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One of the pivotal components of the Microsoft Office 2007, Excel is a uniquely powerful spreadsheet. If you bought this sophisticated piece of software, it makes sense to ensure that your staff members know how to use it effectively. Having allowed them a week or two to get used to the new environment and go through some online tutorials, you will probably want to get them properly trained. Tutor-led software training has the benefit that delegates are able to ask questions as they learn and have complex concepts explained and demonstrated to them until they fully understand them.

Sending your people on a public Excel course is one possibility. However, increasingly companies are demanding to have this training customised to meet their specific demands. Microsoft Excel can be used for a variety of data analysis and storage tasks: not everyone uses it in the same way. Perhaps you will be using it for complex business modelling. Or, you may be using it to create interactive forms and reports complete with complex calculations. Maybe your staff will be using the program in a database role recording information under column headings. Booking a customised course will ensure that you only pay for instruction which is relevant to your requirements and reflects the way in which you will be using Microsoft Excel.

Before you start contacting Excel training companies, it would be a good idea to ensure that you have a clear idea of what you want to achieve by using Excel and that your expectations are realistic. When you approach training companies, you should make it clear that you do not simply want them to deliver their standard Excel courses but that you require a customised programme of training. Between you, a schedule of topics to be covered should then be drawn up and the duration of the program decided.

The customisation process may also involve identifying different requirements within your own organisation. Different people may need to do different tasks with the program and therefore need different skills. For example, some of your users will be primarily interested in using Excel for business analysis and projection. Their primary areas of interest will be the “What if” analysis tool like goal seek, scenarios and pivot tables. On the other hand, you may have people who are interested in create charts and reports either for printing or for use in PowerPoint presentations.

Most training companies offering customised Excel courses should be willing to accommodate the specific needs of your organisation and the different profiles of the staff members: accounts, sales and marketing, etc. Between you, you can then create a program of study which satisfies the needs of all users. Perhaps this may mean, having different courses for users with different profiles or perhaps the best approach will be a modular one whereby some modules are taken by everyone while others are only attended by certain user groups.

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When entering numbers into a spreadsheet, one often needs to ensure that the number format is consistent. For example, if the numbers represent prices, you may want to display the appropriate currency symbol or you may simply want to ensure that the number of decimals displayed is always the same.

Unless you specify otherwise, all numbers in Excel are rendered in the “General” format. This means that numbers are displayed exactly as you enter them: if you enter two decimals, two decimals are displayed; if you went to one decimal, one decimal is displayed; and so on.

When specifying the number format, the best idea is usually to select the whole column. To do this, click on the letter or letters representing the column. (Any text contained in the selection will not be affected by the number format you specify.)

Number formats are specified in the “Numbers” group of the Home Tab of Excel’s Ribbon. There are three important formats which apply to numbers: the first is simply called “Number”, the second “Currency” and the third “Accounting”. To gain access to the complete range of number formats, click on “More Number Formats” in the “Numbers” drop-down menu. Another way of opening the “Numbers” dialog box is to click on the launch button in the “Numbers” group of the Home Tab of the Excel Ribbon.

When you click on each of the number formats, you are presented with a series of choices which enable you to refine the way that the format will work. For example, if our numbers refer to an hourly rate, we would probably click the “Number” category in the left column and then specify two decimal places. The option labelled “Use Thousands Separator” will insert the appropriate separator to demarcate thousands. The separator which Excel uses will depend on your locality: for example, if you are in the UK or USA, a comma will be used; if you are in a European country, a dot will be used.

The final option in the “Number” category controls the display of negative numbers. The default is to display a minus sign in front of the number and leave the colour of the number unchanged. However, you can also dispense with the minus sign and change the colour of negative numbers to red; or you can both change the colour of negative numbers to red and display the minus sign.

When we click the “Currency” category, we have pretty much the same choices with the addition of the currency symbol. We can specify which currency symbol is used or we can dispense with the symbol altogether.

The “Accounting” category is pretty much the same as “Currency”. Once again, you can choose a particular currency symbol. However, you will notice that you do not have any choices relating to negative numbers. The convention in accountancy circles is to always place negative numbers in brackets.

As an alternative to using the number dialog box, you can also click on one of the series of handy buttons which are used to apply each of the number formats with single click. There are also two buttons for decreasing and increasing the number of decimals displayed in the highlighted cells.

Finally, there will be times where you enter a number into a cell but do not want Excel to regard it as a number. For example, if you have a column of data with an ID of some sort, although the ID may be numeric, you may not want Excel to see it as a number or to change it in any way. You will probably want the ID to simply stay exactly as it was entered. In this scenario, it’s best to format the number as “Text”. The easiest way of doing this is to highlight the appropriate column and in the number dialog box select the “Text” category.

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Each Excel document is called a workbook and each workbook can contain up to 255 worksheets. To navigate to a particular worksheet, click on one of the tabs displayed at the bottom of your screen.

To the left of the tabs will find four navigation icons. These are very useful where you have a workbook that either contains lots of worksheets or has worksheets with very long names. The very first button makes the name of the first worksheet visible; the very last button makes the name of the last worksheet visible. The left pointing arrow button makes the name of the previous worksheet visible and of course the right pointing arrow button makes the name of the next worksheet visible. These four buttons don’t actually activate a worksheet; they simply make its tab visible. To activate a worksheet, you still have to click on that particular name tab.

Worksheets can also be activated from the keyboard. To activate the next worksheet to the right, hold down the Control key and press Page Down. This moves you forward through your worksheets are naturally holding the Control key and pressing Page Up moves you back to the left.

Once you have navigated to a particular worksheet, you will need to go to a particular cell or a particular section of that worksheet. Firstly, you can use the scrollbars to make different parts of the worksheet visible. Secondly, you can move around the worksheet using the arrows on your keyboard: down, right, up and left.

Excel also contains useful keyboard shortcuts for moving to the edges of a given body of data. To get to the right-most cell of the current range, hold down Control and press the right arrow and of course to get to the bottom cell, hold down Control and press the down arrow.

It is also possible to do exactly the same thing using the mouse. Position the cursor on one of the edges of the bold selection rectangle surrounding the active cell and then simply double-click. Double-clicking on the right hand edge of the selection rectangle activates the extreme right of the current range. Double-clicking on the bottom edge moves the cursor to the bottom edge of the range, and so on.

There are two final navigation key combinations which should be mentioned: Control-Home and Control-End. Hold down the Control key and press the End key to move to the bottom right of the current range. Hold down Control and press Home to move to the top left of the current range.

As well as navigating through worksheets, all users of Excel make frequent use of the Ribbon. Excel offers a series of useful keyboard shortcuts when working with the Ribbon.

To access the ribbon keyboard shortcuts simply press the Alt key once on your keyboard. A series of badges are then displayed which represent the letters or numbers that you should type to activate that part of the Ribbon. For example, “W” is the shortcut for accessing the View Tab.

When you press “W” and the View Tab becomes active, another series of badges is displayed on each of the commands within the View Tab. For example, the “Arrange All” command has “A” as its keyboard shortcut, so simply typing “A” is equivalent to clicking the Arrange All button.

Once you’ve typed a letter to execute a command, the Ribbon loses focus and the shortcut badges disappear. To access Ribbon commands via the keyboard once more, simply press the Alt Key and the badges will reappear. This means that you never have to worry about learning keyboard shortcuts. All you have to remember is to press the Alt key on your keyboard and Excel will prompt you from there.

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