Microsoft Office 365 User Training Excel and Forms Beginners

Microsoft Office 365 User Training Excel and Forms Overview

This Office 365 user training in Excel and Forms you will see the full potential of using MS Forms in conjunction with Microsoft Excel. Basically harnessing the power of Microsoft Forms and Excel.

It used to be, that to create an online form it would require a lot of coding, you would have to develop new databases. Now with Microsoft Forms you can create forms simply and quickly.

In this course you will gain the skills needed to successfully create professional forms, quizzes and polls. you will also take an in-depth look into some of the most popular Excel formulas and functions. You will then learn how to use them together. Take your Office skills to the next level with this Forms and Excel Course.

During this course you will:

Use Microsoft Forms to:

• Creating a Form
• Add Form Components
• Change Form Options
• Share your Form
• Handle Form Responses

Use Microsoft Excel to:

• Generate Pivot Charts & Tables
• Use VLOOKUP, XLOOKUP, IF and SUMIF Functions

Link Forms with Excel

• Create and Store a Form that links in Real Time to Excel

By the end of this course delegates will be able to comfortably navigate their way around their chosen Office 365 applications

Part of our Office 365 Pick and Mix training courses.

Course Duration: 1 Day

Course Outline

Microsoft Forms

Creating Forms

• Locating Microsoft Forms
• Creating a Form
• Naming a Form
• Pinning Forms
• Deleting Forms

Adding Form Components

• Choice
• Text
• Rating
• Date
• Ranking
• Likert
• File Upload
• Net Promoter
• Adding Pictures to a Form

Changing Form Options

• Changing the Form Theme
• Altering Form Settings

Sharing your Form

• Creating a Link to your Form
• Creating a QR (Quick Response) Code
• Putting your Form on Another Site
• Emailing your Form

Form Responses

• Handling Form Responses
• Sharing Form Responses
• Getting Form Results into Excel
• Collaborating with Others

Creating a Quiz

• Handling Correct and Incorrect Answers
• Scoring

Adding Branching

• Create a Basic Branching Structure
• Adding Sections
• Using Branching in Standard Forms
• Incorporating Branching in Quizzes

Microsoft Excel

Creating Forms Linked to Excel

• How to Create a Form that is Linked to an Excel Spreadsheet?
• How to save Excel Linked Forms?

Tables

• Creating Tables
• Sorting Tables
• Filtering Tables
• Creating Table Formulas

Formulas

• VLOOKUP and XLOOKUP
• IF
• SUMIF

Basic Pivot Tables

• Create Pivot Tables from Tables
• Basic Pivot Table Navigation
• Restructuring Pivot Tables
• Changing Pivot Table Styles
• Pivot Table Conditional Formatting

Pivot Charts

• Creating Pivot Charts
• Formatting Pivot Charts
• Bar Chart
• Column Chart
• Pie Chart
• Doughnut Chart

Pivot Table Features

• Using Slicers and Timelines
• Seeing Values as a Percentage
• Changing Summarisation Calculations
• Formatting Pivot Tables
• Refreshing Pivot Tables
• Auto Refresh Pivot Tables

Using Forms and Excel Together

• Creating a Form that links to Excel
• Storing an Excel Linked Form
• Changing the Location and Name of the Excel File

This course is suitable for those using Microsoft Office 365 (O365)

Classroom based Beginners Office 365 Prices from:

If you are interested in this classroom based course but want to know the price beforehand then use the following form to calculate how much.

Half day training also available - ask our team for details

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