Business Services Organisation
Microsoft Excel Introduction
This is an in-person instructor-led course which will give attendees an overview of the basics of Microsoft Excel.
Learning Outcomes:
- Create, edit, save, and manage Excel workbooks, including moving and copying data within and between workbooks
- Apply formatting to worksheets to improve layout, readability, and presentation of data
- Navigate Excel efficiently, using keyboard shortcuts and features such as Freeze Panes to work with data effectively.
- Perform basic calculations and use common functions, including addition, subtraction, multiplication, division, and functions such as SUM, AVERAGE, COUNT, MAX and MIN.
- Visualise and organise data, using Autofill, Flash Fill, and by creating formatting basic charts
Microsoft Excel Intermediate
This instructor led course will extend attendees knowledge of Microsoft Excel to include filtering data, collaborative working and templating.
Learning Outcomes:
- Use data automation tools, including Autofill and Flash Fill, to efficiently populate and transform worksheet data
- Apply advanced and worksheet techniques, such as conditional formatting, absolute cell referencing, and templates, to improve accuracy and consistency
- Analyse and manage list data, using filtering, subtotals, and conditional functions such as IF, COUNTIF, SUMIF, and AVERAGEIF
- Link, consolidate, and visualise data, connecting information across worksheets and creating charts that can be linked to other applications
- Manage data securely within Microsoft 365, understanding data protection principles and using round-tripping to work confidently across Microsoft 365 apps
Microsoft Excel Advanced
This consecutive two-day course will give participants the skills to unlock Excel’s full potential by using some of its advanced features.
Learning Outcomes:
- Enter, organise, and manage data effectively using Excel tables, including adding, editing, and sorting records
- Apply basic formulas (such as SUM, AVERAGE, and IF) to perform calculations and support simple data analysis
- Format cells and tables confidently to improve readability, consistency, and presentation of data
- Create and use basic PivotTables to summarise, analyse, and explore data sets
- Work independently in Excel by applying fundamental tools and features without step-by-step guidance
Microsoft Excel Displaying Data in Dashboards
Unlock the full analytical power of Excel 365 in this hands-on course designed to transform raw data into meaningful insights.
Learning Outcomes:
- Design dynamic Excel dashboards that present data clearly and effectively to support decision-making
- Create and analyse PivotTables and PivotCharts to summarise, explore, and visualise complex data sets
- Apply interactive features such as slicers and timelines to enable intuitive filtering and user-driven analysis
- Build advanced visual elements (including trends, dials, and charts) using professional formatting and design techniques
- Develop polished, interactive reporting tools independently by combining multiple dashboard objects into a cohesive solution
Microsoft Excel Data Analysis
This course will provide you with tools and techniques to analyse data using Microsoft Excel.
Learning Outcomes:
- Sort and filter data effectively, using advanced filtering techniques to extract meaningful insights from large datasets
- Apply conditional formatting to highlight trends, patterns, and exceptions within data
- Create and analyse PivotTables to summarise and explore data from multiple perspectives
- Use Excel tool for what-if analysis, including Goal Seek and Scenario Manager, to model outcomes and support decision-making
- Build calculations and visualisations by applying functions (including nested functions), charts, and trendlines to interpret and present data clearly
Microsoft Excel Manager’s Toolkit
This instructor led session will equip attendees with the necessary skills to support their teams more effectively by using Microsoft Excel to design and produce staff rotas, timesheet, budget sheets and templates.
Learning Outcomes:
- Create and manage operational spreadsheets such as rotas and leave trackers to support day-to-day workforce planning
- Clean, validate, and secure data by removing duplicates, applying data validation rules, and using file and data protection features
- Apply functions and formulas to perform accurate calculations and automate routine data tasks
- Use conditional formatting, tables, and templates to structure data effectively and improve clarity, consistency, and usability
- Present data visually by creating charts and maps that communicate insights clearly and support informed decision-making
Microsoft Excel Power Query
In this instructor led Power Query course we’ll explore the world of data transformation and automation. You’ll learn to extract data from multiple different sources, and transform it into layouts more suited to analysis.
Learning Outcomes:
- Extract data from CSV and Excel files using Power Query and automate basic data transformation steps
- Clean and restructure data by extracting values from combined fields and reshaping datasets for analysis
- Combine and transform data from multiple sources, including grouping data and merging tables and files from the same folder
- Identify, interpret, and resolve common Power Query errors and exceptions to ensure reliable data transformations
- Load transformed data into Excel as automated data feeds and begin applying these techniques to your own datasets through practical workshop activities