Course levels

Foundation

Learn how to:

Create a spreadsheet from scratch by entering text and numbers and formatting cells to enhance the presentation. Attendees will learn the basics of creating formulas to perform calculations, as well as creating a basic chart to present data in a graphical format.

Intermediate

Learn how to:

Create and apply formulas that include statistical, logical, lookup and date functions; apply formatting based on conditions; work across multiple sheets; write formulas to link sheets and workbooks; use a variety of tools to manage and extract data from lists; create a basic PivotTable to summarise data; create and modify charts.

Advanced

Learn how to:

Create a variety of advanced statistical, logical and lookup functions; further analyse data with PivotTables; create multiple conditional formats; use data tools to ‘clean up’ data lists; apply data entry rules and restrictions; apply worksheet/workbook protection; record a basic macro (note: VBA programming is not covered on this course).

Expert

Learn how to:

This course is an advanced course and is aimed at those who use Excel regularly. It covers features and functions that tackle issues arising from complex spreadsheet models.

Data Analysis and Reporting

Power Query

Learn how to:

State what Power Query is, identify where in the data analysis process Power Query sits, import data from various sources, restructure and transform data ready for output, load data to a Table Query, create a Connection only and add to the Data Model.

Power Pivot

Learn how to:

Import data from different data sources, understand Table relationships, create basic Pivot Tables & Pivot Charts and use Data Analysis Expressions.

Financial Modelling

Learn how to:

Build financial models based on best practise modelling principles and that are easily understood and easy to share with others. Attendees will also learn the key issues surrounding building financial models; be able to conduct a variety of sensitivity and scenario analyses; and be able to produce flexible models for producing periodic statements.

 

Programming with VBA

VBA 1

Learn how to:

Write simple procedures and modify recorded code. The course is suitable for those who need to create VBA procedures from scratch and those who have inherited more complex ones and need to understand how they work. The course also provides the foundation for developing VBA skills further on stage 2.

VBA 2

Learn how to:

Gain the confidence to write procedures to develop efficient and practical VBA solutions. Attendees will understand the importance of and learn how to manipulate the Range object and create procedures which automate repetitive tasks. They will also learn how to write and use Function procedures.

VBA 3

Learn how to:

Have a more complete understanding of the Visual Basic techniques involved in customising and automating systems in Excel. As well as being able to ask questions on their own programming requirements.

Sprint Learning

Short on time, but still want to boost staff performance?
Book a Sprint Session!

Each Sprint Session follows a 90-minute format for ultra-focused team learning.

Pick a topic, tell us what you want to achieve from your session, and we’ll put together a short, fun, entirely bespoke programme that meets the needs of your team.

Formulas and Functions

Within this 90-minute 'Sprint', learn how to:

Create simple calculations such as add, subtract, multiply and divide as well as percentages. Explore the use of brackets within formulae and create quick functions to calculate the Total, Mean, Highest and Lowest of a range of data. If you are new to creating formulas, this session is for you!

Conditional Formatting

Within this 90-minute 'Sprint', learn how to:

Apply Conditional Formatting to your spreadsheets which is the process of formatting cells based on a set condition (rule). This saves a huge amount of time, as formatting is automatically applied once the condition has been met i.e. format all cells to green, if the values are above 100.

VLOOKUP function

Within this 90-minute 'Sprint', learn how to:

Create formulas using the powerful and popular VLOOKUP function. Within this Sprint session, other functions will be explored that work well with VLOOKUP such as IF and MATCH to increase its calculating capability.

Pivot Tables

Within this 90-minute 'Sprint', learn how to:

Use PivotTables to create dynamic summary reports from a data list. The reason for using the PivotTable feature is to manipulate data, large or small in size and transform it into a meaningful presentation of data.

Charts and Sparklines

Within this 90-minute 'Sprint', learn how to:

Transform data into visually appealing Charts. Learn how to create and edit different types of charts such as Bar, Line and Pie. Sparklines are also explored which are small charts displaying one series of data in a single cell.

How we deliver

Excel training can be delivered at your offices in either of the following ways:

  • Face to Face

    Choose from one or half day training sessions or our popular 90-minute Sprint sessions, which can be delivered in your offices or at another location of your choice.

    All we need is a room with table and chairs and we look after the rest. We can even provide laptops and a projector should you not have spare IT equipment to use.

  • Online

    Online training is ideal if you have staff in different geographical locations who have the same Excel training requirements.

    Our expert trainers can deliver Watch and Learn sessions to up to 100 people. Alternatively, they can produce an interactive session that allows delegates to complete practical Excel exercises.

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