Summary

In this course module, we cover intermediate Excel skills for Document Control professionals. We use case studies: how to improve the operability, the ergonomics and the exploitability of Excel-based Document Control tools.

This course targets Document Controllers with intermediate Excel skills – who are not familiar with macro programming. 

It also is a natural progression for users who consider themselves as beginners and who have already completed courses EXL-1A - “Excel for Document Controllers - Level 1A” and EXL-2B - “Excel for Document Controllers - Level 2B”.

Important: This self-paced webinar is not part of the curriculum to achieve certification

Content

This course further advances the Excel techniques that allow Document Controllers to step up their game by:

• Harnessing the power of basic programming using macros to dramatically reduce repetitive clicking & manual operations
• Creating intelligent dropdown lists that change depending on pre-specified categories
• Automating transmittal numbers using clever date formatting techniques
• Building automatic data look-up to search through large tables / matrices.

At the end of the course, the learner will know how to:

1. Create simple macros
2. Record actions, key strokes and mouse operations in the macro recorder
3. Create buttons that activate macros in a single click
4. Remove all filters in a register with a single click
5. Filter a register for the latest revisions of documents in a single click
6. Automatically select the appropriate cell to register a new document in a single click
7. Protect and unprotect sheets using programming code
8. Implement dropdown lists that change depending on specified categories
9. Transpose a vertical list to a horizontal list
10. Change, adapt and process dates and their formats for Document Control purposes
11. Automate the numbering of transmittals
12. Automatically look up data in a large table / matrix using two search criteria – with either of three techniques
13. Fix a number of bugs and develop a number of workarounds

Evidence of completion

 An attestation of completion is provided after completion of the webinar.

What is the target audience of this module?

• The EXL-2C module (Intermediate level) is targeted at:
• • Excel users who have had some experience with:
  • • Creating, using and modifying Excel files
    • Using formulas
    • Making Excel files user-friendly
• • and who wish to learn clever Excel tricks to improve their performance, their productivity and their efficiency.
• • Users who wish to reduce manual operations as much as possible.

 Pre-Requisites

• No formal qualification or experience required

• For beginners who continue their natural progression with these Consepsys modules, it is strongly advised to complete course EXL-1A and EXL-2B first

• Courses are delivered in English: a functional level in English language is recommended

• You will need access to a computer, with MS Excel (2007 and later versions) installed

 Frequently Asked Questions (FAQ)

• Read the FAQ here

Excel for Document Controllers - Intermediate - Module 1A

Course Code: EXL1A

Level: Beginner

Read the brochure

Excel for Document Controllers - Intermediate - Module 2B

Course Code: EXL 2B

Level: Intermediate

Read the brochure