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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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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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When working in Microsoft Excel, it is very likely that you will sometimes need to open more than one workbook at a time. Excel allows you to do this and to navigate between the open workbooks in a number of ways.

To open several Excel documents, click on the Office button and choose “Open. Naturally, you can only open several workbooks at once if they are in the same folder. To highlight a range of workbooks, click on the name of the first, hold down the Shift key on the keyboard and click on the name of the last.

To select individual files in an arbitrary fashion, click on the first file, hold down the Control key, click on the second, third, and so forth. You can also drag a selection rectangle around a series of files to highlight them. When you do so, make sure you start in blank space rather than starting on an item. Having highlighted the files that you want to open, click on the Open button.

Excel will then open each of the selected files in a maximised window. This means that you can only see one workbook at a time. To switch between workbooks, you can use the Windows taskbar and choose a particular name. You can also click on the View tab of the Excel Ribbon and here you’ll find the Switch Windows button. This contains a drop-down list of all the windows you currently have open. You can simply select a name to activate it.

The Window group of the View tab also contains an option for tiling your Windows. Just click on the button marked Arrange All and choose Tiled. When you click OK, Excel arranges all the open documents into separate small windows so that you can see the contents of all files simultaneously. To activate a file, simply click on any part of its window.

To exit Excel’s tiled mode, click on the maximise button of any of the open documents. This action maximises all the open windows so when you switch windows, you will see that all of them have been maximised.

Regardless of which display mode is currently active, you can always use the keyboard to switch between the various files that you have open in Excel at any given time. To do this, hold down Control and press the Tab key.

A particularly nice feature of Excel is the ability to switch workbooks when you are in the middle of creating a formula. This allows you to create formulas with external references. For example, if you are creating a formula which uses the VLOOKUP function but the lookup table resides in a separate workbook, just make sure that both workbooks are open before you start creating the formula. At the point where you need to enter the location of the lookup table, use any of the techniques discussed above to switch workbooks and drag across the cells containing the lookup table.

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