Excel Training

Course Description

The course shows how to analyze and review data extracted from accounting systems and databases in order to prepare management reports, including using Excel's graphing capabilities.
The course studies Excel's functions and how to use these effectively.

The program also shows how to access the Visual Basic Editor and use macros and user defined functions in order to enhance Excel's functionality. Half a day will also be spent showing attendees how to use Excel's pivot table functionality. Pivot tables are often poorly understood and yet are the most powerful feature in Excel. A basic pivot table will allow you to summarize 50,000 rows of data in 30 seconds The course is highly practical: delegates will be exposed to examples (in Microsoft Excel) throughout the 2 days.

Note that this course aims to cover a very wide field in a relatively short time and will thus provide more of an overview (with examples) than an in-depth, highly technical course.


The course is highly interactive, and formal lecture content is kept to a minimum.
Spreadsheet techniques are explained and demonstrated by using extensive case studies, adhering closely to real life examples. Throughout the program emphasis is laid on the importance of reality-checking and the dangers of spreadsheet blindness, on a fundamental understanding of key issues and on the skills of communicating conclusions from spreadsheet techniques to colleagues and partners.

Delegates will be expected to be highly participative and motivated to learn, and to express their needs and priorities clearly.

Knowledge Pre-Requisites

Attendees will be expected to be using Excel in the context of a reporting related role and be comfortable with using Excel for data entry. A basic knowledge of Excel 2007, 2010 and 2013 will therefore be assumed, but if delegates need a refresher on specific items then, time permitting, the course director will try and meet their needs.

The course is also suitable for all senior professionals who may not have had specific spreadsheet training in reporting, analysis, and modeling and forecasting, who have developed their skills over time and who would like to develop a broader knowledge of what Excel can offer, as well as reassurance about their existing spreadsheet techniques.

Candidates ideally should bring their own computers with Excel 2007, 2010 or 2013(desired) loaded in order to benefit from the course.