Return to 
Contact Us
Return to
Contact Us
Training participants will learn the essential skills needed to confidently navigate Excel, manage data, perform basic calculations, and format workbooks effectively for professional use.
Higher level courses are ideal for individuals who use Excel as a powerful analysis tool, working with advanced functions, automation tools, and data validation techniques, all designed to improve data handling and analysis.
Introduction
Learn how to:
Intermediate
Learn how to:
Advanced
Learn how to:
MACROS
Learn how to:
Module 1: Getting Started with Excel 365
Module 2: Modifying a Workbook
Module 3: Using Formulas and Functions
Module 4: Formatting an Excel Worksheet
Module 5: Managing Worksheets and Workbooks
Module 6: Printing Options
This course is designed for delegates with little or no experience in Microsoft Excel. It provides the essential skills needed to confidently navigate Excel, manage data, perform basic calculations, and format workbooks effectively for professional use.
Module 1: Automating a workbook
• Linking sheets and workbooks using group functions
• Password-protecting sheets, specific sections, and entire workbooks
• Saving workbooks as templates.
Module 2: Working with data and formatting
• Using Paste Special and linking data into Word or PowerPoint
• Naming cells and ranges for improved formula management
• Implementing named ranges in formulae
• Editing array formulas
• Understanding spill error messages.
Module 3: Conditional Formatting
• Applying conditional formatting for cells and ranges
• Editing icon and colour scale formats
• Using formulae within conditional formatting.
Module 4: Excel Functions
• Logical functions: IF, IFS, IFERROR
• Lookup functions: LOOKUP, VLOOKUP, HLOOKUP, XLOOKUP
• Mathematical functions: SUMIF, SUMIFS, COUNT, COUNTA, COUNTIF, COUNTIFS
• Date functions: TODAY, NOW, DAY, MONTH, YEAR
• Advanced functions: FILTER and TAKE.
Module 5: Advanced Charts
• Creating charts with two axes
• Using map charts for geographical data
• Creating waterfall charts for financial analysis.
This course is designed for professionals who have a basic understanding of Excel and want to develop their skills further. The course builds on foundational Excel knowledge, focusing on automation, data linking, advanced functions, and enhanced data visualisation techniques.
Module 1: Formula Auditing
• What is it?
• Trace Precedents
• Trace Dependents
• Show Formulas
• Error Checking
• Evaluate Formula
• Watch Window.
Module 2: Analysis Tools
• Advanced Filter
• Subtotal
• What – If Analysis: Goal Seek
• What – If Analysis: Data Tables
• What – If Analysis: Scenario Manager
• Analyze Data.
Module 3: Macros
• Overview
• VBA macros.
Module 4: Get Data
• Overview
• From Microsoft Access Database
• From Web.
Module 5: Data Integrity
• Data Validation
• Password Protection.
Module 6: Data Types
• Linked Data Types.
Module 7: Dashboard
• PivotTables
• PivotCharts
• Slicers & Timelines.
This course is ideal for delegates who are very familiar with Microsoft Excel and can use intermediate functions. The course is designed to enhance efficiency with advanced functions, automation tools, and data validation techniques, ensuring users can confidently manipulate and interpret large datasets.
Module 1: Introduction and the Macro Recorder
• Introduction
• Demonstration
• Recording a macro
• Recording a macro with absolute references
• The personal macro workbook
• Assigning shortcut keys
• Deleting macros
• Excel’s New File Format
• Recording a macro with relative references.
Module 2: Creating and Editing Macros with VBA Macro Functions
• Macro storage concepts
• The VBA program (the VB editor)
• The program components
• Storing and handling macros (modules)
• Introduction to editing code
• Copying and pasting procedures
• Linking procedures together
• Create and use a user-defined function
• Auto-executable macros.
Module 3: Objects and Dialog Boxes
• Introduction to objects
• The object browser
• Using the object browser and searching it
• Built-in dialog boxes
• User defined dialog boxes (message boxes and input boxes).
Module 4: Introduction to Controls
• Worksheet controls
• User forms
• Assign Macros to the Ribbon or Quick Access Toolbar
• Accessing Macros in Excel.
Module 5: Selected VBA Procedures
• IF…THEN…ELSE (Conditional Control Structure)
• SELECT CASE (Branching)
• The DO…LOOP control structure
• The FOR…NEXT control structure.
This course is designed for Excel users who, at intermediate or advanced level, want to learn how to speed up and automate their work (or other users’ work) in the application using macros.
Delegates should have a good grounding in Excel (any version) and be familiar with absolute vs relative cell referencing, functions and formula syntax and sheet linking. Familiarity with the macro recorder would be an advantage.