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, including the Ribbon, Backstage View and Quick Access Toolbar
• Creating a new workbook and entering text, numbers and dates correctly
• Selecting cells, ranges, rows and columns quickly, including large and non-adjacent ranges
• Editing, clearing and undoing changes without losing your work
• Saving, spell-checking and safely closing your first workbook

The habits you build here save time every day.

• Filling data fast with the Fill Handle, fill series and custom lists
• Using Flash Fill to split and extract names, dates and numbers in seconds
• Building your first formulas that add, subtract, multiply and divide
• Totalling rows and columns quickly with SUM

This session tackles the mistakes that catch most users out, so your calculations are right every time.

• Calculating averages and finding highest and lowest values
• Building what-if formulas to test different scenarios
• Understanding relative, absolute and mixed references, and when each one matters
• Copying formulas without breaking them
• Recognising and fixing Excel’s most common error messages

These are the finishing touches that turn a working spreadsheet into something ready to hand over.

• Formatting fonts, numbers and borders so your sheet looks clean and professional
• Inserting and deleting rows and columns, and working across multiple sheets
• Sharing via OneDrive, with tracked changes and comments
• Setting print areas, page breaks and repeating titles, and scaling to fit the page

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

• Creating, copying, moving, renaming, grouping and hiding worksheets, and colour-coding tabs
• Hiding rows and columns, freezing panes and splitting windows to navigate large sheets
• Creating, updating and managing links between worksheets and workbooks
• Counting entries, blanks and matching values with COUNT, COUNTA, COUNTBLANK and COUNTIF
• Adding up only the values that meet your criteria with SUMIF and SUMIFS
• Combining text from separate cells with CONCATENATE

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

• Choosing the right chart type, then creating, moving, resizing and printing it
• Working with embedded charts and separate chart sheets
• Applying chart layouts, styles and formatting
• Adding and formatting titles, axis titles, legends, labels and gridlines
• Enhancing charts with trendlines, error bars and data table

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

• Using Paste Special to bring across only what you need, whether that’s values, formulas, formats, comments, validations, links, pictures or column widths
• Performing calculations and transforming data with Paste Special
• Sorting alphabetically, numerically, across multiple columns and by rows
• Applying compound, multi-value, custom and wildcard filters to find specific information
• Creating and saving custom views so you can switch between worksheet displays quickly

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

• Highlighting values with value-based, ranking and custom formatting rules
• Visualising data with data bars, colour scales, icon sets and sparklines
• Creating, editing, managing and clearing conditional formatting rules
• Turning data into Excel tables, and managing records, columns and duplicates within them
• Using Quick Analysis to rapidly apply formatting, charts, totals, sparklines and tables

Named ranges and logical functions make your formulas easier to understand, manage and maintain.

• Creating, documenting and scoping defined names across workbooks and worksheets
• Using names in formulas, constants and ranges, and applying them to existing formulas
• Keeping your names organised with the Name Manager
• Using IF with text and numeric data, and nesting IF statements to handle multiple conditions
• Combining TRUE, FALSE, AND, OR and NOT for more powerful calculations, and handling errors with IFERROR

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

We tackle both. First we control what goes into your spreadsheet, then we retrieve and summarise it reliably.

• Setting validation rules, input messages, error messages and drop-down lists to control data entry
• Using formulas as validation criteria and identifying invalid data
• Retrieving data with VLOOKUP, HLOOKUP, INDEX, MATCH and CHOOSE
• Using ROW, COLUMN, ADDRESS, INDIRECT, OFFSET and other reference functions
• Understanding which lookup and reference technique to use when
• Creating nested subtotals and using relative names to simplify subtotal analysis

PivotTables turn large datasets into clear summary reports.

Add scenarios and Solver and Excel becomes a tool for modelling and decision-making.

• Building PivotTables from source data, then filtering, formatting and reorganising them
• Adding calculated fields, calculated items, running totals and percentage calculations
• Using slicers and timeline filters to analyse large datasets interactively
• Consolidating data from multiple worksheets and workbooks into summary reports, whether linked or unlinked, with identical or differing layouts
• Creating, comparing and combining scenarios, and generating scenario summary reports
• Using Solver to define objectives, variables and constraints, then interpreting its reports

A lot of real-world Excel work involves importing data and repeating the same tasks.

This session covers both. It also shows you how to build worksheets other people can interact with.

• Building interactive worksheets with combo boxes, list boxes, scroll bars, check boxes and other form controls
• Managing control properties and protecting worksheets that contain controls
• Importing data from text files, earlier Excel versions and Microsoft Access, and managing data connections
• Exporting information to Microsoft Word and text-based formats
• Recording, running, viewing, editing and copying macros, and understanding macro security settings
• Assigning macros to the Quick Access Toolbar, Ribbon and keyboard shortcuts

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

Copilot can save you a lot of time in Excel if you know how to use it. This session will give you that confidence.

• Setting up and navigating Copilot in Excel
• Writing prompts that get accurate, useful results
• Using Copilot to build formulas, including the COPILOT function
• Generating charts and graphs from plain English instructions

Then we will dig into the nitty-gritty of using Copilot with Excel, helping you analyse data and create formulas.

• Asking Copilot questions about your data to surface patterns and summaries
• Generating PivotTables automatically and asking Copilot to explain what they show
• Writing, fixing and building multistep formulas using plain English descriptions

Data cleaning is one of the most time-consuming problems in Excel – Copilot can take care of it for you.

• Removing duplicates, standardising formats and splitting fields using prompts alone
• Working through a hands-on exercise cleaning a realistic messy dataset
• Applying Copilot to PivotTables, forecasting and large datasets
• Sharing workbooks with Copilot features intact and collaborating with tracked changes