NETWORKDAYS, WORKDAY, TODAY & NOW
Duration3 hours with lots of hands-on practical exercises
PrerequisitesMust be a confident Excel user, with a good understanding of financial principles
IncludesAll training spreadsheets for future practiceFull colour booklet to accompany the lesson
Excel – Financial Formulas
14
AudienceFor anyone who needs to have an excellent grounding in Excel and who may need to support others in the workplace.
OutcomesYou will become an advanced user of Excel, able to carry out complex operations and trouble-shoot problems as they arise.
Course ContentShort-cuts, tips and tricks to maximise efficiencySpreadsheet best practice principlesHow to clean and manipulate dataHow to analyse dataHow to present dataThe top 15 most common formulasAn introduction to macros
Duration5 hours with lots of hands-on practical exercises (5 x 2hr sessions)
IncludesDetailed reference guidesA short-cut bookletA copy of all of the completed spreadsheets with answers
Excel – Super User
15
AudienceFor anyone who uses Word on a regular basis, This lesson is full of short-cuts, tips & tricks so even people who have used Word for years will learn something new
OutcomesYou will be able to quickly re-format a document in just a few clicks, you will be able to trouble-shoot and fix problems associated with indents, margins, bullets & numbering. Carry out everyday tasks more efficiently
Course ContentNavigation & selection short-cutsReformatting tipsMargins, indents & line spacing settingsAdd & modify bullets & numberingApply & adjust tab stopsSave and insert quick partsAdd, approve and reject tracked changes
Duration3 hours with lots of hands-on practical exercises
IncludesAll training documents for future practiceFull colour booklet to accompany the lesson
Word – Secrets & Shortcuts
16
AudienceFor anyone who has to work with complex Word documents such as reports, proposals, briefing notes, case studies or assignments
OutcomesYou will be able create templates with inbuilt styles, headers, footers, text & various form controls to dramatically decrease the time it takes to produce a lengthy document
Course ContentAdd, insert & modify stylesAdvanced paragraph settings & pagination controlsAdd a table of contentsInsert page and section breaksInsert & edit use the headers & footer galleryInsert & manipulate images, graphs and diagramsWorking with tablesUse footnotes & endnotesMerge & Compare documentsCreate form controls & protect documents from editing
Duration3 hours with lots of hands-on practical exercises
IncludesAll training documents for future practiceFull colour booklet to accompany the lesson
Word – Advanced Users
17
AudienceFor individuals who need to send letters, emails, forms or create labels for multiple recipients
OutcomesYou will be able to perform a Mail Merge to create multiple letters, labels and emails. You will be able to reformat the merged fields
Course ContentEdit the data source in ExcelCreate a mail merge for lettersUse a mail merge for labelsSend emails from mail mergeEdit the picture switch codes to change the formattingCustomise the If…Then…Else… rule
Duration2 hours with lots of hands-on practical exercises
PrerequisitesMust be familiar with both Word and Excel
IncludesAll training spreadsheets & documents for future practiceFull colour booklet to accompany the lesson
Word – Mail Merge
18
AudienceFor individuals who need to create or update existing PowerPoint presentations
OutcomesTo become faster and more confident in putting professional presentations together which includea wide range of diagrams, images, graphs, links & video content
Course ContentWork with slide mastersEdit and import slide designsInsert new slides & layoutsInsert tables, charts & SmartArtFormat the content professionallyApply animation and transitionsPrepare handouts & notesSave & share your presentation
Duration3 hours with lots of hands-on practical exercises
IncludesAll PowerPoint Presentations for future practiceFull colour booklet to accompany the lesson
PowerPoint - Presentations
19
AudienceThis course designed for individuals with large inboxes (100+ emails), long to-do lists and a complex folder structure.
OutcomesYou will learn how to be in control of your inbox and your work-load. How to improve your productivity and efficiency using a model for processing mail and tasks. By the end of the session, you will have a fully customised Outlook, a very small inbox, a detailed task list and an accurate calendar.
Course ContentWhat is your inbox for?The behavioural model for processing emails and tasksHow to customise Outlook to support this modelReducing distractions and interruptionsBatching workIdentifying priority emailsKnowing where & how to store reference materialsCleaning up and managing the mailboxAutomating repetitive tasks and actionsAllocating time Putting theory into practice – Mastering your Inbox
Duration1 day with lots of hands-on practical exercises
RequirementsTrainees must have access to their own mailboxes and a copy of OneNote
Outlook – Master your Inbox
20
AudienceFor anyone who uses Outlook on a daily basis to communicate and manage their day
OutcomesThis course will save you hours of work through automating repetitive tasks, using advanced search tools and lots of keyboard short-cuts
Course ContentCreate Quick Parts to save email templatesSet up & edit useful rulesAdd Quick Steps to automate repetitive actionsApply Conditional Formatting to colour code mailFind any mailbox item quicklyOrganise & manage calendarsCalendar short-cuts and tricksUse Follow-up & delegate tasksApply retention policies to foldersKeyboard short-cuts and tricks
Duration3 hours with lots of hands-on practical exercises
IncludesFull colour booklet to accompany the lesson
Outlook – The Advanced User
21
AudienceFor individuals who need to create flow charts, organisation charts, floor plans, Gantt charts or timelines
OutcomesYou will be able to create a wide range of diagrams very quickly and effortlessly
Course ContentCreate a basic flowchart and a cross-functional flowchartConstruct an organisation chartDraw Gantt charts & timelinesBrainstorm diagramsUse all the formatting, selection and navigation toolsCustomise your stencil & toolbarsApply backgrounds to templatesEdit shape data & graphicsLinking and embedding Visio diagrams
Duration2-3 hours depending on the number of different diagrams which need to be covered
IncludesAll training Visio diagrams for future practiceFull colour booklet to accompany the lesson
Visio - Diagrams
22
AudienceThis course is designed for anyone who wants to learn more about the accessibility tools available in Microsoft Office and Windows 10. Accessibility tools are there to enable anyone with temporary or permanent disabilities to use Microsoft products . This course is also ideal for line managers, people in HR and marketing to ensure that products, employment and education can be accessible by anyone anywhere.
Outcomes You will know how to make Microsoft Products more accessible to those with temporary or permanent disabilities.
Course ContentWhat is accessibility in Microsoft and what are its benefits?Examine the available assistive tools for:• Vision• Hearing• Mobility • Cognitive (including Mental Health)
Duration2 Hours
Microsoft Accessibility
23
AudienceFor individuals working within programme management and business change who require an effective tool to enable them to manage their projects as well learning useful short-cuts, hints and tricks.
OutcomesYou will be able to create and manage a project plan, allocate resources and utilise the reporting tools.
Course ContentCreate summary and sub tasksCreate and apply task calendarsUnderstand task durations and define milestonesManual and automatic schedulingTask relationships Work with constraints and deadlinesRecurring activities and notesSplit activitiesResource calendars and availabilityResource AllocationProgress MonitoringBasic Reporting Tools
Duration3 hours with lots of hands-on practical exercises
Project – The Essentials
24
AudienceFor teams and Individuals who want to improve their productivity levels through using existing software more efficiently.
OutcomesYou will learn short-cuts and more efficient ways of carrying out everyday processes and tasks. You will have adapted your applications so that they are tailored to how you need to use them.
Course ContentThe content is highly tailored and focuses on the exact needs of the individual in general you may cover:
Managing communicationCollaborationStoring and retrieving filesMonitoring tasks and action pointsSimplifying workflows and processesResearching and storing informationCustomising and personalising applicationsMobile working
PrerequisitesTraining must take place on the individuals’ machines or user profile so that short-cuts and new settings can be applied.
Personalised Productivity Training
25
Terms of Business
Terms of Business
