Microsoft Excel Frequent user Workshop

Our Microsoft Excel frequent user course has a focus on managing, manipulating and analysing data using a range of simple and complex techniques. It also explores the use of more complex formulas in a business environment and includes techniques to simplify what could be complicated. We also investigate visual techniques that can be used to monitor information by users and managers. The course builds on shortcuts and techniques learnt during our Level 1 course. The course is structured but informal, and you will be encouraged to ask and answer questions throughout. At the end of the course you’ll be sent useful Excel downloads to support your learning and develop new skills. We currently use Microsoft Excel 2016 for this course linked to Office 365, SharePoint and OneDrive.

Is this course for you?

This course is suitable if you have had formal Excel training at level 1 or you are confident with the content covered in level 1. It is suitable for Office Staff, Finance teams, Managers, Project Managers, Supervisors, Business owners and Executives.

Not sure: Complete our online Excel Questionnaire

We’ll get back to you on completion: click here

Virtual classroom: £750+VAT for up to 8 delegates
On-site: £795+VAT for up to 8 delegates on the course
On-site: £645+VAT for up to 4 delegates on the course

Live Virtual Classroom schedule

Session 1: 09:00 to 10:00 [break 10:00 to 10:15]
Session 2: 10:15 to 11:15 [break 11:15 to 11:30]
Session 3: 11:30 to 12:30 [lunch 12:30 to 13:30]
Session 4: 13:30 to 14:30 [break 14:30 to 14:45]
Session 5: 14:45 to 15:45 [summarise and close 15:45 to 16:00]

Course Includes

• Computer and the latest software for each classroom based delegate
• Training manual
• Post course training downloads
• Certificate on completion
• Post course support relating to course content

Microsoft Excel & Windows Shortcut and Training Files

The files below will be used during training to help improve your performance.

• Microsoft Excel shortcuts infographic
• Microsoft Windows shortcuts
• Training-List-2

Course Aim

On completion of this course you will have gained improved confidence when tasked to manage, manipulate and analyse business data; create a range of complex business formulas and provide solutions to resolve day to day problems.

Course Objectives

By the end of this course you will be able to:

• Use Conditional Formatting and Range Names to improve your performance
• Interrogate, Manipulate and Report against business data using (Sort, Filter, Subtotal, Pivot Table)
• Interrogate tables of data using various IF statements (IF, IF(OR), IF(AND), SUMIFS etc.
• Link key business data using XLOOKUP and VLOOKUP statements
• Create and Edit Templates to speed up routine tasks
• Create and Edit a range of effective business charts including Sparklines and Forecast sheets
• Use a range of shortcuts to improve speed and efficiency

Conditional formatting (Use visual tools to understand data)

Format Painter rules – Quick Formatting – Clear Formatting – Formatting techniques in Business

Range names (Simplify formulas and navigation)

Syntax rules for names – Using Formula AutoComplete – Types of Names – Scope of a Name – Getting the best out of Names

Data lists (Interrogate, manipulate and report data)

Single Column Sort – Freeze Panes – Split Box control – Multi-Column Sort – Simple and complex Filters – Subtotals Techniques – Pivot Table Reports

IF functions (Question data)

Common mistakes when creating formulas – Validate simple formulas – Create simple and complex IF statements – Nested IF Functions – IF with AND/OR

XLOOKUP and VLOOKUP functions (Link data)

Function in detail – Function options – How to use in Business

Using templates (Improve your efficiency)

Create simple Templates – Convert an existing workbook to a Template – Chart Templates – Template options

Professional business charts (Create visual reports)

Selection techniques – Data structures – Best Practice

Shortcuts (Time savers)

Use a range of shortcuts and time saving techniques