Microsoft Excel: Workbooks: Designing for Reliability and Performance (Tips & Tricks)

Course Overview

A well-designed Excel workbook ensures confidence in the accuracy and validity of your summaries and reports. In this course, you learn how to build and troubleshoot professional workbooks to reduce calculation errors, maintain consistency and increase readability, reliability and performance.

• Enhancing the workbook model with Names
• Making complex calculations manageable
• Maintaining workbook integrity with protection and validation
• Separating workbook models into workflow processes
• Making a consistent look and feel within the model

On completion of the Microsoft training course, Microsoft users will be well equipped to use Excel

Related Courses

• Microsoft Excel: Introduction for Beginners (1 day)
• Microsoft Excel: Data Analysis Decision Making/Solve Business Problems (1 day)
• Microsoft Excel: Visual Basic For Applications (VBA) Programming (2 day)
• Microsoft Excel: Formulae & Functions (1 day)
• Microsoft Excel: Data Analysis Decision Making/Solve Business Problems (2 day)
• Microsoft Excel: Visual Basic for Applications (VBA) Programming (4 day)
• Microsoft Excel: Charts, Pivot Tables & Macros (1 day)
• Microsoft Excel: Financial Modelling (2 day)
• Microsoft Excel: Business Modelling for Telecoms (2 day)
• Microsoft Office: Word, Excel & PowerPoint: Introduction for Beginners (1 day)

Audience

Anyone who designs and uses Excel workbooks. A working knowledge of Excel is assumed.

Skills Gained

• Optimise workbook design to increase spreadsheet efficiency
• Ensure the transparency of calculations to reduce spreadsheet risks
• Break down your workbooks into logical components
• Highlight calculation errors with conditional formatting
• Design consistent and uniform workbooks using styles
• Bulletproof workbook data integrity

Course Outline

Identifying Attributes of Well-Designed Workbook Models

• Transparency
• Linearity
• Validity
• Auditability
• Maintainability
• Consistency
• Reusability
• Extensibility

Enhancing Your Workbook with Effective Design Principles

Improving consistency and performance

• Developing maintainable formulas
• Cross-checking the integrity of calculations
• Simplifying nested calculations
• Separating worksheet functionality with Names
• Identifying and highlighting errors and KPIs

Bulletproofing your model

• Applying styles to ensure uniform numerical format
• Ensuring integrity and validation of worksheets and workbooks
• Making your model more user friendly

 

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