Excel Training Courses

NameDescription
Smart Data Integration with AI AI-powered data integration and preparation is essential for saving time, reducing manual effort, and improving data accuracy. It streamlines workflows by automating data cleaning, extraction, and integration, enabling smarter decision-making. AI helps detect errors, handle large datasets, and optimise compliance and reporting. It reduces costs, enhances scalability, and preps data for AI and BI tools, ensuring better insights. Ultimately, it future-proofs data management in today’s increasingly data-driven world. Through hands-on exercises and real-world case studies, you’ll master AI-assisted data workflows—making your data preparation faster, smarter, and more efficient.
AI-Driven Data Automation In an increasingly data-driven world, automation is key to improving efficiency, reducing errors, and accelerating decision-making. AI-Assisted Data Automation is designed to help professionals automate data collection, processing, and reporting using a combination of PowerQuery, VBA, command-line tools, task scheduling, and AI-powered scripting. This course will take you step by step through automating repetitive data tasks, such as retrieving data from multiple sources, cleaning and transforming datasets, and generating reports on a schedule. You’ll explore VBA for Excel automation, PowerQuery refresh automation, file handling via command-line scripting, and AI-driven enhancements to make your workflows smarter and more efficient. By the end of this course, you’ll be able to build fully automated workflows that streamline data integration, minimize manual effort, and leverage AI to optimize your automation processes. Whether you're a business analyst, data professional, or automation enthusiast, this course will equip you with the tools and techniques to take your data automation skills to the next level.
AI in Excel using ChatGPT and Copilot The potential opportunities offered by AI are enormous, but how do you apply them to reap their benefits in Microsoft Excel? This course will help to unveil the power of artificial intelligence, exploring key concepts, applications, and cutting-edge tools like ChatGPT and Copilot. Participants will gain practical skills in using AI and learn Prompt Engineering techniques to carry out intermediate and advanced tasks in Excel.
Microsoft Excel 365 Intermediate Boost your Excel skills on our most-popular MS Excel course. Learn advanced formulas, data management, PivotTables, charts, and conditional formatting to analyse and present data effectively. Enhance efficiency with Excel 365 collaboration tools. Ideal for professionals looking to improve productivity and streamline workflows. This is a comprehensive, focused day for Excel users to really get to grips with the key Excel functions.
Microsoft Excel 365 Advanced - Key Features & Business Intelligence This MS Excel Advanced course explores some specialized capabilities of Excel using the data analysis and business intelligence features. Participants will use key functions and features including PivotTables and Power Pivots for analysis of large data sets as well as creating user defined functions, automating data imports, building table relationship and using Power Pivot advanced Data Analysis and expanding Excel's capability using Python.
Microsoft Excel 365 Foundation This course aims to provide a foundation for Excel knowledge and skills, which you can build upon to eventually become an expert in data manipulation.
Data Visualisation with Excel and PowerPoint This course is designed for people who present technical or financial information using a combination of MS Excel and MS PowerPoint. It will cover a wide range of tools and techniques such as quick features in Excel, charts, conditional formatting, pivot table/charts and dashboards. It will challenge the way we present information and seek to create new insights into how we can get our audience to understand and interpret information more effectively.
Rolling Forecasts with Excel This course is designed to equip participants with the concepts and tools from which a model can be prepared which can be changed easily and automatically as business change requirements dictate. Changing external economic conditions can be reflected in KPI's easily and quickly and this process iterated continuously (e.g. every quarter). The rolling aspect implies that the model produced during the day (an 18 month rolling forecast) is quickly adaptable to changing business circumstances and can be run as often as required.
Building Effective Financial Models with Excel The aim of the course is to provide a general introduction to spreadsheet modelling and related analysis.

The central part of the course focuses on the creation of a model from scratch. This will entail the use of relevant Excel tools (Lookups, macros, range names etc.) and the use of this model for various outputs, production of summary reports, KPIs etc. It will also involve comparison with history requiring the extensive use of advanced functions in Pivot tables and other relevant techniques.

Supercharge your Excel skills with Python and OpenPyXl This course is for people who are proficient at Excel and want to add in the power of Python, the world's best programming language for data analytics.

It assumes no experience with programming and will start by demonstrating how to set up a development environment. It will then cover the basic programming required to work with Python, followed by a walk-through of the facilities that are available in OpenPyXl - the main library for working with Excel from Python. It will conclude with some practical examples to demonstrate the extra power that Python can give you when working with Excel.

LAMBDA - Using the Ultimate Excel Function Office 365 subscribers have access to LAMBDA, which Microsoft calls "The Ultimate Worksheet Function". Using LAMBDA, you can create your own user defined functions without needing to work with VBA. LAMBDA allows you to greatly simplify complex formulas by breaking them into small and simple user defined functions (Lambdas). Simplifying complex formulas will make your spreadsheets more understandable, maintainable, secure and with less potential for errors. Lambdas and the associated Lambda Helper Functions along with Dynamic Arrays and the LET function will radically improve the way complex spreadsheets are written. Understanding these innovations is vital for any Excel Power User. AI Assistants like ChatGPT and Copilot are aware of these functions and can be utilised to create user-defined functions using LAMBDA and simplify existing formulas using LET.
SQL for Finance professionals This focused course equips finance professionals with practical SQL skills for data analysis and reporting. Participants will learn SQL fundamentals, connect Excel to cloud databases, write tailored financial queries, and use Excel's data modelling and visualization tools. With hands-on exercises, this course enhances financial data retrieval, aggregation, and visualization, making data-driven decision-making more efficient. The course structure ensures that finance professionals gain practical SQL skills applicable to their daily tasks, enhancing their data analysis and reporting capabilities.
Business Plan Modelling using Excel Effective business planning is fundamental to success in business. Building the plan model is the first step in transforming ideas into tangible reality. A well-organised plan should tell you if the concepts make sound business sense. It is easier to compete for support and resources with the aid of a convincing plan.
Data Analysis - Excel 365 – New Dynamic Functions, Top Pivot Table tips, Macros and more This packed course tackles new Excel Functions like FILTER UNIQUE, SEQUENCE, SORT and SORTBY showing their effectiveness over traditional Functions. We explore writing Custom Functions (LAMBDA, BYCOL) and use important Pivot Table techniques (in-table calculations, multi-sheet generation and the new PIVOTBY and GROUPBY). All manifestations of Formatting and key specific areas of Charting and effective Macro creation and editing are explored.
Data Analysis - Excel 365 – Power Query, Power Pivot, Dashboard Production and beyond Excel 365 has heralded an explosion in the tools available for reporting and analysis in accounting. This course will introduce two of the most powerful Excel tools - Power Query and Power Pivot and then use those techniques (with standard Excel skills) to produce an Excel Dashboard. We will examine Excel tools for ‘What if’ and newer techniques in the very important data analysis areas of LOOKUP (especially XLOOKUP) and FILTERING. The course will complete using the Excel Dashboard we created to communicate the results via exchanges between Excel and PowerPoint.
Programming in VBA - Using Microsoft Excel The skills and knowledge acquired in this course are sufficient to be able to create real life working VBA applications within Excel. The learner will be able to work with VBA within the Excel environment to program and automate worksheet operations. Users of Excel up to Office 365 can be facilitated.
Excel Macros from A to Z using VBA This course refreshes the skills of Advanced users of Excel on the basics of Macros, then builds on the knowledge of participants to enable them to create, vet and edit Macros effectively and accurately using VBA.
Excel 365 Power Pivot This course takes a look at the free Power Pivot add-in for Microsoft 365 Excel. Its aim is for all users of Power Pivot to get a good grasp of how works and its feature set. It covers different features of the interface, techniques for manipulating and visualizing Power Pivot data, how to create Power Pivot reports, the structure of DAX functions, and ways to distribute Power Pivot data.