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How to Track Your Training Records Using Excel

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Language:  English
If you need to use Excel to track your employees’ training records, this book is for you. Learn how to use Excel to quickly identify who needs certification and summarize your training records.
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Would you like to be the Excel ninja of the HR department? The person who knows who has been naughty/nice and is due to go on training? Would you like to be the person who can answer questions like “how much money have we got left in our training budget?” and can whip up a list of the currently certified in minutes? Would you like to learn Excel skills that can be applied in a wide range of scenarios – making you an even more valued employee? If so, this book is for you.

About the Author

The author is Anne Walsh, a freelance trainer based in Ireland, who has been working with Excel since it was Excel 5.0. She is a MOS Master Instructor and a former MCT (Microsoft Certified Trainer). She is the author of “Your Excel Survival Kit: Your guide to surviving and thriving in an Excel world” (2nd edition).

  • About the Author
  1. Introduction
  2. What do you currently know and need to know in Excel?
    1. Assumptions
    2. Understanding proper data set up
    3. How to use concatenation
    4. Use the Vlookup() function
    5. Meet the IFSSSSS functions AKA My Precioussssss
    6. Conditional formatting
    7. Use the If function
    8. Creating a Pivot Table
    9. Conclusion
  3. Data Capture
    1. Microsoft Forms – Introduction
    2. Creating the Form
    3. Sharing the form
    4. Viewing the Results
    5. Forms Introduction – Conclusion
    6. Help – I’ve only got email
    7. Conclusion
  4. Summarising your data
    1. Meet Pivot Tables – Say Hello to Your Summarising Friend
    2. Clean Data – the essential pre-requisite
    3. Getting started – prepare your data
    4. How will I know what I want? Or “You can’t get what you want – until you know what you want”
    5. Getting the % of non-compliance
    6. Identifying who has training due
    7. Pivot Table Conclusion
  5. Staying on top of the project
    1. Overview
    2. Password protecting the file
    3. Removing a password
    4. Protecting my formulas
    5. Adding notes/comments – to remind myself of my own brilliance
    6. Updating my data
  6. Tracking budgets and spending for training
    1. Creating a simple training budget
    2. Conclusion-Budgeting
  7. Bonus Chapter
    1. Archiving completed courses
    2. Deeper Dive
  8. Conclusion
    1. A final request

Anne Walsh

Anne Walsh is a freelance trainer (since the mid-90s) aka as The Excel Lady. She got this name when people would look at her and say, “you, you’re the Excel Lady!” She saw her first spreadsheet in the early 1990s and has been intrigued by them ever since, even though they only came in green or orange. She likes to say she puts the “fun in functions” and is excited by the potential of Power Query.