International experts in Excel

Essential Spreadsheets for Human Resources - agenda

Format: seminar interspersed with small team hands-on problem solving exercises - computers will be provided
Duration: two days
Arrival and refreshments: 9:00 am Start: 9:15 am Finish: 4:30 pm

Your power-packed agenda  

Plan and Report

  • Learn the indispensable-for-HR, look-up functions.
  • Discover a useful function that eliminates monthly formulae editing.
  • Create a cell drop-down list of employees.

Import data from other systems

  • Keep leading zeros.
  • Import dates correctly.
  • Split CSV files with Wizard.
  • Keep the settings for a repeat next month.
  • Append formulae columns.
  • Convert numbers to text and vice versa.

Manipulate HR databases

  • Complete missing entries.
  • Sort by more than three columns.
  • Format codes.
  • Check for new records.
  • Check for missing records.
  • Match the data in one table to data in another.
  • Locate duplicates.
  • Join two tables on employee code.
  • View a selection of records with AutoFilter.
  • Split first names and last names into seperate columns.

Total database data

  • Insert subtotals.
  • Learn totalling formulae.
  • Discover PivotTables for creating cross-tabulation reports.
  • Easily filter data to show records for a specific staff member or department.
  • Quickly identify values that fall outside performance guidelines.

Adopt best practices for workbook and sheet layout

  • Discover how to arrange the top, side and sheet titles on every sheet.
  • Format quickly with styles.
  • Clearly identify inputs, processes and outputs.
  • Apply sheet name, colour and flow conventions.
  • Discover the six data-sheet types.
  • Add the standard Guide and Params sheets to every workbook and understand their benefits.
  • Use the free ESPMini add-in to help standardise your worksheets.

Calculate with Date & Time

  • Total hours and minutes worked.
  • Calculate age accurately.
  • List and determine number of working days.
  • Multiply time worked by a rate.

Mail-merge with Word

  • Make Word access an Excel table of employees.
  • Solve formattting problems with merged numbers and dates.

Build organisation charts

  • Discover the inbuilt organisation chart feature.

Validate data input

  • Restrict data input to valid entries - eg. a salary range.
  • Create a drop-down list of cell entries to avoid misspellings.
  • Guide users with feedback when they enter invalid data.

The above agenda covers many different functions. They include: INDEX, SUMIF, COUNTIF, IF, N, VLOOKUP, LEFT, MID, TRIM, VALUE, SEARCH, NETWORKDAYS, DAY, MONTH, YEAR, TEXT and many more. It also covers many shortcut tips and tricks that can be used in everyday spreadsheet work.


Who should attend:

  • HR staff involved in planning, analysing and reporting of HR data.
  • Those who have been using spreadsheets for some time and are quite familiar with the basics of formula construction.
  • While some sections of this course could fairly be described as ‘advanced’, we don’t assume you know any of it. There will be other delegates with just the same level of ability as you have.

Learn in a positive environment

  • Be assured the advice you get is well-proven and utilised.
  • Feel free to ask questions.
  • Get time away from the office and constant interruptions.
  • Enjoy a friendly environment where you don’t feel you’re holding others up.
  • Instantly apply what you’ve learned on return to work.

The courses cover Microsoft Excel releases XP(2002) through 2010.
Where there are differences among the covered releases, they are pointed out.


Course cancellation policy:

A course booking is considered final when an invoice is sent, and can be cancelled up to ten working days before the course. After that, payment is expected in full and no refund will be given.
All cancellations must be notified in writing, i.e. post, fax or email.
Another delegate may be substituted at any time.


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