What will I learn?

Full Course Details

This course is an advanced course and is aimed at those who use Excel regularly. It covers features and functions that tackle issues arising from complex spreadsheet models. As such, delegates will need to have the experience to provide their own context to understand the need to apply these features. This course will also benefit those people who are already using VBA to achieve some of these tasks.

Drawing on the wealth of experience from experienced spreadsheet solution developers, by the end of this course you will be able to apply the tried and tested techniques to combine Excel functions and features to produce dynamic dashboards and fully automated reporting without the need for macros/VBA.

Throughout the course the group will develop a model to consolidate all features from this (and lower level) courses. Features and techniques from the model can be applied to a broad range of solutions and considers the importance of design to ensure the model is flexible, accurate, easy to maintain and scalable.

Power Query is now a fully integrated feature of Excel. Although run as a separate course, we provide a brief introduction to Power Query within the context of the other material.

Delegates should be totally comfortable with the content of the ‘Advanced’ course and have no problems using VLOOKUP/XLOOKUP or the IF function. They will often be data analysts who use Excel as a significant part of their job. Those who have attended the Advanced course should apply and consolidate what they have learnt before attending this course.

Please note that VBA programming is not covered on this course. See our VBA Programming courses.

Book Excel Expert Training

For companies who need to train groups of staff either remotely or in-person.

  • One day course
  • Up to 10 delegates
  • Flexible in-house training dates
  • Face-to-face training
  • In-house or a venue of choice
  • Virtual training option
Need to speak to a booking specialist to help you choose the best training for your team, call 0333 344 6630.

Additional benefits

  • Free pre-course IT skills assessments to help establish delegate training requirements
  • Post-training support: user guides, workbooks and a summary of the delegate feedback
  • Training certificate to prove competency
MEET THE TRAINER

Paul Watson

Paul brings a wealth of understanding and knowledge, specialising in technical training and development in Excel, Power BI and Access.

His knowledge with IT systems has been gained both academically and through more than 20 years practical experience in the industry. His strengths are demonstrated as both an IT trainer and as a developer.

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Staff Excel Assessment

Use our Free Assessment Tool to review the level of staff training required. We will deliver the right course to the right people, delivering results.

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Full Course Content

Array Formulas

  • Introduction to Array formulas and when/why you should or should not use them. Key concepts.
  • In O365 SPILL functions and formulas have replaced the need for many Array formulas, so the focus of this part of the course will put SPILL formulas into context.

Named Ranges

  • Create formula-defined named ranges.
  • Create a dynamically expanding named range.

Further Referencing Functions

  • Techniques for developing complex formulas.
  • Understand how to use to the following functions and why:
    INDEX, MATCH,
    COLUMN, ROW,
    INDIRECT, CHOOSE, OFFSET.

Cascading List Boxes

  • Use functions to create dynamically updating cascading Data Validation lists.

Form Controls

  • Use form controls such as scroll bars and spinners to visually change worksheet variables.

Dynamic Charts

  • Use referencing functions and form controls to create dynamic charts.
  • Automatically update/add data to charts.
  • Dynamic series comparisons with form controls
  • Scroll through a time series.

Conditional Formatting

  • Use logical expressions and referencing formulas to apply dynamic conditional formatting formulas, e.g. automatically highlight weekends and bank holidays on date cells; automatically highlight ranges that are plotted on a dynamic chart.

Develop a Model

  • Develop a small model from beginning to end using the full range of functions and features from this course. The model is not restricted to the content of this course but instead pulls in the full functionality of Excel. Design is also considered to allow for developing a flexible and scalable solution.

Introduction to Power Query

  • This part of the course introduces and provides and overview of the role of Power Query, exploring its potential for getting data “into shape”
Enquire & Book
Excel Training Business benefits

Excel Training – Business Benefits

By investing in people, you can give your team all the necessary skills they need to help support your organisation’s goals.

Excel Training Business benefits

Excel Training - People Development

Completing our Excel training course will give you additional skills you need to help support your career development.

Excel Training Business benefits

Flexible Excel Training Courses

  • Online or face-to-face in-house training
  • Individual delegates or group training
  • Flexible dates to fit schedules
BOOK YOUR EXCEL TRAINING

Why choose TrainingU?

Excel Training Business benefits

Passionate

Established over a decade ago by a team of knowledgeable training experts, we are passionate about delivering excellent training that makes a real difference.

Excel Training Business benefits

Experienced

All our trainers are qualified and experienced Excel trainers that will deliver the highest level of training to you and your team.

Excel Training Business benefits

Collaborative

Working together with our clients, understanding their needs and desired learning outcomes, to deliver a personalised learning solution.

Your complete training solution

Excel Training Business benefits

Before Training

Our Skills Assessment will ensure staff attend the correct level of training. Based on results, we will organise the training sessions required, who will take them and the level to best match the skills needed.

Excel Training Business benefits

During Training

We provide first class training with highly experienced trainers. Courses include lots of exercises, practise and interactivity throughout, maximising learning whether delivered online or at your offices.

Excel Training Business benefits

After Training

We will grant you organisation free access to our suite of online Excel resources. In addition, we provide free post training support to ensure your staff utilise their new skills effectively.

Our Clients

International SOS Pioneer DJ

TrainingU has proven to be an excellent choice. We were very happy with the service they provided. Their trainers and staff were all friendly, knowledgeable, professional and approachable. They were attentive and flexible to our individual training needs and catered for them accordingly – incorporating some personalisation where needed. We will certainly be using them again.

Fleurets

"Training U have delivered a great customised learning experience for our Finance Graduate and School Leaver population, noted by the copious amount of great feedback I get from the cohort thanking us for putting the training plan in place.  It is extremely important to us that our high potential learners obtain the soft skills vital to their future careers, preparing them for Management positions once they leave the Early Careers Finance Scheme.  I find Training U very easy to deal with, they always keep me informed on progress and feedback, and I would definitely recommend them to other organisations."

Georgia Slade, Internal Control Manager

We were delighted to work with TrainingU during our UK Learning Month. Their ability to offer short, snappy training sessions that were valuable and enjoyable was something we appreciated. The Sprint sessions are a great way to develop skills without being away from your day-to-day work for too long.

Epson

Enquire & Book Excel Training

Simply fill out the contact form or call 0333 344 6630 to make an enquiry, book your Excel training or assess your staff Excel training levels.