Excel Training London & Online

By the end of this session you’ll know exactly where everything is and be ready to dive in.

• Finding your way around Excel and understanding how workbooks are organised
• Entering text, numbers and dates correctly
• Writing your first formulas and understanding cell references
• Selecting and working with ranges
• Editing and undoing mistakes without losing your work

The habits you build here save time every day – preventing the mistakes that catch most users out.

• Saving your work safely on your network and via OneDrive
• Collaborating on shared workbooks and tracking changes
• Filling data quickly across rows and columns
• Writing reliable formulas and fixing the most common errors

Turn a wall of numbers into something clear, consistent and ready to share with a manager or client.

• Using fonts, colours and shading to highlight what matters
• Formatting numbers so dates, currencies and decimals display correctly
• Adding and removing borders to create clean, structured layouts

The practical finishing touches that make a spreadsheet complete rather than just functional.

• Adding, removing and rearranging rows, columns and cells without breaking your data
• Working across multiple sheets and keeping your workbook organised
• Setting up print areas, margins and page layouts so everything looks right on paper

Stop copying and pasting between tabs – let Excel pull the data for you automatically.

• Renaming, reorganising and managing multiple worksheets
• Linking data between sheets so it updates automatically
• Using COUNT and SUM variations to answer questions about your data quickly
• Combining text from separate cells into one

Build charts that communicate clearly, not just charts that exist.

• Choosing the right chart type and creating it in a few clicks
• Adding axes, titles, legends and gridlines so your chart tells a clear story
• Printing charts cleanly alongside your spreadsheet data

If you spend time manually sorting or formatting data, this session will help get that time back.

• Using paste options to bring across only what you need – values, formulas or links
• Sorting and filtering data to find what matters and hide what doesn’t
• Saving custom views so you can switch between perspectives without reformatting

Make your data easier to understand at a glance and let Excel do more of the analysis work.

• Using conditional formatting to make important values and trends stand out visually
• Adding data bars, colour scales and sparklines, so patterns are immediately obvious
• Converting data into a proper Excel table for faster filtering, formatting and formulas
• Using the Quick Analysis tool to generate charts and totals in seconds

Named ranges and logical functions make your spreadsheets easy for everyone to use.

• Managing named ranges so they stay accurate as your data changes
• Using IF to return different results based on conditions, with both text and numbers
• Nesting IF functions to handle multiple conditions in a single formula
• Using AND, OR, NOT and IFERROR to handle exceptions cleanly

Data entered in the wrong format and lookups that don’t work are Excel’s most common problems.

We tackle both – controlling what goes into your spreadsheet, then building reliable lookup functions.

• Setting rules that only allow valid data to be entered
• Using formulas as validation criteria for more sophisticated controls
• Identifying and highlighting data that doesn’t meet your standards
• Using XLOOKUP and INDEX MATCH to retrieve data from large tables accurately
• Using OFFSET, INDIRECT and other reference functions to build dynamic formulas
• Creating outlines to collapse and expand sections of large spreadsheets

PivotTables let you summarise large datasets in minutes without writing a single formula.

Add what-if analysis and Excel starts being a tool you make decisions with.

• Building PivotTables from scratch and reshaping them to answer different questions about your data
• Using slicers to filter your PivotTable interactively, making it easy for others to explore the data
• Consolidating data from multiple sources and layouts into a single summary
• Using Solver to find the optimal solution when working with complex conditions

A lot of real-world Excel work involves messy data exports and repetitive tasks.

Both get solved here – pulling in data cleanly and building macros to handle repetitive actions.

• Importing data from different file types and external sources without manual reformatting
• Keeping imported data connected to its source so it refreshes automatically
• Recording macros that capture your actions and replay them instantly
• Opening and editing the macro code so you can make adjustments and fix problems

Macros are the fastest way into VBA – they let you capture and reuse real actions in Excel.

We’ll also get you comfortable in the VBA editor, which is where all your code will live.

• Getting comfortable in the VBA editor and understanding what each part of the screen does
• Understanding the Excel object model: how workbooks, sheets, ranges and cells work in code
• Stepping through code line by line and setting breakpoints so you can test and debug efficiently
• What macros are, where they’re stored, and how to keep them safe and accessible
• Recording, running and editing macros so you can capture a process and refine it
• Using relative cell references in macros so they work on any row, not just the one you recorded

Then you’ll move on to writing procedures from scratch and getting the most out of VBA.

This session covers the two foundations that make everything else possible.

• Understanding how procedures work and how to organise them in your project
• Using IntelliSense and code comments to write cleaner, more readable code
• Declaring and using variables to store values your code needs to work with
• Passing variables between procedures, so your code is modular and reusable

Real automation involves decisions: doing different things depending on your data.

This session also shows you how to build your own functions that work inside Excel.

• Using MsgBox to communicate with users while your code runs
• Writing IF statements that handle single and multiple conditions
• Using Select Case to handle situations with many possible outcomes cleanly
• Writing functions that accept inputs and return calculated results, just like VLOOKUP or SUM
• Building a function library you can import into any workbook that needs it
• Working with Range objects, so your code can read and write to any cell or selection

Custom forms let you build proper, controlled interfaces on top of your spreadsheets.

This session also covers error handling, which lets you builds code that works no matter what.

• Designing a custom UserForm with labels, text boxes and other controls
• Controlling the properties of each element, so your form behaves exactly as intended
• Adding option buttons and checkboxes for multiple-choice inputs
• Setting up procedures that run automatically when a workbook opens or an event occurs
• Understanding the different types of errors VBA can encounter and how to handle them
• Using error trapping and the Resume statement so your code recovers gracefully from problems

This session covers the core BI concepts, and gets your data into Power Query ready to work with.

• Understanding what Business Intelligence is
• How Power Query, Power Pivot & Power BI Desktop fit together
• Understanding what a query is and how ETL works in practice
• Importing data from CSV, text and Excel files so it lands cleanly
• Creating and editing a simple query to see how Power Query works

Raw data never comes in ready to use.

• Learn how to clean and reshape it – and build queries that always hold up.
• What is BI – the main concepts
• What is Power Query, Power Pivot & Power BI Desktop
• Importing from CSV, text and Excel files
• Working with other data sources
• Metadata and file content queries
• Different data analysis techniques

Power Query gets your data clean – Power Pivot is where you start to analyse it.

• Understanding what Power Pivot is and how it works
• Seeing how PivotTables built from a data model are different
• Bringing Excel tables and data ranged into Power Pivot
• Identifying key fields and using them to create reliable relationships
• Setting up hierarchies in your data model so it reflects your data

This session covers how to add calculation that answer real business questions.

Then we show how to present those answers clearly – in Excel and Power BI.

• Understanding the two types of calculation in Power Pivot
• Creating calculated columns to add row-level data
• Setting up a date table to use time intelligence functions
• Applying dashboard and report principles
• Creating and formatting Power Pivot charts