Courses

NameDescription
AI in Excel Using ChatGPT & 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 Office Excel Intermediate This Microsoft Excel course focuses on the need to produce real time reports using Charts and Pivot Tables and introduces new functions and data tools to help participants be more productive. Areas covered include If Statements, VLookup, data analysis functions, sorting and filtering data in tables, data validation and cleaning data . This is our most popular Microsoft Excel course and is a very comprehensive day for Excel users to really get to grips with the key functions they need.
Microsoft Office Excel Advanced This Microsoft Excel advanced course will extend your knowledge into some of the more specialized and advanced capabilities of Excel by using the data analysis and business intelligence features. You will learn how to use the newer functions and features including PivotTables and Power Pivots for analysis of large data sets. Using Get and Transform functions are always popular sections on the course, as well as a first look at creating Macros using the powerful point and click features available in Microsoft Excel.
Microsoft Office Excel 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.
Introduction to Financial Modelling and Analysis 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 From 2022, Office 365 subscribers have access to what Microsoft call - The Ultimate Worksheet Function. The LAMBDA function allows the creation of user defined functions (Lambdas) as part of your spreadsheet, eliminating much of the need for VBA and its associated complexity and security risks. Using LAMBDA, you can greatly simplify complex formulas by breaking them into smaller and simpler 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 will radically improve the way complex spreadsheets are written and understanding this innovation is vital for any Excel Power User.
Cloud Database querying using Excel and SQL This is a hands-on introduction to querying cloud-based databases using Excel and explores the simplest way to get data from the cloud with SQL. Effective use of SQL and examples of its use in modern Data Analysis will be covered and visualisation of the data to ascertain key business insights will be demonstrated, allowing participants to implement new skills in their roles.
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 – Dynamic Array Formulas (a game changer), Pivot Table Techniques, Macros and beyond Excel 365 has heralded an explosion in the tools available for reporting and analysis in accounting. This course will provide a detailed introduction to these new tools showing what they do, how they operate and providing real world examples. Where appropriate, we will contrast how these real world issues would have been handled in ‘legacy’ (i.e. pre 365) Excel. Dynamic Array Formulas will be explored in detail, exploring their full functionality. The course will also present useful and practical techniques to enhance skills in more familiar areas; like Charting, and Formatting, Pivot Tables and Macros.
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.