Excel Fundamentals
Want to feel more confident working in Excel? Join our fundamentals course to master key functions, smart shortcuts, and essential workflows for working with data.
Book this courseCOURSE OVERVIEW
1 day course
Certificate of Attendance
Private
Master the building blocks of data analysis with this hands-on Excel course for beginners and intermediates. You’ll gain practical experience using the most widely used spreadsheet tool in business.
Whether you’re brand new to Excel or want to level up your day-to-day spreadsheet skills, this course will help you work faster and more confidently. Through real-world examples and guided practice, you’ll learn how to clean, structure, analyse, and visualise data.
From formulas and pivot tables to dashboards and automation, we’ll walk you through Excel’s most powerful functions and features. By the end, you’ll have the skills to streamline your workflow and make smarter decisions with data.
Our Excel Fundamentals course is available as a private course, delivered virtually, at your offices, ours, or any location that works best for you, whether in the UK or internationally.
What you’ll learn
By the end of this course, you will be able to:
Clean, structure, and format raw data for analysis
Build pivot tables, charts, and dashboards to visualise insights
Troubleshoot formulas and automate routine tasks
Use essential formulas and functions for calculations and logic
Apply smart shortcuts and repeatable workflows
Course agenda
Spreadsheet Foundations
- Why spreadsheets matter (still!) in modern analytics
- Overview and navigation in Excel
- Structuring raw data for analysis:
- Creating a table
- Creating and managing tabs
- Formating data in a table
- Filtering data in a table
Essential Formulas & Functions
- Calculation formulas
- Aggregation: SUMIFS, COUNTIFS, AVERAGEIFS
- Date and time functions
- Conditional logic: IF, IFS, SWITCH
- Lookup formulas: VLOOKUP, INDEX, MATCH, XLOOKUP
- Dynamic ranges and automation: ARRAYFORMULA, OFFSET, INDIRECT
Reporting & Visualisation
- Creating effective pivot tables
- Creating Graphs to visualise the data
- Building dashboards with linked charts and summaries
- Formatting tips for clean, executive-friendly outputs
Time-savers & Scaling
- Named ranges, data validation, drop-downs
- Version control and sharing best practices
- Troubleshooting formulas and debugging errors
- Automating recurring tasks
Wrap-up & Final Project
- Putting everything together with a project
Who it's for
This course is ideal for anyone who works with spreadsheets and wants to become more efficient and confident using Excel. It’s particularly useful for professionals in data-heavy roles across any industry.
Prerequisites
No prior experience is required, but a basic familiarity with Excel will help you get the most out of the session.
Next Steps
Once you’ve mastered the Excel essentials, you might want to dive deeper into data with our SQL Fundamentals course, learn how to present your insights in Data Storytelling, or explore dashboarding with Looker Studio.
BOOK THIS COURSE
Enquire for a team or large group
For private sessions call our sales team