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Microsoft Excel Training

Whether you’re new to Excel or have been winging it for years, I offer customised Microsoft Excel training designed to suit your needs. From data entry basics to building dynamic lists and creating simple charts, I’ll work with your team to build skills that make real-world tasks easier — not more confusing.

My workshops don’t follow a set script. Yes, there are topics and outlines, but they’re just the beginning. I customise every session based on the real-world challenges your team faces — from the tools you’re already using to the systems you’d like to improve.

Training sessions can be delivered as a one-off workshop or broken into smaller, focused modules. You can pick and mix the topics that matter most to your staff, or let me recommend a structure based on your goals and current skill level.

Listed below are some suggested topic areas based on experience. This content can be mixed, matched, and adjusted to suit your team’s experience and the tasks they use Excel for every day.

Beginner Level
Intermediate Level
Advanced Level

Beginner Level Topics

If Excel feels a bit intimidating, you’re not alone — but it doesn’t have to be. This beginner-level training is perfect for anyone who’s never used Excel (or has only clicked around and hoped for the best).

We’ll cover the basics like entering data, building simple formulas, formatting your sheet so it’s easier to read, and even creating a chart or two. You’ll leave with a solid foundation — and more confidence to keep exploring.

Who is this for?

This session is perfect for people who are brand new to Excel or have only ever used it to open someone else’s spreadsheet. It’s ideal for those who want to get comfortable entering data, using simple formulas, and navigating a workbook without the guesswork.

Getting Started with Excel
  • Creating and saving workbooks

  • Entering and editing text, numbers, and formulas

  • Updating and managing workbook versions

Modifying a Worksheet

  • Moving and copying data and formulas

  • Understanding absolute vs relative references

  • Inserting and deleting cells or ranges

Working with Functions

  • Intro to functions and AutoSum

  • Using AVERAGE, MIN and MAX

  • Understanding where functions are most useful

Formatting for Readability

  • Formatting cells, rows and columns

  • Number formatting (dates, currency, percentages)

  • Using Format Painter and AutoFormat tools

Creating and Editing Charts

  • Choosing the right chart for your data

  • Customising chart layouts and labels

  • Printing charts for reports or presentations

List Management & Data Tools

  • Organising and managing lists

  • Sorting and filtering data

  • Using advanced filters and subtotals

Printing and Layout Options

  • Preparing spreadsheets for printing

  • Page setup tools: headers, orientation, scaling

  • Printing selected areas or full sheets

Intermediate Level Topics

Once you’ve got the basics of Excel under control, there’s a whole world of time-saving tools, cross-sheet connections, and formatting tricks that can take your spreadsheets from functional to brilliant.

This intermediate Microsoft Excel training topics focus on making life easier when working with larger data sets, multiple sheets, and more complex formulas. The content is a guide – I’ll tailor the session to your workflows, your industry, and your team’s current confidence level.

Who is this for?

Great for anyone familiar with the basics who wants to get faster and more confident working with larger spreadsheets, multiple sheets, and everyday functions like filtering, formatting, and linking data.

Working with Large Worksheets

  • Zoom controls, freezing panes and splitting views

  • Hiding/unhiding rows, columns, and entire sheets

  • Grouping and outlining large sets of data

Printing Larger Worksheets

  • Print titles and headers that repeat across pages

  • Inserting and adjusting page breaks

  • Printing multiple sheets as one document

Working with Multiple Worksheets and Files

  • Creating 3D formulas across sheets

  • Consolidating data from different sources

  • Linking and updating data between workbook

Working with Dates

  • Formatting for dates and times

  • Using date-based functions (e.g. TODAY, NETWORKDAYS)

  • Building formulas that calculate durations or future dates

Conditional Logic and Formatting

  • Refresher on common functions

  • Using IF and nested IF statements

  • Applying and managing conditional formatting rules

Tables & List Management

  • Creating and formatting Excel Tables

  • Inserting columns/rows and applying filters

  • Subtotals and advanced list filtering

Documenting & Auditing Worksheets

  • Adding and editing comments

  • Tracing and auditing formulas

  • Protecting cells, sheets, and full workbooks

Advanced Level Topics

Ready to take Excel to the next level? This advanced training is ideal for people who are confident with the basics and want to explore Excel’s more powerful features – from PivotTables to macros.

All topics can be mixed and matched depending on your team’s experience and needs. Whether you’re building reports, analysing trends, or just want to reduce repetitive work, I’ll help you make Excel work harder for you.

Who is this for?

Designed for experienced users ready to explore powerful tools like PivotTables, advanced formulas, macros, and data analysis. Perfect for those creating templates, automating tasks, or managing structured reporting.

Logical Functions & Formulas

  • Recap of IF and nested IF formulas

  • Using AND, OR, and combined logic in formulas

  • Naming ranges for easier readability and reuse

Working with Lookups

  • Using VLOOKUP and HLOOKUP

  • Common troubleshooting tips

  • Alternatives to lookup functions for complex data

List Management & Data Validation

  • Creating dropdown lists and setting rules for input

  • Using data validation for text, values, and dates

  • Cleaning up messy data for better consistency

Database Functions

  • Setting criteria for structured data

  • Using DSUM, DAVERAGE, and DCOUNT functions

  • Filtering large datasets effectively with formulas

PivotTables & PivotCharts

  • Using the PivotTable Wizard and toolbar

  • Rearranging and customising PivotTables

  • Creating PivotCharts and using slicers to filter

  • Common real-world uses (e.g. monthly reports, project tracking)

Analytical Tools

  • Using Goal Seek to work backwards from a target

  • Running Solver scenarios for optimising options

  • Saving and comparing different what-if scenarios

Getting Started with Macros

  • Recording your own macros to save time

  • Viewing and editing basic macro code (VBA)

  • Using macros to automate repetitive tasks

How it works?

  • You choose a topic (or a mix!)

  • We chat about your team, your tech setup, and your goals

  • I build a session tailored to suit your people, not just the software

  • I deliver it online or in person — your place or a local venue

  • You get practical resources, real examples, and time to ask questions

Get in Touch

Let’s build an Excel session that fits your work

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