Course Outline

Excel Online Workshops

This course is designed to be hands-on. You will learn skills that you can apply to your own work. Bring your own projects, files and questions to the training, or use our free support anytime after training.

We specialise in on-site and online customised training, which means we can schedule the course at a date that suits you and tailor the content to address your requirements.

Customised Excel Online Workshops training
on site and online for your team

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Tailored to your needs

Results for your business

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Free Support

Excel Fundamentals

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Get Started with Excel

Whether you are completely new to Excel or just a bit rusty, get started with this quick overview of Excel features and uses.


Navigating Excel. Features. Help. Templates. Examples and common uses. 

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Create your first spreadsheet

Find out how to move around Excel’s grid of cells, typing in numbers and text as you go. Learn how to navigate Excel and find the commands you need. Save your first spreadsheet.


Filter, Sort, Extract, Summarise Excel Databases

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Data Tables in Excel

Organise your data in Excel databases, lists, tables. Avoid costly spreadsheet disasters! Working with database features in Excel and making sure you get it right is essential.


Create a table. Rows and columns. Filter, sort. Summarise. Format borders, cells. colours, text. Merge and split cells.

Visualise Data with Excel Charts

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Create Charts from Data

Turn data into graphs and charts and communicate essential information clearly by making the right decisions. Find out how to use Excel charts in PowerPoint or Word and how to create linked charts. Solve formatting problems when copy-pasting charts across documents.


Chart types. Line chart. Pie chart. Bar chart. Chart options.

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Advanced Charts

Discover tips and techniques to create advanced charts, complex charts and dynamic charts in Excel, add trendlines, perform forecast analysis and more.


Trendline. Forecasting. Dynamic Charts. Formatting axes. gridlines, legend. Switch rows and columns. 

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Visualising Data with Excel Sparklines, Conditional Formatting, Charts

If you are familiar with charts, discover new ways to visualise your data, tracking KPIs and producing beautiful visual reports. 

Conditional formatting, formula-driven conditional formatting, Charts, Sparklines.

Functions and Formulas in Excel

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Functions 101: Calculations using Formulas and Functions

Get started or refresh your knowledge of calculations in Excel. We start with simple calculations, learn how to link workbooks with formulas and introduce functions in Excel.


Relative and absolute ($) cell references, basic operators (= + x / -). Statistical functions SUM AVERAGE COUNT COUNTA MAX MIN SUMIF COUNTIF.

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Functions 102 and Formula Auditing (Data Imports and Statistical Functions)

Expand your knowledge of functions and combine them (nesting functions) to work on large amounts of data or data imports. 


 includes Formula auditing tools, Error checking, IF,  Logical functions, Date functions, Financial functions etc.

 

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Functions 103: Compare, Match, Lookup

IVLOOKUP! How do I make it work? We look at lookup functions, their different uses and common errors.


includes VLOOKUP, SUMIFS. XLOOKUP, INDEX, MATCH, Error functions

Pivot Table and Pivot Chart Reports

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PivotTable Quick Start

Use Pivot Tables and Pivot Charts to summarise large amounts of data in a dynamic way. This module shows you how to get started and what to look out for.
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Advanced PivotTables

We go beyond the basics of PivotTable and PivotChart reports and introduce more ways to calculate and display information.

Macros, What-If Analysis, Dashboards, Solver

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What-If Analysis

Do you need to build what-if scenarios? Do you need to be able to compare outcomes based on a number of variables? Do you need to forecast outcomes or meet certain constraints? This is for you.

 


Scenarios, Goal Seek and Solver

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Solver: Optimisation Problems in Excel

Dig deeper with Solver. Find answers to difficult scheduling problems. Maximise income, minimise costs with Solver and Scenarios


 Solver. Optimisation. Regressions. Scenario Managers.

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Macros

No programming experience required. Record macros to automate repetitive tasks – and learn how to troubleshoot them when things go wrong. We don’t learn the VBA language required to create macros in this course, just some basics to navigate an existing macro.


Record, Apply and Fix Macros. Relative recording. Dynamic Recording. Debug your code. Adapting VBA code.

 

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Dashboards and Dynamic Spreadsheets

Build solid spreadsheet models, control user inputs and deliver dynamic spreadsheets with the tools and techniques in this session.


Tables. Conditional Formatting. Charts. Dynamic charts. Dynamic titles. Scroll bars. Consolidate data.