Microsoft Excel Business Performance Workshop

The course covers a wide range of useful business tools, techniques and formulas that will enable you to protect, control, analyse and manipulate company data. You don’t have to be an expert to attend this course, but you will find some of the topics easier to understand if you use Excel on a regular basis. 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.

Is this course for you?

If you use Excel on a regular basis but want to explore some of the more advanced features useful in a business environment then this course is suitable for you. Perfect for Managers, IT Support, Supervisors, Executives, Business owners and those who want to explore advanced techniques.

Training options

Virtual classroom: £850+VAT for up to 8 delegates

Classroom/on-site: £700+VAT for up to 4 delegates on the course

Classroom/on-site: £895+VAT for up to 8 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

• Course Handbook (PDF Handbook for virtual courses)
• Post course training downloads
• Certificate on completion (PDF certificate for virtual courses)
• Post course support relating to course content

Aim

To improve your business efficiency using a range of advanced Excel tools and techniques.

Course Objectives

• Employ Formula Auditing techniques to understand complex spreadsheets and search for errors
• Use Formulas to quickly update, extract and join large sets of data
• Use Validation and Protection techniques to control spreadsheets
• Explore What IF Analysis tools to answer business questions
• Analyse and explore data using powerful Pivot Tables and Slicers
• Create and employ a range of complex related IF functions

Microsoft Excel 365 App Business Performance

Formula Auditing (Test and understand your spreadsheets)

Precedents and Dependents – Tracking all formula relationships on a worksheet – Evaluate Nested Formulas

“A very useful technique to help understand the structure and accuracy of a complex spreadsheet”.

Update, Extract and Join data (Manipulate your data)

Functions LEFT, RIGHT, MID, FIND, LEN. LEN and FIND. RIGHT, LEN and FIND
“You will be able to extract and join together various elements of data from a large list”.

Validation techniques (Control data input)

Control – Options – Business uses – Working with Validation
“We explore various validation techniques to control a users experience with a spreadsheet”.

Protection (Protect company data)

Overview of Protection – Securing a workbook – Worksheet element protection – Remove protection – Allow users to edit ranges of cells – Protection of worksheet and workbook elements – Workbook Structure and Windows protection – Mark as Final options
“The ability to protect elements of a spreadsheet using different techniques will allow you to control how users interact with it”.

What IF Analysis (Analyse company data)

Using Goal Seek – Solver – Scenario – Business uses
“A fantastic set of business tools that will allow you to quickly ask a wide range of business questions”.

Pivot Table Reports (Report company data)

Create – Edit – Update – Delete reports – Calculated Fields
“We explore the ability to create detailed Pivot tables using calculated fields and Slicers”.

Slicers with Pivot Tables (Create interactive reports)

Creating – Using – Formatting – Disconnect and Delete Slicers
“Slicers are a useful visual filters with lists of data”.

Explore complex IF Functions (More business IF’s)

Advanced IFs – Nested IFs – IFs with AND/OR – COUNTIFS and SUMIFS – AVERAGEIFS and IFERROR
“We explore some advanced formulas and how we can use them in business”.