In-Company Excel Training

We want to deliver courses that directly address your requirements.

Therefore, you can treat each topic below as a point of reference than a finite course outline.

You may choose to focus on some of the topics and skip others. You might also want to deep dive into some subjects or request other areas of interests that haven’t been listed here.

I am interested in:

Excel Basics

 

This course is particularly useful for professionals that start their adventure with Excel or return to it after longer break. It helps to organise and systematise knowledge and teaches how to effectively use spreadsheets and continue learning on your own. Extremally useful for administration professionals and subject-matter experts that don’t extensively analyse numerical data.

  • A quick overview of how to navigate in Excel: all most popular Excel functionalities and their locations on the menus and bars.

  • Excel objects (workbook, worksheet, range, cell), operations and modes

  • Cell formatting, data types, visual distinction & clarity

  • Conditional & table formatting

  • Data searching, replacement & filtering

  • Basic overview of the insertable objects

  • Page layout – orientation, margins & printing view

  • Overview of formula types, syntaxes of the most useful formulae, a framework for learning and using new formulas, error types and how to handle them

  • Data importing from text format, data duplicate removal, flash filling and formulae dragging, data sorting, data validation, a quick overview of solver capabilities

  • Workbook protection

  • Adjusting workbook view and freezing panes

  • Topic summary, tips for self-learning, time for questions

 

Data Analyst toolkit

This is a course for all analysts and people that produce reports and draw business insights based on quantitative data. After this course you will not only be equipped with knowledge about all the useful formulae and functionalities, but will also know how to combine them to swiftly interrogate data, convert it to insights and own the whole process. 

  • Data cleansing and structuring – removing duplicates, unifying formats, extracting text data, multilevel sorting, smart replacements, creating data validation rules and lists. Conditional cell selections with find & select.

  • Direct & indirect refencing, so-called dolaring

  • Quick overview of all useful data-related functions in practice (logical, mathematical, statistical, lookup & reference)

  • How to approach nested functions and troubleshoot them

  • Collating data with lookup & reference functions and how to avoiding common pitfalls related to them

  • Polishing data sets with conditional formatting and basic error-proofing

  • Creating pivot tables

  • Choosing appropriate format of pivot charts and regular charts

  • Creating a dashboard that illustrates a business case

  • Reporting lifecycle review and stakeholder adjustment

 

Finance & Accounting efficiency in Excel

This course addresses all major challenges of accounting, controlling and finance. After the course you will have clear vision on how to handle and prevent errors and what principles o use to always have the accounts balancing. You will also learn principles guiding the creation of ease-on-eye reports, consolidations, forecasts & budgets that will let you and other departments to draw quick and accurate conclusions from finance data.

  • Tracking dependents

  • Effective lookups

  • Error diagnostics

  • Spreadsheet-wide formulae repair with find & change

  • Intelligent selections and replacements

  • Pasting mathematical modifiers, i.e. doubling the range values

  • Top-down approach for balancing accounts

  • User-friendly formatting and visual distinction

  • Error prevention with expected ranges, conditional formatting, (in)direct references, broad lookups, stable datasets, minimum cross-workbook references and more

 

Excel for logistics & supply chain

Drive logistics efficiency with the right tools and produce results in the format easy to understand and influence decisions. Optimise, create models, databases and catalogues that have real-life impact.

This programme is a perfect fit for logistics or supply chain manager, analysts as well as professionals in charge of stock, warehouses, fleet or high-volume product data.

  • Data cleansing functions and principles

  • Recap of most useful date and time formulas

  • High-quality database creation

  • Effective table and pivot table creation

  • Tracking KPIs

  • Solver optimisation

  • Basic logistics modelling