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Microsoft Excel training course

This Microsoft Excel course takes learners through three levels—Basic, Intermediate, and Advanced—to develop strong, practical spreadsheet and data-handling skills.

JBI training course London UK

"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Clive gave us some best practice ideas and tips to take away. Fast paced but the instructor never lost any of the delegates"

Brian Leek, Data Analyst, May 2022

Public Courses

21/11/16 - 1 days
£1595 +VAT
02/01/17 - 1 days
£1595 +VAT
13/02/17 - 1 days
£1595 +VAT

Customised Courses

* Train a team
* Tailor content
* Flex dates
From £1200 / day
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JBI training course London UK

Basic:

  • Selections - using both the mouse and keyboard
  • Simple Formulae - add, subtract, multiply and divide
  • Formatting - font, alignment and numbers
  • Moving and Copying - keyboard and mouse shortcuts.
  • Addition and Multiplication
  • SUM - sum a range of cells
  • Absolute references - using $
  • Count, average, max and min - simple aggregate functions.

Intermediate:

  • Selecting cells and ranges - multiple selections and shortcuts
  • Moving and copying - mouse and keyboard shortcuts
  • Formatting - font, alignment and numbers
  • Formulae and absolute ($) references 
  • AutoFilter - show a subset of the data and Sorting
  • Designing and creating PivotTables - diagrams
  • Modifying and formatting PivotTables
  • Slicers - filters and timelines.
  • VLOOKUP and XLOOKUP - looking up data in another table
  • COUNTIF - count up cells which match a criterion.
  •  Conditional formatting / Data validation  / Recording / Buttons / Data validation.

Advanced:

  • Data analysis - summarising information in either database or cross tabulated structures
  • Tables and Power Query - get and transform data
  • Database manipulations - remove duplicates
  • Append - combining two queries.
  • Using XLOOKUP for2 way lookups - looking up data in crosstab tables
  • Reconciliations - comparing two lists.

 

EXCEL BASIC- 6hr 2 half days

Content and objectives

By the end of the course you will be able to create simple spreadsheets with calculations and sums and be able to format, print and save them.

Basic Skills - working with cells, numbers, texts and calculations

· Selections - using both the mouse and keyboard

· Simple Formulae - add, subtract, multiply and divide

· Formatting - font, alignment and numbers

· Moving and Copying - keyboard and mouse shortcuts.

Formulae - use formulae that automatically update their results when values change

· Addition and Multiplication

· SUM - sum a range of cells

· Absolute references - using $

· Count, average, max and min - simple aggregate functions.

Getting help - new Excel feature to help you

· Help (F1) – documentation

·  Search

· Function Wizard (fx) - learning new functions

· Count, average, max and min - simple aggregate functions.

Formatting - present your spreadsheet clearly and efficiently

· Fonts - size, typeface and colour

· Colour - cells, borders and text in cells

· Borders - underline or outline a range of cells.

Sheets and workbooks - organise various kinds of related information on separate sheets in a workbook

· New sheets and workbooks - adding and deleting worksheets · Moving and copying sheets - using keyboard and mouse commands · Linking - referring to cells in other sheets.

Saving & Printing - file operations and making sure you get the right printed results · Files, folders and metadata - navigation and making sure your documents are correctly identified

· Print Area - print just the area of the worksheet or worksheets needed · Charts - display your results visually.

EXCEL INTERMEDIATE- 6h 2 half days

Content and objectives

By the end of the course you will be able to create spreadsheets with filtered tables of data and pivot tables. You will be able to bring data together from several tables with vlookup and if functions

Review - ensure your basic skills are complete and you are using the best methods and shortcuts for the current version

  • Selecting cells and ranges - multiple selections and shortcuts
  • Moving and copying - mouse and keyboard shortcuts
  • Formatting - font, alignment and numbers
  • Formulae and absolute ($) references •   Quick access toolbar - easy and efficient

Database - using filters and PivotTables to generate ad hoc or structured reports from tables of data

  • AutoFilter - show a subset of the data
  • Sorting
  • Designing and creating PivotTables - diagrams
  • Modifying and formatting PivotTables
  • Slicers - filters and timelines.

Functions - learn functions that allow you to bring in information from other tables, make simple decisions and create simple stats

  • VLOOKUP and XLOOKUP - looking up data in another table
  • IF - putting two formulae in the same cell
  • COUNTIF - count up cells which match a criterion.

Formatting - programme your spreadsheet to control data entry and format automatically •            Conditional formatting

  • Data validation.

Macros - automate a set of simple actions such as copying, formatting, printing etc. •       Recording

  • Buttons.

 

 

EXCEL ADVANCED 6h 2 half days

Content and objectives

By the end of the course you will be able to create advanced spreadsheets that will require low maintenance. You will be able to create financial or budge models to help in decision making. You will be able to do more powerful data summaries and analysis.

Review 

  • Of content from Intro and advanced sessions

Dynamic Array Functions

  • SORT, SORTBY, FILTER, UNIQUE
  • Uses and benefits

Modelling - running a model several times with different inputs and comparing the outputs

  • Data tables - iterating the spreadsheet
  • Scenario switching - using indirect
  • Sensitivity analysis - using data tables

Data analysis - summarising information in either database or cross tabulated structures

  • 3D spreadsheets
  • New functions – IFS, COUNTIFS, SUMIFS etc
  • Logical operators (AND, OR) - complex conditions with Ifs.

Tables and Power Query - get and transform data

  • Database manipulations - remove duplicates
  • Append - combining two queries.

Advanced lookups -

  • Using XLOOKUP for2 way lookups - looking up data in crosstab tables
  • Reconciliations - comparing two lists.

Text functions

  • Left, right, mid - extracting part of some text in a cell.
  • More flexible extraction using new functions – TEXTBEFORE, TEXTAFTER

PPT BASIC- 3h half day

Content and objectives

By the end of the course you will be able to create presentations incorporating bullet points, tables, charts and simple diagrams.

Basic / Views / Using the Task Pane / Outlining / Printing

  • Working with Slides
  • Inserting, Copying and Deleting Slides
  • Copying Slides between presentations
  • Formatting
  • Running a presentation
  • Templates
  • Applying Slide Designs
  • Slide Master
  • Title Master
  • Drawings
  • · Using clipart
  • · Creating your own Diagrams
  • · Organisation Charts and other diagrams
  •  · Copying Charts from Excel

PPT INTERMEDIATE- 3h half day

Content and objectives

By the end of the course you will be able to create complex presentations using your own customised designs with complex diagrams.

Review - ensure your basic skills are time efficient and effective, and you are using the best methods and shortcuts

  • Outlining - quickly creating content
  • Slide masters - controlling the style for the presentations
  • Drawing skills - mouse and keyboard shortcuts
  • Quick access toolbar - easy and efficient

Designs - using slide masters to control the look and layout of your presentations, to get the best results with minimum effort

Drawings and Diagrams - present your information from other documents in your presentations

  • Aligning and arranging - quickly moving objects into alignment
  • Mouse and keyboard shortcuts
  • Tables - editing and formatting.

Integration with Excel and Word - use existing information from other documents in your presentations

  • Copying and linking tables and charts - embedded and linked objects
  • Updating and breaking links - controlling the production process.

Printing presentations - printing out slides and handouts

  • Headers and footers - page numbers.

Live presentations - use movement on screen emphasise key aspects of your message • Transitions and builds - between slides and within slides

  • Simple animations - animation pane and custom paths.

PPT ADVANCED- 6h- 2 half days

Content and objectives

By the end of the course you will be able to create complex presentations with animated drawings, charts and tables linked to Excel data and prepare them as printouts or live presentations with handouts and notes. You will also be able to create designs and templates for others to use.

Review - ensure your basic and intermediate skills are time efficient and effective, and you are using the best methods and shortcuts

  • Slide masters - controlling the style for the presentations
  • Outlining - quickly creating content
  • Drawing skills - mouse and keyboard skills
  • Transitions and builds - simple animations. Presentation formatting
  • Multiple slide masters - dealing with the results of copying slides
  • Creating and modifying layouts - using placeholders
  • Advanced tables - drawing and erasing tool.

Drawings and diagrams -advanced techniques with drawing tools and SmartArt

  • Aligning and distributing - using guides
  • Advanced diagrams - SmartArt, org charts and conceptual
  • SmartArt  content editing
  • Advanced fills - gradient fills. Integration with Excel
  • Charts and tables - differences between PowerPoint and Excel objects
  • Advanced linking and embedding - using paste special.

Templates - creating and using templates with slide masters, layouts and example content •         Templates and file types - new version files

  • Using templates - saving to desktop.

Live presentations - skills to liven up your presentation

  • Custom animations and paths - animated pane and timings
  • Action buttons and hyperlinks - within presentations and to external docs
  • Speaker notes and handouts - handout master
  • Custom shows - showing selections of slides.

 [LM1]I think this may have been for a previous client???

 

 

JBI training course London UK

This course is ideal for:

  • Beginners who want to understand Excel from the ground up.

  • Students who need to perform calculations, organize data, and present results clearly.

  • Office professionals seeking to enhance productivity and accuracy in their daily tasks.

  • Job seekers looking to strengthen their technical and analytical skillset.

  • Accountants, analysts, and administrative staff who rely on spreadsheets for reporting and data management.

  • Anyone wanting to move from basic spreadsheet use to advanced data analysis and automation.


5 star

4.8 out of 5 average

"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Clive gave us some best practice ideas and tips to take away. Fast paced but the instructor never lost any of the delegates"

Brian Leek, Data Analyst, May 2022



“JBI  did a great job of customizing their syllabus to suit our business  needs and also bringing our team up to speed on the current best practices. Our teams varied widely in terms of experience and  the Instructor handled this particularly well - very impressive”

Brian F, Team Lead, RBS, Data Analysis Course, 20 April 2022

 

 

JBI training course London UK

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This Microsoft Excel course guides learners through three levels—Basic, Intermediate, and Advanced—to build strong, practical skills in working with spreadsheets and data. From essential formulas and formatting to advanced functions, data analysis tools, and automation techniques, participants gain the confidence and proficiency needed to manage, organize, and interpret data effectively.

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