Designed for those ready to elevate their Excel skills to the highest level, this course offers an immersive and highly interactive learning experience. Participants will engage with a variety of exercises designed to solidify their understanding, ensuring they not only learn advanced functionalities but also apply them in practical settings.

Throughout this course, participants will delve into complex formula crafting, advanced data management, and the automation of repetitive tasks using macros. 

By the conclusion of this course, participants will have mastered the necessary skills to handle complex Excel tasks confidently and efficiently. They will leave equipped with the knowledge to transform data into insightful, actionable formats, making them invaluable assets in any data-driven environment.

Through this course participants will develop the skills and knowledge to:

• Manage data visibility and summarisation using advanced Excel tools
• Use key Excel functions for complex data analysis and scenario planning
• Design and implement controls to ensure data integrity and usability
• Use Pivot Tables and linking techniques to enhance data analysis and reporting
• Develop and apply macros to streamline workflows and improve efficiency.

Advanced Data Organisation and Management

• Techniques to outline data to display summaries and detailed data views
• Advanced validations including creating message boxes for input validations and using drop-down lists for controlled inputs

Advanced Functions and Financial Modelling

• Review and apply complex uses of IF, VLOOKUP, and introduce HLOOKUP
• PMT function for financial calculations
• Goal Seek for scenario analysis

Data Analysis Tools

• Creating and managing Pivot Tables
• Grouping
• Data manipulation within Pivot Tables
• Linking data across multiple platforms and files to ensure seamless data integration

Macros for Automation

• Introduction to macros
• Recording and deploying macros to automate routine tasks
• Attaching macros to custom buttons

Integration and Linking Techniques

• Linking data between Excel and other applications like Word and PowerPoint
• Link within Excel sheets and across different Excel files

Practical Applications and Case Studies

• Hands-on exercises to apply learned skills in real-world scenarios
• Case studies focusing on automation and data analysis

Questions, Reflection and Action

Costs and group size limits may vary.

Minimum group size: 10

Maximum group size: 16

Familiarity with Microsoft Excel reccomended.

N/A