Courses

Courses

Millions of people use Excel every day, but few have mastered it.

In fact, the world’s ‘most used database’ can be a painstaking, time-wasting headache for even relatively proficient users at times (most financial professionals spend roughly 80% of their time on Excel, with 90% of their models containing errors). Sadly, most never get to unlock Excel’s vast creative potential and enjoy the associated benefits.

At Excel Evolution Ltd, our mission is to demystify Excel and show intermediate and already-skilled users how to tap into Excel’s true genius, and transform their working lives (and business productivity) as a result.

A note on our credentials… we’ve trained thousands of people across the UK, Emirates and South Africa, from British Sky Broadcasting to BG Group and beyond. As market-leaders in this space, we generate all our own content (which appears in blogs and books everywhere) and our trainers are consistently ranked among the most technically-proficient Excel experts across the globe.

What sets us apart?

Our approach is about going back to basics – to the core concepts underpinning the entire programme, to understand its ‘brain’ and the underlying premises. Then, to deepen the understanding of the theory, we run a series of exercises integral to the practice of advanced modelling techniques. These methodologies are founded upon continual exposure to an ever changing landscape of development work we do when we are not teaching.

Post-course, our participants experience:

• Increased productivity – we work at 180% greater efficiency than most skilled Excel users

• Dramatic reduction of errors – via best practice modelling methods

• Greater flexibility – to avoid constantly reworking models due to business change

Simply put:

We help organisations leverage technology, using best practice methodologies, for continuous improvement and commercial gain.

Our Courses

Click on the course for more information:

Course Duration Maximum No. of Delegates Price (Excl. vat)
One to One 1.0 days 3 £1,000
Basic Excel 2.0 days 15 £2,000
Intermediate Excel 2.0 days 12 £2,500
Advanced Excel 2.0 days 10 £3,000
Visual Basic for Applications (VBA) 3.0 days 10 £3,500

Our Modules

Please see a list of our core modules that would be covered:

Module One to One Basic Intermediate Advanced

Purpose of Excel

  • The fundamental goals of Excel
  • Initial insight into Excel’s “Brain”
  • File formats and file extensions

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Navigation and structure

  • Navigation and helpful shortcuts
  • Worksheet grid and an initial look at Named Ranges
  • Merged cells and the respective risk

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Data Management within Excel

  • Data types
  • Operators and Operandums
  • Coercion vs. functions
  • Implement balancing checks and flags
    1. Using conditional formatting
    2. Number formatting
    3. Error tracking

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Data Management with files outside of Excel

  • Sharing a workbook and the risks
  • Automate data import using queries
  • First look at Power Query

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Adjusting & Customizing

  • The effects of altering the Dependency tree
  • Inserting objects such as Microsoft Word documents or shapes
  • Simple use of Named ranges in Data Validation to deliver drop down lists
  • Styles

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Excel’s Table objects

  • Understanding the table object
  • Table Formulae syntax

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Intermediate Formula

  • Explore a collection of useful functions
  • Learn a structured approach to breaking-down and understanding complex formulas
  • Locate and handle formula errors; and discover the value of unhandled formula errors such as #N/A
  • Using Boolean logic to deliver digital results
  • Lookups: Binary lookup vs. Linear Search in VLookups and become able to improve lookup performance by an average of 400%. Also, discover a variety of other useful applications of binary searches.

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Pivot Tables

  • Creating Pivot Tables instead of formulae-based summaries
  • Drill down feature
  • Pivot Table Slicers & Reporting Connections
  • Interactive Pivot Charts

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Output & Protection

  • Setting print ranges and printing options
  • Understand the concepts of good charting principles and learn how to determine the appropriate chart type best suited to represent the data
  • Create mix chart types and use a secondary axis
  • Sparklines
  • An initial look at cell, worksheet and workbook protection

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Advanced Formula

  • Index & Match
  • Dynamic ranges
  • Array formulae

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Initial look at VBA

  • Recording a macro
  • Basics to the coding environment
  • Understanding classes, modules, objects & properties.

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Basic VBA scripting

  • Setting a variable
  • Setting an object
  • Destroying an object
  • Displaying a message

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Exercises

Lots of practical examples that seek to further support the lessons learned. Taking the day to work through as many scenarios as possible.


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