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 course
£499 ex VAT
1 day course
Certificate of Attendance
Classroom, Virtual, Private
Classroom
Face to face, interactive classroom training run from our global training centres.
Virtual Classroom
A convenient and interactive learning experience, that enables you to attend one of our courses from the comfort of your own home or anywhere you can log on. We offer Virtual Classroom on selected live classroom courses where this will appear as an option under the location drop down if available. These can also be booked as Private Virtual Classrooms for exclusive business sessions.
Private
A private training session for your team. Groups can be of any size, at a location of your choice including our training centres.

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

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

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.

Upcoming courses

Wed, Jul 30 2025.Virtual Classroom
Excel Fundamentals
£499 ex VAT
Fri, Aug 29 2025.The Shard, London
Excel Fundamentals
£499 ex VAT
Thu, Sep 18 2025.Virtual Classroom
Excel Fundamentals
£499 ex VAT
Thu, Oct 16 2025.The Shard, London
Excel Fundamentals
£499 ex VAT
Wed, Nov 12 2025.Virtual Classroom
Excel Fundamentals
£499 ex VAT
Wed, Dec 03 2025.The Shard, London
Excel Fundamentals
£499 ex VAT
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