Professional Training

Who should attend

This course is ideal for professionals who use Excel regularly and want to enhance their skills. It is perfect for business analysts, accountants, data managers and administrative staff looking to improve efficiency in reporting and data management. Anyone with basic Excel knowledge who wants to master advanced formulas, PivotTables, charts and collaboration tools will benefit. If you’re looking to work smarter with data, this course will help you boost productivity and show you how to begin using AI tools for data analysis.

Learning Outcomes

• Apply logical, lookup and text functions (e.g., IF / IFS, XLOOKUP, TEXTJOIN) to automate data tasks
• Utilise tables, named ranges and dynamic referencing to structure and manage worksheets effectively
• Create, format and manipulate advanced charts (e.g., sunburst, histogram, combo charts) to visualise data clearly.
• Build and customise PivotTables and PivotCharts, including use of slicers for interactive analysis.
• Employ advanced data-analysis tools such as the Quick Analysis tool and Flash Fill to speed up work.
• Apply conditional formatting and data validation to enhance data quality and readability.
• Sort, filter and summarise large datasets to extract meaningful insights and reports.
• Use AI-enabled features within Excel (e.g., “Analyse Data”) and integrate with external tools like ChatGPT and Copilot for deeper data exploration.
• Manage data across multiple worksheets or workbooks, ensuring integrity and coherent relationships.
• Increase productivity and efficiency in Excel by utilising advanced copy-paste options, custom lists and built-in automation tools.

Some key Features in Excel

Customising Excel
Copy & Paste Advanced
AutoCorrect
Custom Lists
Quick Analysis Tool
Analyse Data

Some key Functions in Excel

IfError
If/Ifs Statements
CountIf/CountIfs
SumIf/SumIfs
VLookup/XLookup
Data Validation
Conditional Formatting
VStack/HStack. ToCol/ToRow

Working With Charts

Pie Chart, Column Chart, Line Chart
Sunburst Chart, Histogram
Secondary Axis, Dynamic Formatting Chart
Combo Chart

Tables

Function of Tables
Calculating with Tables
Formatting Tables
Filter & Sort
Slicers

Pivot Tables

Introduction to Pivot
Converting data to Pivot
Filtering, Sorting, Grouping
Slicers, Connecting Slicers
Calculating within Pivot
Finding Answers from a Pivot Table
Formatting a Pivot Table
Pivot Chart
Adding Data to existing Pivot Table
The PIVOTBY function

AI Tools

FlashFill
Forecast
Analyse Data
Using ChatGPT and Copilot for data analysis