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 scheduled session at our training centre in The Shard, London, or via Virtual Classroom. We also offer it as a private course, delivered virtually, at your offices, ours, or any location that works best for you, whether in the UK or internationally.
Course overview
Who should attend:
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.
What you'll learn:
By the end of this course, you will be able to:
- Clean, structure, and format raw data for analysis
- Use essential formulas and functions for calculations and logic
- Build pivot tables, charts, and dashboards to visualise insights
- Apply smart shortcuts and repeatable workflows
- Troubleshoot formulas and automate routine tasks
Prerequisites:
No prior experience is required, but a basic familiarity with Excel will help you get the most out of the session.
Course agenda
- Why spreadsheets matter (still!) in modern analytics
- Overview and navigation in Excel
- Creating a table
- Creating and managing tabs
- Formating data in a table
- Filtering data in a table
Structuring raw data for analysis:
- 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
- Creating effective pivot tables
- Creating Graphs to visualise the data
- Building dashboards with linked charts and summaries
- Formatting tips for clean, executive-friendly outputs
- Named ranges, data validation, drop-downs
- Version control and sharing best practices
- Troubleshooting formulas and debugging errors
- Automating recurring tasks
- Putting everything together with a project
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.