About the Video

Excel: An efficiency tool for the freelance translator

This course is now over, you can write to us to be placed on a waiting list for its next installment.

Excel is a very powerful tool. It can save freelance translators time and effort on those tedious non-income-excelgenerating administrative jobs, such as invoicing, managing debtors, and producing year end accounts. But there is more to it: it’s true that Excel is usually thought of as a number-cruncher. Yet some of its formulae and functions are designed specifically to work with text. This makes it an extremely valuable tool for glossary building. It can avoid tedious manual work and, within minutes, produces lists of specialist terms to increase your productivity when translating.

Or perhaps you even turn down work because the thought of opening an Excel file fills you with trepidation:  another great reason to learn your way around the tool and gain the confidence to handle any Excel file that comes your way.

So join us to learn more about this amazing tool. There will be practical exercises for you to tackle after the lessons. The materials are yours to keep. The lessons will be recorded so that you can review them as often as you like for up to 100 days after the course is over. Please note that some basic knowledge of formulae and getting around in Excel will be useful to have before you start the course.

The course is structured into three parts delivered over three separate sessions.  As the sessions progress, you will be able to see the practical application of the functions presented and apply it to your own needs. Between the sessions you will receive some optional homework to consolidate your knowledge. The exercises will be reviewed at the start of the following lesson.

Part I: Keeping records and accounts in Excel

Creating a database to keep customers’ records and sales invoices: learning how to reduce your work processes and improve productivity with an “automatic” personalised invoice generated from these records. Managing debtors: tools to manage accounts more effectively and create pivot reports to analyse income, productivity or to create CPD returns.

Part II: Using Excel to format text to create a glossary in a format that can be imported into a CAT tool

This part looks at a series of practical examples and problems that translators may face when copying and pasting existing glossaries from a PDF, Word or a webpage into Excel and how to solve them. Common problems include terms and descriptions in different rows or in the same cell, text split into different cells, unwanted or duplicated text, the text is not on the correct columns, or the cases are wrong.

Part III: Other useful functions when translating and reviewing Excel files and attendees’ questions

This session will address some specific questions that attendees may have from putting into practice what they have learned in previous sessions. We will also introduce some useful functions and tips for translating Excel files such as the review/tracking changes options and how CAT tools may or may not cope with some of the text that is embedded in some of the Excel functions explained during the course.

All the sessions are recorded: if you miss any of the live lessons, you will be able to view the recording later (for up to 100 days).


CIOL membership discount: 10% (the code is available on the membership page)


Ana Ricca

Ana is a Fellow Member of the Institute of Chartered Certified Accountant who has developed a passion for Excel during her twenty years’ career in finance. When she became a full time English to Spanish translator, she was pleasantly surprised to see how her favourite tool still had an important role in her life. In particular, she established how useful Excel can be for managing and formatting text and creating glossaries for importing into a CAT tool’s termbase.

Ana Ricca is the owner of 1992 Translation Services and she specializes in commercial, business, legal and finance translation. She graduated in English Philology in the University of Seville and has an MA in Translation Studies at Bristol University. In the past, she has also been a finance lecturer among other courses, Excel for accountants. In 2015 she gave an hour-long introductory webinar on this subject. Following the positive feedback, Ana developed this three-hour course to expand on what attendees learned then.






Three sessions, each of approximately an hour.

CPD points

The course earns 3 hours of accredited CPD. eCPD courses and webinars are accredited by the CPD Standards Board, in partnership with the CIOL, ITI members may log 3 hours of CPD . ATA approved for 3 CE points. The Dutch Bureau Wbtv has accredited eCPD Webinars as ‘erkende opleiding’ (approved training).

Who should watch it?

The course is intended for language professionals with a basic experience of Excel. By “basic experience” we mean translators who have used Excel to some extent and can enter data, change the format of cells, copy and paste, use simple formulas such as adding or multiplying, insert rows and columns, save a file and print.

You  will receive course material showing all the formulae and functions used during the presentation. So on completion of the course you will be all set to start using Excel more efficiently.

What are the benefits to you?

By the end of the course you will be able to apply many more Excel functions to your own needs. You will have the opportunity to complete some exercises and ask questions relevant to your own experience. After the course you will have a better understanding of how to make the most of Excel to keep your own accounting records and gain more confidence to translate Excel files.

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