Formatting an Excel Workbook practical skills

Formatting an Excel Workbook practical skills
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OneDDL
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Free Download Formatting an Excel Workbook practical skills
Last updated 7/2025
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz, 2 Ch
Language: English | Duration: 4h 11m | Size: 3.07 GB
Format and redesign a Microsoft Excel workbook using formula, cell styles, advanced data types and templates.

What you'll learn
To take an unformatted Excel workbook and format it so that it is easy to understand.
Apply practical Excel formatting skills such as borders, fonts and styles/colour styles.
Use of data types and data validation to improve the format of your Excel workbooks.
Understand and apply layout concepts in Excel.
Create Excel workbooks that have clear formatting through use of wrapping text and merging cells.
Requirements
Need access to Microsoft Excel. No former experience with Microsoft Excel is necessary. Only applicable to Windows based systems.
Description
This Formatting in Excel course consists of 8 sections with a total of 31 lectures. This course is unique in that it uses a sequential approach so that you can be faster at using Excel and develop skills to create more user friendly and error free workbooks.SECTION 1 INTRODUCTIONSection 1 is an introduction. You will be able to understand what skills you are expected to gain in this course and be able to identify many problems in an existing workbook so that these issues can later be rectified. You will also learn some basic Excel functions.It is split into 4 lectures:Formatting an Excel Workbook IntroductionIntroducing a Demo WorkbookRelative Referencing, AutofillIF StatementLecture 1 Formatting an Excel Workbook IntroductionThe lecture provides: an overview of the course, objectives, skills to be gained, skills not covered, the basic structure of the course with 5 main sections or parts mentioned. These main parts are Introduction, Formatting an existing workbook, Formatting skills, Redesigning an existing workbook and Closing comments.You will learn:The objectives of the courseWhat skills will be gained in the courseWhat skills are not covered in the courseLecture 2 Introducing a Demo WorkbookIntroduces presenters and the Unformatted Excel workbook. A summary of the problems with an existing Excel workbook is provided.You will learn what to focus on to improve and develop an Excel workbook.Lecture 3 Relative Referencing, AutofillYou will gain skills in:Applying steps for manual copying of formula.Setting the advanced options for working in Excel so that Autofill can be used.How to use Autofill for copying of data.By default, in Excel a cell reference is a relative reference, which means that the reference is relative to the location of the cell.Learn how to:use $ sign/s in cell references in order to change or not change the reference when copying the formula to other cells.show formulas in a worksheet.Lecture 4 IF StatementsThe IF function in Excel performs a logical comparison between two values. The result of the IF function is either TRUE or FALSE. You will see a basic application of the IF statement.SECTION 2 BASIC FORMULAEYou will learn many basic formatting skills (e.g. borders, aligning data, basic data types, copy and paste, COUNT function) that are taught through 3 main demonstrations presented in 7 lectures.Formatting Demo 1 BordersFormatting Demo 1 Aligning DataFormatting Demo 2 Basic Data TypesFormatting Demo 2 PercentagesFormatting Demo 3 Copying Links, Data & FormatsFormatting Demo 3 Using Count FunctionFormatting Demo 3 Consistent ColumnsLecture 5 Formatting Demo 1 BordersThis lecture focuses on the creation of space and addition of outside borders to improve the Unformatted Excel workbook.You will learn:Methods to create space in an Excel workbook by insertion of rows and columns.The steps of creating borders in an Excel workbook.Lecture 6 Formatting Demo 1 Aligning DataThis lecture focuses on further ways to improve the Unformatted Excel workbook by aligning the data.You will practice:How to line up titlesMerging/unmerging of cellsWays to align data inside cellsLecture 7 Formatting Demo 2 Basic Data TypesYou will learn the importance of selecting basic Data Types consistently and appropriately to improve Unformatted1 Excel workbook. You will learn the purpose of basic data types in Excel.You will practice:The use of Text data typeDefining numbersUsing percentages data typeLecture 8 Formatting Demo 2 PercentagesThis lecture explores Percentages in greater detail to improve this type of data on the Unformatted1 Excel workbook. You will learn the importance of zeros in an Excel workbook .You will practice:Selecting the percentage data type consistently and appropriately.Adjustment of zeros in an Excel workbook.How to decrease decimal places in workbook data.Lecture 9 Formatting Demo 3 Copying Links, Data & FormatsThe focus of this lecture is on copying links, data and formats on the Unformatted2 Excel workbook. You will also develop further skills in using merge and center and inserting rows.You will practice:How to copy links, data and formats in an Excel workbook.Lecture 10 Formatting Demo 3 Using COUNT FunctionThis lecture focuses on using the COUNT function to improve the Unformatted2 Excel workbook.You will learn the following skills:· How to use the COUNT functionHow to unmerge a tableHow to line up columnsThe use of trace precedents and trace dependentsLecture 11 Formatting Demo 3 Consistent ColumnsCreation of consistent columns to improve the Unformatted2 Excel workbook is the focus of this lecture.You will learn the following Excel skills:How to make columns consistent in an Excel workbookAdding a variety of borders and remove bordersHow to wrap text so that all the text in the cells can be seen.SECTION 3 MAKING CONSISTENT FORMULAEThis section consists of two lectures which demonstrate how to modify equations for consistency.You will learn to modify equations for consistency and practice using the IF function in the Unformatted3 Excel workbook.You will learn to:Use Equations ConsistentlyApply an example of Consistent Equations using IF function.Lecture 12 Modifying Equations for consistency - Using Equations ConsistentlyThe focus of this lecture is using equations consistently in the Unformatted3 Excel workbook. The importance of this consistency is explained.You will learn the following Excel skills:How to modify equations for the purpose of consistencyHow to copy and paste formula.The use of common source to copyHow to use the dollar sign ($) in Excel formulaHow to clear contentsLecture 13 Modifying Equations for consistency- Example of Consistent Equations using IF function.This lecture presents the example of consistent equations through use of the IF function in the Unformatted3 Excel workbook.You will learn:How to use the IF function in ExcelFurther skills in adjustment of zeros in an Excel workbookSECTION 4 CELL STYLESThis section focuses on using cell styles to improve an Excel workbook.You will learn to use standard cell styles, create and modify cell styles and apply a wide range of cell styles to an Excel workbook.There are 3 lectures:Standard Cell StylesCustomising Cell StylesApplying Cell StylesLecture 14 Standard Cell StylesThis lecture introduces the use of standard cell styles in order to improve the Unformatted4 Excel Workbook.You will gain skills in:Using Headings (a basic Excel cell style).Use of Merge& CenterApplying a variety of bordersUse of Wrap TextLecture 15 Customising Cell StylesThis lecture demonstrates the use of other standard cell styles and how to modify cell styles in order to improve the Unformatted5 Excel workbook.You will learn:How to use standard cell styles such as Input, Calculations and Output.How to modify the cell style (e.g. change the colour of fill).Use of Copy and Paste format for efficient set up of cell stylesLecture 16 Applying Cell StylesApplying a greater variety of cell styles and the creation of cell styles are the main topics of this lecture. A greater range of cell styles are sourced from a dedicated Excel workbook called MMColourCode. These cell styles are then applied to improve Unformatted6 Excel workbook.You will learn skills in:Using a wide range of cell styles e.g. Superuser, Labels, Fixed and Background. Creation and formatting of cell styles.Transferring the range of cell styles to the workbook using Merge Styles.Adjusting the decimal placesApplying thick borders to tablesSECTION 5 ADVANCED DATA TYPESThis section demonstrates the use of advanced data types to improve Unformatted7 Excel workbook.You will learn to use conditional formatting, various types of dates, useful data validation options, text and text formula to improve an Excel workbook.There are 4 lectures in this section:Conditional FormattingUsing DatesData ValidationUsing Text and Text FormulaLecture 17 Conditional FormattingThis lecture focuses on conditional formatting to improve an Excel Workbook. A comparison is provided between use of conditional formatting and use of cell styles.You will learn the following skills:Use of New RulesFormatting only cells that contain..Selecting 'Fill Colour'.Lecture 18 Using DatesThis lecture demonstrates the use of dates in an Excel workbook. Advantages and reasons for using certain types of dates are provided.You will learn to:Reset as a dateUse long and short dates.Lecture 19 Data ValidationThe use of Data Validation is demonstrated in this lecture on an Excel workbook. The benefits of using data validation is explained.You will gain skills in:using whole number optionusing decimal optionusing list optionsLecture 20 Using Text and Text FormulaThis lecture provides examples of using text and text formula in an Excel workbook. The use of text formula provides a way to automate Text written in cells rather than using less efficient manual approaches.SECTION 6 TEMPLATESThis section demonstrates the effective use of templates for efficient and accurate use of Excel.You will learn to create an original template, set up, adjust and copy template clones for efficient and accurate use of Excel. You will also learn skills in redesigning of templates.There are 7 lectures in this section:Template ConceptsCreating a TemplateSetting up Clone TemplateClone Template UseTemplates Formula for StatusTemplates Percent AvailableTemplates Percent LostLecture 21 Template ConceptsThis lecture explains template concepts in preparation for following lectures.You will learn:The importance of using templatesAppropriate layouts for templatesThe conventional way to design a flowchartConsiderations for setting up of easy to follow templatesLecture 22 Creating a TemplateHere a table is set up (using Unformatted7 Excel workbook) that is to be copied to form clones. Here we set up the original template. This allows for efficient redesigning of tables.You will therefore learn skills in setting up an original template.Lecture 23 Setting up Clone TemplateThis lecture demonstrates setting up a clone template in Unformatted8 Excel workbook. Here a clone is similar to the original template but has some modifications.You will therefore learn skills in setting up a clone template.Lecture 24 Clone Template UseThis lecture demonstrates the use of the clone template to create other tables of the same style in the Unformatted8 Excel workbook. By doing this Excel is used more efficiently.You will learn skills in:Copying a clone templateAdjusting a clone templateAdding data to a clone templateLecture 25 Templates Formula for StatusThis lecture demonstrates the use of Templates Formula for status in the Unformatted9 Excel workbook. You will learn to use nested IF statements applied to text.Lecture 26 Templates Percent AvailableIn this lecture we consider what the original developer is trying to achieve. Here a minor redesign is demonstrated in Unformatted9 Excel workbook by adding a calculation.Lecture 27 Templates Percent LostThis lecture demonstrates appropriate redesigning in the Unformatted9 Excel workbook by making equations much simpler. An equation with some 20 terms is converted to one with about 5. A key part of formatting Excel is to use equations in such a manner that they are as simple as possible. This allows templates to be both efficient and clear.SECTION 7 THEMES IN EXCELIn this section you will learn how to enhance the visual appeal and consistency of your Excel workbooks using built-in and custom themes. This section covers how to apply and modify themes, including colours, fonts, and effects, to ensure your spreadsheets have a polished, professional look. You'll also discover how themes can help maintain brand consistency across reports and presentations. By the end of this section, you'll be able to create cohesive and visually engaging documents with ease.Lecture 28 ThemesIn this lecture, you are given a brief explanation of themes - both the advantages and disadvantages.Whilst themes have advantages in terms of enhancing visual appeal, one needs to be aware of what theme is being used to avoid confusion surrounding different colours for cell styles (for example).Excel users do not commonly use themes. The most common theme is 'Microsoft Office', which is the default.Lecture 29 Themes ExerciseIn this lecture we apply themes to an initially empty workbook. We notice how themes will change both the colour of cells and the fonts.It is also explained how to create cell styles so that the colour and font do not change.SECTION 8 CLOSEThis section comprises 2 lectures:You will understand what skills you have gained and what other courses are available and being developed to build on these skills. You will have access to a Formatted1 Excel workbook and will have gained the skills to transform the original Unformatted Excel workbook to the Formatted1 Excel workbook during the course.Lecture 30 CloseThis lecture includes:a summary of what was coveredskills not coveredobjectives achievedgeneral information about other related courseshow to find out about new courses (email)acknowledgementsLecture 31
Who this course is for
People who have used Microsoft Excel and want to learn about formatting. Also people who are new to Microsoft Excel will find this course valuable.
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https://www.udemy.com/course/formatting-an-excel-workbook/

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