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Excel Training

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Master Excel from fundamentals to advanced formulas, pivot tables, and Power Query. Tailored training that transforms how your team handles data.

Core Skills

  • Navigation, selection, and keyboard shortcuts that save hours
  • Cell formatting, number formats, and conditional formatting
  • Essential formulas: SUM, AVERAGE, COUNT, IF, VLOOKUP
  • Data sorting, filtering, and basic tables

Intermediate Skills

  • Pivot tables for powerful data analysis
  • Charts and data visualisation best practices
  • Data validation and dropdown lists
  • XLOOKUP, INDEX/MATCH, and nested formulas
  • Named ranges and structured references

Advanced Skills

  • Power Query for data transformation and automation
  • Complex formulas: arrays, text functions, date calculations
  • What-if analysis and scenario planning
  • Macros and automation basics
  • Dashboard creation and dynamic reporting

Optional Copilot Integration

Every session can include Copilot — using AI to write formulas, analyse data, and create visualisations faster.

Discovery

We start with a call to understand your team's current skill levels, the work they do in Excel, and what's slowing them down. This shapes everything that follows.

Programme Design

Based on discovery, we design a training programme focused on the skills that'll make the biggest difference. No generic content — everything ties back to your actual work.

Delivery

Training is hands-on and practical. Your team works through real examples, not abstract exercises. We use sample data relevant to your industry where possible.

Delivery Options

  • Virtual sessions: Live, interactive, can be recorded for those who miss it
  • In-person workshops: We travel across the UK when face-to-face suits better
  • Hybrid: Mix of both depending on your team's setup

Follow-Up

After training, your team gets reference materials and recordings. We're available for follow-up questions to make sure the learning sticks.

This Training Is For

  • Teams who use Excel daily but know they're not using it efficiently
  • Staff stuck in manual processes that could be automated
  • Power users who want to level up to advanced techniques
  • New starters who need to get up to speed quickly

Common Scenarios

  • Finance teams spending hours on reporting that should take minutes
  • Operations staff copying and pasting between spreadsheets
  • Analysts who've never learned pivot tables properly
  • Teams relying on one Excel expert who's become a bottleneck

Not Sure Which Level?

We'll figure it out in the discovery call. We often run mixed-ability sessions with exercises that stretch everyone appropriately, or split into groups if the gaps are significant.

Ready to get more from Microsoft 365?

Book a free consultation to talk through where you are and where you want to be. No pressure, no hard sell — just an honest conversation.