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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 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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