Want to move beyond basic spreadsheets and build the Excel skills employers value? This practical course is designed for people who understand the fundamentals and want to work more confidently with business data, reporting and analysis. Through hands on exercises, you’ll explore powerful Excel features including lookup functions, linking worksheets, cleaning and preparing data, analysing larger datasets and using automation to reduce repetitive tasks. Today’s workplaces require more than simply entering data. You’ll learn how to analyse information, identify trends, create accurate reports and work more efficiently with Excel. Ideal for office professionals, administrators, managers, project staff, small business owners and anyone who regularly works with spreadsheets, this workshop will help you work faster, make better decisions and get more value from Excel every day.

DELIVERY MODE

Face to face

COURSE RESOURCES

• Experience using a computer and confidence with all topics covered in Excel Masterclass Level 1.
• Your own Windows laptop (please advise if you use a Mac) with the Microsoft Excel desktop application installed, signed in to your Microsoft account
• This course is proprietary intellectual property developed by Trainers Direct. Participants receive a PDF reference guide to support their learning after the workshop.

COURSE OUTLINE

Learn common Excel function

• Use workplace-ready functions including SUMIF, COUNTIF, IF, IFS, VLOOKUP and XLOOKUP
• Analyse data more effectively and retrieve information from multiple sources
• Apply logical functions to automate calculations and decision-making
• Clean and prepare data for reporting using practical text functions, including CONCAT, TEXTJOIN, LEFT, RIGHT, PROPER and UPPER

Set up data validation

• Create drop-down lists to improve consistency and simplify data entry
• Control and validate user input to reduce errors and improve data quality

Use macros for automation

• Record macros to automate repetitive tasks
• Assign macros to worksheet buttons and toolbars
• Use the Personal Macro Workbook to make frequently used macros available in all your workbooks

LEARNING OUTCOMES

By the end of this course, students should be able to:

• Use workplace functions, including IF, SUMIF, VLOOKUP and XLOOKUP, to analyse data and retrieve information.
• Clean and prepare data for reporting, and use data validation to reduce errors.
• Record and run macros to automate repetitive tasks.