Introduction to Excel

Course Duration:

1 Day

Location:

Classroom-Based

Course Dates & Pricing:

Please register your interest for information on next available dates and pricing information

Course Aim:

This course aims to equip participants with practical Excel skills to streamline data collection and preparation. Learners will use features such as structured tables, drop-down menus, and conditional formatting to ensure data consistency, while leveraging Power Query to automate the collation and transformation of data from multiple sources – reducing manual, repetitive tasks and enabling faster, more reliable analysis.

Course Objectives:

Set up Excel sheets for quick and effective data collection
Structure master data using Tables and Dynamic Drop-down Menus
Apply Conditional Formatting to highlight key data points
Protect cells and worksheets to prevent data loss or errors
Use Power Query to collate and clean data from multiple sources
Automate repetitive preparation steps with Power Query
Sort and filter data efficiently using Tables
Create Pivot Tables and Pivot Charts for summary analysis
Build interactive Dashboards to visualise key insights

Target Audience

The Introduction to Excel programme is suitable for anyone who works with data in Microsoft Excel and wants to improve the accuracy, consistency, and efficiency of their data management and reporting, including but not limited to:

Administrative and executive staff responsible for data entry or reporting
Analysts and coordinators who prepare or clean data for reports and dashboards
Team leaders and managers who rely on Excel for monitoring performance metrics
Professionals who want to automate repetitive Excel tasks and streamline workflows