For bookings from established businesses, we do not require payment at the point of booking.
We will send you an invoice which you can submit to your accounts payable system.
Purchase Orders
If your employer uses a purchase order (P.O.) system to manage supplier invoices that is no problem.
If you already have a P.O. number when booking add it to the PO number box on the booking form, and we will include it on your invoice.
If you need an invoice to generate a P.O. number in your accounts system, please book the course as normal and add a note in the PO number box – to be provided
We will send you an invoice (without a P.O.) which you can use to generate a P.O..
We will then re-issue your invoice with your P.O. included when you provide us with it
PAYMENT METHODS:
You are not able to pay directly online at the time of booking, we issue an invoice for all bookings.
We accept payment either via direct bank transfer or card
Our invoices contain our bank details if you would like to pay by bank transfer and there is also information on how to pay by card.
Please note, if you are using a business card there is a surcharge of 2% to cover the payment processing charges.
Alternatively, give us a call, we’d be delighted to help.
Instructor
Lucinda is one of our regular trainers for our introduction to Excel training course. She has been training Microsoft Excel for over 20 years.
She is a certified Microsoft Office trainer, a certified life coach and also works as a teaching assistant working at a primary school one day per week.
Below is the typical timetable for this training course although exact timings vary between training course.
Renaming, inserting, deleting, copying and hiding worksheets
Linking data between worksheets and workbooks
Different COUNT and SUM formulas
Using CONCATENATE to combine text in a cell
Choosing, creating and printing basic charts and graphs
Creating more advanced charts with axes, titles, legends, gridlines and error bars
Using different paste options to paste formulas, values and links.
Creating and working with customs views
Sorting and filtering data
Using conditional formatting to highlight values and duplicates
Highlighting data using data bars, colour scales and sparklines
Using tables to manage your data
Using the Quick Analysis Tools
Am I Ready?
You need a basic of level of Excel knowledge to attend this course.
This intermediate course is focused making your a faster and more confident user of tools like charts, conditional formatting, and worksheet linking.
It assumes that you understanding the subjects covered in our beginners Excel course like using AutoFill and AutoSum, absolute cell references, formatting worksheets and simple formulas.
Please contact us as we’re very happy to help, or use our Excel level analyser tool to advise you, if you are not sure if this is the right course for you,
Instructor
Lucinda is one of our regular trainers for our intermediate Excel course. She has been training Microsoft Excel for over 20 years.
She is a certified Microsoft Office trainer, a certified life coach and also works as a teaching assistant working at a primary school one day per week.
CPD Accreditation
This course has been CPD certified by The CPD Standards Office.
This course qualifies for 5.75 hours of CPD training.
We issue all attendees who complete this course a full CPD certificate.
Using IFERROR, TRUE and FALSE, AND, OR and NOT in formulas
Validating data in a number of ways
Using formulas as validation criteria
Highlighting invalid data
Copying validation settings
Using XLOOKUP and INDEX MATCH
Using reference functions like ROW, COLUMN, OFFSETT and INDIRECT
Creating and editing an automatic outline
Creating, editing and formatting PivotTables
Understanding and creating slicers
Inserting a Timeline Filter
Advanced PivotTable features like sub-totals, running totals, calculated items and custom names
Consolidating data using linked data, data in different layouts and the SUM function
Using and merging scenarios and creating a scenario summary report
Setting up and using Solver, and running Solver reports.
Importing different types of data
Working with connected data
Exporting data to Word and as text
Preparing a worksheet for controls and adding different types of controls
Recording simple macros
Viewing and editing macros
Adding a macro to your ribbon
Am I Ready?
This course is for people who are already reasonably experienced Excel users.
It will show you how to make full use of Excel’s most powerful formulas and built-in functionality.
We recommend that you are comfortable with formulas and basic functions, absolute cell references and sorting and filtering before coming on this course.
If you are not sure if this is the right level course for you, our Excel course level adviser takes less than 60 seconds to complete or alternatively, give us a call as we’d be delighted to help.
Instructor
Dallas is one of our regular trainers for our advanced Excel course. He has 12 years of experience as an IT trainer.
He also has a PGCE and worked as a school teacher for 7 years before moving into IT training.
Most self-taught people find Excel slow and frustrating to work with. Not having an overall understanding of Excel’s underlying logic means that their spreadsheets are prone to errors and require frequent reworking and manual work arounds.
Our introduction course focuses on the foundations. Understanding basic Excel best-practice and its underlying logic means that it ‘makes sense’, making errors easy to avoid and simple to fix if you come across one.
Probably our intermediate course.
It is designed for existing Excel users who are spending lots of time carrying out tasks like data cleaning and cell formatting manually, and frustrated that their Excel skills make using it so slow.
It teaches you how to become a much faster Excel user by automating tasks using straight forward formulas and tools.
We are advocates for AI use and believe that it is an incredibly powerful tool when working with Excel. However, making the most of AI when working with Excel makes advanced skills more necessary, not less, as AI still has some way to go.
AI’s solutions are often convoluted and it’s not uncommon for them to be wrong for more complex tasks.
An advanced understanding of Excel means that you can be confident that AI’s answers are correct. By quickly auditing and deconstructing its solutions you will know that your formulas are doing exactly what you want them to.
We focus on small classes to avoid this specific problem. Our classes average 4 people.
Small classes ensure our trainers have plenty of time to answer your questions in real-time rather than having to ask you to wait for a break by which time you will have fallen behind.
The “Monday morning problem” is why we give you the exercises that you use during the course. In conjunction with the course manual, they allow you to go through what you were taught during the training afterwards, if you can’t quite remember it.
Additionally, we offer 6 months of post-course support. Send us an email, ideally with screenshots, explaining where you are stuck and your trainer will come back as soon as possible to help you out.
Updating and rebuilding legacy spreadsheets created by previous colleagues can be a significant problem. Over time complicated, inflexible “black box spreadsheets” become increasingly prone to breaking because no-one fully understands them and need to be recreated.
Our advanced course covers useful techniques for this situation like different data validation techniques, ways to link data dynamically and naming cells and ranges to make formulas easier to understand.
In short yes even before allowing for the fact that using Excel will become a less stressful, annoying experience.
In most offices Excel is everywhere so you will be using it multiple times a day. Even a small saving of time each time you open Excel will very quickly ‘repay’ the time spent training even before allowing for the larger chunks of time that are saved by automating repetitive tasks and fixing errors.
All our Excel courses are taught using standard Microsoft 365 business licences.
If you use Microsoft 365 you will be on the same version of Excel as the trainer automatically.
Please give us a call if you are unsure which course is right for you.
Alternatively, we have a tool that will make a recommendation in about 30 seconds which can be found here: Excel course tool
We teach defensive implementation of Excel which is designed for this.
Mastering Excel’s advanced tools lets you to create spreadsheets that are simpler for end-users to use. Over time fixing problems using structured references, protected cells and similar techniques will reduce your workload because the volume of requests for help will reduce.
Very probably.
We are very conscious of being fair to everyone that attends one of our courses and focus on covering the standard material.
However, where possible, we will spend more time on specific areas that delegates would like to cover.
To allow for this we ask everyone attending one of our courses to complete a very quick ‘pre-course questionnaire’. It means that we understand more about who you are and what you are looking for from your course.
We will send you an invoice after receiving your booking, so please book a course as normal.
If you need an invoice to generate a PO number please book as normal and then contact us when you have a PO number which we will be happy to add to your invoice and reissue you the update invoice.
We provide everything you need for the training including pens, pads and chocolate biscuits.
Yes and no!
Software on Macs is usually laid out a little differently, has different shortcuts and occasionally has slightly different functionality.
99% of what our courses cover is applicable to Macs but to avoid confusion, we do not use Macs in our training centres and they are not suitable for attending our online training.
As of January 2026, Microsoft has not produced a Mac version of Power BI desktop. Mac users can use the web-version of Power BI or use parallels to install a Windows environment on a Mac computer.
Where Are Your Excel Courses in London?
London Training Venue & Course Details
St Clements House, 27 Clements Lane
London, EC4N 7AE
Tel: 0203 603 0150
Online Training Courses
We run a full schedule of interactive online courses over Zoom.
We also deliver private courses over Teams, if requested.
What Do Other Delegates Say About Your Excel Courses?
Getting To Know You Before Your Course
It is helpful for us to know if there anything that you would like to focus on before your Excel course.
It means your trainer will know they should spend more time in that area if possible.
Tell Us What You Are Looking For From Your Excel Course ->