Soft Stuff: Training

Unlike many other programs, it actually matters that spreadsheets are high-quality reliable documents and provide a clear insight into your business. A badly designed or used spreadsheet may not just look unprofessional; it could show incorrect or misleading information and lead to unwise business decisions. In view of this, it makes sense to ensure that every single person using a spreadsheet in an organisation has a solid understanding of basic spreadsheet and formula structure, even if they are only entering data, so as to minimise confusion and avoid errors. As users become more proficient, they can use functions to carry out complex calculations and manipulate data in order to present the required information in tables, charts or Pivot Tables. Once they have mastered these, they can move on to writing code in VBA or crunching data with Excel's Power Tools.

I am a DBS-certified trainer with a wealth of experience at all levels. I offer high quality training in Excel to individuals and groups, with much more flexibility than is possible on conventional courses. I am based in north-west Essex, so am happy to commute to central London, or drive to locations in Essex, Hertfordshire, and occasionally further afield.

These are just some of the sectors I have worked in:

I usually base my training on the topics below, which can take users from beginner through to advanced level. Although I have arranged them by level, there will normally be considerable overlap and you can of course "mix and match" them to suit your requirements (within reason). The list is not fully comprehensive; if there is something you would find useful that I have not included, just ask! I am always happy to adapt courses to your requirements: I am not bound by outdated outlines or exam requirements, and in any case I always tailor my delivery to suit the ability and interest of the attendees on the day.

Advanced

Many Intermediate topics are explored in more depth.

In addition, there may be modules on some or all of:

Exporting and importing data

"What If" analysis tools

Scenarios, Goal Seek

One-click forecasting

Consolidating data

First steps in data cleansing

Recording and editing a simple macro

Hot Stuff: Power Tools

During my own lockdown, I have been developing material on some of the newer or more powerful features in Excel and am now able to offer training on these. This is my "Beyond Advanced" group of modules.  These are the main topics: some of course are much larger and more complex than others and may need to be broken down into multiple sessions.

Contact me if you would like to explore these new features.

Beyond Advanced

NEW! Excel Array formulae and the NEW Dynamic Arrays *

NEW! Say goodby to VLOOKUP? The new XLOOKUP function is here! *

* These two new features are currently only available with Excel 365 or Excel on the web

Geography and Stock data types

Creating Dashboards with Pivot Tables and Pivot Charts

Using Power Query/Get and Transform and the M language

Programming Excel with Visual Basic for Applications (VBA)

Using the Data Model for Pivot Tables, Power Pivot and Power BI

Working with DAX formulae

Other Stuff: Non-Excel Training

Having trained Microsoft Office products for many years, I am also available for training in the other applications - not just Excel.  Contact me if you would like to discuss other requirements, such as Word or PowerPoint, sharing information between the different applications, or updating your equipment and migrating to new versions of Windows and Office.