Introduction to Excel
We begin all our sessions with the question, what Excel is confused for, what Excel really is and how to get the most out of Excel for your work
Benefit: Rather than jumping from feature to feature and learning arbitrary Excel skills, we want to take a few minutes to establish clear goals with Excel so we can get the most out of it
Familiarity with Excel
Navigating around Excel, Entering Information, navigating without the Mouse, Basic Formatting, Dragging & Autofill, Copy & Paste, clearing cells, Inserting & Deleting, Date Basics, Introduction to Formulas
Benefit: You will quickly get comfortable with the Excel environment and be able to carry out basic but necessary tasks that will set you up for the work later
Finding Data Basics
Finding information with the VLOOKUP formula, good practice for setting up your data, what can go wrong with the VLOOKUP and how to troubleshoot, advanced scenarios with VLOOKUP
Benefit: Finding the right data instantly from a list enables you to work much faster
Basics of dealing with non-numerical Data
Removing duplicate names in a list, separating a name into first name and last name with Text To Columns, How to sort data
Benefit: We all have to work with text data, like names, departments, budget codes on a daily basis, the skills you will learn here will make you much better at handling such data
Treating Data with Rules Basics
Using IF formula to do some powerful analysis, using the IFERROR to deal with errors
Benefit: By making our data follow some rules, we can begin to learn useful insights about our data that can help us with reporting
Summarising Data Basics
Summing and Counting Data with formulas, quick guide to effective charting (3 best charts, formatting – axis, data points, data labels, layout, adding data after creating chart), Practical page set up and printing
Benefit: Communicating our information is the end game with our work, you’ll learn some of the most simple but powerful ways to do it.
Goal of course: Build Report
Using all the techniques from the day we will put together a simple report that has real world value
Q & A (Optional)
Delegates can stay back and ask questions, reinforce skills learned over the day and get guidance on implementing the skills in your actual work. You are encouraged to bring in any files report you work on for input on improving them.
What skill level do you need to be at with Excel?
This is not for beginners in Excel, it’s an intense but transformative course. You should be an experienced, though not necessarily advanced user of Excel.
What are the prerequisites for this course?
There are no prerequisites for this course.
I have no technical abilities; will this go over my head?
Not at all. Firstly, the course has been refined over the years to be sympathetic to non-technical people. Also, the course and instructor will hand hold you and subtly introduce you to more demanding concepts with actual examples that will resonate with you. Also, we recognise that one day isn’t always sufficient to grasp skills so we follow up after the course and give you access to support.
Will I forget these skills?
This is a very real occurrence for many delegates who don’t get a chance to use their skills. We have countered this in two ways:
1. Our curriculum focuses on teaching only the most useful practical Excel skills. It has been designed by Sohail Anwar who has 10+ years of using Excel in consulting for major organisations. The course material and teaching approach has been extensively tested on over 1000 students and refined over the last 5 years.
2. We have a strong support aspect which is detailed below.
What kind of support is there for delegates?
At the end of each day there will be an extensive open-ended Q & A with the instructor. The instructor will have some one on one time which each delegate and after the course the instructor will follow up with each delegate with a progress check and a recommended roadmap to improve skills further. Delegates will also get e-mail /forum support for up to a year afterwards.
Who is the ideal attendee?
This is for Analysts, PMO’s, Portfolio Analysts, Management Accountants, Finance Business Partners, Finance Analysts and Controllers with at least intermediate level Excel skills.
Which sectors is this course suitable for?
The approaches have been proven over dozens of projects/organisations in Finance, Energy, Retail, Pharma, Consulting and Public Sector.
Which version of Excel will be used?
We will be using Office 365 which is equivalent to Excel 2016, however you are welcome to bring your own laptop providing your version of Excel is at least 2007.
Will the course have breaks?
Yes, there will be two short breaks and a 30-min lunch break. All food and refreshments will be provided by us.
Where is the venue?
We will let you know the venue details closer to the actual course date.
When does the course start?
We recommend getting to the venue for 9am with a strict 9.15am start. The course will go on till 4.30 pm with an optional 60minute Q & A after with the instructor where delegates can get further guidance.
Can you deliver the course at our company’s premises?
Yes, please get in touch and we can arrange an on-site course, fully tailored to give maximum benefit to your company.
Our promise to you:
If you have taken the time and cost to learn from us then us will make the most of that time, we will ensure the skills you learn will give you a great return on your efforts.
What we’ve found is that the more things we try to teach in one day the more overwhelmed people become and retention of the skills diminishes quickly. So the goal isn’t to teach you lots of things but to really focus on the few key things that will have the biggest impact to you and your company when you go back in to work the next day.
Following the session, if you are not happy about the training, you can get in touch with us within 30 days and we can arrange for you to attend another course free of charge or issue a full refund.