Microsoft Excel Training Course

Participants can organise analysis-ready data in Excel Tables and manage large worksheets efficiently.

• Excel Tables created with structured references, totals rows and filters
• Sort orders configured using multiple fields and custom lists
• Filter criteria combined with text, number, date and colour conditions
• Freeze Panes, Split and Zoom used for large working sheets
• Duplicate records identified and removed with controlled data range selection
• Table expansion and formula propagation checked before downstream analysis

Participants can construct reliable calculations and conditional classifications for business data.

• SUM, AVERAGE, MIN and MAX applied to operational measures
• COUNT, COUNTA and COUNTIF distinguish populated records from defined criteria
• SUMIF and SUMIFS aggregate values using one or multiple conditions
• IF, IFS and nested logic return controlled business classifications
• AND, OR and NOT tests strengthen conditional formula rules
• IFERROR handles expected calculation failures without masking source-data issues

Participants can match datasets and standardise text and date fields for analysis.

• XLOOKUP retrieves matched values with exact-match and not-found arguments
• INDEX and MATCH support flexible two-way lookup models
• Text functions standardise codes, names and identifiers before matching
• LEFT, RIGHT, MID, TRIM and CLEAN repair imported text fields
• DATE, EDATE and WORKDAY calculate reporting periods and deadlines
• MONTH, YEAR and TODAY support time-based classifications and ageing

Participants can prevent common spreadsheet errors and diagnose calculation problems at source.

• Data Validation lists restrict entries to approved codes and categories
• Custom validation formulas control dates, thresholds and duplicate entries
• Input messages and error alerts guide consistent worksheet completion
• Conditional Formatting highlights exceptions using rules, formulas and icon sets
• Formula auditing traces errors through precedents, dependents and evaluation
• Error types #N/A, #VALUE! and #REF! diagnosed at source

Participants can prepare imported data for accurate analysis and repeatable reporting.

• Text to Columns separates delimited fields into analysis-ready columns
• Flash Fill extracts patterns from consistent examples and source strings
• Find and Replace standardises recurring labels, codes and units
• Remove Duplicates cleans records while preserving appropriate unique fields
• Blank cells, hidden characters and inconsistent formats identified systematically
• Power Query imports and transforms repeatable CSV and workbook extracts

Participants can summarise large datasets and produce filterable reports using PivotTables.

• PivotTables summarise transaction data by category, period and owner
• Field placement controls row labels, column labels, values and filters
• Value Field Settings apply sums, counts, averages and percentage views
• Grouped dates create monthly, quarterly and annual reporting periods
• Slicers and timelines filter PivotTable reports for focused review
• PivotTable refresh procedures maintain reports after source-data changes

Participants can select and format charts that communicate decisions, trends and exceptions clearly.

• Chart selection matches comparisons, trends, composition and distribution questions
• Column, line, bar and scatter charts built from clean ranges
• Chart titles, axes, legends and labels communicate measures accurately
• Secondary axes used only where scale differences require explicit comparison
• Combo charts combine volume and rate measures without misleading readers
• Sparklines and conditional indicators support compact management reporting

Participants can protect key workbook elements and prepare controlled reports for circulation.

• Worksheet protection locks formulas while permitting approved input cells
• Workbook structure protection controls sheet insertion, deletion and visibility
• Comments and threaded notes document assumptions, questions and decisions
• Shared workbook practices manage versions, ownership and review changes
• Print areas, page breaks and scaling produce readable paper reports
• Headers, footers and repeating titles support controlled report distribution

Participants can design a maintainable reporting workbook and plan improvements to a current spreadsheet process.

• Analytical question framing defines measures, dimensions, periods and decisions
• Source-data checks reconcile record counts, totals and exception populations
• Reusable workbook architecture separates inputs, calculations, outputs and documentation
• Management report layouts prioritise material variances, trends and actions
• Formula, PivotTable and chart choices justified against reporting requirements
• Personal application plan schedules workbook improvements and stakeholder review