Overview

We offer a range of Microsoft Excel courses for all skill levels from Foundation to Advanced as well as Data Analysis and Reporting and Programming with VBA courses.

Core levels

Not sure which level your staff need?

Our Skills Assessment will help you assess the knowledge of your staff so that you can choose the most relevant course and the appropriate level of training. Or alternatively take a look at the course outlines below.

Foundation

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

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

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).

90-minute Sprint Sessions

We know that there’s never enough time in the day. That’s why we’ve created 90-minute online training sessions. These bitesize sessions are tailored to the topic(s) within a course that are most important to your business. There are 19 to choose from covering everything from the basics, to formulas and functions, to Pivot Tables and more advanced functionality.

Please take a look at the outlines for our most popular sprints below, or click view all to see our full catalogue of Excel Sprints. If you have any questions or to talk about how our sprints could work for you, please get in touch.

Introduction to Formulae and Functions

The magic of Excel lies in the use of formulas and how to fix or leave them moveable. This sprint session will teach you how to become an effective user of Excel and how to get the best out of your data.  You’ll gain valuable skills about how to create different types of calculations using formulae and functions.

Working with Data Lists

This session is designed for those who work with lists and need to manipulate and extract data by using various Excel tools.

Charts and Sparklines

Deciding which data to chart needs careful thought as it is easy to produce charts which really mean very little and not what you intended at all. Excel offers a wide variety of charting options both in two-and three-dimensional formats. Charts can also be easily formatted or customised as required.

Analyse data using PivotTables

The PivotTable feature is one of the most sophisticated components in Excel and can be described as a dynamic summary report generated from a database. 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.

Create formulae using the VLOOKUP function

The VLOOKUP function can be used to look up a value you want to find in an Excel list or table. Using VLOOKUP is similar to looking up a person’s name in a telephone book to get a telephone number. VLOOKUP looks at a value in one column and finds its corresponding value on the same row in another column.

Advanced Pivot Tables and Dashboards

This session covers the more advanced features of using Pivot Tables to manipulate data as well as creating eye-catching dashboards.

Data Analysis and Reporting

Power Query

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

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

Financial Modelling

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

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

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

Gain 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 your own programming requirements.

How We Deliver

We currently deliver all training online to comply with the Government's guidelines.

Online training works well for businesses whose staff are mainly working from home.

It allows us to train all of your staff with the same training needs at the same time. Your people simply log on from home, using details provided in advance by our team.

Choose from Watch and Learn sessions for larger groups or interactive hands on sessions for smaller groups.

When permitted we also offer face to face training at your offices.

All sessions can be customised to a half day or 90 minute sprint session and tailored to fit your needs, covering the topic(s) within a course that are most important to your business.

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