XLDataSoft provides three levels of Excel/VBA training services.
Level I and II are for general public with pre-defined training contents and materials.
Level III is for customized training to suit customers' specific requirements and needs. Level III is intended for a small group of people (no more than 5).
Click one of the following three links to view more information.
Excel Part - I
- Excel menu system, toolbar and shortcut keys
- Work with Excel sheets - rename, move, add & delete, copy & paste, hide & unhide, tab color, background
- Work with columns and rows - width/height, copy & paste, move, hide & unhide, auto-fit
- Work with range and cells - copy and paste, move, add comments, name range, auto fill, clear contents/format/comments
- Work with options - show/hide column headers, gridlines, tab, scroll bars, zero values, comments, auto/manual calculations
- Basic print setup - print area setup, margin, header & footer, fit into one page, center on page, etc.
- Basic functions - value lookup, logical, math & trig, date & time, etc.
- Basic format and conditional format - number, date and time, currency, accounting, scientific, special
- Basic charts - chart type, chart options, format data series/line types
- Basic sort and filter
- Basic data entry validation
- Find & replace, insert symbols
- Normal view, page break view, zoom view, show/hide toolbars, status bars and formula bars
- Import external data/text files and export sheet as csv files
- Record macros and assign macros to buttons, macro security
- Brief introduction to some advanced features
VBA Part - I
- Introduction to VBA editor menu system
- Introduction to VBA - object based programming language
- Introduction to Excel objects
- Record and modify macros, assign macros to buttons
- Define variables, constants, and control structures
- Write user's own functions and procedures
- Work with Excel objects -worksheet, range, and cells
Excel Part - II
- Open file as read-only, or as a copy
- Save file with password protection (prevent unauthorized viewing and/or modification)
- Workbook/worksheets/range/cells protection and formula lock (prevent unauthorized view formula or modify formula)
- Advanced page print setup - print titles (rows/columns to repeat for all pages), gridline, comments, row/column headers, hide error values, etc.
- Advanced functions - mega function, array functions, matrix functions, regression functions, financial functions, database functions, etc.
- Advanced format - custom format, text orientation and alignment, cells merge, indent, wrap text, shrink, strikethrough, superscript, subscript, add unit name, border line styles and color, shading, etc.
- Advanced conditional format using formula to setup criteria - highlight the difference between 2 rows, maximum value of a range, etc.
- Advanced data sort, filter and data entry validation
- Paste special - paste value, formula, format, comments, data validation, paste as link, paste with operation (+,-,*,/), paste skip blank, paste transpose, paste format to multiple locations
- Use of names - define/create names, use names in formula
- Use of objects - pictures, Word Art, AutoShape, organization chart, equations, watermark,and hyperlinks
- Use of auto format for tables
- Use of control toolbox and forms to build user-friendly interface
- Use of formula auditing
- Use of auto-correction and advanced options
- Use of goal seek to solve simple equations
- Use of pivot table and pivot charts (optional)
- Use of solver add-in to solve equations and optimization based on user specified constraints (optional)
- Use of data analysis toolpak for statistical analysis (ANOVA, correlation, covariance, regression, t-test, z-test, etc.) (optional)
- Use of scenario (what-if) analysis (optional)
- Use of table to conduct sensitivity studies (optional)
- Use of data consolidation (optional)
- Use of subtotal, group and outline (optional)
- Use of Pivot Table and Pivot chart (optional)
- Customize Excel menu and toolbars - add your preferred buttons on the toolbars, assign your macros to a menu item (optional)
VBA Part - II
- Debug your code
- Protect your code from unauthorized viewing with password
- Input/output with external files
- Interact with other Office applications - Word, Access, Outlook, PowerPoint, etc.
- Control other programs
- Import/export your VBA code and forms
- Programming shortcut keys
- Create user-friendly forms as interface for input and output
- Create your own add-in for project/company use
- Create your own standard menu/toolbar
- Programming using API (optional)
- Database operation using SQL (optional)
- Use of class module (optional)
Excel/VBA Training - Level III
Level III is intended for customized small group training, if you have interest in this training, please fill a training query form.