Format

This course will be delivered via Zoom. The Zoom link will be emailed to participants the day before the course is due to take place.

Who should attend

This course is ideal for professionals who use Excel regularly and want to enhance their skills. It’s perfect for accountants, business analysts, data managers, and administrative staff looking to improve efficiency in reporting and data management. Anyone with basic Excel knowledge who wants to master advanced formulas, PivotTables, charts, and collaboration tools will benefit. If you’re looking to work smarter with data, this course will help you boost productivity.

Course overview

• Features - Flash Fill, Quick Analysis, Quick Access Toolbar, Customising Ribbon Tab, Analyse, Smart Lookup, Auto Correct, Copy & Paste, Table of Content
• Working with Charts - Waterfall, Histogram, Pareto, Sunburst, People Graph, Combo Chart
• Working with Functions - Conditional Formatting, Flash Fill, Text Join, ConCat, Absolute Reference, Names
• Working with Formulas - IfError, If, Ifs, CountIf, SumIf, VLookUp, VLookup & IfError, XLookup, Data Validation
• Pivot - Pivot Table, Pivot Chart, Timeline, Slicers
• Tables - Formatting Tables, Working with Tables

Key learning outcomes

By the end of this course, participants will be able to:

• Advanced Formulas & Functions - Apply logical, lookup, and text functions for efficient data processing.
• Managing & Analysing Data - Organize, filter, and sort large datasets effectively.
• Creating & Customising Charts - Visualize data with dynamic charts and graphs.
• Working with PivotTables & PivotCharts - Summarize and analyze complex data sets.
• Applying Conditional Formatting - Highlight key data trends and patterns.
• Using Data Validation Techniques - Control data entry and maintain accuracy.
• Enhancing Efficiency with Named Ranges - Simplify formulas and navigation.
• Automating Tasks with Excel Features - Utilize Flash Fill and Quick Analysis tools.
• Collaborating in Excel 365 - Share, comment, and work on spreadsheets with others.
• Improving Productivity with Shortcuts & Tips - Speed up workflow with essential Excel tricks.

All participants should please note the following

• Two monitors. Having two monitors is very strongly recommended for this training. It allows you to view the trainers PC in one monitor and the application that is the subject of the training in the other. On a single screen it can be difficult to arrange the trainers screen and your own application comfortably. If you only have a single screen please inform the trainer - ideally before the test session - and they can help you to get the best from the training session.
• Microsoft Office version. We use Microsoft Office 365 Professional. If you are using an older version please be aware that you might not be able to do some of the exercises that are using the latest features.
• Windows 10/11. We prepare the files and deliver the course using Windows 10/11. If you are using a MacBook or other platform please be aware that there can sometimes be incompatibilities and there are certain features that are not available on the Macintosh edition of Microsoft Office 365 Professional. These issues can be identified and resolved during the test session.

Speaker bio

Professional Training is a group of experienced specialists providing focused training in IT and Management skills. Our trainers use a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation by our course participants. We have delivered a range of CPD programmes with Chartered Accountants Ireland since 1997. Website: www.professional.ie

Contact us

If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930

By registering for this course you have accepted the terms and conditions