Excel training courses -
all versions and levels delivered onsite and offsite

Excel 365, 2019, 2016 and others.

Select a level below to see further information about each course
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Microsoft Excel Foundation

Microsoft Excel Intermediate

Microsoft Excel Advanced

Microsoft Excel Power User

Microsoft Power BI

Microsoft Excel VBA

Bespoke courses:
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Excel Courses Outlines

Excel Foundation
1-day course

Getting started
Spreadsheet terminology 
The Excel environment 
Navigating a worksheet 
Using a template 

Entering and editing data
Entering and editing text and values 
Entering and editing formulas 
Saving and updating workbooks 

Modifying a worksheet
Moving and copying data 
Moving, copying, and viewing formulas 
Absolute and relative references 
Inserting and deleting ranges, rows, and columns 

Entering functions 
Other common functions 

Text formatting 
Row and column formatting 
Number formatting 
Conditional formatting
Additional formatting options 

Chart basics 
Formatting charts 

Working with pictures 
Conditional formatting with graphics 
SmartArt graphics 

Preparing to print 
Page Setup options 
Printing worksheets 

Topics covered will vary slightly depending upon the version of Excel you are using, e.g. Excel 365 or Excel 2019

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Microsoft Excel training courses from beginner to expert level are delivered in DundeeAberdeenEdinburghStirlingGlasgowFifeLondonAberdeenshireAngusPerth and locations across the country.

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Excel Intermediate
1-day course

Managing workbooks and worksheets
Viewing large worksheets 
Printing large worksheets 
Working with multiple worksheets 
Linking worksheets with 3-D formulas 
Using multiple workbooks 
Linking workbooks 

Advanced formatting
Using special number formats 
Working with themes 
Other advanced formatting 

Outlining and subtotals
Outlining and consolidating data 
Creating subtotals 

Cell and range names
Creating and using names 
Managing names 

Data structure and tables
Sorting and filtering data 
Working with tables 

Introduction to PivotTables and PivotCharts
Creating a PivotTable 
Creating a PivotChart 

Web and sharing features
Saving workbooks as Web pages 
Using hyperlinks  

Documenting and auditing
Auditing features 
Comments in cells and workbooks 
Workgroup collaboration 

Application settings and templates
Application settings 
Working with templates 

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Topics covered will vary slightly depending upon the version of Excel you are using
e.g. Excel 365 or Excel 2019


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Excel Advanced
1-day course

Advanced functions and formulas
Logical functions
Conditional functions
Financial functions
Text functions
Date and time functions
Array formulas
Calculation options 

Lookups and data tables
Using lookup functions 
Using MATCH and INDEX 
Creating data tables 

Advanced data management
Validating cell entries 
Advanced filtering 

Advanced charting
Chart formatting options 
Combination charts 
Graphical objects 

PivotTables and PivotCharts
Working with PivotTables 
Modifying PivotTable data 
Formatting PivotTables 
Using PivotCharts 

Exporting and importing data
Exporting and importing text files 
Getting external data 

Analytical tools
Goal Seek 
Instant data analysis

Macros and Visual Basic
Running and recording a macro 
Working with VBA code 

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New Functions for Excel 365

 - learn about these functions and explore creative ways to use them:
FILTER function
RANDARRAY function
SEQUENCE function
SINGLE function
SORT function
SORTBY function
UNIQUE function  

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Excel Power User
1-day course

An Excel Power User course can cover an extensive range of topics, techniques and concepts; the following are examples and a course will be designed to meet your needs:

Advanced formulas, functions, and arrays
Text functions
Date and time functions
Information functions
Advanced Lookup, Match, Index, Offset and other functions
Array formulas

Advanced editing and formatting
Merging styles
Additional chart formatting

Analysing and sharing information
Solver models and reports
Analysis ToolPak
Embedding and linking

Advanced customisation
Popular and Save options
Formulas options
Automating Excel
Advanced options

Dashboards and Advanced Charts
Principles and concepts
Dynamic Charts
Data, analysis and presentation layers
Data Format
Advanced Chart Formatting and Combination Charts
Pivot Charts
Form Controls for Charts and Dashboards
New Charts available in Excel:
Funnel chart
Pareto chart
Sunburst chart
Treemap chart
Waterfall chart
Box and whisker chart

Power Tools

Power BI
Business Intelligence. Power BI is a suite of business analytics tools that deliver insights throughout your organization. Connect to hundreds of data sources, simplify data prep, and drive ad hoc analysis. Produce beautiful reports, then publish them for your organisation to consume on the web and across mobile devices.

Power Pivot
Power Pivot is an Excel add-in you can use to perform powerful data analysis and create sophisticated data models. With Power Pivot, you can mash up large volumes of data from various sources, perform information analysis rapidly, and share insights easily.

Power View
Power View is an interactive data exploration, visualization, and presentation experience that encourages intuitive ad-hoc reporting.

Power Map
Power Map is a 3D data visualization tool for Excel that provides an immersive experience for making discoveries in data that might never be seen in traditional 2D tables and charts. Power Map lets you plot geographic and temporal data visually, analyze that data in 3D, and create cinematic tours to share with others.

Power Query and Get & Transform
Power Query is known as Get & Transform from Excel 2016. Power Query enhances self-service business intelligence (BI) for Excel with an intuitive and consistent experience for discovering, combining, and refining data across a wide variety of sources. With Get & Transform in Excel, you can search for data sources, make connections, and then shape that data (for example remove a column, change a data type, or merge tables) in ways that meet your needs. Once you’ve shaped your data, you can share your findings or use your query to create reports.

VBA for Excel

... a range of further topics can be covered to meet your business needs and training requirements.

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Power BI
1-day course

Getting started
Introducing Power BI
Using Power BI
The building blocks of Power BI
A quick look at the Power BI service
Review and what's next

Getting data
Overview of Power BI Desktop
Getting started with Power BI Desktop
Connect to data sources in Power BI Desktop
Clean and transform your data with the Query Editor
More advanced data sources and transformation
Cleaning irregularly formatted data

Introduction to modeling your data
How to manage your data relationships
Create calculated columns
Optimising data models
Create calculated measures
Create calculated tables
Explore your time-based data

Introduction to visuals in Power BI
Create and customize simple visualizations
Combination charts
Map visualizations
Matrixes and tables
Scatter charts
Waterfall and funnel charts
Gauges and single-number cards
Modify colors in charts and visuals
Shapes, text boxes, and images
Page layout and formatting
Group interactions among visualizations
Duplicate a report page
Show categories with no data
Summarization and category options
Visual hierarchies and drill-down
R integration in Power BI Desktop

Exploring data
Introduction to the Power BI service
Quick insights in Power BI
Create and configure a dashboard
Ask questions of your data with natural language
Create custom Q&A suggestions
Share dashboards with your organization
Display visuals and tiles full-screen
Edit tile details and add widgets
Get more space on your dashboard
Install and configure a personal gateway

Power BI and Excel
Introduction to using Excel data in Power BI
Upload Excel data to Power BI
Import Power View and Power Pivot to Power BI
Connect OneDrive for Business to Power BI
Excel in Power BI - summary

Publishing and sharing
Introduction to content packs, security, and groups
Publish Power BI Desktop reports
Print and export dashboards and reports
Manually republish and refresh your data
Introducing Power BI Mobile
Create groups in Power BI
Build content packs
Use content packs
Update content packs
Integrate OneDrive for Business with Power BI
Publish to web
Completion of Power BI Guided Learning

Introduction to DAX
Introduction to DAX
DAX calculation types
DAX functions
Using variables in DAX expressions
Table relationships and DAX
DAX tables and filtering

Topics covered will vary slightly depending upon the version of Excel you are using, e.g 2007, 2010, 2013, 2016, 2019 or 365.

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Excel VBA
1-day course

Visual Basic Editor
Visual Basic for Applications
Object programming
The Object Browser

Programming basics
Data basics
Scope of variables
Scope of procedures

Control structures
Decision structures
Loop structures

Custom dialog boxes
User forms

Debugging and error handling
Error handling

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Prices for onsite MS Excel courses offer superb value, an expert instructor comes to you at no additional cost to you. Offsite venues also available at various locatons.
Contact us for further information.

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Onsite Excel Courses

Bespoke coursesMicrosoft Excel 2019, 365, 2016 and 2013 training courses from beginner to expert level delivered by industry leading instructors onsite in DundeeAberdeenEdinburghStirlingAngusPerthGlasgowFifeLondonAberdeenshire and at locations across the country.

Training on your premises is effective and convenient. Excel skills are acquired in a familiar environment, courses can be tailored to business needs and staff requirements and trainees can use their own files and equipment for hands-on experience. Courses can range from the basics of using Excel effectively to the latest business intelligence and analytics tools.

Also new in Excel 365:
Create a diagram in Excel 365 with the Visio Data Visualizer add-in

Prices for onsite MS Excel courses offer superb value, an expert instructor comes to you at no additional cost to you. Offsite venues also available at various locatons.
Contact us for further information.

Contact us

Bespoke Excel Courses

Onsite Training CoursesWe design bespoke MS Excel courses, develop custom solutions, tailor courses to suit your needs and provide consultancy services at all levels.

We understand that people in your organisation carry out different tasks and require different skills. We will design courses for people using Excel for business analysis and projection or for those creating charts, reports and dashboards or for many of the other activities carried out in the workplace.

We will design and deliver training for the needs of your organisation and the different roles of staff members and ensure people in all roles and disciplines are expertly trained to enable them to apply expertise in ways that improves efficiency, effectiveness and productivity.  

Contact us to discuss your requirements for an Excel training course or an inhouse support and training programme that meets your staff training needs and business objectives. Our Microsoft Excel training courses are delivered in most locations across the country.

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Fast-track Excel training

Fast track Excel training sessions are highly-focussed intensive training sessions delivered in short bursts to give busy people the essential Excel skills they need in the shortest possible time.

Fast-track coursesOur fast-track Excel courses are a quick way to transfer essential skills in the shortest possible time - useful for busy staff members unable to undertake comprehensive training. Fast-track courses are suitable for a variety of purposes and can, for example, be used by busy professionals to see what's new in Excel 2019, 365 or 2016.


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