Excel: Custom Templates and Add-Ins
Train your employees on creating, saving, and managing Excel custom templates, and using Power Query, Power Pivot, and VBA add-ins effectively.
Course overview
Working from a blank sheet can be great, but sometimes templates can speed things up. And your employees can use add-ins to increase the functionality of Excel. These are both options in Excel, but they’ll only help if they use them in the right way. Otherwise, they can just cause confusion or even get in the way.
This course will show your employees how to use templates and add-ins. It’ll focus on creating and using custom templates, what add-ins are, and how to use and manage them. Each video will cover a specific action or topic, so they can choose exactly what they want to learn, at a pace that suits them.
What’s covered
- Creating, saving, and using custom templates
- Managing and organizing templates
- Installing, enabling, and using Power Query and Power Pivot add-ins
- Creating custom add-ins using VBA
- Managing and disabling add-ins
- Sharing custom templates and add-ins
Why your teams need this course
Using templates and add-ins effectively can speed up your employees’ work and make tasks easier. This course is ideal for employees who are familiar with Excel and want to take their skills to the next level by creating and using templates or add-ins for their work. To make the most of this course, they’ll need access to a computer and Microsoft Excel.
Accredited by CPD
TalentLibrary is recognized as reaching the standards and benchmarks required by the Continuing Professional Development (CPD) Certification Service.
The CPD Certification Service is the world’s leading and largest independent accreditation organization for professional development courses across all industry sectors.
Other courses in this collection
Excel: Scenario Analysis and What-If Analysis
Train your employees on Excel’s Scenario Manager, Goal Seek, Data Tables, Solver Add-In, Forecast Sheets, and Monte Carlo simulations.
Excel: Integration with Other Tools
Train your employees on linking Excel data to Word, PowerPoint, and Google Sheets, exporting to PDF, and using Power Query and APIs.
Excel: Collaboration and Sharing
Train your employees on Excel features like sharing workbooks, co-authoring, tracking changes, managing comments, and version history.
