Summary

In this course module, we cover intermediate Excel skills for Document Control professionals. We use a case study: how to improve the operability, the ergonomics and the exploitability of a Document Register.

This course targets an audience of Document Controllers who consider themselves as intermediate in the use of Microsoft Excel.

It also is a natural progression for users who consider themselves as beginners and who have already completed course EXL-1A - “Excel for Document Controllers - Level 1A”.

Important: This self-paced webinar is not part of the curriculum to achieve certification

Content

The course guides the learner in reducing manual operations and manual data entry in Excel-based Document Registers to a minimum. This is done through automation and streamlining of a number of operations, in order to maximise efficiency. This, in turn, allows Document Controllers to spend more time on value-adding activities.

At the end of the course, the learner will know how to:

01)    Automatically display today’s date on an Excel sheet
02)    Find and remove duplicates in a register
03)    Identify late deliveries by automatically highlighting late documents or late reviews
04)    Filter a register by cell colours, cell patterns and by dates
05)    Protect cells against accidental deletion
06)    Protect and unprotect Excel sheets
07)    Remove conditional formatting
08)    Fix the reference of a cell in a formula
09)    Ask Excel to leave a cell blank if a certain condition is met
10)    Automatically highlight actions a few days before their due date
11)    Use formulas to automatically number documents
12)    Apply a solution when cell formats refuse to change from text to number
13)    Automatically identifying the highest numerical value in a group of cells
14)    Automatically impose capitals letters at the start of each word
15)    Automatically impose capitals letters to an entire piece of text
16)    Automatically impose capitals letters to only a few letters in a piece of text
17)    Automatically impose lower case letters to only a few letters in a text
18)    Combine formulas to ensure the case formatting of a document number

Evidence of completion

 An attestation of completion is provided after completion of the webinar.

What is the target audience of this module?

• The EXL-2B module (Intermediate level) is targeted at:
• • Excel users who have had some experience with:
  • • Creating, using and modifying Excel files
    • Using formulas
    • Making Excel files user-friendly
• • and who wish to learn clever Excel tricks to improve their performance, their productivity and their efficiency.
• • Users who wish to reduce manual operations as much as possible.

 Pre-Requisites

• No formal qualification or experience required

• Courses are delivered in English: a functional level in English language is recommended

• You will need access to a computer, with MS Excel (2007 and later versions) installed

 Frequently Asked Questions (FAQ)

• Read the FAQ here

Excel for Document Controllers - Intermediate - Module 1A

Course Code: EXL1A

Level: Beginner

Read the brochure

Excel for Document Controllers - Intermediate - Module 2C

Course Code: EXL 2C

Level: Intermediate

Read the brochure